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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 %
CW
51
CreativeOne Wealth
Kansas
$12.8M -$784K -26,980 -6%
RFG
52
RFP Financial Group
Georgia
$12.3M +$12.3M +422,639 New
BMD
53
Better Money Decisions
New Mexico
$11.7M -$1.09M -37,466 -9%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$11.6M +$10.8M +372,156 +1,445%
Renaissance Technologies
55
Renaissance Technologies
New York
$11.3M +$4.92M +169,225 +78%
QC
56
Quent Capital
New York
$11M +$2.49M +85,849 +29%
WFAG
57
Wescott Financial Advisory Group
Pennsylvania
$10.6M -$1.17M -40,224 -10%
SW
58
SMART Wealth
Nebraska
$10.2M -$9.97M -343,100 -49%
EH
59
Equitable Holdings
New York
$10M -$197K -6,792 -2%
Stifel Financial
60
Stifel Financial
Missouri
$9.9M -$2.15M -73,852 -18%
TCFP
61
Treasure Coast Financial Planning
Florida
$9.75M -$13.7K -471 -0.1%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$9.74M +$1.43M +49,237 +17%
OBWP
63
O'Brien Wealth Partners
Massachusetts
$9.62M +$227K +7,806 +2%
PWAC
64
Private Wealth Advisors (California)
California
$9.52M +$9.52M +327,881 New
SFM
65
Signet Financial Management
New Jersey
$9.37M +$879K +30,245 +10%
HAS
66
HBW Advisory Services
California
$9.08M +$1.23M +42,185 +16%
MNG
67
Manning & Napier Group
New York
$9.05M -$8.88M – –
RI
68
Rinkey Investments
California
$8.79M -$86.8K -2,989 -1%
CA
69
CoreCap Advisors
Michigan
$8.78M +$373K +12,828 +4%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$8.41M -$2.32M -79,963 -22%
IPW
71
Impact Partnership Wealth
Georgia
$8.35M +$351K +12,067 +4%
GIA
72
Gladstone Institutional Advisory
Florida
$8.06M -$594K -20,463 -7%
SRSA
73
S.R. Schill & Associates
Washington
$7.87M +$304K +10,473 +4%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$7.65M -$4.94M -170,000 -39%
PWG
75
Private Wealth Group
Florida
$7.4M -$54.8K -1,888 -0.7%
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