We are live on ! Find out more
SPTS icon

State Street SPDR Portfolio Short Term Treasury ETF

378 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 122

33% more capital invested

Capital invested by funds: $3.83B → $5.11B (+$1.28B)

5.15% more ownership

Funds ownership: 85.34%90.48% (+5.1%)

5% more funds holding

Funds holding: 361378 (+17)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

11% less call options, than puts

Call options by funds: $246M | Put options by funds: $277M

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
5.43%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.5%
New
49
Increased
163
Reduced
122
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
176
TrinityPoint Wealth
Connecticut
$1.41M +$917K +31,418 +188%
VPP
177
Vertex Planning Partners
Illinois
$1.41M -$2.33K -80 -0.2%
KBFS
178
Kohmann Bosshard Financial Services
Ohio
$1.4M +$323K +11,065 +30%
HAS
179
HBW Advisory Services
California
$1.37M +$22K +753 +2%
CCFM
180
Clear Creek Financial Management
Washington
$1.35M +$330K +11,302 +33%
FHA
181
Flagship Harbor Advisors
Massachusetts
$1.28M +$128K +4,399 +11%
JP Morgan Chase
182
JP Morgan Chase
New York
$1.2M +$465K +15,953 +64%
ACG
183
Allen Capital Group
Nebraska
$1.13M +$187K +6,395 +20%
SAF
184
Smith Anglin Financial
Texas
$1.11M -$35.1M -1,203,671 -97%
SAS
185
SMI Advisory Services
Indiana
$1.09M -$3.03K -104 -0.3%
PWM
186
Prosperity Wealth Management
California
$1.08M -$284K -9,721 -21%
AFP
187
Ausdal Financial Partners
Iowa
$1.06M +$386K +13,246 +58%
PTC
188
Private Trust Company
Ohio
$1.03M +$81.6K +2,798 +9%
NA
189
NewEdge Advisors
Louisiana
$993K +$218K +7,466 +28%
TSS
190
Two Sigma Securities
New York
$972K +$694K +23,792 +257%
HS
191
Horan Securities
United States
$967K +$3.47K +119 +0.4%
Creative Planning
192
Creative Planning
Kansas
$956K -$159K -5,460 -14%
LA
193
Lifeworks Advisors
Michigan
$952K -$135K -4,619 -12%
WT
194
Whittier Trust
California
$942K -$37.3K -1,280 -4%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$861K +$564K +19,322 +194%
BIM
196
Breakwater Investment Management
Washington
$844K -$5.28K -181 -0.6%
TLFA
197
True Link Financial Advisors
California
$841K -$29.2K -1,000 -3%
Citigroup
198
Citigroup
New York
$833K -$575K -19,704 -41%
Focus Partners Wealth
199
Focus Partners Wealth
Massachusetts
$825K +$814K +27,914 New
MA
200
MKT Advisors
California
$807K