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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 28 closing their positions.

Holders
359
Holders Change
+15
Holders Change %
+4.36%
% of All Funds
5.22%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
49
Increased
147
Reduced
127
Closed
28
Calls
$389M
Puts
$498M
Net Calls
-$108M
Net Calls Change
-$268M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$236M
2
RBA
2
Richard Bernstein Advisors
New York
$79.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$140M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$56.6M
5
HWA
5
HHM Wealth Advisors
Tennessee
$22.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$117M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$85.6M
3
PAG
3
Private Advisor Group
New Jersey
$39M
4
LPL Financial
4
LPL Financial
California
$190M
5
BCM
5
Brookstone Capital Management
Illinois
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$32.9M -$4.01M -138,768 -11%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$32.2M -$1.26M -43,807 -4%
PAS
28
Park Avenue Securities
New York
$30.1M +$1.37M +47,282 +5%
Renaissance Technologies
29
Renaissance Technologies
New York
$28.3M -$5.32M -184,372 -16%
PGA
30
Portland Global Advisors
Maine
$27.2M +$2.61M +90,560 +11%
AFAS
31
Acorn Financial Advisory Services
Virginia
$26.6M +$1.9M +65,649 +8%
HWA
32
Heartwood Wealth Advisors
Virginia
$22.8M +$375K +12,979 +2%
MFG
33
Merit Financial Group
Georgia
$22.8M +$8.98M +311,095 +65%
HWA
34
HHM Wealth Advisors
Tennessee
$22.7M +$22.7M +786,174 New
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$21.7M -$1.4M -48,435 -6%
NCM
36
Nelson Capital Management
California
$20.9M +$1.46M +50,421 +7%
BSWM
37
Boston Standard Wealth Management
Massachusetts
$20.9M +$147K +5,078 +0.7%
WCWM
38
Willow Creek Wealth Management
California
$18.3M -$458K -15,869 -2%
LJAC
39
L.J. Altfest & Co
New York
$18.3M +$262K +9,085 +1%
MAM
40
Madison Asset Management
Wisconsin
$17.7M -$2.65M -91,856 -13%
GPWA
41
Great Point Wealth Advisors
Massachusetts
$16.5M +$433K +14,992 +3%
AWM
42
AE Wealth Management
Kansas
$15.9M -$361K -12,500 -2%
QC
43
Quent Capital
New York
$15.3M +$3.04M +105,280 +25%
TC
44
Trilogy Capital
California
$14.9M +$10M +347,897 +207%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$14.3M +$2.2M +76,154 +18%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$13.6M -$735K -25,474 -5%
ODIJL
47
One Day In July LLC
Vermont
$13.6M +$4.08M +141,373 +43%
Kovitz Investment Group Partners
48
Kovitz Investment Group Partners
Illinois
$13.5M -$715K -24,773 -5%
FTB
49
First Trust Bank
Bahamas
$12.9M – – –
BMD
50
Better Money Decisions
New Mexico
$11.8M +$687K +23,801 +6%
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