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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.39B 48,119,539 +4,163,854 +9%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$627M 21,697,170 +8,531,951 +65%
State Street
3
State Street
Massachusetts
$316M 10,943,743 +460,304 +4%
LPL Financial
4
LPL Financial
California
$206M 7,113,663 -2,315,602 -25%
GI
5
GLOBALT Investments
Georgia
$136M 4,698,599 +1,519,822 +48%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$119M 4,124,660 -1,898,566 -32%
Bank of America
7
Bank of America
North Carolina
$103M 3,557,112 -918,787 -21%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$101M 3,504,298 -2,683,688 -43%
UBS Group
9
UBS Group
Switzerland
$77.9M 2,692,408 +74,099 +3%
GAG
10
GM Advisory Group
New York
$72.8M 2,518,426 -34,535 -1%
Cerity Partners
11
Cerity Partners
New York
$70.5M 2,439,031 -81,839 -3%
Morgan Stanley
12
Morgan Stanley
New York
$67.2M 2,322,082 -2,297,038 -50%
Wells Fargo
13
Wells Fargo
California
$63.4M 2,191,820 +628,179 +40%
ECM
14
Evergreen Capital Management
Washington
$57.9M 2,002,492 -156,303 -7%
PAG
15
Private Advisor Group
New Jersey
$55.2M 1,908,348 -1,179,187 -38%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$53.9M 1,864,525 +138,388 +8%
CA
17
Crane Advisory
California
$49M 1,699,181 +143,033 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$42.1M 1,457,008 +2,918 +0.2%
CCFCSB
19
Cape Cod Five Cents Savings Bank
Massachusetts
$39.7M 1,371,187 +9,364 +0.7%
Ameriprise
20
Ameriprise
Minnesota
$39M 1,347,113 -594,821 -31%
Truist Financial
21
Truist Financial
North Carolina
$38.6M 1,333,436 -600,913 -31%
AssetMark Inc
22
AssetMark Inc
California
$36.9M 1,276,700 +334,746 +36%
SAF
23
Smith Anglin Financial
Texas
$34.3M 1,186,423 +228,769 +24%
Renaissance Technologies
24
Renaissance Technologies
New York
$33.7M 1,163,676 +776,376 +200%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$33.5M 1,158,781 -122,234 -10%
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