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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

344 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 128 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
-15
Holders Change %
-4.18%
% of All Funds
4.99%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
37
Increased
128
Reduced
143
Closed
44
Calls
$735M
Puts
$576M
Net Calls
+$160M
Net Calls Change
+$224M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$627M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.39B
3
GI
3
GLOBALT Investments
Georgia
$136M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$33.7M
5
Wells Fargo
5
Wells Fargo
California
$63.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
LPL Financial
3
LPL Financial
California
$206M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
276
Financial Network Wealth Advisors
Utah
$214K +$214K +7,400 New
HR
277
Howe & Rusling
New York
$213K -$165K -5,697 -44%
LCWP
278
Legacy Capital Wealth Partners
Arkansas
$213K +$213K +7,300 New
CA
279
CGN Advisors
Kansas
$212K – – –
IAA
280
Independent Advisor Alliance
North Carolina
$211K +$211K +7,311 New
Charles Schwab
281
Charles Schwab
California
$206K – – –
SIM
282
Stratos Investment Management
Ohio
$205K +$1.42K +49 +0.7%
FWP
283
Falcon Wealth Planning
California
$203K +$723 +25 +0.4%
CMBA
284
C.M. Bidwell & Associates
Hawaii
$195K -$10.1K -350 -5%
AFWM
285
Abich Financial Wealth Management
Virginia
$191K -$199K -6,865 -51%
TPCW
286
TD Private Client Wealth
New York
$185K +$76.8K +2,656 +71%
Fidelity Investments
287
Fidelity Investments
Massachusetts
$162K -$98.9K -3,421 -38%
William Blair & Company
288
William Blair & Company
Illinois
$139K +$23.9K +825 +21%
National Bank of Canada
289
National Bank of Canada
Quebec, Canada
$124K +$124K +4,301 New
HI
290
Harbour Investments
Wisconsin
$109K -$7.06K -244 -6%
TFGT
291
TS Financial Group (TSFG)
Illinois
$99K -$1.65K -57 -2%
NP
292
NorthRock Partners
Minnesota
$91K -$11.9K -412 -12%
HPC
293
HM Payson & Co
Maine
$85.6K +$35.7K +1,234 +71%
VWM
294
Valley Wealth Managers
New Jersey
$69.1K – – –
CHA
295
Carmichael Hill & Associates
Maryland
$64.4K – – –
EWA
296
EverSource Wealth Advisors
Alabama
$58.1K – – –
CWM
297
Cranbrook Wealth Management
Michigan
$57.1K +$26.9K +931 +89%
IGWM
298
ICA Group Wealth Management
Colorado
$55.2K -$26.8K -927 -33%
VWM
299
Venturi Wealth Management
Texas
$47.3K -$53.5K -1,851 -53%
RFS
300
Richardson Financial Services
Massachusetts
$45.5K -$7.17K -248 -14%
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12
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