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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

391 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 135 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+15
Holders Change %
+3.99%
% of All Funds
5.21%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.45%
New
68
Increased
144
Reduced
135
Closed
45
Calls
$285M
Puts
$225M
Net Calls
+$59.4M
Net Calls Change
+$89.9M

Top Buyers

1
CCA
Cobblestone Capital Advisors
New York
$45.1M
2
Ameriprise
Ameriprise
Minnesota
$293M
3
MFG
Merit Financial Group
Georgia
$78.1M
4
Wells Fargo
Wells Fargo
California
$71.3M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$45.1M

Top Sellers

1
GI
GLOBALT Investments
Georgia
$120M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$24.9M
3
Bank of America
Bank of America
North Carolina
$629M
4
Morgan Stanley
Morgan Stanley
New York
$46.5M
5
RBA
Richard Bernstein Advisors
New York
$375M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
326
Golden State Wealth Management
California
$127K +$127K +4,375 New
SS
327
SBI Securities
Japan
$112K +$112K +3,858 New
SFG
328
Stonebridge Financial Group
Pennsylvania
$106K +$106K +3,660 New
TFGT
329
TS Financial Group (TSFG)
Illinois
$102K -$320 -11 -0.3%
Fidelity Investments
330
Fidelity Investments
Massachusetts
$93.9K -$58.7K -2,023 -38%
NP
331
NorthRock Partners
Minnesota
$89.7K +$1.19K +41 +1%
EWA
332
EverSource Wealth Advisors
Alabama
$79.4K +$20.7K +715 +35%
VHAM
333
Van Hulzen Asset Management
California
$73.5K +$73.5K +2,533 New
FNWA
334
Financial Network Wealth Advisors
Utah
$70.7K -$46.5K -1,602 -40%
NCM
335
Northwest Capital Management
Oregon
$64.4K – – –
MFT
336
Moisand Fitzgerald Tamayo
Florida
$59K -$135K -4,659 -70%
BF
337
BOK Financial
Oklahoma
$58.7K – – –
FFO
338
Fortitude Family Office
Arizona
$46.4K – – –
WTC
339
WhitTier Trust Company
Nevada
$45.7K – – –
CT
340
Colonial Trust
South Carolina
$40.8K – – –
CP
341
Castleview Partners
Texas
$40.6K – – –
AG
342
AmeriFlex Group
Nevada
$38.4K +$38.4K +1,320 New
RFS
343
Richardson Financial Services
Massachusetts
$38.4K -$7.97K -275 -17%
WWA
344
Wingate Wealth Advisors
Massachusetts
$38.1K +$38.1K +1,315 New
BTD
345
BankPlus Trust Department
Mississippi
$33.8K +$33.8K +1,165 New
EWM
346
EPG Wealth Management
Georgia
$32.3K +$464 +16 +1%
CAS
347
Coppell Advisory Solutions
Texas
$29K – – –
PWA
348
Principia Wealth Advisory
Texas
$27.5K +$27.5K +949 New
SWM
349
Spire Wealth Management
Virginia
$26.6K +$377 +13 +1%
PB
350
Pinnacle Bancorp
Nebraska
$26.1K +$7.25K +250 +38%
12 13
14
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