SPTS icon

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 %
PWG
76
Private Wealth Group
Florida
$8.12M +$639K +21,725 +9%
DI
77
DAGCO Inc
Ohio
$7.94M +$1.98M +67,246 +33%
KWM
78
Kingsview Wealth Management
Oregon
$7.87M +$7.87M +267,449 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$7.67M +$1.22M +41,493 +19%
ICMP
80
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.47M -$28.7K -975 -0.4%
DCM
81
DGS Capital Management
New Jersey
$7.15M +$314K +10,675 +5%
MLRA
82
Main Line Retirement Advisors
Montana
$7.05M +$598K +20,338 +9%
KFI
83
Key Financial Inc
Pennsylvania
$6.94M +$432K +14,680 +7%
TCA
84
Transcend Capital Advisors
New Jersey
$6.9M +$5.74M +195,098 +492%
AWM
85
Austin Wealth Management
Texas
$6.83M -$232K -7,936 -3%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$6.65M +$5.62M +190,969 +542%
SA
87
Sanctuary Advisors
Indiana
$6.34M +$5.53M +190,619 +684%
SWP
88
Stratos Wealth Partners
Ohio
$6.13M -$186K -6,328 -3%
FAFN
89
First Affirmative Financial Network
Colorado
$6.06M +$76.9K +2,614 +1%
Mariner
90
Mariner
Kansas
$5.91M +$4.2M +142,640 +245%
MML Investors Services
91
MML Investors Services
Massachusetts
$5.56M +$892K +30,333 +19%
MD
92
Money Design
Japan
$5.38M +$212K +7,200 +4%
CWMS
93
Cannon Wealth Management Services
North Carolina
$5.31M +$5.31M +180,532 New
TFA
94
TPG Financial Advisors
Oregon
$5.29M +$343K +11,668 +7%
RJA
95
Raymond James & Associates
Florida
$5.21M +$381K +12,971 +8%
GIA
96
Gladstone Institutional Advisory
Florida
$5.11M -$789K -26,813 -13%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$5.1M +$1.1M +37,555 +28%
RC
98
Roundview Capital
New Jersey
$4.99M -$189K -6,412 -4%
FG
99
Fiduciary Group
Georgia
$4.71M +$2.65M +90,187 +129%
AAS
100
Avantax Advisory Services
Texas
$4.67M -$484K -16,456 -9%
2 3
4
5 6