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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

391 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 135 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+15
Holders Change %
+3.99%
% of All Funds
5.21%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.45%
New
68
Increased
144
Reduced
135
Closed
45
Calls
$285M
Puts
$225M
Net Calls
+$59.4M
Net Calls Change
+$89.9M

Top Buyers

1
CCA
Cobblestone Capital Advisors
New York
$45.1M
2
Ameriprise
Ameriprise
Minnesota
$293M
3
MFG
Merit Financial Group
Georgia
$78.1M
4
Wells Fargo
Wells Fargo
California
$71.3M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$45.1M

Top Sellers

1
GI
GLOBALT Investments
Georgia
$120M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$24.9M
3
Bank of America
Bank of America
North Carolina
$629M
4
Morgan Stanley
Morgan Stanley
New York
$46.5M
5
RBA
Richard Bernstein Advisors
New York
$375M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$32.7M -$6.59M -227,298 -17%
HWA
27
HHM Wealth Advisors
Tennessee
$32.3M +$1.26M +43,268 +4%
M
28
MATAURO
New York
$30.7M +$30.7M +1,057,054 New
Osaic Holdings
29
Osaic Holdings
Arizona
$30.5M +$816K +28,110 +3%
AssetMark Inc
30
AssetMark Inc
California
$29.1M +$16.8M +577,906 +136%
PAS
31
Park Avenue Securities
New York
$28.9M +$398K +13,719 +1%
AFAS
32
Acorn Financial Advisory Services
Virginia
$28.2M +$464K +15,999 +2%
CFD
33
Creative Financial Designs
Indiana
$26.5M +$88.1K +3,036 +0.3%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$24.9M -$29M -999,695 -54%
HWA
35
Heartwood Wealth Advisors
Virginia
$23.2M -$435 -15 -0%
NCM
36
Nelson Capital Management
California
$22.7M -$408K -14,065 -2%
BSWM
37
Boston Standard Wealth Management
Massachusetts
$21.1M +$552K +19,031 +3%
QC
38
Quent Capital
New York
$20.8M +$3.4M +117,136 +19%
WIC
39
Woodmont Investment Counsel
Tennessee
$20.6M +$5.36M +184,866 +35%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$20.4M -$2.12M -72,913 -9%
ODIJL
41
One Day In July LLC
Vermont
$20M +$2.84M +98,029 +17%
WCWM
42
Willow Creek Wealth Management
California
$19.8M +$1.24M +42,610 +7%
LJAC
43
L.J. Altfest & Co
New York
$19.1M +$525K +18,114 +3%
CM
44
Castleark Management
Illinois
$17.6M +$17.6M +607,790 New
B
45
Bailard
California
$17.5M +$4.79M +165,208 +38%
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$17M +$475K +16,381 +3%
CGPCS
47
Capital Group Private Client Services
California
$16.3M +$232K +7,991 +1%
TC
48
Trilogy Capital
California
$15.4M -$746K -25,729 -5%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$15.3M -$16.9M -582,499 -53%
GPWA
50
Great Point Wealth Advisors
Massachusetts
$15M +$70.6K +2,435 +0.5%
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