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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$7.4M +$2.11M +72,765 +40%
MFP
77
Meridian Financial Partners
Virginia
$7.15M +$226K +7,767 +3%
RWA
78
Roberts Wealth Advisors
California
$7.08M +$12.2K +140 +0.2%
CAN
79
Cetera Advisor Networks
California
$6.84M -$1.78M -61,418 -21%
TC
80
Trilogy Capital
California
$6.71M -$642K -22,104 -9%
LWA
81
Lowe Wealth Advisors
Maryland
$6.7M +$1.83M +62,853 +37%
AWM
82
Austin Wealth Management
Texas
$6.53M +$996K +34,482 +18%
MD
83
Money Design
Japan
$6.31M +$271K +9,343 +4%
DCM
84
DGS Capital Management
New Jersey
$6.29M +$148K +5,093 +2%
AFG
85
Altiora Financial Group
Ohio
$5.99M +$305K +10,514 +5%
FAFN
86
First Affirmative Financial Network
Colorado
$5.96M -$487K -16,770 -8%
MLRA
87
Main Line Retirement Advisors
Montana
$5.72M +$5.72M +196,925 New
SFG
88
StrategIQ Financial Group
Indiana
$5.58M -$138K -4,750 -2%
KFI
89
Key Financial Inc
Pennsylvania
$5.42M +$5.39M +185,675 +20,008%
MBTD
90
Mechanics Bank - Trust Department
California
$5.39M +$214K +7,350 +4%
ICMP
91
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.34M -$65.8K -2,266 -1%
BL
92
Balentine LLC
Georgia
$5.28M -$1.31M -45,239 -20%
TWP
93
Tempus Wealth Planning
California
$4.96M +$1.06M +36,451 +27%
Mariner
94
Mariner
Kansas
$4.89M -$11.2M -385,482 -70%
TF
95
Theory Financial
Colorado
$4.86M -$18.9K -651 -0.4%
AAS
96
Avantax Advisory Services
Texas
$4.8M +$17.2K +592 +0.4%
RC
97
Roundview Capital
New Jersey
$4.39M -$816K -28,105 -16%
MFG
98
Merit Financial Group
Georgia
$4.27M -$347K -11,960 -8%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$4.25M +$420K +14,446 +11%
MML Investors Services
100
MML Investors Services
Massachusetts
$4.22M -$717K -24,684 -15%
2 3
4
5 6