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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$659M
2
RBA
Richard Bernstein Advisors
New York
$399M
3
Ameriprise
Ameriprise
Minnesota
$257M
4
GI
GLOBALT Investments
Georgia
$272M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$13.4M
2
SAF
Smith Anglin Financial
Texas
$1.11M
3
AssetMark Inc
AssetMark Inc
California
$12.5M
4
AWM
AE Wealth Management
Kansas
$456K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
126
RFP Financial Group
Georgia
$2.91M -$3.74M -127,052 -56%
ZF
127
Zhang Financial
Michigan
$2.9M -$200K -6,813 -6%
1IA
128
1620 Investment Advisors
Massachusetts
$2.88M -$30.6K -1,039 -1%
SW
129
SMART Wealth
Nebraska
$2.84M -$1.43M -48,502 -33%
CFGS
130
Concourse Financial Group Securities
Alabama
$2.84M -$101K -3,445 -3%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$2.75M -$28.9K -981 -1%
Goldman Sachs
132
Goldman Sachs
New York
$2.7M -$21.4K -729 -0.8%
RA
133
RFG Advisory
Alabama
$2.67M +$3.03K +103 +0.1%
PCA
134
Providence Capital Advisors
North Carolina
$2.66M +$36.7K +1,248 +1%
RWA
135
Roberts Wealth Advisors
California
$2.55M +$198K +6,803 +8%
AFG
136
Altiora Financial Group
Ohio
$2.46M -$1.18K -40 -0%
SPA
137
Sentinel Pension Advisors
Massachusetts
$2.42M +$34.2K +1,162 +1%
TC
138
TownSquare Capital
Utah
$2.38M +$435K +14,775 +22%
TWM
139
TCFG Wealth Management
California
$2.26M +$2.26M +76,817 New
SW
140
Simplicity Wealth
New Jersey
$2.2M -$523K -17,768 -19%
AAP
141
Arax Advisory Partners
Colorado
$2.14M +$18.7K +635 +0.9%
WI
142
WrapManager Inc
California
$2.13M +$441K +14,998 +26%
PFP
143
Pinnacle Financial Partners
Tennessee
$2.11M -$365K -12,412 -15%
DAS
144
Dynamic Advisor Solutions
Arizona
$2.08M +$2.08M +70,752 New
MWM
145
Modern Wealth Management
Kansas
$2.06M +$47.5K +1,615 +2%
EFG
146
Ehrlich Financial Group
California
$2.02M +$1.69M +57,621 +523%
AFP
147
Alpha Financial Partners
Kentucky
$2.02M +$2.02M +68,644 New
APA
148
Astoria Portfolio Advisors
New York
$1.96M -$598K -20,478 -23%
FIA
149
Foundations Investment Advisors
Arizona
$1.93M +$816K +27,741 +73%
BCM
150
Brookstone Capital Management
Illinois
$1.92M +$115K +3,927 +6%
4 5
6
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