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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

304 hedge funds and large institutions have $3.11B invested in SPDR Portfolio Short Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 96 increasing their positions, 118 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
4.9%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.5%
New
69
Increased
96
Reduced
118
Closed
43
Calls
$801M
Puts
$971M
Net Calls
-$170M
Net Calls Change
+$143M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$140M
2
LPL Financial
LPL Financial
California
$264M
3
BL
Balentine LLC
Georgia
$67.9M
4
ECM
Evergreen Capital Management
Washington
$80.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$209M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Jane Street
Jane Street
New York
$1.81M
3
CFO
Capitol Family Office
Oregon
$0
4
AA
Advisory Alpha
Michigan
$744K
5
Wells Fargo
Wells Fargo
California
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Collaborative Wealth Management
Florida
$303K -$1.91K -66 -0.6%
OMC
227
Old Mission Capital
Illinois
$302K +$302K +10,444 New
JIP
228
Jaffetilchin Investment Partners
Florida
$290K +$290K +10,045 New
SAG
229
SageView Advisory Group
California
$285K +$285K +9,866 New
FT
230
Fiduciary Trust
Massachusetts
$280K -$122K -4,235 -30%
KWA
231
KCS Wealth Advisory
California
$275K -$4.03M -139,327 -94%
KWM
232
Kingsview Wealth Management
Oregon
$273K +$273K +9,456 New
OWA
233
Outlook Wealth Advisors
Texas
$263K -$1.1K -38 -0.4%
AG
234
Ascent Group
Virginia
$259K +$259K +8,969 New
LFAS
235
Level Four Advisory Services
Texas
$258K -$10K -346 -4%
UCFA
236
United Capital Financial Advisors
Texas
$246K -$51.8K -1,794 -17%
William Blair & Company
237
William Blair & Company
Illinois
$244K +$100K +3,461 +69%
CTA
238
Chesley Taft & Associates
Illinois
$235K – – –
SWP
239
Strategic Wealth Partners
Ohio
$235K +$13.1K +452 +6%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$231K +$7.22K +250 +3%
Cerity Partners
241
Cerity Partners
New York
$227K +$227K +7,850 New
CIC
242
Carnegie Investment Counsel
Ohio
$226K +$17.7K +614 +9%
CMBA
243
C.M. Bidwell & Associates
Hawaii
$224K -$142K -4,920 -39%
NAS
244
Nicolet Advisory Services
Wisconsin
$222K – – –
PP
245
PrairieView Partners
Minnesota
$216K -$9.95K -346 -4%
CSWG
246
Cardinal Strategic Wealth Guidance
Kentucky
$213K -$76.1K -2,635 -26%
TCFP
247
Treasure Coast Financial Planning
Florida
$211K +$211K +7,308 New
Betterment LLC
248
Betterment LLC
New York
$211K +$211K +7,314 New
FWP
249
Falcon Wealth Planning
California
$207K -$347 -12 -0.2%
CFG
250
Carr Financial Group
Massachusetts
$204K +$204K +7,073 New
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