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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 %
SF
101
Synovus Financial
Georgia
$3.92M +$224K +7,734 +6%
IWC
102
Integrated Wealth Concepts
Massachusetts
$3.88M +$606K +20,967 +19%
SWM
103
SigFig Wealth Management
California
$3.64M -$333K -11,303 -8%
VCM
104
Vivaldi Capital Management
Illinois
$3.62M -$19.3K -671 -0.5%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$3.34M -$898K -31,037 -21%
ZF
106
Zhang Financial
Michigan
$3.29M +$28K +969 +0.9%
UFA
107
US Financial Advisors
Massachusetts
$3.24M +$1.1K +38 +0%
CWA
108
Centennial Wealth Advisory
Michigan
$3.1M +$618K +21,386 +25%
TWP
109
Tempus Wealth Planning
California
$3.03M -$1.9M -65,760 -39%
MWA
110
MFA Wealth Advisors
Pennsylvania
$3.03M +$130K +4,490 +4%
GLA
111
Good Life Advisors
Pennsylvania
$2.96M +$224K +7,741 +8%
PCIA
112
Prime Capital Investment Advisors
Kansas
$2.91M -$105K -3,631 -3%
CFGS
113
Concourse Financial Group Securities
Alabama
$2.89M -$26.5K -916 -0.9%
NWM
114
Napa Wealth Management
California
$2.77M +$2.77M +95,846 New
GEA
115
Glen Eagle Advisors
New Jersey
$2.72M +$333K +11,510 +14%
SFC
116
Strategic Financial Concepts
Texas
$2.72M +$1.02M +35,132 +60%
RA
117
RFG Advisory
Alabama
$2.7M +$194K +6,714 +8%
SWA
118
Stratos Wealth Advisors
Ohio
$2.63M +$463K +16,024 +21%
GFG
119
Goldstone Financial Group
Illinois
$2.57M +$581K +20,097 +29%
WEG
120
World Equity Group
Illinois
$2.57M -$17.8K -616 -0.7%
Citigroup
121
Citigroup
New York
$2.55M +$70K +2,419 +3%
PCA
122
Providence Capital Advisors
North Carolina
$2.55M +$67.7K +2,341 +3%
BL
123
Balentine LLC
Georgia
$2.54M -$2.71M -93,791 -52%
SPA
124
Sentinel Pension Advisors
Massachusetts
$2.43M -$94.7K -3,274 -4%
RWA
125
Roberts Wealth Advisors
California
$2.39M +$57.8K +2,011 +2%
3 4
5
6 7