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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

376 hedge funds and large institutions have $5.1B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+17
Holders Change %
+4.74%
% of All Funds
5.44%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.51%
New
49
Increased
162
Reduced
121
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$659M
2
RBA
Richard Bernstein Advisors
New York
$399M
3
Ameriprise
Ameriprise
Minnesota
$257M
4
GI
GLOBALT Investments
Georgia
$272M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$13.4M
2
SAF
Smith Anglin Financial
Texas
$1.11M
3
AssetMark Inc
AssetMark Inc
California
$12.5M
4
AWM
AE Wealth Management
Kansas
$456K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
351
Flaharty Asset Management
Florida
$8.97K +$8.97K +305 New
WT
352
Washington Trust
Rhode Island
$8.68K – – –
CAM
353
Creekmur Asset Management
Illinois
$7.97K -$706 -24 -8%
PA
354
Parallel Advisors
California
$7.68K – – –
SAM
355
Smartleaf Asset Management
Massachusetts
$7.33K – – –
HGERS
356
Householder Group Estate & Retirement Specialist
Arizona
$7K -$1.46K -54 -17%
NEAM
357
New England Asset Management
Connecticut
$5.88K – – –
DFA
358
DHJJ Financial Advisors
Illinois
$5.68K – – –
PMFA
359
Plante Moran Financial Advisors
Michigan
$4.76K +$4.76K +162 New
AAG
360
Armstrong Advisory Group
Massachusetts
$4.06K +$4.06K +138 New
SC
361
Stephens Consulting
Michigan
$3.35K +$3.35K +114 New
AIM
362
Anchor Investment Management
South Carolina
$3.18K – – –
AGWCA
363
Annis Gardner Whiting Capital Advisors
Florida
$2.94K +$823 +28 +39%
CPA
364
Capital Performance Advisors
California
$2.85K +$2.85K +97 New
AP
365
Atwood & Palmer
Missouri
$2.65K – – –
ACA
366
Aptus Capital Advisors
Alabama
$2.32K -$4.94K -168 -68%
GSEP
367
Golden State Equity Partners
California
$2.12K +$2.12K +72 New
DWM
368
Darwin Wealth Management
Florida
$1.31K +$1.31K +44 New
CAL
369
Capital Analysts LLC
Pennsylvania
$1K +$1K +40 New
FFA
370
Founders Financial Alliance
North Carolina
$794 – – –
CWP
371
Concord Wealth Partners
Virginia
$647 – – –
RIA
372
Realta Investment Advisors
Delaware
$408 +$408 +14 New
SHF
373
Safe Harbor Fiduciary
Florida
$265 +$265 +9 New
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$235 +$235 +8 New
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$233 – – –
13 14
15
16 17