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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.

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
1
Bank of America
North Carolina
$659M
2
RBA
2
Richard Bernstein Advisors
New York
$399M
3
Ameriprise
3
Ameriprise
Minnesota
$257M
4
GI
4
GLOBALT Investments
Georgia
$272M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$211M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$13.4M
2
SAF
2
Smith Anglin Financial
Texas
$1.11M
3
AssetMark Inc
3
AssetMark Inc
California
$12.5M
4
AWM
4
AE Wealth Management
Kansas
$456K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
26
Portland Global Advisors
Maine
$30.2M +$2.55M +86,769 +9%
Osaic Holdings
27
Osaic Holdings
Arizona
$30.1M -$8.15M -276,961 -21%
PAS
28
Park Avenue Securities
New York
$28.9M -$1.78M -60,584 -6%
AFAS
29
Acorn Financial Advisory Services
Virginia
$28.1M +$1.04M +35,461 +4%
Bank of Nova Scotia
30
Bank of Nova Scotia
Ontario, Canada
$27.7M +$5.49M +186,540 +25%
CFD
31
Creative Financial Designs
Indiana
$26.8M -$7.16M -243,443 -21%
FLPIM
32
F.L. Putnam Investment Management
Massachusetts
$25.1M +$25.1M +854,590 +537,478%
HWA
33
Heartwood Wealth Advisors
Virginia
$23.5M +$232K +7,878 +1%
NCM
34
Nelson Capital Management
California
$23.4M +$2.05M +69,809 +10%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$22.8M +$8.94M +304,017 +64%
BSWM
36
Boston Standard Wealth Management
Massachusetts
$20.8M -$502K -17,062 -2%
LJAC
37
L.J. Altfest & Co
New York
$18.9M +$255K +8,684 +1%
WCWM
38
Willow Creek Wealth Management
California
$18.9M +$251K +8,520 +1%
MAM
39
Madison Asset Management
Wisconsin
$17.8M -$215K -7,323 -1%
QC
40
Quent Capital
New York
$17.7M +$2.05M +69,788 +13%
ODIJL
41
One Day In July LLC
Vermont
$17.4M +$3.58M +121,752 +26%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$16.7M +$2.2M +74,763 +15%
TC
43
Trilogy Capital
California
$16.3M +$1.16M +39,601 +8%
CGPCS
44
Capital Group Private Client Services
California
$16.3M +$16.3M +553,415 New
DRS
45
Deane Retirement Strategies
Louisiana
$16.1M +$16.1M +548,553 New
WIC
46
Woodmont Investment Counsel
Tennessee
$15.4M +$13.9M +473,826 +932%
EH
47
Equitable Holdings
New York
$15.2M +$4.92M +167,395 +48%
GPWA
48
Great Point Wealth Advisors
Massachusetts
$15.2M -$1.6M -54,243 -10%
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$14.6M +$914K +31,088 +7%
IPW
50
Impact Partnership Wealth
Georgia
$13.9M +$5.88M +199,883 +73%
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