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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 %
DI
51
DAGCO Inc
Ohio
$14.7M +$6.9M +237,840 +88%
Raymond James Financial
52
Raymond James Financial
Florida
$14.6M +$14.6M +503,876 New
BMD
53
Better Money Decisions
New Mexico
$13.5M +$1.77M +61,051 +15%
Stifel Financial
54
Stifel Financial
Missouri
$13.2M +$386K +13,306 +3%
FTB
55
First Trust Bank
Bahamas
$13M – – –
Kovitz Investment Group Partners
56
Kovitz Investment Group Partners
Illinois
$12.7M -$1.72M -59,137 -12%
SFM
57
Signet Financial Management
New Jersey
$12.4M +$506K +17,447 +4%
MAM
58
Madison Asset Management
Wisconsin
$12.3M -$5.23M -180,225 -30%
MIA
59
Madison Investment Advisors
Wisconsin
$12.3M +$12.3M +424,210 New
OBWP
60
O'Brien Wealth Partners
Massachusetts
$11.5M +$986K +33,987 +9%
DJSG
61
D.J. St. Germain
Massachusetts
$11.2M +$1.91M +65,919 +21%
IPW
62
Impact Partnership Wealth
Georgia
$11.1M -$2.66M -91,852 -19%
LWA
63
Lowe Wealth Advisors
Maryland
$10.7M +$1.52M +52,251 +16%
CW
64
CreativeOne Wealth
Kansas
$10.4M -$1.23M -42,286 -11%
MMA
65
Miracle Mile Advisors
California
$9.86M +$712K +24,540 +8%
EWM
66
Evermay Wealth Management
Virginia
$9.8M +$9.8M +337,781 New
RI
67
Rinkey Investments
California
$9.8M +$665K +22,937 +7%
WFAG
68
Wescott Financial Advisory Group
Pennsylvania
$9.7M -$531K -18,304 -5%
TCFP
69
Treasure Coast Financial Planning
Florida
$9.44M -$1.44M -49,538 -13%
MWM
70
Modern Wealth Management
Kansas
$9.4M +$7.36M +253,759 +362%
MNA
71
Manning & Napier Advisors
New York
$9.21M +$213K +7,345 +2%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$8.83M +$724K +25,000 +9%
FG
73
Fiduciary Group
Georgia
$8.63M +$3.98M +137,204 +86%
TFG
74
Tilson Financial Group
New Jersey
$8.4M +$234K +8,077 +3%
MWM
75
MY Wealth Management
Maryland
$8.22M -$20.3K -699 -0.2%
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