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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 %
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$3.08M +$101K +3,488 +3%
T
127
Tidemark
California
$3.08M +$7.28K +251 +0.2%
GPW
128
Genesis Private Wealth
Virginia
$3.05M +$3.05M +104,972 New
FDW
129
Fourth Dimension Wealth
Ohio
$3.01M +$3.01M +103,921 New
Goldman Sachs
130
Goldman Sachs
New York
$2.99M +$326K +11,249 +12%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$2.97M +$263K +9,071 +10%
NL
132
NWAM LLC
Washington
$2.97M +$2.37M +81,717 +396%
CFGS
133
Concourse Financial Group Securities
Alabama
$2.91M +$114K +3,931 +4%
1IA
134
1620 Investment Advisors
Massachusetts
$2.89M +$54.6K +1,881 +2%
ZF
135
Zhang Financial
Michigan
$2.87M +$2.26K +78 +0.1%
TWP
136
Tempus Wealth Planning
California
$2.77M -$265K -9,143 -9%
VCM
137
Vivaldi Capital Management
Illinois
$2.73M -$502K -17,266 -16%
RWA
138
Roberts Wealth Advisors
California
$2.73M +$191K +6,576 +8%
RA
139
RFG Advisory
Alabama
$2.72M +$85K +2,931 +3%
SWA
140
Stratos Wealth Advisors
Ohio
$2.65M -$694K -23,910 -21%
PCA
141
Providence Capital Advisors
North Carolina
$2.6M -$20.5K -706 -0.8%
GVAG
142
Great Valley Advisor Group
Delaware
$2.38M +$947K +32,639 +66%
WI
143
WrapManager Inc
California
$2.3M +$198K +6,817 +9%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$2.27M +$1.76M +60,770 +350%
NWM
145
Napa Wealth Management
California
$2.26M -$2.12M -72,924 -48%
AFG
146
Altiora Financial Group
Ohio
$2.25M -$168K -5,782 -7%
SPA
147
Sentinel Pension Advisors
Massachusetts
$2.23M -$161K -5,556 -7%
SIM
148
Synergy Investment Management
Florida
$2.19M +$2.19M +75,366 New
AAP
149
Arax Advisory Partners
Colorado
$2.16M +$51.5K +1,775 +2%
AWS
150
Atria Wealth Solutions
New York
$2.13M +$338K +11,653 +19%
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