SPTS icon

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
Municipal Employees' Retirement System of Michigan
Michigan
$627M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.39B
3
GI
GLOBALT Investments
Georgia
$136M
4
Renaissance Technologies
Renaissance Technologies
New York
$33.7M
5
Wells Fargo
Wells Fargo
California
$63.4M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
3
LPL Financial
LPL Financial
California
$206M
4
Morgan Stanley
Morgan Stanley
New York
$67.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
326
Founders Financial Alliance
North Carolina
$9.46K +$9.46K +327 New
CA
327
Continuum Advisory
Idaho
$9.45K +$9.45K +328 New
BCWM
328
Bartlett & Co Wealth Management
Ohio
$9.4K – – –
JHCP
329
Jackson Hole Capital Partners
Oklahoma
$9.11K – – –
WT
330
Washington Trust
Rhode Island
$8.53K – – –
AWM
331
Atticus Wealth Management
Florida
$8.21K -$405 -14 -5%
S
332
SignatureFD
Georgia
$7.84K +$7.84K +271 New
SPIA
333
Steward Partners Investment Advisory
New York
$7.81K – – –
PA
334
Parallel Advisors
California
$7.55K – – –
CIAS
335
Capital Investment Advisory Services
North Carolina
$7.46K +$7.46K +258 New
OCM
336
Orion Capital Management
California
$7.26K – – –
SWC
337
Spectrum Wealth Counsel
Indiana
$6.65K -$9.08K -314 -58%
DFA
338
DHJJ Financial Advisors
Illinois
$5.58K – – –
KFS
339
Kelly Financial Services
Massachusetts
$4.89K +$29 +1 +0.6%
AIM
340
Anchor Investment Management
South Carolina
$3.12K – – –
AGWCA
341
Annis Gardner Whiting Capital Advisors
Florida
$2.08K – – –
ACA
342
Aptus Capital Advisors
Alabama
$1.71K +$1.71K +59 New
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$1.61K -$372K -12,924 -100%
CWP
344
Concord Wealth Partners
Virginia
$636 -$30.7K -1,062 -98%
RS
345
Rakuten Securities
Japan
$29 +$29 +1 New
GI
346
Gradient Investments
Minnesota
$25 -$6.25K -250 -100%
RIG
347
RiverFront Investment Group
Virginia
– -$101M -3,480,391 Closed
ARC
348
Advisor Resource Council
Texas
– -$2.65M -91,346 Closed
Citadel Advisors
349
Citadel Advisors
Florida
– -$1.45M -50,077 Closed
SFA
350
Source Financial Advisors
New York
– -$1.43M -49,381 Closed
12 13
14
15 16