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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $4.99B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+30
Holders Change %
+9.12%
% of All Funds
5.26%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.56%
New
75
Increased
103
Reduced
151
Closed
41
Calls
$794M
Puts
$858M
Net Calls
-$64.1M
Net Calls Change
+$379M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$101M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.28B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$180M
4
Morgan Stanley
Morgan Stanley
New York
$134M
5
CA
Crane Advisory
California
$45.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$130M
2
SF
Synovus Financial
Georgia
$3.71M
3
RBA
Richard Bernstein Advisors
New York
$21M
4
Osaic Holdings
Osaic Holdings
Arizona
$42.2M
5
Ameriprise
Ameriprise
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTCM
376
First Trust Capital Management
Illinois
– -$600K -20,974 Closed
CA
377
Continuum Advisory
Idaho
– -$477K -16,607 Closed
AWM
378
Accurate Wealth Management
Florida
– -$361K -12,612 Closed
PA
379
Probity Advisors
Texas
– -$307K -10,678 Closed
FPW
380
Flagship Private Wealth
Massachusetts
– -$268K -9,315 Closed
FW
381
FirstPurpose Wealth
Utah
– -$248K -8,635 Closed
AFG
382
Atomi Financial Group
New York
– -$240K -8,351 Closed
CCM
383
Canal Capital Management
Virginia
– -$221K -7,708 Closed
SWM
384
SFG Wealth Management
Maryland
– -$221K -7,707 Closed
CFG
385
Carr Financial Group
Massachusetts
– -$204K -7,073 Closed
HL
386
HeadInvest LLC
Maine
– -$144K -5,050 Closed
PP
387
PrairieView Partners
Minnesota
– -$120K -4,182 Closed
PC
388
Pecaut & Co
Iowa
– -$73.4K -2,554 Closed
GIA
389
GHP Investment Advisors
Colorado
– -$59.4K -2,072 Closed
CSWM
390
Cassady Schiller Wealth Management
Ohio
– -$53K -1,847 Closed
CFB
391
Cullen/Frost Bankers
Texas
– -$46.7K -1,626 Closed
TSWM
392
Tyler-Stone Wealth Management
Ohio
– -$34K -1,200 Closed
SMA
393
Sage Mountain Advisors
Georgia
– -$23.1K -805 Closed
AAG
394
Armstrong Advisory Group
Massachusetts
– -$22.2K -774 Closed
LF
395
Lee Financial
Texas
– -$18.8K -655 Closed
WWM
396
Wolff Wiese Magana
California
– -$10.8K -377 Closed
HWA
397
HHM Wealth Advisors
Tennessee
– -$9.62K -335 Closed
FAM
398
Flaharty Asset Management
Florida
– -$8.76K -305 Closed
SIC
399
Salem Investment Counselors
North Carolina
– -$4.31K -150 Closed
S
400
SignatureFD
Georgia
– -$2.5K -87 Closed
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16
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