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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.

New
Increased
Maintained
Reduced
Closed
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 %
APA
151
Astoria Portfolio Advisors
New York
$1.51M -$605K -21,056 -29%
VH
152
Visionary Horizons
Tennessee
$1.43M +$96.3K +3,350 +7%
LMKC
153
L.M. Kohn & Company
Ohio
$1.43M -$10.7K -371 -0.7%
Luther King Capital Management (LKCM)
154
Luther King Capital Management (LKCM)
Texas
$1.39M -$1.4M – –
WIC
155
Woodmont Investment Counsel
Tennessee
$1.38M +$242K +8,375 +21%
Comerica Bank
156
Comerica Bank
Texas
$1.33M -$372K -12,851 -22%
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$1.31M +$62.3K +2,154 +5%
SW
158
Simplicity Wealth
New Jersey
$1.28M -$244K -8,450 -16%
LA
159
Lifeworks Advisors
Michigan
$1.27M -$293K -10,120 -19%
Jane Street
160
Jane Street
New York
$1.25M +$1.25M +43,086 New
FHA
161
Flagship Harbor Advisors
Massachusetts
$1.15M -$554K -19,170 -33%
RJT
162
Raymond James Trust
Florida
$1.13M -$74.6K -2,579 -6%
AF
163
Allworth Financial
California
$1.12M +$82.5K +2,853 +8%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$1.1M +$83.6K +2,890 +8%
ACG
165
Allen Capital Group
Nebraska
$1.09M +$202K +6,992 +23%
TSS
166
Two Sigma Securities
New York
$1.07M +$1.07M +36,962 New
BSW
167
Buckingham Strategic Wealth
Missouri
$1.05M -$2.04M -70,575 -66%
WWM
168
WJ Wealth Management
Arizona
$1.05M -$214K -7,400 -17%
IA
169
IFP Advisors
Florida
$1.05M -$338K -11,687 -24%
FFA
170
Farther Finance Advisors
California
$1.05M +$674K +23,412 +181%
SAS
171
SMI Advisory Services
Indiana
$1.04M +$91.2K +3,166 +10%
KBFS
172
Kohmann Bosshard Financial Services
Ohio
$1.04M -$92.2K -3,188 -8%
WT
173
Whittier Trust
California
$1.02M +$736K +25,464 +256%
VPP
174
Vertex Planning Partners
Illinois
$1.02M +$253K +8,763 +33%
SP
175
Sequent Planning
Nebraska
$1.01M +$1.01M +34,956 New
5 6
7
8 9