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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 %
WTC
301
WhitTier Trust Company
Nevada
$45.5K – – –
CT
302
Colonial Trust
South Carolina
$43.1K -$65.8K -2,274 -60%
CP
303
Castleview Partners
Texas
$42.9K -$598K -20,669 -93%
BTI
304
Blue Trust Inc
Georgia
$38.6K +$2.2K +76 +6%
NRG
305
Nemes Rush Group
Michigan
$37.2K +$22.4K +776 +152%
NFSG
306
Newbridge Financial Services Group
Florida
$34.9K – – –
EWM
307
EPG Wealth Management
Georgia
$31.1K +$116 +4 +0.4%
TCM
308
TruNorth Capital Management
Michigan
$30.5K +$30.5K +1,055 New
SWM
309
Spire Wealth Management
Virginia
$29.4K +$174 +6 +0.6%
AWA
310
Alaska Wealth Advisors
Alaska
$23.8K +$2.26K +78 +10%
OC
311
Oakworth Capital
Alabama
$22.8K – – –
PB
312
Pinnacle Bancorp
Nebraska
$21.7K -$14.5K -500 -40%
IRC
313
Investors Research Corp
Georgia
$21.3K – – –
AA
314
Addison Advisors
Vermont
$20.8K +$20.8K +718 New
PWA
315
Provenance Wealth Advisors
Florida
$20.7K – – –
AF
316
Advisornet Financial
Minnesota
$17.2K – – –
CTA
317
Colonial Trust Advisors
South Carolina
$16.7K +$16.7K +578 New
NCM
318
Northwest Capital Management
Oregon
$15K – – –
CBT
319
CoreFirst Bank & Trust
Kansas
$15K – – –
HGERS
320
Householder Group Estate & Retirement Specialist
Arizona
$13.6K -$338K -11,682 -96%
MBFW
321
Morton Brown Family Wealth
Pennsylvania
$13K – – –
FFA
322
Frazier Financial Advisors
Ohio
$12.3K +$12.3K +427 New
RG
323
Retirement Group
California
$11.8K +$87 +3 +0.7%
PP
324
Pacifica Partners
Canada
$11.1K – – –
Simplex Trading
325
Simplex Trading
Illinois
$11K +$11K +400 New
11 12
13
14 15