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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 %
BCM
151
Brookstone Capital Management
Illinois
$1.78M -$15.3M -525,921 -90%
IWM
152
IHT Wealth Management
Illinois
$1.77M +$7.3K +253 +0.4%
GM
153
GeoWealth Management
Illinois
$1.68M +$131K +4,548 +8%
Mariner
154
Mariner
Kansas
$1.68M -$3.04M -105,300 -64%
CI
155
CX Institutional
Indiana
$1.68M -$309K -10,692 -16%
SC
156
Savant Capital
Illinois
$1.67M +$1.67M +57,900 New
WI
157
WrapManager Inc
California
$1.65M +$146K +5,071 +10%
NC
158
Napatree Capital
Rhode Island
$1.59M +$60.8K +2,107 +4%
AA
159
AlphaQ Advisors
Florida
$1.55M -$22.7K -785 -1%
VH
160
Visionary Horizons
Tennessee
$1.49M +$58.3K +2,020 +4%
WIC
161
Woodmont Investment Counsel
Tennessee
$1.47M +$93.3K +3,232 +7%
LMKC
162
L.M. Kohn & Company
Ohio
$1.45M +$28.4K +985 +2%
PIFP
163
Partners in Financial Planning
Virginia
$1.4M -$238K -8,238 -15%
Luther King Capital Management (LKCM)
164
Luther King Capital Management (LKCM)
Texas
$1.39M -$1.39M – –
Citigroup
165
Citigroup
New York
$1.39M -$1.16M -40,288 -46%
VPP
166
Vertex Planning Partners
Illinois
$1.38M +$368K +12,753 +36%
GRP
167
Global Retirement Partners
California
$1.37M +$519K +17,986 +61%
PWM
168
Prosperity Wealth Management
California
$1.34M +$625K +21,642 +88%
HAS
169
HBW Advisory Services
California
$1.32M -$7.7M -266,791 -85%
TPA
170
Trivium Point Advisory
Connecticut
$1.29M +$1.29M +44,735 New
TCA
171
Transcend Capital Advisors
New Jersey
$1.14M +$1.14M +39,658 New
Creative Planning
172
Creative Planning
Kansas
$1.1M +$208K +7,190 +23%
FIA
173
Foundations Investment Advisors
Arizona
$1.09M +$464K +16,084 +74%
FFA
174
Farther Finance Advisors
California
$1.09M +$44.8K +1,559 +4%
SAS
175
SMI Advisory Services
Indiana
$1.08M +$36K +1,246 +3%
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