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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

376 hedge funds and large institutions have $5.1B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+17
Holders Change %
+4.74%
% of All Funds
5.44%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.51%
New
49
Increased
162
Reduced
121
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$659M
2
RBA
Richard Bernstein Advisors
New York
$399M
3
Ameriprise
Ameriprise
Minnesota
$257M
4
GI
GLOBALT Investments
Georgia
$272M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$13.4M
2
SAF
Smith Anglin Financial
Texas
$1.11M
3
AssetMark Inc
AssetMark Inc
California
$12.5M
4
AWM
AE Wealth Management
Kansas
$456K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$1.9M +$46.7K +1,587 +3%
FWM
152
Fonville Wealth Management
Virginia
$1.88M +$2.79K +95 +0.1%
OIA
153
OneDigital Investment Advisors
Kansas
$1.86M -$240K -8,168 -11%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$1.84M +$1.39M +47,262 +307%
DC
155
Destiny Capital
Colorado
$1.83M -$7.43K -256 -0.4%
NC
156
Napatree Capital
Rhode Island
$1.83M +$205K +6,975 +13%
AWS
157
Atria Wealth Solutions
New York
$1.82M -$271K -9,226 -13%
IWM
158
IHT Wealth Management
Illinois
$1.8M -$2.56K -87 -0.1%
FFA
159
Farther Finance Advisors
California
$1.8M +$683K +23,211 +61%
GM
160
GeoWealth Management
Illinois
$1.77M +$59.3K +2,016 +3%
FFG
161
Fiduciary Financial Group
California
$1.76M -$235K -8,043 -12%
AC
162
ASB Consultores
Florida
$1.74M +$1.53M +52,141 +731%
Corient Private Wealth
163
Corient Private Wealth
Florida
$1.7M +$1.13M +38,427 +197%
Jane Street
164
Jane Street
New York
$1.66M -$3.96M -134,685 -70%
PP
165
Patron Partners
Texas
$1.66M +$1.15M +39,211 +229%
GRP
166
Global Retirement Partners
California
$1.63M +$232K +7,894 +17%
VH
167
Visionary Horizons
Tennessee
$1.6M +$75.6K +2,570 +5%
JSL
168
JT Stratford LLC
Georgia
$1.56M -$300K -10,192 -16%
LMKC
169
L.M. Kohn & Company
Ohio
$1.49M +$11.5K +391 +0.8%
AAS
170
Ameritas Advisory Services
Nebraska
$1.46M +$913K +31,055 +167%
SC
171
Savant Capital
Illinois
$1.46M -$247K -8,388 -14%
GVAG
172
Great Valley Advisor Group
Delaware
$1.45M -$567K -19,272 -28%
KPWS
173
Kestra Private Wealth Services
Texas
$1.44M +$954K +32,438 +196%
Luther King Capital Management (LKCM)
174
Luther King Capital Management (LKCM)
Texas
$1.42M -$1.39M – –
PIFP
175
Partners in Financial Planning
Virginia
$1.42M -$11.1K -377 -0.8%
5 6
7
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