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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 %
CWMS
101
Cannon Wealth Management Services
North Carolina
$5.11M -$116K -3,990 -2%
MADFP
102
Michael A Dubis Financial Planning
Wisconsin
$4.87M +$4.87M +167,954 New
RC
103
Roundview Capital
New Jersey
$4.64M -$286K -9,845 -6%
TF
104
Theory Financial
Colorado
$4.54M +$203K +7,011 +5%
HPC
105
Hobart Private Capital
North Carolina
$4.52M +$870K +29,981 +24%
GIA
106
Gladstone Institutional Advisory
Florida
$4.45M -$583K -20,107 -12%
SC
107
Slow Capital
California
$4.31M +$972K +33,491 +29%
MBTD
108
Mechanics Bank - Trust Department
California
$4.25M -$245K -8,435 -5%
MD
109
Money Design
Japan
$4.19M -$1.12M -38,564 -21%
GLA
110
Good Life Advisors
Pennsylvania
$4.08M +$490K +16,890 +14%
AAS
111
Avantax Advisory Services
Texas
$4.07M -$536K -18,482 -12%
BAM
112
Berkshire Asset Management
Pennsylvania
$4.07M +$785K +27,036 +24%
JF
113
Jump Financial
Illinois
$3.89M +$3.89M +134,039 New
PCIA
114
Prime Capital Investment Advisors
Kansas
$3.85M -$132K -4,550 -3%
IWC
115
Integrated Wealth Concepts
Massachusetts
$3.8M -$409K -14,113 -10%
AWM
116
Avior Wealth Management
Nebraska
$3.77M +$50.6K +1,744 +1%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$3.71M +$27.9K +963 +0.8%
PFP
118
Pinnacle Financial Partners
Tennessee
$3.66M +$1.57M +54,173 +75%
WA
119
Waverly Advisors
Alabama
$3.59M -$384K -13,243 -10%
SFC
120
Strategic Financial Concepts
Texas
$3.51M +$3.51M +120,997 New
UFA
121
US Financial Advisors
Massachusetts
$3.5M +$348 +12 +0%
FA
122
Faithward Advisors
Pennsylvania
$3.33M +$3.33M +114,735 New
AI
123
Atria Investments
North Carolina
$3.22M -$588K -20,266 -15%
OMC
124
Old Mission Capital
Illinois
$3.19M +$3.19M +109,824 New
SWM
125
SigFig Wealth Management
California
$3.15M -$156K -5,168 -5%
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5
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