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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 %
CW
51
CreativeOne Wealth
Kansas
$11.7M -$1.13M -39,161 -9%
SFM
52
Signet Financial Management
New Jersey
$11.5M +$1.14M +39,556 +11%
TCFP
53
Treasure Coast Financial Planning
Florida
$10.6M +$404K +14,006 +4%
WFAG
54
Wescott Financial Advisory Group
Pennsylvania
$10.3M -$177K -6,133 -2%
CA
55
CoreCap Advisors
Michigan
$10.3M +$537K +18,598 +5%
OBWP
56
O'Brien Wealth Partners
Massachusetts
$10.2M +$372K +12,871 +4%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$10.2M +$639K +22,125 +7%
EH
58
Equitable Holdings
New York
$10.1M +$376K +13,007 +4%
Stifel Financial
59
Stifel Financial
Missouri
$9.28M +$1.1M +38,274 +14%
MWAM
60
Manhattan West Asset Management
California
$9.24M +$9.24M +320,195 New
MNA
61
Manning & Napier Advisors
New York
$9.08M +$9.08M +314,597 New
PWAC
62
Private Wealth Advisors (California)
California
$8.85M -$148K -5,142 -2%
SRSA
63
S.R. Schill & Associates
Washington
$8.53M +$507K +17,558 +6%
LWA
64
Lowe Wealth Advisors
Maryland
$8.46M +$970K +33,584 +13%
RI
65
Rinkey Investments
California
$8.42M -$1.01M -34,864 -11%
DJSG
66
D.J. St. Germain
Massachusetts
$8M +$1.42M +49,189 +22%
TFG
67
Tilson Financial Group
New Jersey
$7.95M +$149K +5,173 +2%
IPW
68
Impact Partnership Wealth
Georgia
$7.91M +$3.97M +137,614 +101%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$7.88M +$606K +21,000 +8%
ICMP
70
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.36M +$566K +19,621 +8%
PWG
71
Private Wealth Group
Florida
$7.35M -$170K -5,902 -2%
FTUS
72
Flow Traders U.S.
New York
$7.24M +$7.24M +250,631 New
AWM
73
Austin Wealth Management
Texas
$6.98M -$173K -5,975 -2%
DCM
74
DGS Capital Management
New Jersey
$6.71M +$229K +7,915 +4%
RFG
75
RFP Financial Group
Georgia
$6.52M -$5.6M -194,138 -46%
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