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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+15
Holders Change %
+4.36%
% of All Funds
5.22%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
49
Increased
147
Reduced
127
Closed
28
Calls
$389M
Puts
$498M
Net Calls
-$108M
Net Calls Change
-$268M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$236M
2
RBA
2
Richard Bernstein Advisors
New York
$79.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$140M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$56.6M
5
HWA
5
HHM Wealth Advisors
Tennessee
$22.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$117M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$85.6M
3
PAG
3
Private Advisor Group
New Jersey
$39M
4
LPL Financial
4
LPL Financial
California
$190M
5
BCM
5
Brookstone Capital Management
Illinois
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
276
Chesley Taft & Associates
Illinois
$235K – – –
LA
277
Latitude Advisors
Florida
$234K +$234K +8,103 New
SWP
278
Strategic Wealth Partners
Ohio
$233K -$34.8K -1,207 -13%
AQR Capital Management
279
AQR Capital Management
Connecticut
$231K – – –
MCC
280
Money Concepts Capital
Florida
$228K -$49.7K -1,720 -18%
WIA
281
World Investment Advisors
California
$227K +$227K +7,865 New
B
282
BetterWealth
California
$225K -$390K -13,494 -63%
CMBA
283
C.M. Bidwell & Associates
Hawaii
$222K +$26.5K +919 +14%
HR
284
Howe & Rusling
New York
$215K +$2.25K +78 +1%
OPS
285
Orion Portfolio Solutions
Nebraska
$213K -$199K -6,899 -48%
BCI
286
Brinker Capital Investments
Pennsylvania
$213K -$199K -6,899 -48%
SIM
287
Stratos Investment Management
Ohio
$207K +$2.22K +77 +1%
AA
288
Axiom Advisory
California
$206K +$206K +7,182 New
AC
289
ASB Consultores
Florida
$206K +$206K +7,137 New
TDC
290
Thompson Davis & Co
Virginia
$202K +$202K +7,000 New
TPCW
291
TD Private Client Wealth
New York
$190K +$5.51K +191 +3%
VWM
292
Venturi Wealth Management
Texas
$144K +$96.9K +3,356 +205%
HI
293
Harbour Investments
Wisconsin
$144K +$35.1K +1,217 +32%
FNWA
294
Financial Network Wealth Advisors
Utah
$143K -$70.6K -2,445 -33%
National Bank of Canada
295
National Bank of Canada
Quebec, Canada
$138K +$14.9K +519 +12%
NS
296
NBC Securities
Alabama
$131K -$753K -26,108 -85%
William Blair & Company
297
William Blair & Company
Illinois
$128K -$11.3K -393 -8%
GG
298
Gleason Group
Kentucky
$103K +$103K +3,565 New
TFGT
299
TS Financial Group (TSFG)
Illinois
$100K +$753 +26 +0.8%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$94.1K -$67.3K -2,332 -42%
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12
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