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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

391 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 135 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+15
Holders Change %
+3.99%
% of All Funds
5.21%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.45%
New
68
Increased
144
Reduced
135
Closed
45
Calls
$285M
Puts
$225M
Net Calls
+$59.4M
Net Calls Change
+$89.9M

Top Buyers

1
CCA
Cobblestone Capital Advisors
New York
$45.1M
2
Ameriprise
Ameriprise
Minnesota
$293M
3
MFG
Merit Financial Group
Georgia
$78.1M
4
Wells Fargo
Wells Fargo
California
$71.3M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$45.1M

Top Sellers

1
GI
GLOBALT Investments
Georgia
$120M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$24.9M
3
Bank of America
Bank of America
North Carolina
$629M
4
Morgan Stanley
Morgan Stanley
New York
$46.5M
5
RBA
Richard Bernstein Advisors
New York
$375M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
351
Wilmington Savings Fund Society
Delaware
$23K – – –
IRC
352
Investors Research Corp
Georgia
$21.3K – – –
FGC
353
Financial Gravity Companies
Texas
$21.2K -$1.42K -49 -6%
BlackRock
354
BlackRock
New York
$19.6K +$19.6K +675 New
S
355
SignatureFD
Georgia
$18.4K -$116 -4 -0.6%
SWC
356
Spectrum Wealth Counsel
Indiana
$16.7K -$2.87K -99 -15%
Jones Financial Companies
357
Jones Financial Companies
Missouri
$14.8K -$290 -10 -2%
CA
358
Clearstead Advisors
Ohio
$11.9K -$612K -21,105 -98%
MBFW
359
Morton Brown Family Wealth
Pennsylvania
$9.98K – – –
CA
360
Continuum Advisory
Idaho
$9.79K -$1.28K -44 -12%
BCWM
361
Bartlett & Co Wealth Management
Ohio
$9.43K – – –
JHCP
362
Jackson Hole Capital Partners
Oklahoma
$9.14K – – –
AA
363
Addison Advisors
Vermont
$9.02K – – –
WT
364
Washington Trust
Rhode Island
$8.56K – – –
HGERS
365
Householder Group Estate & Retirement Specialist
Arizona
$8K +$730 +26 +10%
PA
366
Parallel Advisors
California
$7.57K – – –
OCM
367
Orion Capital Management
California
$7.28K +$7.28K +251 New
SAM
368
Smartleaf Asset Management
Massachusetts
$7.21K – – –
FLP
369
Financial Life Planners
Arizona
$6.64K +$6.64K +229 New
NEAM
370
New England Asset Management
Connecticut
$5.8K – – –
DFA
371
DHJJ Financial Advisors
Illinois
$5.6K – – –
PP
372
Pacifica Partners
Canada
$5.22K -$5.91K -204 -53%
PMFA
373
Plante Moran Financial Advisors
Michigan
$4.7K – – –
PSFG
374
Park Square Financial Group
Georgia
$4.7K +$4.7K +162 New
SC
375
Stephens Consulting
Michigan
$4.38K +$1.07K +37 +32%
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