SPTS icon

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 %
WSTAM
201
Wilbanks Smith & Thomas Asset Management
Virginia
$622K – – –
B
202
BetterWealth
California
$616K -$130K -4,487 -17%
US Bancorp
203
US Bancorp
Minnesota
$614K +$487K +16,846 +384%
CTFG
204
Capstone Triton Financial Group
Oklahoma
$607K +$2.89K +100 +0.5%
MFT
205
Moisand Fitzgerald Tamayo
Florida
$600K -$554K -19,170 -48%
TFP
206
Traction Financial Partners
Wyoming
$579K -$291K -10,114 -33%
SFS
207
Sowell Financial Services
Arkansas
$569K -$49K -1,692 -8%
WCM
208
Wisconsin Capital Management
Wisconsin
$558K -$57.8K -2,000 -9%
FG
209
Fiduciary Group
Georgia
$540K -$2.02K -70 -0.4%
FRA
210
Front Row Advisors
California
$539K – – –
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$539K +$41.9K +1,448 +8%
CWM
212
Collaborative Wealth Management
Florida
$527K +$280K +9,674 +113%
MFGM
213
Marshall Financial Group (Maryland)
Maryland
$523K -$24.8K -858 -5%
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$522K -$75.1K -2,600 -13%
MFA
215
Mayflower Financial Advisors
Massachusetts
$522K – – –
NA
216
NewEdge Advisors
Louisiana
$516K -$325K -11,233 -39%
SP
217
Successful Portfolios
Florida
$498K -$10.9K -378 -2%
WTFG
218
Wells Trecaso Financial Group
Ohio
$492K +$492K +16,996 New
ERIM
219
Eagle Ridge Investment Management
Connecticut
$490K – – –
TGAM
220
TBH Global Asset Management
Tennessee
$489K +$489K +16,921 New
UWM
221
USAdvisors Wealth Management
Minnesota
$484K +$31.1K +1,073 +7%
FEG
222
Financial Enhancement Group
Indiana
$484K -$9.28K -323 -2%
LFG
223
Larson Financial Group
Missouri
$469K -$55.9K -1,932 -11%
FMWA
224
Forvis Mazars Wealth Advisors
Missouri
$462K -$37.3K -1,291 -7%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$444K +$73.3K +2,533 +20%
7 8
9
10 11