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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $4.99B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+30
Holders Change %
+9.12%
% of All Funds
5.26%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.56%
New
75
Increased
103
Reduced
151
Closed
41
Calls
$794M
Puts
$858M
Net Calls
-$64.1M
Net Calls Change
+$379M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$101M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.28B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$180M
4
Morgan Stanley
Morgan Stanley
New York
$134M
5
CA
Crane Advisory
California
$45.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$130M
2
SF
Synovus Financial
Georgia
$3.71M
3
RBA
Richard Bernstein Advisors
New York
$21M
4
Osaic Holdings
Osaic Holdings
Arizona
$42.2M
5
Ameriprise
Ameriprise
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$1.04M -$256K -8,802 -20%
WWM
177
Western Wealth Management
Colorado
$1.02M +$18.7K +642 +2%
Bank of New York Mellon
178
Bank of New York Mellon
New York
$1.02M -$789K -27,167 -44%
HS
179
Horan Securities
United States
$974K -$242K -8,330 -20%
PWMG
180
Provence Wealth Management Group
California
$974K -$11.1K -382 -1%
ODA
181
One Degree Advisors
California
$965K +$965K +33,341 New
SAS
182
SMI Advisory Services
Indiana
$962K +$80K +2,748 +9%
CCFM
183
Clear Creek Financial Management
Washington
$956K -$15.1M -519,888 -94%
SFS
184
Starfox Financial Services
Texas
$940K +$533K +18,351 +131%
ACG
185
Allen Capital Group
Nebraska
$896K -$57.7K -1,985 -6%
AFP
186
Ausdal Financial Partners
Iowa
$894K +$365K +12,549 +69%
TFP
187
Traction Financial Partners
Wyoming
$878K +$878K +30,237 New
NA
188
NewEdge Advisors
Louisiana
$844K -$848K -29,181 -50%
WAS
189
Winch Advisory Services
Wisconsin
$818K +$229K +7,883 +39%
Creative Planning
190
Creative Planning
Kansas
$794K +$352K +12,118 +80%
PTC
191
Private Trust Company
Ohio
$793K +$115K +3,955 +17%
VPP
192
Vertex Planning Partners
Illinois
$765K +$105K +3,599 +16%
GRP
193
Global Retirement Partners
California
$756K +$52.5K +1,804 +7%
B
194
BetterWealth
California
$749K +$749K +25,777 New
CPM
195
Connective Portfolio Management
New York
$721K -$54K -1,860 -7%
IAN
196
Integrated Advisors Network
Texas
$707K +$128K +4,400 +22%
M&T Bank
197
M&T Bank
New York
$705K -$29.9K -1,030 -4%
NS
198
NBC Securities
Alabama
$694K -$19.9K -685 -3%
AWA
199
Arete Wealth Advisors
Illinois
$692K +$692K +23,828 New
3AM
200
3EDGE Asset Management
Florida
$669K -$222K -7,628 -25%
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