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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

330 hedge funds and large institutions have $4.66B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 122 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
5.28%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.58%
New
70
Increased
122
Reduced
107
Closed
39
Calls
$658M
Puts
$908M
Net Calls
-$250M
Net Calls Change
-$79.9M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$980M
2
Bank of America
2
Bank of America
North Carolina
$253M
3
RBA
3
Richard Bernstein Advisors
New York
$115M
4
LPL Financial
4
LPL Financial
California
$355M
5
FTUS
5
Flow Traders U.S.
New York
$64.6M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$223M
2
BL
2
Balentine LLC
Georgia
$6.53M
3
AssetMark Inc
3
AssetMark Inc
California
$55.2M
4
WEG
4
World Equity Group
Illinois
$2.7M
5
SMM
5
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
226
Prudential Financial
New Jersey
$449K -$61.5K -2,103 -12%
PCA
227
Prosperity Capital Advisors
Ohio
$428K +$428K +14,637 New
WI
228
WBI Investments
New Jersey
$427K +$427K +14,592 New
TW
229
TrinityPoint Wealth
Connecticut
$426K +$426K +14,580 New
VWA
230
V Wealth Advisors
Kansas
$417K +$417K +14,270 New
MKA
231
M. Kulyk & Associates
Georgia
$372K +$14.8K +506 +4%
VT
232
Vise Technologies
New York
$367K -$1.35K -46 -0.4%
CWM
233
Congress Wealth Management
Massachusetts
$367K -$4.53K -155 -1%
FIA
234
Foundations Investment Advisors
Arizona
$366K +$366K +12,508 New
Creative Planning
235
Creative Planning
Kansas
$351K -$89.9K -3,075 -20%
FIM
236
FWL Investment Management
Texas
$350K +$308K +10,549 +739%
PWMG
237
Pinnacle Wealth Management Group
Michigan
$346K -$241K -8,233 -41%
PA
238
PFG Advisors
Arizona
$336K – – –
PIA
239
Perennial Investment Advisors
California
$331K +$331K +11,341 New
1832 Asset Management
240
1832 Asset Management
Ontario, Canada
$327K -$94K -3,217 -22%
MCC
241
Money Concepts Capital
Florida
$319K +$249K +21,391 +354%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$310K +$309K +10,587 +37,811%
CIC
243
Carnegie Investment Counsel
Ohio
$309K +$80.3K +2,748 +35%
DADC
244
D.A. Davidson & Co
Montana
$307K -$116K -3,977 -27%
MFGM
245
Marshall Financial Group (Maryland)
Maryland
$306K +$306K +10,475 New
ACG
246
Allen Capital Group
Nebraska
$303K +$303K +10,352 New
NWM
247
Northwest Wealth Management
Iowa
$296K -$11.5K -393 -4%
GG
248
Golden Green
South Carolina
$296K -$60.3K -2,064 -17%
BJL
249
Brighton Jones LLC
Washington
$294K -$20.4K -697 -6%
AWM
250
Accurate Wealth Management
Florida
$289K -$148K -5,063 -34%
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10
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