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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.

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
1
Bank of America
North Carolina
$659M
2
RBA
2
Richard Bernstein Advisors
New York
$399M
3
Ameriprise
3
Ameriprise
Minnesota
$257M
4
GI
4
GLOBALT Investments
Georgia
$272M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$211M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$13.4M
2
SAF
2
Smith Anglin Financial
Texas
$1.11M
3
AssetMark Inc
3
AssetMark Inc
California
$12.5M
4
AWM
4
AE Wealth Management
Kansas
$456K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$71.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$659M 22,402,949 +14,216,578 +174%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$639M 21,711,672 +14,502 +0.1%
RBA
3
Richard Bernstein Advisors
New York
$399M 13,550,449 +10,791,895 +391%
State Street
4
State Street
Massachusetts
$354M 12,041,960 +677,344 +6%
GI
5
GLOBALT Investments
Georgia
$272M 9,244,383 +4,548,662 +97%
Ameriprise
6
Ameriprise
Minnesota
$257M 8,722,417 +7,512,667 +621%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$211M 7,170,019 +2,318,150 +48%
LPL Financial
8
LPL Financial
California
$187M 6,350,449 -222,840 -3%
Cerity Partners
9
Cerity Partners
New York
$84M 2,856,924 +45,475 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$71.6M 2,435,668 -528,572 -18%
Morgan Stanley
11
Morgan Stanley
New York
$67.6M 2,299,434 -82,316 -3%
UBS Group
12
UBS Group
Switzerland
$65.7M 2,234,145 -197,562 -8%
Truist Financial
13
Truist Financial
North Carolina
$65.6M 2,229,183 +557,110 +33%
GAG
14
GM Advisory Group
New York
$61.5M 2,091,040 -58,439 -3%
MFG
15
Merit Financial Group
Georgia
$59.5M 2,023,146 +1,234,065 +156%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$54.7M 1,858,195 -70,663 -4%
HighTower Advisors
17
HighTower Advisors
Illinois
$53.7M 1,828,144 -131,809 -7%
Wells Fargo
18
Wells Fargo
California
$53.5M 1,817,654 +148,869 +9%
CA
19
Crane Advisory
California
$50.2M 1,722,659 +20,526 +1%
Renaissance Technologies
20
Renaissance Technologies
New York
$48.3M 1,640,921 +661,617 +68%
PAG
21
Private Advisor Group
New Jersey
$46.3M 1,574,866 +224,599 +17%
CCFCSB
22
Cape Cod Five Cents Savings Bank
Massachusetts
$40.6M 1,380,036 +6,081 +0.4%
ECM
23
Evergreen Capital Management
Washington
$39.8M 1,353,399 -336,637 -20%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$32.6M 1,109,333 -5,641 -0.5%
HWA
25
HHM Wealth Advisors
Tennessee
$31.4M 1,068,588 +282,414 +36%
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