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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 %
KFI
76
Key Financial Inc
Pennsylvania
$6.38M +$434K +15,047 +7%
MLRA
77
Main Line Retirement Advisors
Montana
$6.33M +$172K +5,973 +3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$6.33M +$154K +5,337 +2%
SWP
79
Stratos Wealth Partners
Ohio
$6.2M -$1.36M -47,172 -18%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$6.03M +$5.49M +190,163 +1,021%
FAFN
81
First Affirmative Financial Network
Colorado
$5.88M +$4.97K +172 +0.1%
DI
82
DAGCO Inc
Ohio
$5.86M +$733K +25,398 +14%
GIA
83
Gladstone Institutional Advisory
Florida
$5.79M -$1.14M -39,492 -16%
SF
84
Synovus Financial
Georgia
$5.77M +$1.86M +64,315 +47%
Jane Street
85
Jane Street
New York
$5.52M +$4.28M +148,114 +344%
MWM
86
MY Wealth Management
Maryland
$5.31M -$1.24M -43,082 -19%
RC
87
Roundview Capital
New Jersey
$5.09M -$8.52K -295 -0.2%
MD
88
Money Design
Japan
$5.08M -$677K -23,436 -12%
AAS
89
Avantax Advisory Services
Texas
$5.06M +$741K +25,677 +17%
TFA
90
TPG Financial Advisors
Oregon
$4.85M +$4.85M +168,112 New
RJA
91
Raymond James & Associates
Florida
$4.74M -$343K -11,876 -7%
MBTD
92
Mechanics Bank - Trust Department
California
$4.74M -$394K -13,645 -8%
MML Investors Services
93
MML Investors Services
Massachusetts
$4.58M +$439K +15,221 +11%
NWM
94
Napa Wealth Management
California
$4.34M +$1.57M +54,312 +57%
IWC
95
Integrated Wealth Concepts
Massachusetts
$4.33M +$461K +15,963 +12%
TF
96
Theory Financial
Colorado
$4.22M -$358K -12,392 -8%
SW
97
SMART Wealth
Nebraska
$4.19M -$635K -22,011 -13%
WA
98
Waverly Advisors
Alabama
$4.13M -$1.37M -47,412 -25%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$3.92M +$1.72M +59,652 +78%
AWM
100
Avior Wealth Management
Nebraska
$3.72M +$2.9M +100,390 +353%
2 3
4
5 6