SPTS icon

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 %
OCM
351
Orion Capital Management
California
$7.29K – – –
GI
352
Gradient Investments
Minnesota
$7.29K -$13.8K -476 -65%
PCM
353
Penserra Capital Management
California
$7K +$7K +255 New
NEAM
354
New England Asset Management
Connecticut
$5.81K – – –
DFA
355
DHJJ Financial Advisors
Illinois
$5.61K – – –
KFS
356
Kelly Financial Services
Massachusetts
$4.89K -$1.34K -46 -21%
CAS
357
Coppell Advisory Solutions
Texas
$3.57K +$3.57K +123 New
AIM
358
Anchor Investment Management
South Carolina
$3.14K – – –
SIS
359
Sound Income Strategies
Florida
$2.99K +$2.99K +103 New
DWM
360
Dogwood Wealth Management
Kansas
$2.66K +$2.66K +92 New
AGWCA
361
Annis Gardner Whiting Capital Advisors
Florida
$2.09K – – –
CAM
362
Creekmur Asset Management
Illinois
$1.08K +$1.08K +37 New
CI
363
Cordant Inc
Oregon
$320 +$320 +11 New
KA
364
Kozak & Associates
Colorado
$1 -$36.6K -1,277 Closed
GS
365
GTS Securities
New York
– -$37.6M -1,310,249 Closed
FTUS
366
Flow Traders U.S.
New York
– -$30.9M -1,075,348 Closed
National Bank of Canada
367
National Bank of Canada
Quebec, Canada
– -$12M -420,400 Closed
TI
368
Tidal Investments
Wisconsin
– -$8.62M -300,287 Closed
Jane Street
369
Jane Street
New York
– -$4.06M -141,203 Closed
MWM
370
MY Wealth Management
Maryland
– -$2.05M -71,527 Closed
TCA
371
Transcend Capital Advisors
New Jersey
– -$1.83M -63,628 Closed
TSS
372
Two Sigma Securities
New York
– -$1.61M -55,914 Closed
OMC
373
Old Mission Capital
Illinois
– -$1.15M -39,895 Closed
EIA
374
Eldridge Investment Advisors
New Hampshire
– -$1.06M -37,040 Closed
FAIM
375
Financial Advocates Investment Management
Washington
– -$717K -24,975 Closed
13 14
15
16 17