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State Street SPDR Portfolio Short Term Treasury ETF

378 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 122

33% more capital invested

Capital invested by funds: $3.83B → $5.11B (+$1.28B)

5.15% more ownership

Funds ownership: 85.34%90.48% (+5.1%)

5% more funds holding

Funds holding: 361378 (+17)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

11% less call options, than puts

Call options by funds: $246M | Put options by funds: $277M

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
5.43%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.5%
New
49
Increased
163
Reduced
122
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$1.9M +$46.3K +1,587 +3%
FWM
152
Fonville Wealth Management
Virginia
$1.88M +$2.77K +95 +0.1%
OIA
153
OneDigital Investment Advisors
Kansas
$1.86M -$238K -8,168 -11%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$1.84M +$1.38M +47,262 +307%
DC
155
Destiny Capital
Colorado
$1.83M -$7.47K -256 -0.4%
NC
156
Napatree Capital
Rhode Island
$1.83M +$203K +6,975 +13%
AWS
157
Atria Wealth Solutions
New York
$1.82M -$269K -9,226 -13%
IWM
158
IHT Wealth Management
Illinois
$1.8M -$2.54K -87 -0.1%
FFA
159
Farther Finance Advisors
California
$1.8M +$677K +23,211 +61%
GM
160
GeoWealth Management
Illinois
$1.77M +$58.8K +2,016 +3%
FFG
161
Fiduciary Financial Group
California
$1.76M -$235K -8,043 -12%
AC
162
ASB Consultores
Florida
$1.74M +$1.52M +52,141 +731%
Corient Private Wealth
163
Corient Private Wealth
Florida
$1.7M +$1.12M +38,427 +197%
Jane Street
164
Jane Street
New York
$1.66M -$3.93M -134,685 -70%
PP
165
Patron Partners
Texas
$1.66M +$1.14M +39,211 +229%
GRP
166
Global Retirement Partners
California
$1.63M +$230K +7,894 +17%
VH
167
Visionary Horizons
Tennessee
$1.6M +$75K +2,570 +5%
JSL
168
JT Stratford LLC
Georgia
$1.56M -$297K -10,192 -16%
LMKC
169
L.M. Kohn & Company
Ohio
$1.49M +$11.4K +391 +0.8%
AAS
170
Ameritas Advisory Services
Nebraska
$1.46M +$906K +31,055 +167%
SC
171
Savant Capital
Illinois
$1.46M -$245K -8,388 -14%
GVAG
172
Great Valley Advisor Group
Delaware
$1.45M -$562K -19,272 -28%
KPWS
173
Kestra Private Wealth Services
Texas
$1.44M +$946K +32,438 +196%
Luther King Capital Management (LKCM)
174
Luther King Capital Management (LKCM)
Texas
$1.42M
PIFP
175
Partners in Financial Planning
Virginia
$1.42M -$11K -377 -0.8%

SPTS Hedge Fund Activity: Q3 2024 in Review

378 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q3 2024, worth a combined $5.11B — up 33% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPTS positions and 29 closed out — a net gain of 20 holders — while 163 added to existing stakes and 122 trimmed.

The largest buyer was Bank of America, adding an estimated $415M. The largest seller was Fisher Asset Management, cutting an estimated $105M.

  • 378 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q3 2024, up from 361 in Q2 2024.
  • Funds reported $5.11B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q3 2024, up 33% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q3 2024 and 29 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q3 2024 was Bank of America, an estimated $415M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q3 2024 was Fisher Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2024.