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State Street SPDR Portfolio Short Term Treasury ETF

345 hedge funds and large institutions have $4.89B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $735M | Put options by funds: $576M

3.76% more ownership

Funds ownership: 88.81%92.58% (+3.8%)

2% less capital invested

Capital invested by funds: $4.99B → $4.89B (-$103M)

10% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 143

4% less funds holding

Funds holding: 360345 (-15)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

Holders
345
Holders Change
-15
Holders Change %
-4.17%
% of All Funds
4.97%
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
129
Reduced
143
Closed
44
Calls
$735M
Puts
$576M
Net Calls
+$160M
Net Calls Change
+$224M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
351
Source Financial Advisors
New York
-$1.43M -49,381 Closed
MFWM
352
Motley Fool Wealth Management
Virginia
-$1.08M -37,234 Closed
FFN
353
Focus Financial Network
Minnesota
-$1.04M -35,782 Closed
ODA
354
One Degree Advisors
California
-$965K -33,341 Closed
CPM
355
Connective Portfolio Management
New York
-$721K -24,820 Closed
3AM
356
3EDGE Asset Management
Florida
-$669K -23,012 Closed
VAG
357
VisionPoint Advisory Group
Texas
-$640K -22,032 Closed
IA
358
IFG Advisory
Georgia
-$513K -17,669 Closed
BRWA
359
B. Riley Wealth Advisors
Florida
-$497K -17,125 Closed
MAG
360
Mayfair Advisory Group
Alabama
-$375K -12,940 Closed
WWG
361
West Wealth Group
California
-$360K -12,409 Closed
WS
362
Wedbush Securities
California
-$342K -11,766 Closed
WI
363
WBI Investments
New Jersey
-$340K -11,698 Closed
WWA
364
WCG Wealth Advisors
Nevada
-$329K -11,342 Closed
CSWG
365
Cardinal Strategic Wealth Guidance
Kentucky
-$287K -9,892 Closed
FIM
366
FWL Investment Management
Texas
-$284K -9,771 Closed
Susquehanna International Group
367
Susquehanna International Group
Pennsylvania
-$269K -9,255 Closed
TWM
368
TMD Wealth Management
Arizona
-$261K -9,000 Closed
FHB
369
First Hawaiian Bank
Hawaii
-$258K -8,877 Closed
TW
370
TrinityPoint Wealth
Connecticut
-$238K -8,198 Closed
KW
371
KWB Wealth
California
-$208K -7,166 Closed
LNC
372
Lincoln National Corp
Pennsylvania
-$205K -7,070 Closed
ACP
373
Aveo Capital Partners
Colorado
-$201K -6,907 Closed
CJFS
374
Coulter & Justus Financial Services
Tennessee
-$200K -6,901 Closed
ASN
375
Advisory Services Network
Georgia
-$159K -5,483 Closed

SPTS Hedge Fund Activity: Q1 2024 in Review

345 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q1 2024, worth a combined $4.89B — down 2.1% from $4.99B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SPTS and 37 opened new positions — a net loss of 7 holders — while 143 trimmed existing stakes and 129 added.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $247M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $101M sold.

  • 345 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q1 2024, down from 360 in Q4 2023.
  • Funds reported $4.89B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q1 2024, down 2.1% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q1 2024 and 44 closed out, a net change of -7 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q1 2024 was Municipal Employees' Retirement System of Michigan, an estimated $247M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q1 2024 was RiverFront Investment Group, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2024.