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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 %
HI
301
Harbour Investments
Wisconsin
$116K -$18.6K -639 -14%
William Blair & Company
302
William Blair & Company
Illinois
$116K -$2.35K -81 -2%
CT
303
Colonial Trust
South Carolina
$109K +$91.3K +3,142 +505%
TPCW
304
TD Private Client Wealth
New York
$109K +$53.7K +1,847 +97%
ODG
305
O'Dell Group
Ohio
$107K +$107K +3,695 New
NP
306
NorthRock Partners
Minnesota
$103K +$103K +3,559 New
VWM
307
Venturi Wealth Management
Texas
$101K -$97.3K -3,351 -49%
TFGT
308
TS Financial Group (TSFG)
Illinois
$101K +$8.09K +279 +9%
IGWM
309
ICA Group Wealth Management
Colorado
$82.4K +$82.4K +2,835 New
VWM
310
Valley Wealth Managers
New Jersey
$69.4K – – –
CHA
311
Carmichael Hill & Associates
Maryland
$64.7K – – –
EWA
312
EverSource Wealth Advisors
Alabama
$58.8K +$58.8K +2,023 New
FWM
313
Focused Wealth Management
New York
$57.9K -$1.34K -46 -2%
SWS
314
SYSTM Wealth Solutions
Illinois
$53.6K +$53.6K +1,846 New
RFS
315
Richardson Financial Services
Massachusetts
$53K +$53K +1,823 New
HPC
316
HM Payson & Co
Maine
$50.1K +$50.1K +1,726 New
WTC
317
WhitTier Trust Company
Nevada
$45.7K – – –
HNB
318
Huntington National Bank
Ohio
$37K -$95.4K – –
PB
319
Pinnacle Bancorp
Nebraska
$36.3K +$36.3K +1,250 New
BTI
320
Blue Trust Inc
Georgia
$36K +$8.88K +310 +33%
NFSG
321
Newbridge Financial Services Group
Florida
$35.1K -$30.1K -1,037 -46%
CWP
322
Concord Wealth Partners
Virginia
$31.5K -$15K -518 -32%
EWM
323
EPG Wealth Management
Georgia
$30.9K +$520 +18 +2%
HIA
324
Harbor Investment Advisory
Maryland
$30.7K +$30.7K +1,056 New
CWM
325
Cranbrook Wealth Management
Michigan
$30.3K – – –
11 12
13
14 15