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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.

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
1
RiverFront Investment Group
Virginia
$101M
2
GI
2
GLOBALT Investments
Georgia
$92.3M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.28B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$180M
5
Morgan Stanley
5
Morgan Stanley
New York
$134M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$130M
2
SF
2
Synovus Financial
Georgia
$3.71M
3
RBA
3
Richard Bernstein Advisors
New York
$21M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.2M
5
Ameriprise
5
Ameriprise
Minnesota
$56.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.28B 43,955,685 +2,803,704 +7%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$382M 13,165,219 -19 -0%
State Street
3
State Street
Massachusetts
$305M 10,483,439 +986,668 +10%
LPL Financial
4
LPL Financial
California
$274M 9,429,265 -1,282,459 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$180M 6,187,986 +2,558,097 +70%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$175M 6,023,226 -1,351,582 -18%
Morgan Stanley
7
Morgan Stanley
New York
$134M 4,619,120 +1,845,843 +67%
Bank of America
8
Bank of America
North Carolina
$130M 4,475,899 -5,099,565 -53%
RIG
9
RiverFront Investment Group
Virginia
$101M 3,480,391 +3,480,391 New
GI
10
GLOBALT Investments
Georgia
$92.3M 3,178,777 +3,178,777 New
PAG
11
Private Advisor Group
New Jersey
$89.7M 3,087,535 +427,049 +16%
UBS Group
12
UBS Group
Switzerland
$76.1M 2,618,309 -645,169 -20%
GAG
13
GM Advisory Group
New York
$74.2M 2,552,961 -187,161 -7%
Cerity Partners
14
Cerity Partners
New York
$73.2M 2,520,870 -113,312 -4%
ECM
15
Evergreen Capital Management
Washington
$62.7M 2,158,795 -277,422 -11%
Ameriprise
16
Ameriprise
Minnesota
$56.5M 1,941,934 -1,365,409 -41%
Truist Financial
17
Truist Financial
North Carolina
$56.2M 1,934,349 +815,568 +73%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$50.1M 1,726,137 +588,981 +52%
CCA
19
Cobblestone Capital Advisors
New York
$48.2M 1,659,183 +11,999 +0.7%
Wells Fargo
20
Wells Fargo
California
$45.4M 1,563,641 -154,832 -9%
CA
21
Crane Advisory
California
$45.1M 1,556,148 +1,556,148 New
Osaic Holdings
22
Osaic Holdings
Arizona
$42.2M 1,454,090 -2,300,089 -61%
AWM
23
AE Wealth Management
Kansas
$39.8M 1,368,247 -823,645 -38%
CCFCSB
24
Cape Cod Five Cents Savings Bank
Massachusetts
$39.6M 1,361,823 -1,150,511 -46%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$37.2M 1,281,015 -68,889 -5%
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