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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

284 hedge funds and large institutions have $2.73B invested in SPDR Portfolio Short Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+6
Holders Change %
+2.16%
% of All Funds
4.91%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
41
Increased
85
Reduced
121
Closed
31
Calls
$423M
Puts
$736M
Net Calls
-$313M
Net Calls Change
-$140M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$161M
3
LPL Financial
LPL Financial
California
$187M
4
Wells Fargo
Wells Fargo
California
$67.8M
5
GAG
GM Advisory Group
New York
$31M

Top Sellers

1
WAOI
Wealth Advisors of Iowa
Iowa
$792K
2
Bank of America
Bank of America
North Carolina
$64.1M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$305M
4
Citadel Advisors
Citadel Advisors
Florida
$3.15M
5
MKA
M. Kulyk & Associates
Georgia
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Strategic Wealth Partners
Ohio
$222K – – –
NAS
227
Nicolet Advisory Services
Wisconsin
$220K – – –
LJAC
228
L.J. Altfest & Co
New York
$211K -$116K -3,998 -35%
CIC
229
Carnegie Investment Counsel
Ohio
$208K -$517K -17,925 -71%
FWP
230
Falcon Wealth Planning
California
$208K -$43.5K -1,503 -17%
VWM
231
Valley Wealth Managers
New Jersey
$191K – – –
SWM
232
Spire Wealth Management
Virginia
$184K -$1.57M -54,299 -90%
JIR
233
James Investment Research
Ohio
$177K – – –
HI
234
Harbour Investments
Wisconsin
$158K – – –
William Blair & Company
235
William Blair & Company
Illinois
$145K – – –
PCA
236
Providence Capital Advisors
North Carolina
$133K – – –
BL
237
Balentine LLC
Georgia
$116K +$116K +4,000 New
SL
238
Savior LLC
Massachusetts
$116K +$116K +4,000 New
SPIA
239
Steward Partners Investment Advisory
New York
$110K +$105K +3,617 +1,934%
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$98K -$159K -5,499 -62%
FM
241
Family Management
New York
$96K – – –
ODG
242
O'Dell Group
Ohio
$87K – – –
MCC
243
Money Concepts Capital
Florida
$77K +$46.9K +1,614 +155%
FWM
244
Focused Wealth Management
New York
$76K -$3.76K -130 -5%
CFD
245
Creative Financial Designs
Indiana
$72K -$1.27K -44 -2%
WT
246
Whittier Trust
California
$68K – – –
RCM
247
Raleigh Capital Management
North Carolina
$65K -$87 -3 -0.1%
EWM
248
EPG Wealth Management
Georgia
$59K +$59K +2,027 New
SMG
249
Spectrum Management Group
Indiana
$54K -$34K -1,177 -39%
WTC
250
WhitTier Trust Company
Nevada
$46K +$46K +1,575 New
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