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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $4.99B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+30
Holders Change %
+9.12%
% of All Funds
5.26%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.56%
New
75
Increased
103
Reduced
151
Closed
41
Calls
$794M
Puts
$858M
Net Calls
-$64.1M
Net Calls Change
+$379M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$101M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.28B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$180M
4
Morgan Stanley
Morgan Stanley
New York
$134M
5
CA
Crane Advisory
California
$45.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$130M
2
SF
Synovus Financial
Georgia
$3.71M
3
RBA
Richard Bernstein Advisors
New York
$21M
4
Osaic Holdings
Osaic Holdings
Arizona
$42.2M
5
Ameriprise
Ameriprise
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
276
Brighton Jones LLC
Washington
$280K -$7.03K -242 -2%
NWM
277
Northwest Wealth Management
Iowa
$276K -$21.5K -740 -7%
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$269K +$269K +9,255 New
CCA
279
Clearwater Capital Advisors
Illinois
$267K +$267K +9,179 New
Fidelity Investments
280
Fidelity Investments
Massachusetts
$262K +$214K +7,375 +450%
TWM
281
TMD Wealth Management
Arizona
$261K -$12.2K -421 -4%
FHB
282
First Hawaiian Bank
Hawaii
$258K +$258K +8,877 New
CWM
283
Collaborative Wealth Management
Florida
$248K -$73.5K -2,530 -23%
TW
284
TrinityPoint Wealth
Connecticut
$238K -$215K -7,396 -47%
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$237K +$162K +5,586 +218%
CTA
286
Chesley Taft & Associates
Illinois
$237K – – –
APW
287
Austin Private Wealth
Texas
$235K +$235K +8,106 New
CA
288
CGN Advisors
Kansas
$213K +$213K +7,320 New
KW
289
KWB Wealth
California
$208K -$1.18M -40,538 -85%
Charles Schwab
290
Charles Schwab
California
$207K – – –
CMBA
291
C.M. Bidwell & Associates
Hawaii
$206K – – –
LNC
292
Lincoln National Corp
Pennsylvania
$205K -$36.7K -1,262 -15%
SIM
293
Stratos Investment Management
Ohio
$205K +$205K +7,040 New
FWP
294
Falcon Wealth Planning
California
$204K +$204K +7,007 New
RAG
295
RIA Advisory Group
Iowa
$201K +$201K +3,446 New
ACP
296
Aveo Capital Partners
Colorado
$201K -$433K -14,905 -68%
CJFS
297
Coulter & Justus Financial Services
Tennessee
$200K -$1.08M -37,197 -84%
APC
298
Aspire Private Capital
North Carolina
$173K +$92.1K +3,169 +114%
ASN
299
Advisory Services Network
Georgia
$159K -$1.1M -37,836 -87%
US Bancorp
300
US Bancorp
Minnesota
$127K +$102K +3,510 +402%
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