SPTS icon

SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

391 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 135 reducing their positions, and 45 closing their positions.

Holders
391
Holders Change
+15
Holders Change %
+3.99%
% of All Funds
5.21%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.45%
New
68
Increased
144
Reduced
135
Closed
45
Calls
$285M
Puts
$225M
Net Calls
+$59.4M
Net Calls Change
+$89.9M

Top Buyers

1
CCA
1
Cobblestone Capital Advisors
New York
$45.1M
2
Ameriprise
2
Ameriprise
Minnesota
$293M
3
MFG
3
Merit Financial Group
Georgia
$78.1M
4
Wells Fargo
4
Wells Fargo
California
$71.3M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$45.1M

Top Sellers

1
GI
1
GLOBALT Investments
Georgia
$120M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$24.9M
3
Bank of America
3
Bank of America
North Carolina
$629M
4
Morgan Stanley
4
Morgan Stanley
New York
$46.5M
5
RBA
5
Richard Bernstein Advisors
New York
$375M
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$633M 21,803,046 +91,374 +0.4%
Bank of America
2
Bank of America
North Carolina
$629M 21,688,128 -714,821 -3%
RBA
3
Richard Bernstein Advisors
New York
$375M 12,932,409 -618,040 -5%
State Street
4
State Street
Massachusetts
$348M 11,999,212 -42,748 -0.4%
Ameriprise
5
Ameriprise
Minnesota
$293M 10,090,385 +1,367,968 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$195M 6,714,303 -455,716 -6%
LPL Financial
7
LPL Financial
California
$186M 6,409,731 +59,282 +0.9%
GI
8
GLOBALT Investments
Georgia
$120M 4,125,185 -5,119,198 -55%
Cerity Partners
9
Cerity Partners
New York
$84.6M 2,914,528 +57,604 +2%
MFG
10
Merit Financial Group
Georgia
$78.1M 2,692,109 +668,963 +33%
Wells Fargo
11
Wells Fargo
California
$71.3M 2,456,927 +639,273 +35%
UBS Group
12
UBS Group
Switzerland
$68.3M 2,355,404 +121,259 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$60.9M 2,098,428 -337,240 -14%
GAG
14
GM Advisory Group
New York
$60.4M 2,080,597 -10,443 -0.5%
Truist Financial
15
Truist Financial
North Carolina
$57.1M 1,967,318 -261,865 -12%
HighTower Advisors
16
HighTower Advisors
Illinois
$54.4M 1,875,746 +47,602 +3%
Morgan Stanley
17
Morgan Stanley
New York
$46.5M 1,602,744 -696,690 -30%
CCA
18
Cobblestone Capital Advisors
New York
$45.1M 1,554,552 +1,428,558 +1,134%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$45.1M 1,550,963 +610,658 +65%
Renaissance Technologies
20
Renaissance Technologies
New York
$43.6M 1,502,300 -138,621 -8%
CA
21
Crane Advisory
California
$41.9M 1,445,109 -277,550 -16%
CCFCSB
22
Cape Cod Five Cents Savings Bank
Massachusetts
$40.6M 1,380,036 – –
PAG
23
Private Advisor Group
New Jersey
$37M 1,274,829 -300,037 -19%
FLPIM
24
F.L. Putnam Investment Management
Massachusetts
$35.7M 1,232,305 +377,556 +44%
PGA
25
Portland Global Advisors
Maine
$34.7M 1,194,790 +167,243 +16%
1
2 3 4 5