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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$130M
2
SF
2
Synovus Financial
Georgia
$3.71M
3
RBA
3
Richard Bernstein Advisors
New York
$21M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.2M
5
Ameriprise
5
Ameriprise
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$29.1M -$1.24M -42,620 -4%
CFD
27
Creative Financial Designs
Indiana
$29M +$1.33M +45,800 +5%
HighTower Advisors
28
HighTower Advisors
Illinois
$28.5M -$3.65M -125,812 -11%
SAF
29
Smith Anglin Financial
Texas
$27.8M +$27.8M +957,654 New
PAS
30
Park Avenue Securities
New York
$27.7M +$3.29M +113,150 +13%
AssetMark Inc
31
AssetMark Inc
California
$27.4M -$37.3M -1,285,073 -58%
RJA
32
Raymond James & Associates
Florida
$23.5M +$19.7M +677,826 +514%
RBA
33
Richard Bernstein Advisors
New York
$21M -$90M -3,099,787 -81%
HWA
34
Heartwood Wealth Advisors
Virginia
$20.9M +$20.9M +719,608 New
AFAS
35
Acorn Financial Advisory Services
Virginia
$19.9M +$3M +103,186 +18%
BSWM
36
Boston Standard Wealth Management
Massachusetts
$18.6M – – –
PGA
37
Portland Global Advisors
Maine
$18.6M +$1.77M +61,049 +11%
BCM
38
Brookstone Capital Management
Illinois
$18.2M -$23.4M -804,806 -56%
WCWM
39
Willow Creek Wealth Management
California
$18.1M +$3.26M +112,150 +22%
LJAC
40
L.J. Altfest & Co
New York
$17.9M -$151K -5,185 -0.8%
NCM
41
Nelson Capital Management
California
$17.3M +$690K +23,739 +4%
MAM
42
Madison Asset Management
Wisconsin
$16.8M +$16.8M +578,946 New
CI
43
CX Institutional
Indiana
$15.9M -$3.74M -128,662 -19%
FGAM
44
Financial Gravity Asset Management
Texas
$14.4M +$162K +6,035 +1%
TFG
45
Tilson Financial Group
New Jersey
$14.3M -$182K -6,248 -1%
SWP
46
Stratos Wealth Partners
Ohio
$14.1M +$1.06M +36,525 +8%
TC
47
Telemus Capital
Michigan
$13.9M -$1.82M -62,586 -12%
DWM
48
Dakota Wealth Management
Florida
$13.3M -$2.34M -80,430 -15%
FTB
49
First Trust Bank
Bahamas
$13M +$444K +15,300 +4%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$12.9M +$9.8M +337,364 +319%
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