SPTS icon

SPDR Portfolio Short Term Treasury ETF

391 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 135 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+15
Holders Change %
+3.99%
% of All Funds
5.21%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.45%
New
68
Increased
144
Reduced
135
Closed
45
Calls
$285M
Puts
$225M
Net Calls
+$59.4M
Net Calls Change
+$89.9M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
151
OneDigital Investment Advisors
Kansas
$2.09M +$261K +9,006 +14%
EFG
152
Ehrlich Financial Group
California
$2.09M +$97K +3,344 +5%
FIA
153
Foundations Investment Advisors
Arizona
$2.08M +$172K +5,941 +9%
GRP
154
Global Retirement Partners
California
$2.04M +$430K +14,839 +27%
AAS
155
Ameritas Advisory Services
Nebraska
$2.02M +$578K +19,909 +40%
KBFS
156
Kohmann Bosshard Financial Services
Ohio
$2.01M +$632K +21,781 +46%
IAA
157
Independent Advisor Alliance
North Carolina
$2M +$1.71M +58,796 +575%
GFG
158
Goldstone Financial Group
Illinois
$1.93M -$1.1M -37,878 -36%
TC
159
TownSquare Capital
Utah
$1.87M -$483K -16,657 -21%
APA
160
Astoria Portfolio Advisors
New York
$1.86M -$75.1K -2,595 -4%
FWM
161
Fonville Wealth Management
Virginia
$1.83M -$18.2K -629 -1%
DC
162
Destiny Capital
Colorado
$1.83M
CSP
163
Cary Street Partners
Virginia
$1.82M +$1.82M +62,768 New
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$1.8M -$72.6K -2,501 -4%
FFG
165
Fiduciary Financial Group
California
$1.76M +$11.4K +395 +0.7%
NC
166
Napatree Capital
Rhode Island
$1.75M -$55.2K -1,903 -3%
AC
167
ASB Consultores
Florida
$1.72M
Corient Private Wealth
168
Corient Private Wealth
Florida
$1.68M -$2.38K -82 -0.1%
Mariner
169
Mariner
Kansas
$1.63M -$4.2M -144,662 -72%
PP
170
Patron Partners
Texas
$1.63M -$8.96K -309 -0.5%
VH
171
Visionary Horizons
Tennessee
$1.62M +$43.4K +1,495 +3%
IWM
172
IHT Wealth Management
Illinois
$1.53M -$245K -8,440 -14%
TWM
173
TCFG Wealth Management
California
$1.52M -$706K -24,344 -32%
VPP
174
Vertex Planning Partners
Illinois
$1.51M +$120K +4,126 +9%
PIFP
175
Partners in Financial Planning
Virginia
$1.48M +$81.5K +2,810 +6%