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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 %
MWAM
76
Manhattan West Asset Management
California
$7.86M -$1.13M -39,054 -13%
ICMP
77
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.74M +$373K +12,852 +5%
KWM
78
Kingsview Wealth Management
Oregon
$7.61M -$149K -5,153 -2%
AWM
79
Austin Wealth Management
Texas
$7.5M +$730K +25,171 +11%
SRSA
80
S.R. Schill & Associates
Washington
$7.39M -$892K -30,758 -11%
DCM
81
DGS Capital Management
New Jersey
$7.29M +$228K +7,866 +3%
PWG
82
Private Wealth Group
Florida
$7.1M -$914K -31,506 -11%
MLRA
83
Main Line Retirement Advisors
Montana
$6.78M -$171K -5,888 -2%
SOS
84
Silver Oak Securities
Tennessee
$6.76M +$6.45M +222,625 +2,067%
EH
85
Equitable Holdings
New York
$6.7M -$8.29M -285,793 -55%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$6.65M +$91.4K +3,151 +1%
KFI
87
Key Financial Inc
Pennsylvania
$6.64M -$201K -6,937 -3%
TCA
88
Transcend Capital Advisors
New Jersey
$6.56M -$251K -8,649 -4%
SA
89
Sanctuary Advisors
Indiana
$6.25M -$109K -3,753 -2%
FAFN
90
First Affirmative Financial Network
Colorado
$6.15M +$172K +5,917 +3%
Fisher Asset Management
91
Fisher Asset Management
Washington
$5.97M -$7.25M -249,994 -55%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$5.97M -$1.59M -54,962 -21%
SF
93
Synovus Financial
Georgia
$5.94M -$6.42M -221,338 -52%
SWP
94
Stratos Wealth Partners
Ohio
$5.81M -$240K -8,279 -4%
TFA
95
TPG Financial Advisors
Oregon
$5.72M +$500K +17,240 +10%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$5.68M +$4.5M +155,027 +379%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$5.56M +$530K +18,277 +11%
GEA
98
Glen Eagle Advisors
New Jersey
$5.47M +$883K +30,445 +19%
E
99
EntreWealth
Texas
$5.47M +$5.47M +186,463 New
MML Investors Services
100
MML Investors Services
Massachusetts
$5.39M -$93.8K -3,235 -2%
2 3
4
5 6