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State Street SPDR Portfolio Short Term Treasury ETF

378 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 122

33% more capital invested

Capital invested by funds: $3.83B → $5.11B (+$1.28B)

5.15% more ownership

Funds ownership: 85.34%90.48% (+5.1%)

5% more funds holding

Funds holding: 361378 (+17)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

11% less call options, than puts

Call options by funds: $246M | Put options by funds: $277M

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
5.43%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.5%
New
49
Increased
163
Reduced
122
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$46.3K
RFS
327
Richardson Financial Services
Massachusetts
$46.3K +$4.64K +159 +11%
CT
328
Colonial Trust
South Carolina
$41.4K
CP
329
Castleview Partners
Texas
$41.3K -$2.31K -79 -5%
NRG
330
Nemes Rush Group
Michigan
$37.2K -$55.7K -1,910 -60%
EWM
331
EPG Wealth Management
Georgia
$32.3K +$32.1K +1,099 New
CAS
332
Coppell Advisory Solutions
Texas
$29.5K +$5.05K +173 +21%
SPIA
333
Steward Partners Investment Advisory
New York
$28.6K +$20.5K +701 +260%
SWM
334
Spire Wealth Management
Virginia
$26.6K +$263 +9 +1%
WSFS
335
Wilmington Savings Fund Society
Delaware
$23.4K +$23.2K +794 New
FGC
336
Financial Gravity Companies
Texas
$23K +$22.8K +781 New
IRC
337
Investors Research Corp
Georgia
$21.6K
AWA
338
Alaska Wealth Advisors
Alaska
$21.4K +$88 +3 +0.4%
SIS
339
Sound Income Strategies
Florida
$20.3K +$20.1K +690 New
SWC
340
Spectrum Wealth Counsel
Indiana
$19.8K
PB
341
Pinnacle Bancorp
Nebraska
$19.1K -$1.46K -50 -7%
S
342
SignatureFD
Georgia
$18.8K +$8.93K +306 +92%
AF
343
Advisornet Financial
Minnesota
$17.4K
Jones Financial Companies
344
Jones Financial Companies
Missouri
$15.3K +$321 +11 +2%
SWS
345
SYSTM Wealth Solutions
Illinois
$13.9K +$10.7K +366 +349%
PP
346
Pacifica Partners
Canada
$11.3K
CA
347
Continuum Advisory
Idaho
$11K +$1.49K +51 +15%
CAM
348
Costello Asset Management
Pennsylvania
$11K +$10.9K +375 New
MBFW
349
Morton Brown Family Wealth
Pennsylvania
$10.1K
BCWM
350
Bartlett & Co Wealth Management
Ohio
$9.56K

SPTS Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q3 2024, worth a combined $5.11B — up 33% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPTS positions and 29 closed out — a net gain of 20 holders — while 163 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $415M. The largest seller was Fisher Asset Management, cutting an estimated $105M.

  • 378 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $5.11B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q3 2024, up 33% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q3 2024 and 29 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q3 2024 was Bank of America, an estimated $415M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q3 2024 was Fisher Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.