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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 %
GEA
101
Glen Eagle Advisors
New Jersey
$4.65M +$1.57M +53,497 +51%
MBTD
102
Mechanics Bank - Trust Department
California
$4.56M -$270K -9,181 -6%
NWM
103
Napa Wealth Management
California
$4.44M +$23.4K +795 +0.5%
TF
104
Theory Financial
Colorado
$4.36M +$102K +3,508 +2%
CWM
105
Centric Wealth Management
Illinois
$4.32M +$4.32M +149,090 New
IWC
106
Integrated Wealth Concepts
Massachusetts
$4.27M -$145K -4,936 -3%
PCIA
107
Prime Capital Investment Advisors
Kansas
$4.04M +$1.67M +56,712 +70%
WA
108
Waverly Advisors
Alabama
$4.03M -$177K -6,023 -4%
AI
109
Atria Investments
North Carolina
$3.86M +$2.91M +98,932 +305%
AWM
110
Avior Wealth Management
Nebraska
$3.77M -$16.9K -576 -0.4%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$3.74M +$1.82M +61,948 +95%
CCA
112
Cobblestone Capital Advisors
New York
$3.71M +$592K +20,125 +19%
HPC
113
Hobart Private Capital
North Carolina
$3.7M +$3.7M +125,975 New
GLA
114
Good Life Advisors
Pennsylvania
$3.64M +$360K +12,250 +11%
UFA
115
US Financial Advisors
Massachusetts
$3.55M -$18.4K -627 -0.5%
SWA
116
Stratos Wealth Advisors
Ohio
$3.39M -$13.3K -453 -0.4%
SC
117
Slow Capital
California
$3.39M -$375K -12,737 -10%
CSPAM
118
Cary Street Partners Asset Management
Virginia
$3.35M +$1.38M +46,840 +70%
SWM
119
SigFig Wealth Management
California
$3.29M -$106K -3,534 -3%
VCM
120
Vivaldi Capital Management
Illinois
$3.27M -$395K -13,442 -11%
BAM
121
Berkshire Asset Management
Pennsylvania
$3.26M – – –
T
122
Tidemark
California
$3.12M +$252K +8,552 +9%
TWP
123
Tempus Wealth Planning
California
$3.08M +$663K +22,537 +27%
GFG
124
Goldstone Financial Group
Illinois
$3.07M -$229K -7,797 -7%
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$3.02M +$1.18M +40,260 +64%
3 4
5
6 7