SPTS icon

SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+15
Holders Change %
+4.36%
% of All Funds
5.22%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
49
Increased
147
Reduced
127
Closed
28
Calls
$389M
Puts
$498M
Net Calls
-$108M
Net Calls Change
-$268M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$236M
2
RBA
Richard Bernstein Advisors
New York
$79.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$140M
4
HighTower Advisors
HighTower Advisors
Illinois
$56.6M
5
HWA
HHM Wealth Advisors
Tennessee
$22.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$117M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.6M
3
PAG
Private Advisor Group
New Jersey
$39M
4
LPL Financial
LPL Financial
California
$190M
5
BCM
Brookstone Capital Management
Illinois
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
126
Balentine LLC
Georgia
$2.56M +$17.9K +619 +0.7%
APA
127
Astoria Portfolio Advisors
New York
$2.53M +$1.01M +35,058 +67%
PFP
128
Pinnacle Financial Partners
Tennessee
$2.43M +$181K +6,254 +8%
AFG
129
Altiora Financial Group
Ohio
$2.41M -$4.27M -147,844 -64%
TWP
130
Tempus Wealth Planning
California
$2.37M -$657K -22,744 -22%
SPA
131
Sentinel Pension Advisors
Massachusetts
$2.35M -$75.8K -2,626 -3%
RWA
132
Roberts Wealth Advisors
California
$2.33M -$71.1K -2,463 -3%
PCIA
133
Prime Capital Investment Advisors
Kansas
$2.32M -$578K -20,030 -20%
Citadel Advisors
134
Citadel Advisors
Florida
$2.23M +$2.23M +77,300 New
AAP
135
Arax Advisory Partners
Colorado
$2.08M +$19K +657 +0.9%
B
136
Bailard
California
$2.08M +$15.7K +545 +0.8%
OIA
137
OneDigital Investment Advisors
Kansas
$2.06M +$170K +5,903 +9%
AWS
138
Atria Wealth Solutions
New York
$2.05M +$467K +16,190 +30%
FG
139
Fiduciary Group
Georgia
$2.02M +$1.48M +51,310 +275%
GVAG
140
Great Valley Advisor Group
Delaware
$1.98M -$85.8K -2,971 -4%
FFG
141
Fiduciary Financial Group
California
$1.98M +$1.98M +68,313 New
MWM
142
Modern Wealth Management
Kansas
$1.98M -$166K -5,766 -8%
CSPAM
143
Cary Street Partners Asset Management
Virginia
$1.94M +$1.18M +40,817 +155%
TC
144
TownSquare Capital
Utah
$1.91M -$47K -1,627 -2%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$1.88M +$780K +27,009 +71%
FWM
146
Fonville Wealth Management
Virginia
$1.84M +$87.8K +3,041 +5%
DC
147
Destiny Capital
Colorado
$1.83M -$304K -10,513 -14%
JSL
148
JT Stratford LLC
Georgia
$1.83M -$16.1K -559 -0.9%
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$1.82M -$39.6K -1,372 -2%
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$1.8M +$495K +17,163 +38%
4 5
6
7 8