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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

376 hedge funds and large institutions have $5.1B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+17
Holders Change %
+4.74%
% of All Funds
5.44%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.51%
New
49
Increased
162
Reduced
121
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$659M
2
RBA
Richard Bernstein Advisors
New York
$399M
3
Ameriprise
Ameriprise
Minnesota
$257M
4
GI
GLOBALT Investments
Georgia
$272M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$13.4M
2
SAF
Smith Anglin Financial
Texas
$1.11M
3
AssetMark Inc
AssetMark Inc
California
$12.5M
4
AWM
AE Wealth Management
Kansas
$456K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
301
Strategic Wealth Partners
Ohio
$207K -$29.8K -1,014 -13%
TPCW
302
TD Private Client Wealth
New York
$202K +$8.15K +277 +4%
MFT
303
Moisand Fitzgerald Tamayo
Florida
$197K -$238K -8,077 -55%
William Blair & Company
304
William Blair & Company
Illinois
$173K +$42.3K +1,439 +32%
NS
305
NBC Securities
Alabama
$159K +$25.6K +872 +19%
Fidelity Investments
306
Fidelity Investments
Massachusetts
$155K +$58.8K +2,000 +61%
National Bank of Canada
307
National Bank of Canada
Quebec, Canada
$142K – – –
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$140K +$124K +4,203 +734%
CA
309
CoreCap Advisors
Michigan
$133K -$10.4M -352,347 -99%
FNWA
310
Financial Network Wealth Advisors
Utah
$119K -$26.9K -916 -18%
HI
311
Harbour Investments
Wisconsin
$112K -$34.7K -1,180 -24%
TFGT
312
TS Financial Group (TSFG)
Illinois
$103K +$1.82K +62 +2%
PFG
313
Peterson Financial Group
Iowa
$91.2K +$91.2K +3,102 New
M
314
MOTCO
Texas
$91.1K – – –
NP
315
NorthRock Partners
Minnesota
$89.7K +$853 +29 +1%
BTI
316
Blue Trust Inc
Georgia
$89.5K +$51K +1,767 +133%
VWM
317
Valley Wealth Managers
New Jersey
$70.3K – – –
CHA
318
Carmichael Hill & Associates
Maryland
$65.5K – – –
NCM
319
Northwest Capital Management
Oregon
$65.3K +$50K +1,700 +328%
EWA
320
EverSource Wealth Advisors
Alabama
$59.5K – – –
BF
321
BOK Financial
Oklahoma
$59.4K – – –
AFWM
322
Abich Financial Wealth Management
Virginia
$51.4K -$230K -7,821 -82%
FFO
323
Fortitude Family Office
Arizona
$47.1K +$47.1K +1,600 New
WTC
324
WhitTier Trust Company
Nevada
$46.3K – – –
RFS
325
Richardson Financial Services
Massachusetts
$46.3K +$4.6K +159 +11%
11 12
13
14 15