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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

376 hedge funds and large institutions have $5.1B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+17
Holders Change %
+4.74%
% of All Funds
5.44%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.51%
New
49
Increased
162
Reduced
121
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$659M
2
RBA
Richard Bernstein Advisors
New York
$399M
3
Ameriprise
Ameriprise
Minnesota
$257M
4
GI
GLOBALT Investments
Georgia
$272M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$13.4M
2
SAF
Smith Anglin Financial
Texas
$1.11M
3
AssetMark Inc
AssetMark Inc
California
$12.5M
4
AWM
AE Wealth Management
Kansas
$456K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
176
TrinityPoint Wealth
Connecticut
$1.41M +$924K +31,418 +188%
VPP
177
Vertex Planning Partners
Illinois
$1.41M -$2.35K -80 -0.2%
KBFS
178
Kohmann Bosshard Financial Services
Ohio
$1.4M +$325K +11,065 +30%
HAS
179
HBW Advisory Services
California
$1.37M +$22.1K +753 +2%
CCFM
180
Clear Creek Financial Management
Washington
$1.35M +$332K +11,302 +33%
FHA
181
Flagship Harbor Advisors
Massachusetts
$1.28M +$1.28M +43,477 New
JPMorgan Chase & Co
182
JPMorgan Chase & Co
New York
$1.2M +$469K +15,953 +64%
ACG
183
Allen Capital Group
Nebraska
$1.13M +$188K +6,395 +20%
SAF
184
Smith Anglin Financial
Texas
$1.11M -$35.4M -1,203,671 -97%
SAS
185
SMI Advisory Services
Indiana
$1.09M -$3.04K -104 -0.3%
PWM
186
Prosperity Wealth Management
California
$1.08M -$286K -9,721 -21%
AFP
187
Ausdal Financial Partners
Iowa
$1.06M +$390K +13,246 +58%
PTC
188
Private Trust Company
Ohio
$1.03M +$82.3K +2,798 +9%
NA
189
NewEdge Advisors
Louisiana
$993K +$220K +7,466 +28%
TSS
190
Two Sigma Securities
New York
$972K +$700K +23,792 +257%
HS
191
Horan Securities
United States
$967K +$3.5K +119 +0.4%
Creative Planning
192
Creative Planning
Kansas
$956K -$161K -5,460 -14%
LA
193
Lifeworks Advisors
Michigan
$952K -$136K -4,619 -12%
WT
194
Whittier Trust
California
$942K -$37.6K -1,280 -4%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$861K +$568K +19,322 +194%
BIM
196
Breakwater Investment Management
Washington
$844K -$5.32K -181 -0.6%
TLFA
197
True Link Financial Advisors
California
$841K -$29.4K -1,000 -3%
Citigroup
198
Citigroup
New York
$833K -$579K -19,704 -41%
Focus Partners Wealth
199
Focus Partners Wealth
Massachusetts
$825K +$825K +27,914 New
MA
200
MKT Advisors
California
$807K – – –
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8
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