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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 %
SWM
101
SigFig Wealth Management
California
$3.88M -$283K -9,817 -7%
SF
102
Synovus Financial
Georgia
$3.71M -$96.7M -3,329,828 -96%
VCM
103
Vivaldi Capital Management
Illinois
$3.66M -$51.8K -1,796 -1%
VAS
104
Vestmark Advisory Solutions
Massachusetts
$3.64M +$746K +25,676 +26%
PFP
105
Pinnacle Financial Partners
Tennessee
$3.58M +$1.65M +56,822 +85%
ODIJL
106
One Day In July LLC
Vermont
$3.52M +$3.52M +121,034 New
AWS
107
Atria Wealth Solutions
New York
$3.36M +$2.27M +78,142 +208%
GPWA
108
Great Point Wealth Advisors
Massachusetts
$3.29M -$782K -26,918 -19%
IWC
109
Integrated Wealth Concepts
Massachusetts
$3.29M +$506K +17,421 +18%
ZF
110
Zhang Financial
Michigan
$3.28M +$3.28M +112,863 New
UFA
111
US Financial Advisors
Massachusetts
$3.26M +$32.9K +1,134 +1%
EK
112
Evensky & Katz
Florida
$3.22M +$2.4M +82,605 +293%
BSW
113
Buckingham Strategic Wealth
Missouri
$3.11M -$1.2M -41,198 -28%
PCIA
114
Prime Capital Investment Advisors
Kansas
$3.03M -$270K -9,309 -8%
DC
115
Destiny Capital
Colorado
$2.99M +$2.99M +103,028 New
JSL
116
JT Stratford LLC
Georgia
$2.99M -$619K -21,317 -17%
CFGS
117
Concourse Financial Group Securities
Alabama
$2.93M -$234K -8,047 -7%
GM
118
GeoWealth Management
Illinois
$2.92M +$1.42M +48,739 +94%
MWA
119
MFA Wealth Advisors
Pennsylvania
$2.91M -$151K -5,189 -5%
GLA
120
Good Life Advisors
Pennsylvania
$2.75M +$737K +25,384 +37%
ARC
121
Advisor Resource Council
Texas
$2.65M +$2.65M +91,346 New
WEG
122
World Equity Group
Illinois
$2.6M -$103K -3,562 -4%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$2.59M +$2.56M +87,960 +7,410%
SPA
124
Sentinel Pension Advisors
Massachusetts
$2.53M -$204K -7,019 -7%
RA
125
RFG Advisory
Alabama
$2.52M -$27K -931 -1%
3 4
5
6 7