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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 %
FCM
376
Fourpath Capital Management
Oklahoma
$118 +$118 +4 New
RS
377
Rakuten Securities
Japan
$29 – – –
EB
378
Eastern Bank
Massachusetts
$29 +$29 +1 New
CWA
379
Centennial Wealth Advisory
Michigan
– -$3.12M -107,908 Closed
SFC
380
Strategic Financial Concepts
Texas
– -$3.04M -105,391 Closed
Susquehanna International Group
381
Susquehanna International Group
Pennsylvania
– -$2.9M -100,310 Closed
WEG
382
World Equity Group
Illinois
– -$2.74M -94,798 Closed
BL
383
Balentine LLC
Georgia
– -$2.56M -88,526 Closed
Citadel Advisors
384
Citadel Advisors
Florida
– -$2.23M -77,300 Closed
CI
385
CX Institutional
Indiana
– -$1.68M -58,097 Closed
TPA
386
Trivium Point Advisory
Connecticut
– -$1.29M -44,735 Closed
SP
387
Sequent Planning
Nebraska
– -$1.01M -35,190 Closed
GI
388
Gradient Investments
Minnesota
– -$489K -16,921 Closed
FEG
389
Financial Enhancement Group
Indiana
– -$455K -15,653 Closed
CCA
390
Clearwater Capital Advisors
Illinois
– -$414K -14,332 Closed
PFS
391
Prospera Financial Services
Texas
– -$402K -13,917 Closed
AWA
392
Arete Wealth Advisors
Illinois
– -$387K -13,417 Closed
PCA
393
Prosperity Capital Advisors
Ohio
– -$295K -10,218 Closed
NWM
394
Northwest Wealth Management
Iowa
– -$269K -9,321 Closed
AA
395
Axiom Advisory
California
– -$206K -7,182 Closed
GG
396
Gleason Group
Kentucky
– -$103K -3,565 Closed
BNP Paribas Financial Markets
397
BNP Paribas Financial Markets
France
– -$36.9K -1,279 Closed
NFSG
398
Newbridge Financial Services Group
Florida
– -$34.8K -1,207 Closed
IAIM
399
International Assets Investment Management
Florida
– -$16.6K -575 Closed
CIAS
400
CBIZ Investment Advisory Services
Ohio
– -$13.1K -453 Closed
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16
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