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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+15
Holders Change %
+4.36%
% of All Funds
5.22%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
49
Increased
147
Reduced
127
Closed
28
Calls
$389M
Puts
$498M
Net Calls
-$108M
Net Calls Change
-$268M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$236M
2
RBA
Richard Bernstein Advisors
New York
$79.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$140M
4
HighTower Advisors
HighTower Advisors
Illinois
$56.6M
5
HWA
HHM Wealth Advisors
Tennessee
$22.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$117M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.6M
3
PAG
Private Advisor Group
New Jersey
$39M
4
LPL Financial
LPL Financial
California
$190M
5
BCM
Brookstone Capital Management
Illinois
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
176
Lifeworks Advisors
Michigan
$1.07M -$199K -6,908 -16%
KBFS
177
Kohmann Bosshard Financial Services
Ohio
$1.05M +$11.3K +391 +1%
MFP
178
Meridian Financial Partners
Virginia
$1.02M -$4.83M -166,944 -83%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$1.02M -$2.97M -102,992 -75%
SP
180
Sequent Planning
Nebraska
$1.01M +$6.73K +234 +0.7%
CCFM
181
Clear Creek Financial Management
Washington
$998K -$9.7K -336 -1%
WT
182
Whittier Trust
California
$961K -$60.2K -2,086 -6%
HS
183
Horan Securities
United States
$945K +$8.49K +294 +0.9%
BSW
184
Buckingham Strategic Wealth
Missouri
$941K -$109K -3,768 -10%
WA
185
Wealthstar Advisors
Texas
$937K +$937K +32,450 New
AI
186
Atria Investments
North Carolina
$936K +$936K +32,426 New
PTC
187
Private Trust Company
Ohio
$934K +$185K +6,425 +25%
AF
188
Allworth Financial
California
$931K -$187K -6,455 -17%
ACG
189
Allen Capital Group
Nebraska
$925K -$167K -5,795 -15%
WWM
190
WJ Wealth Management
Arizona
$911K -$137K -4,750 -13%
IA
191
IFP Advisors
Florida
$891K -$157K -5,427 -15%
EK
192
Evensky & Katz
Florida
$863K +$153K +5,290 +21%
TLFA
193
True Link Financial Advisors
California
$855K – – –
DWM
194
Dakota Wealth Management
Florida
$838K -$7.33M -253,826 -90%
BIM
195
Breakwater Investment Management
Washington
$833K -$89.5K -3,099 -10%
WAS
196
Winch Advisory Services
Wisconsin
$822K +$11.4K +395 +1%
SA
197
Sanctuary Advisors
Indiana
$801K +$801K +27,888 New
MA
198
MKT Advisors
California
$795K +$16.4K +567 +2%
WWM
199
Western Wealth Management
Colorado
$785K -$5.69K -197 -0.7%
NA
200
NewEdge Advisors
Louisiana
$759K +$244K +8,454 +47%
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