State Street SPDR Portfolio Short Term Treasury ETF
SPTS
393 hedge funds and large institutions have $4.98B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 144 increasing their positions, 136 reducing their positions, and 46 closing their positions.
50% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 46
26% more call options, than puts
Call options by funds: $285M | Put options by funds: $225M
4% more funds holding
Funds holding: 378 → 393 (+15)
6% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 136
3% less capital invested
Capital invested by funds: $5.11B → $4.98B (-$128M)
1.86% less ownership
Funds ownership: 90.48% → 88.63% (-1.9%)
3% less funds holding in top 10
Funds holding in top 10: 35 → 34 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$41.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$39.8M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$19.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$18.6M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
-$149M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$29.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20.8M |
| 4 |
Morgan Stanley
New York
|
-$20.3M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
-$18M |
SPTS Hedge Fund Activity: Q4 2024 in Review
393 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q4 2024, worth a combined $4.98B — down 2.5% from $5.11B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SPTS positions and 46 closed out — a net gain of 23 holders — while 144 added to existing stakes and 136 trimmed.
The largest buyer was Cobblestone Capital Advisors, adding an estimated $41.5M. The largest seller was GLOBALT Investments, cutting an estimated $149M.
- 393 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q4 2024, up from 378 in Q3 2024.
- Funds reported $4.98B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q4 2024, down 2.5% quarter-over-quarter.
- 69 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q4 2024 and 46 closed out, a net change of +23 holders.
- The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q4 2024 was Cobblestone Capital Advisors, an estimated $41.5M added.
- The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q4 2024 was GLOBALT Investments, an estimated $149M sold.
Based on aggregated 13F filings for Q4 2024.