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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

344 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 128 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
-15
Holders Change %
-4.18%
% of All Funds
4.99%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
37
Increased
128
Reduced
143
Closed
44
Calls
$735M
Puts
$576M
Net Calls
+$160M
Net Calls Change
+$224M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$627M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.39B
3
GI
3
GLOBALT Investments
Georgia
$136M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$33.7M
5
Wells Fargo
5
Wells Fargo
California
$63.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
LPL Financial
3
LPL Financial
California
$206M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
51
Wescott Financial Advisory Group
Pennsylvania
$10.5M -$40.1K -1,388 -0.4%
SFM
52
Signet Financial Management
New Jersey
$10.3M +$1.01M +34,895 +11%
TCFP
53
Treasure Coast Financial Planning
Florida
$10.2M +$474K +16,394 +5%
OBWP
54
O'Brien Wealth Partners
Massachusetts
$9.88M +$301K +10,411 +3%
CA
55
CoreCap Advisors
Michigan
$9.78M +$1.04M +36,022 +12%
EH
56
Equitable Holdings
New York
$9.73M -$242K -8,357 -2%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$9.54M -$3.28M -113,492 -26%
ODIJL
58
One Day In July LLC
Vermont
$9.53M +$6.03M +208,638 +172%
RI
59
Rinkey Investments
California
$9.44M +$692K +23,934 +8%
MNG
60
Manning & Napier Group
New York
$9.21M -$9.05M – –
HAS
61
HBW Advisory Services
California
$9.08M – – –
PWAC
62
Private Wealth Advisors (California)
California
$9.05M -$429K -14,832 -5%
Goldman Sachs
63
Goldman Sachs
New York
$8.7M +$7.21M +249,324 +484%
Stifel Financial
64
Stifel Financial
Missouri
$8.19M -$1.67M -57,781 -17%
DWM
65
Dakota Wealth Management
Florida
$8.18M -$5.05M -174,634 -38%
SRSA
66
S.R. Schill & Associates
Washington
$8.04M +$205K +7,099 +3%
TFG
67
Tilson Financial Group
New Jersey
$7.82M -$6.44M -222,725 -45%
SWP
68
Stratos Wealth Partners
Ohio
$7.58M -$6.42M -221,941 -46%
PWG
69
Private Wealth Group
Florida
$7.53M +$160K +5,549 +2%
LWA
70
Lowe Wealth Advisors
Maryland
$7.5M +$833K +28,814 +12%
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$7.29M -$330K -11,400 -4%
AWM
72
Austin Wealth Management
Texas
$7.12M +$607K +21,072 +9%
CAN
73
Cetera Advisor Networks
California
$6.97M +$166K +5,740 +2%
GIA
74
Gladstone Institutional Advisory
Florida
$6.94M -$1.08M -37,385 -13%
ICMP
75
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.8M +$1.49M +51,443 +28%
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