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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

344 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 128 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
-15
Holders Change %
-4.18%
% of All Funds
4.99%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
37
Increased
128
Reduced
143
Closed
44
Calls
$735M
Puts
$576M
Net Calls
+$160M
Net Calls Change
+$224M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$627M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.39B
3
GI
3
GLOBALT Investments
Georgia
$136M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$33.7M
5
Wells Fargo
5
Wells Fargo
California
$63.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
LPL Financial
3
LPL Financial
California
$206M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
176
Clear Creek Financial Management
Washington
$1.01M +$57.8K +1,999 +6%
HS
177
Horan Securities
United States
$939K -$31.3K -1,082 -3%
SFS
178
Starfox Financial Services
Texas
$931K +$1.32K +46 +0.1%
BIM
179
Breakwater Investment Management
Washington
$924K +$924K +31,967 New
Creative Planning
180
Creative Planning
Kansas
$890K +$99.7K +3,446 +13%
NS
181
NBC Securities
Alabama
$886K +$195K +6,734 +28%
TLFA
182
True Link Financial Advisors
California
$856K -$200K -6,900 -19%
GRP
183
Global Retirement Partners
California
$856K +$105K +3,621 +14%
AWM
184
Avior Wealth Management
Nebraska
$822K +$418K +14,444 +103%
WAS
185
Winch Advisory Services
Wisconsin
$812K -$2.11K -73 -0.3%
GS
186
GTS Securities
New York
$812K +$812K +28,061 New
AFP
187
Ausdal Financial Partners
Iowa
$807K -$82.7K -2,861 -9%
VDI
188
Vaughan David Investments
Illinois
$806K +$806K +27,879 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$796K +$140K +4,852 +21%
WWM
190
Western Wealth Management
Colorado
$792K -$226K -7,825 -22%
MA
191
MKT Advisors
California
$773K +$277K +9,668 +56%
CSPAM
192
Cary Street Partners Asset Management
Virginia
$760K -$806K -27,875 -51%
PTC
193
Private Trust Company
Ohio
$750K -$39.5K -1,365 -5%
PWM
194
Prosperity Wealth Management
California
$715K +$217K +7,513 +44%
EK
195
Evensky & Katz
Florida
$699K -$2.45M -86,214 -78%
IAN
196
Integrated Advisors Network
Texas
$660K -$43.4K -1,500 -6%
TB
197
Treynor Bancshares
Iowa
$645K -$14.8K -511 -2%
PFS
198
Prospera Financial Services
Texas
$643K +$176K +6,078 +38%
PS
199
Principal Securities
Iowa
$639K +$4.83K +167 +0.8%
FIA
200
Foundations Investment Advisors
Arizona
$631K -$16K -554 -2%
6 7
8
9 10