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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 %
Fisher Asset Management
51
Fisher Asset Management
Washington
$13.4M -$105M -3,586,783 -89%
FTB
52
First Trust Bank
Bahamas
$13.1M – – –
Stifel Financial
53
Stifel Financial
Missouri
$13M +$3.51M +119,454 +37%
B
54
Bailard
California
$12.9M +$10.8M +366,794 +510%
SF
55
Synovus Financial
Georgia
$12.5M +$6.65M +226,157 +113%
AssetMark Inc
56
AssetMark Inc
California
$12.5M -$20.9M -711,953 -63%
SFM
57
Signet Financial Management
New Jersey
$12M +$368K +12,508 +3%
BMD
58
Better Money Decisions
New Mexico
$11.9M -$86.7K -2,948 -0.7%
CW
59
CreativeOne Wealth
Kansas
$11.8M -$189K -6,427 -2%
TCFP
60
Treasure Coast Financial Planning
Florida
$11M +$257K +8,753 +2%
OBWP
61
O'Brien Wealth Partners
Massachusetts
$10.7M +$239K +8,113 +2%
WFAG
62
Wescott Financial Advisory Group
Pennsylvania
$10.4M -$165K -5,610 -2%
DJSG
63
D.J. St. Germain
Massachusetts
$9.41M +$1.26M +42,997 +16%
HF
64
HRT Financial
New York
$9.39M +$9.39M +319,151 New
LWA
65
Lowe Wealth Advisors
Maryland
$9.35M +$727K +24,723 +8%
MMA
66
Miracle Mile Advisors
California
$9.27M +$9.27M +315,250 New
RI
67
Rinkey Investments
California
$9.26M +$679K +23,073 +8%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$9.12M -$1.22M -41,585 -12%
MNA
69
Manning & Napier Advisors
New York
$9.12M -$133K -4,529 -1%
MWAM
70
Manhattan West Asset Management
California
$9.12M -$299K -10,164 -3%
PWAC
71
Private Wealth Advisors (California)
California
$9M -$35.3K -1,202 -0.4%
SRSA
72
S.R. Schill & Associates
Washington
$8.39M -$298K -10,123 -3%
MWM
73
MY Wealth Management
Maryland
$8.36M +$2.95M +100,138 +54%
TFG
74
Tilson Financial Group
New Jersey
$8.28M +$179K +6,097 +2%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$8.24M +$206K +7,000 +3%
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