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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

344 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 128 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
-15
Holders Change %
-4.18%
% of All Funds
4.99%
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
128
Reduced
143
Closed
44
Calls
$735M
Puts
$576M
Net Calls
+$160M
Net Calls Change
+$224M

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$627M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.39B
3
GI
GLOBALT Investments
Georgia
$136M
4
Renaissance Technologies
Renaissance Technologies
New York
$33.7M
5
Wells Fargo
Wells Fargo
California
$63.4M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
3
LPL Financial
LPL Financial
California
$206M
4
Morgan Stanley
Morgan Stanley
New York
$67.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWM
351
Motley Fool Wealth Management
Virginia
– -$1.08M -37,234 Closed
FFN
352
Focus Financial Network
Minnesota
– -$1.04M -35,782 Closed
ODA
353
One Degree Advisors
California
– -$965K -33,341 Closed
CPM
354
Connective Portfolio Management
New York
– -$721K -24,820 Closed
3AM
355
3EDGE Asset Management
Florida
– -$669K -23,012 Closed
VAG
356
VisionPoint Advisory Group
Texas
– -$640K -22,032 Closed
IA
357
IFG Advisory
Georgia
– -$513K -17,669 Closed
BRWA
358
B. Riley Wealth Advisors
Florida
– -$497K -17,125 Closed
MAG
359
Mayfair Advisory Group
Alabama
– -$375K -12,940 Closed
WWG
360
West Wealth Group
California
– -$360K -12,409 Closed
WS
361
Wedbush Securities
California
– -$342K -11,766 Closed
WI
362
WBI Investments
New Jersey
– -$340K -11,698 Closed
WWA
363
WCG Wealth Advisors
Nevada
– -$329K -11,342 Closed
CSWG
364
Cardinal Strategic Wealth Guidance
Kentucky
– -$287K -9,892 Closed
FIM
365
FWL Investment Management
Texas
– -$284K -9,771 Closed
Susquehanna International Group
366
Susquehanna International Group
Pennsylvania
– -$269K -9,255 Closed
TWM
367
TMD Wealth Management
Arizona
– -$261K -9,000 Closed
FHB
368
First Hawaiian Bank
Hawaii
– -$258K -8,877 Closed
TW
369
TrinityPoint Wealth
Connecticut
– -$238K -8,198 Closed
KW
370
KWB Wealth
California
– -$208K -7,166 Closed
LNC
371
Lincoln National Corp
Pennsylvania
– -$205K -7,070 Closed
ACP
372
Aveo Capital Partners
Colorado
– -$201K -6,907 Closed
CJFS
373
Coulter & Justus Financial Services
Tennessee
– -$200K -6,901 Closed
ASN
374
Advisory Services Network
Georgia
– -$159K -5,483 Closed
ODG
375
O'Dell Group
Ohio
– -$107K -3,695 Closed
12 13 14
15
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