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State Street SPDR Portfolio Short Term Treasury ETF

378 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 122

33% more capital invested

Capital invested by funds: $3.83B → $5.11B (+$1.28B)

5.15% more ownership

Funds ownership: 85.34%90.48% (+5.1%)

5% more funds holding

Funds holding: 361378 (+17)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

11% less call options, than puts

Call options by funds: $246M | Put options by funds: $277M

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
5.43%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.5%
New
49
Increased
163
Reduced
122
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
351
Jackson Hole Capital Partners
Oklahoma
$9.26K
AA
352
Addison Advisors
Vermont
$9.15K
FAM
353
Flaharty Asset Management
Florida
$8.97K +$8.9K +305 New
WT
354
Washington Trust
Rhode Island
$8.68K
CAM
355
Creekmur Asset Management
Illinois
$7.97K -$700 -24 -8%
PA
356
Parallel Advisors
California
$7.68K
SAM
357
Smartleaf Asset Management
Massachusetts
$7.33K
HGERS
358
Householder Group Estate & Retirement Specialist
Arizona
$7K -$1.57K -54 -17%
NEAM
359
New England Asset Management
Connecticut
$5.88K
DFA
360
DHJJ Financial Advisors
Illinois
$5.68K
PMFA
361
Plante Moran Financial Advisors
Michigan
$4.76K +$4.73K +162 New
AAG
362
Armstrong Advisory Group
Massachusetts
$4.06K +$4.03K +138 New
SC
363
Stephens Consulting
Michigan
$3.35K +$3.33K +114 New
AIM
364
Anchor Investment Management
South Carolina
$3.18K
AGWCA
365
Annis Gardner Whiting Capital Advisors
Florida
$2.94K +$817 +28 +39%
CPA
366
Capital Performance Advisors
California
$2.85K +$2.83K +97 New
AP
367
Atwood & Palmer
Missouri
$2.65K
ACA
368
Aptus Capital Advisors
Alabama
$2.32K -$4.9K -168 -68%
GSEP
369
Golden State Equity Partners
California
$2.12K +$2.1K +72 New
DWM
370
Darwin Wealth Management
Florida
$1.3K +$1.28K +44 New
CAL
371
Capital Analysts LLC
Pennsylvania
$1K +$1.17K +40 New
FFA
372
Founders Financial Alliance
North Carolina
$794
CWP
373
Concord Wealth Partners
Virginia
$647
RIA
374
Realta Investment Advisors
Delaware
$408 +$408 +14 New
SHF
375
Safe Harbor Fiduciary
Florida
$265 +$263 +9 New

SPTS Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q3 2024, worth a combined $5.11B — up 33% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPTS positions and 29 closed out — a net gain of 20 holders — while 163 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $415M. The largest seller was Fisher Asset Management, cutting an estimated $105M.

  • 378 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $5.11B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q3 2024, up 33% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q3 2024 and 29 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q3 2024 was Bank of America, an estimated $415M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q3 2024 was Fisher Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.