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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.

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 %
AFG
76
Altiora Financial Group
Ohio
$6.69M +$725K +25,077 +12%
DJSG
77
D.J. St. Germain
Massachusetts
$6.59M +$4.49M +155,227 +214%
MWM
78
MY Wealth Management
Maryland
$6.57M +$6.57M +227,111 New
DCM
79
DGS Capital Management
New Jersey
$6.5M +$241K +8,319 +4%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$6.19M -$1.18M -40,847 -16%
MLRA
81
Main Line Retirement Advisors
Montana
$6.17M +$475K +16,423 +8%
KFI
82
Key Financial Inc
Pennsylvania
$5.96M +$564K +19,500 +10%
FAFN
83
First Affirmative Financial Network
Colorado
$5.88M -$50.2K -1,737 -0.8%
MFP
84
Meridian Financial Partners
Virginia
$5.8M -$1.26M -43,781 -18%
MD
85
Money Design
Japan
$5.76M -$514K -17,789 -8%
WA
86
Waverly Advisors
Alabama
$5.51M +$5.51M +190,426 New
MBTD
87
Mechanics Bank - Trust Department
California
$5.14M -$228K -7,875 -4%
DI
88
DAGCO Inc
Ohio
$5.13M +$5.13M +177,425 New
VAS
89
Vestmark Advisory Solutions
Massachusetts
$5.12M +$1.5M +51,833 +41%
RC
90
Roundview Capital
New Jersey
$5.1M +$737K +25,478 +17%
RJA
91
Raymond James & Associates
Florida
$5.1M -$18.3M -633,501 -78%
TC
92
Trilogy Capital
California
$4.87M -$1.82M -62,835 -27%
SW
93
SMART Wealth
Nebraska
$4.83M -$5.32M -183,788 -52%
Mariner
94
Mariner
Kansas
$4.73M -$144K -4,972 -3%
TF
95
Theory Financial
Colorado
$4.58M -$255K -8,809 -5%
CCA
96
Cobblestone Capital Advisors
New York
$4.35M -$43.6M -1,508,931 -91%
AAS
97
Avantax Advisory Services
Texas
$4.33M -$452K -15,640 -9%
MML Investors Services
98
MML Investors Services
Massachusetts
$4.15M -$48.2K -1,667 -1%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$4M +$3.49M +120,724 +689%
IPW
100
Impact Partnership Wealth
Georgia
$3.95M -$4.37M -150,963 -53%
2 3
4
5 6