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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 %
IAN
201
Integrated Advisors Network
Texas
$798K +$36K +1,224 +5%
WAS
202
Winch Advisory Services
Wisconsin
$791K -$46.9K -1,594 -6%
Comerica Bank
203
Comerica Bank
Texas
$784K +$440K +14,972 +128%
US Bancorp
204
US Bancorp
Minnesota
$762K -$5.88K -200 -0.8%
PS
205
Principal Securities
Iowa
$733K +$44.1K +1,499 +6%
WTFG
206
Wells Trecaso Financial Group
Ohio
$714K +$89.3K +3,035 +14%
WWM
207
Western Wealth Management
Colorado
$699K -$101K -3,434 -13%
AF
208
Allworth Financial
California
$693K -$252K -8,558 -27%
CWM
209
Collaborative Wealth Management
Florida
$672K +$23.7K +806 +4%
DWM
210
Dakota Wealth Management
Florida
$666K -$187K -6,365 -22%
SFS
211
Sowell Financial Services
Arkansas
$653K +$65.4K +2,223 +11%
TDC
212
Thompson Davis & Co
Virginia
$652K +$446K +15,175 +217%
BRWA
213
B. Riley Wealth Advisors
Florida
$652K -$6.76K -230 -1%
WCM
214
Wisconsin Capital Management
Wisconsin
$637K +$88.2K +3,000 +16%
CA
215
Clearstead Advisors
Ohio
$633K – – –
FTUS
216
Flow Traders U.S.
New York
$627K -$6.74M -229,309 -91%
NL
217
NWAM LLC
Washington
$607K +$607K +20,638 New
HBS
218
Howard Bailey Securities
Indiana
$606K +$606K +20,593 New
IA
219
IFP Advisors
Florida
$602K -$306K -10,419 -34%
CAM
220
Clark Asset Management
New Hampshire
$591K +$591K +20,093 New
HNB
221
Huntington National Bank
Ohio
$573K – – –
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$559K +$179K +6,100 +47%
DLHL
223
Donald L. Hagan LLC
Florida
$554K +$554K +18,840 New
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$552K +$194K +6,606 +54%
CL
225
Choreo LLC
Illinois
$550K +$175K +5,963 +47%
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