We are live on ! Find out more
SPTS icon

State Street SPDR Portfolio Short Term Treasury ETF

378 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 122

33% more capital invested

Capital invested by funds: $3.83B → $5.11B (+$1.28B)

5.15% more ownership

Funds ownership: 85.34%90.48% (+5.1%)

5% more funds holding

Funds holding: 361378 (+17)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

11% less call options, than puts

Call options by funds: $246M | Put options by funds: $277M

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
5.43%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.5%
New
49
Increased
163
Reduced
122
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$275K -$399K -13,682 -59%
BCI
277
Brinker Capital Investments
Pennsylvania
$268K +$50.1K +1,716 +23%
OPS
278
Orion Portfolio Solutions
Nebraska
$268K +$50.1K +1,716 +23%
CWM
279
Cranbrook Wealth Management
Michigan
$267K +$5.98K +205 +2%
Betterment LLC
280
Betterment LLC
New York
$262K +$10.9K +375 +4%
WWM
281
WJ Wealth Management
Arizona
$262K -$661K -22,666 -72%
MCC
282
Money Concepts Capital
Florida
$256K +$23K +787 +10%
CA
283
Carson Advisory
Georgia
$253K +$251K +8,598 New
WIA
284
World Investment Advisors
California
$251K +$19.4K +664 +8%
RW
285
REDW Wealth
New Mexico
$250K -$18.5K -635 -7%
BWM
286
Bulltick Wealth Management
Florida
$249K +$247K +8,478 New
SGAM
287
Stephens Group Asset Management
Arkansas
$246K +$244K +8,376 New
LA
288
Latitude Advisors
Florida
$245K +$6.3K +216 +3%
ONB
289
Old National Bancorp
Indiana
$241K
CTA
290
Chesley Taft & Associates
Illinois
$240K
BAM
291
Belpointe Asset Management
Nevada
$237K +$235K +8,065 New
WANY
292
Wealthspire Advisors (New York)
New York
$236K +$234K +8,018 New
AQR Capital Management
293
AQR Capital Management
Connecticut
$236K
BJL
294
Brighton Jones LLC
Washington
$234K -$226K -7,759 -49%
B
295
BetterWealth
California
$229K
CMBA
296
C.M. Bidwell & Associates
Hawaii
$226K
MWA
297
MFA Wealth Advisors
Pennsylvania
$226K -$2.95M -101,247 -93%
PWG
298
Portside Wealth Group
Utah
$226K +$224K +7,668 New
HR
299
Howe & Rusling
New York
$224K +$5.19K +178 +2%
CAG
300
Csenge Advisory Group
Florida
$215K -$24.5K -841 -10%

SPTS Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q3 2024, worth a combined $5.11B — up 33% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPTS positions and 29 closed out — a net gain of 20 holders — while 163 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $415M. The largest seller was Fisher Asset Management, cutting an estimated $105M.

  • 378 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $5.11B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q3 2024, up 33% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q3 2024 and 29 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q3 2024 was Bank of America, an estimated $415M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q3 2024 was Fisher Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.