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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 %
CT
326
Colonial Trust
South Carolina
$41.4K – – –
CP
327
Castleview Partners
Texas
$41.3K -$2.32K -79 -5%
NRG
328
Nemes Rush Group
Michigan
$37.2K -$55.2K -1,910 -60%
EWM
329
EPG Wealth Management
Georgia
$32.3K +$32.3K +1,099 New
CAS
330
Coppell Advisory Solutions
Texas
$29.5K +$5.09K +173 +21%
SPIA
331
Steward Partners Investment Advisory
New York
$28.6K +$20.6K +701 +260%
SWM
332
Spire Wealth Management
Virginia
$26.6K +$265 +9 +1%
WSFS
333
Wilmington Savings Fund Society
Delaware
$23.4K +$23.4K +794 New
FGC
334
Financial Gravity Companies
Texas
$23K +$23K +781 New
IRC
335
Investors Research Corp
Georgia
$21.6K – – –
AWA
336
Alaska Wealth Advisors
Alaska
$21.4K +$88 +3 +0.4%
SIS
337
Sound Income Strategies
Florida
$20.3K +$20.3K +690 New
SWC
338
Spectrum Wealth Counsel
Indiana
$19.8K – – –
PB
339
Pinnacle Bancorp
Nebraska
$19.1K -$1.47K -50 -7%
S
340
SignatureFD
Georgia
$18.8K +$9K +306 +92%
AF
341
Advisornet Financial
Minnesota
$17.4K – – –
Jones Financial Companies
342
Jones Financial Companies
Missouri
$15.3K +$324 +11 +2%
SWS
343
SYSTM Wealth Solutions
Illinois
$13.9K +$10.8K +366 +349%
PP
344
Pacifica Partners
Canada
$11.3K – – –
CA
345
Continuum Advisory
Idaho
$11K +$1.48K +51 +15%
CAM
346
Costello Asset Management
Pennsylvania
$11K +$11K +375 New
MBFW
347
Morton Brown Family Wealth
Pennsylvania
$10.1K – – –
BCWM
348
Bartlett & Co Wealth Management
Ohio
$9.56K – – –
JHCP
349
Jackson Hole Capital Partners
Oklahoma
$9.26K – – –
AA
350
Addison Advisors
Vermont
$9.15K – – –
12 13
14
15 16