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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 %
BC
251
Burney Company
Virginia
$200K +$200K +6,927 New
PC
252
Pecaut & Co
Iowa
$195K +$195K +6,755 New
VWM
253
Valley Wealth Managers
New Jersey
$190K – – –
SWM
254
Spire Wealth Management
Virginia
$185K +$1.39K +48 +0.8%
MCC
255
Money Concepts Capital
Florida
$174K +$97.9K +3,387 +128%
SIM
256
Studio Investment Management
Illinois
$173K -$5.33M -184,420 -97%
ASN
257
Advisory Services Network
Georgia
$160K +$160K +5,554 New
NFSG
258
Newbridge Financial Services Group
Florida
$110K +$110K +3,806 New
BAM
259
Belpointe Asset Management
Nevada
$105K +$105K +3,627 New
FWM
260
Focused Wealth Management
New York
$75.5K -$404 -14 -0.5%
SWM
261
Sugarloaf Wealth Management
Georgia
$72.1K +$72.1K +2,497 New
RCM
262
Raleigh Capital Management
North Carolina
$63.5K -$1.16K -40 -2%
HWMA
263
Heritage Wealth Management (Arizona)
Arizona
$60.6K +$30.3K +1,049 +100%
TWA
264
TCI Wealth Advisors
Arizona
$54.9K +$54.9K +1,900 New
CSWM
265
Cassady Schiller Wealth Management
Ohio
$53.4K +$53.4K +1,847 New
HI
266
Harbour Investments
Wisconsin
$46.4K -$109K -3,763 -70%
WTC
267
WhitTier Trust Company
Nevada
$45.5K – – –
CB
268
CNB Bank
Pennsylvania
$41.6K – – –
FIM
269
FWL Investment Management
Texas
$41.2K +$12.5K +434 +44%
TPCW
270
TD Private Client Wealth
New York
$40.2K -$809 -28 -2%
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$39.3K -$58.8K -2,035 -60%
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$38.1K +$38.1K +1,320 New
USCWA
273
U.S. Capital Wealth Advisors
Texas
$36.3K +$36.3K +1,255 New
GI
274
Gradient Investments
Minnesota
$35.5K -$8.95M -309,758 -100%
CWM
275
Cranbrook Wealth Management
Michigan
$33.8K – – –
9 10
11
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