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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $4.99B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+30
Holders Change %
+9.12%
% of All Funds
5.26%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.56%
New
75
Increased
103
Reduced
151
Closed
41
Calls
$794M
Puts
$858M
Net Calls
-$64.1M
Net Calls Change
+$379M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$101M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.28B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$180M
4
Morgan Stanley
Morgan Stanley
New York
$134M
5
CA
Crane Advisory
California
$45.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$130M
2
SF
Synovus Financial
Georgia
$3.71M
3
RBA
Richard Bernstein Advisors
New York
$21M
4
Osaic Holdings
Osaic Holdings
Arizona
$42.2M
5
Ameriprise
Ameriprise
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
151
Cary Street Partners Asset Management
Virginia
$1.57M +$131K +4,501 +9%
LA
152
Lifeworks Advisors
Michigan
$1.57M +$318K +10,956 +25%
SW
153
Simplicity Wealth
New Jersey
$1.53M +$588K +20,232 +63%
Goldman Sachs
154
Goldman Sachs
New York
$1.5M +$726K +24,999 +94%
Citadel Advisors
155
Citadel Advisors
Florida
$1.45M -$350K -12,051 -19%
LMKC
156
L.M. Kohn & Company
Ohio
$1.45M -$27.1K -933 -2%
SFA
157
Source Financial Advisors
New York
$1.43M +$1.43M +49,381 New
NC
158
Napatree Capital
Rhode Island
$1.43M +$1.43M +49,098 New
FWM
159
Fonville Wealth Management
Virginia
$1.41M +$1.41M +48,640 New
Luther King Capital Management (LKCM)
160
Luther King Capital Management (LKCM)
Texas
$1.4M -$1.38M – –
IA
161
IFP Advisors
Florida
$1.39M -$1.08M -37,239 -44%
VH
162
Visionary Horizons
Tennessee
$1.35M +$1.35M +46,386 New
GWM
163
Geneos Wealth Management
Colorado
$1.3M +$86.4K +2,974 +7%
WWM
164
WJ Wealth Management
Arizona
$1.27M -$1.27M -43,850 -50%
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$1.25M +$333K +11,474 +36%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$470K +16,185 +61%
RJT
167
Raymond James Trust
Florida
$1.21M +$1.21M +41,639 New
CA
168
Cetera Advisors
Colorado
$1.18M -$119K -4,107 -9%
MFT
169
Moisand Fitzgerald Tamayo
Florida
$1.16M -$1.3M -44,841 -53%
KBFS
170
Kohmann Bosshard Financial Services
Ohio
$1.14M +$14.3K +491 +1%
WIC
171
Woodmont Investment Counsel
Tennessee
$1.14M +$772K +26,559 +210%
AA
172
AlphaQ Advisors
Florida
$1.12M +$1.12M +38,530 New
MFWM
173
Motley Fool Wealth Management
Virginia
$1.08M -$38.6M -1,329,134 -97%
TLFA
174
True Link Financial Advisors
California
$1.06M -$441K -15,175 -29%
FFN
175
Focus Financial Network
Minnesota
$1.04M +$1.04M +35,782 New
5 6
7
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