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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+15
Holders Change %
+4.36%
% of All Funds
5.22%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
49
Increased
147
Reduced
127
Closed
28
Calls
$389M
Puts
$498M
Net Calls
-$108M
Net Calls Change
-$268M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$236M
2
RBA
2
Richard Bernstein Advisors
New York
$79.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$140M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$56.6M
5
HWA
5
HHM Wealth Advisors
Tennessee
$22.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$117M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$85.6M
3
PAG
3
Private Advisor Group
New Jersey
$39M
4
LPL Financial
4
LPL Financial
California
$190M
5
BCM
5
Brookstone Capital Management
Illinois
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
351
F.L. Putnam Investment Management
Massachusetts
$4.59K +$4.59K +159 New
AIM
352
Anchor Investment Management
South Carolina
$3.12K – – –
SWS
353
SYSTM Wealth Solutions
Illinois
$3.03K +$3.03K +105 New
AP
354
Atwood & Palmer
Missouri
$2.6K +$2.6K +90 New
AGWCA
355
Annis Gardner Whiting Capital Advisors
Florida
$2.08K – – –
FHC
356
First Heartland Consultants
Missouri
$1.83K -$1 -43 -0.1%
FFA
357
Founders Financial Alliance
North Carolina
$779 -$8.66K -300 -92%
AWM
358
Atticus Wealth Management
Florida
$722 -$7.48K -259 -91%
CWP
359
Concord Wealth Partners
Virginia
$635 – – –
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$231 +$231 +8 New
RS
361
Rakuten Securities
Japan
$29 – – –
VDI
362
Vaughan David Investments
Illinois
– -$806K -27,879 Closed
TB
363
Treynor Bancshares
Iowa
– -$645K -22,307 Closed
MFGM
364
Marshall Financial Group (Maryland)
Maryland
– -$523K -18,098 Closed
TGAM
365
TBH Global Asset Management
Tennessee
– -$489K -16,921 Closed
UWM
366
USAdvisors Wealth Management
Minnesota
– -$484K -16,709 Closed
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
– -$462K -15,958 Closed
SWP
368
Significant Wealth Partners
Illinois
– -$364K -12,603 Closed
BBHC
369
Brown Brothers Harriman & Co
New York
– -$357K -12,329 Closed
JWM
370
JGP Wealth Management
Oregon
– -$291K -10,064 Closed
AFWM
371
AMJ Financial Wealth Management
Virginia
– -$268K -9,281 Closed
ACM
372
AlphaStar Capital Management
North Carolina
– -$268K -9,273 Closed
MA
373
Mutual Advisors
Nebraska
– -$260K -8,996 Closed
PWG
374
Portside Wealth Group
Utah
– -$258K -8,924 Closed
AWMS
375
Advocacy Wealth Management Services
Georgia
– -$258K -8,919 Closed
12 13 14
15
16