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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 %
US Bancorp
201
US Bancorp
Minnesota
$753K +$141K +4,868 +23%
IAN
202
Integrated Advisors Network
Texas
$748K +$89.1K +3,086 +14%
JPMorgan Chase & Co
203
JPMorgan Chase & Co
New York
$720K -$1.02M -35,376 -59%
PS
204
Principal Securities
Iowa
$676K +$38.1K +1,319 +6%
RJT
205
Raymond James Trust
Florida
$665K -$463K -16,036 -41%
AFP
206
Ausdal Financial Partners
Iowa
$654K -$152K -5,249 -19%
BRWA
207
B. Riley Wealth Advisors
Florida
$647K +$647K +22,409 New
CWM
208
Collaborative Wealth Management
Florida
$636K +$110K +3,824 +21%
CA
209
Clearstead Advisors
Ohio
$621K +$621K +21,516 New
WTFG
210
Wells Trecaso Financial Group
Ohio
$613K +$123K +4,246 +25%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$591K -$203K -7,038 -26%
SFS
212
Sowell Financial Services
Arkansas
$577K +$9.3K +322 +2%
Corient Private Wealth
213
Corient Private Wealth
Florida
$562K +$215K +7,436 +62%
TFP
214
Traction Financial Partners
Wyoming
$544K -$42.4K -1,453 -7%
WCM
215
Wisconsin Capital Management
Wisconsin
$539K -$18.1K -626 -3%
FRA
216
Front Row Advisors
California
$538K – – –
AAS
217
Ameritas Advisory Services
Nebraska
$536K +$152K +5,277 +40%
MFA
218
Mayflower Financial Advisors
Massachusetts
$521K – – –
PP
219
Patron Partners
Texas
$494K +$212K +7,333 +75%
SP
220
Successful Portfolios
Florida
$494K -$3.38K -117 -0.7%
ERIM
221
Eagle Ridge Investment Management
Connecticut
$490K – – –
GI
222
Gradient Investments
Minnesota
$489K +$488K +16,920 +1,692,000%
TW
223
TrinityPoint Wealth
Connecticut
$481K +$481K +16,668 New
Prudential Financial
224
Prudential Financial
New Jersey
$479K +$119K +4,139 +33%
KPWS
225
Kestra Private Wealth Services
Texas
$478K +$68.2K +2,362 +17%
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