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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 %
T
126
Tidemark
California
$2.29M -$99.9K -3,454 -4%
PFP
127
Pinnacle Financial Partners
Tennessee
$2.26M -$1.31M -45,367 -37%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$2.21M +$1.97M +68,103 +835%
MWM
129
Modern Wealth Management
Kansas
$2.15M -$40.7K -1,409 -2%
DC
130
Destiny Capital
Colorado
$2.13M -$845K -29,225 -28%
GVAG
131
Great Valley Advisor Group
Delaware
$2.07M -$126K -4,370 -6%
AAP
132
Arax Advisory Partners
Colorado
$2.07M +$12.1K +419 +0.6%
B
133
Bailard
California
$2.07M +$252K +8,714 +14%
1IA
134
1620 Investment Advisors
Massachusetts
$2.02M +$133K +4,590 +7%
CI
135
CX Institutional
Indiana
$1.99M -$13.8M -478,443 -87%
TC
136
TownSquare Capital
Utah
$1.96M -$27K -933 -1%
OIA
137
OneDigital Investment Advisors
Kansas
$1.89M -$15.4K -531 -0.8%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$626K +21,655 +51%
JSL
139
JT Stratford LLC
Georgia
$1.84M -$1.13M -39,087 -38%
FHC
140
First Heartland Consultants
Missouri
$1.83M +$84K +2,905 +5%
IWM
141
IHT Wealth Management
Illinois
$1.77M -$25.3K -875 -1%
FWM
142
Fonville Wealth Management
Virginia
$1.76M +$348K +12,046 +25%
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$1.75M -$835K -28,836 -32%
CA
144
Cetera Advisors
Colorado
$1.69M +$515K +17,819 +44%
PIFP
145
Partners in Financial Planning
Virginia
$1.64M +$723 +25 +0%
AWS
146
Atria Wealth Solutions
New York
$1.59M -$1.76M -60,924 -53%
AA
147
AlphaQ Advisors
Florida
$1.58M +$465K +16,070 +42%
GM
148
GeoWealth Management
Illinois
$1.55M -$1.36M -46,869 -47%
NC
149
Napatree Capital
Rhode Island
$1.52M +$112K +3,910 +8%
WI
150
WrapManager Inc
California
$1.51M -$744K -25,736 -33%
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