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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 %
TB
201
Treynor Bancshares
Iowa
$663K -$25.4K -875 -4%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$658K -$30K -1,033 -4%
FIA
203
Foundations Investment Advisors
Arizona
$651K -$271K -9,309 -29%
CP
204
Castleview Partners
Texas
$643K -$40.8K -1,406 -6%
VAG
205
VisionPoint Advisory Group
Texas
$640K -$149K -5,131 -19%
PS
206
Principal Securities
Iowa
$637K +$637K +21,940 New
WSTAM
207
Wilbanks Smith & Thomas Asset Management
Virginia
$625K – – –
SFS
208
Sowell Financial Services
Arkansas
$620K +$2.56K +88 +0.4%
WCM
209
Wisconsin Capital Management
Wisconsin
$619K – – –
CTFG
210
Capstone Triton Financial Group
Oklahoma
$607K – – –
PGFC
211
Peapack-Gladstone Financial Corp
New Jersey
$600K -$29K -1,000 -5%
MFGM
212
Marshall Financial Group (Maryland)
Maryland
$551K -$32.2K -1,108 -6%
FG
213
Fiduciary Group
Georgia
$544K +$544K +18,728 New
WP
214
WealthSource Partners
California
$543K -$18.9K -649 -3%
FRA
215
Front Row Advisors
California
$542K – – –
MA
216
Mutual Advisors
Nebraska
$539K -$229K -7,893 -30%
VT
217
Vise Technologies
New York
$533K +$133K +4,572 +33%
LFG
218
Larson Financial Group
Missouri
$527K -$91K -3,133 -15%
KPWS
219
Kestra Private Wealth Services
Texas
$525K +$42.3K +1,455 +9%
MFA
220
Mayflower Financial Advisors
Massachusetts
$524K +$524K +18,049 New
IA
221
IFG Advisory
Georgia
$513K +$65.5K +2,254 +15%
SP
222
Successful Portfolios
Florida
$511K -$228K -7,847 -31%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$509K +$17.1K +590 +3%
MA
224
MKT Advisors
California
$502K +$502K +17,298 New
FMWA
225
Forvis Mazars Wealth Advisors
Missouri
$501K -$24.2K -832 -5%
7 8
9
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