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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 %
SWM
326
Spire Wealth Management
Virginia
$29.4K -$161K -5,541 -85%
OLVIG
327
Oliver Lagore Vanvalin Investment Group
Michigan
$29.3K -$57K -1,961 -66%
OC
328
Oakworth Capital
Alabama
$23K +$23K +790 New
AWA
329
Alaska Wealth Advisors
Alaska
$21.6K -$988 -34 -4%
RCM
330
Raleigh Capital Management
North Carolina
$21.4K -$6.19K -213 -22%
IRC
331
Investors Research Corp
Georgia
$21.4K – – –
PWA
332
Provenance Wealth Advisors
Florida
$20.8K +$20.8K +715 New
AF
333
Advisornet Financial
Minnesota
$17.2K -$36.2K -1,245 -68%
SWC
334
Spectrum Wealth Counsel
Indiana
$15.8K +$15.8K +544 New
NCM
335
Northwest Capital Management
Oregon
$15.1K – – –
CBT
336
CoreFirst Bank & Trust
Kansas
$15K – – –
NRG
337
Nemes Rush Group
Michigan
$14.9K – – –
AFS
338
Annapolis Financial Services
Maryland
$14.1K +$14.1K +484 New
MBFW
339
Morton Brown Family Wealth
Pennsylvania
$13K +$13K +448 New
RG
340
Retirement Group
California
$11.8K +$174 +6 +1%
PP
341
Pacifica Partners
Canada
$11.1K – – –
First Manhattan
342
First Manhattan
New York
$10.7K +$10.7K +367 New
TFG
343
Team Financial Group
California
$10.6K +$145 +5 +1%
BCWM
344
Bartlett & Co Wealth Management
Ohio
$9.44K – – –
JHCP
345
Jackson Hole Capital Partners
Oklahoma
$9.15K +$9.15K +315 New
BC
346
Bartlett & Co
Ohio
$9K – – –
AWM
347
Atticus Wealth Management
Florida
$8.66K -$29.7K -1,024 -77%
WT
348
Washington Trust
Rhode Island
$8.57K – – –
SPIA
349
Steward Partners Investment Advisory
New York
$7.84K – – –
PA
350
Parallel Advisors
California
$7.58K – – –
12 13
14
15 16