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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 %
FT
251
Fiduciary Trust
Massachusetts
$280K -$3.07K -105 -1%
KWA
252
KCS Wealth Advisory
California
$274K -$4.53K -155 -2%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$268K -$43.6K -1,492 -14%
LFAS
254
Level Four Advisory Services
Texas
$260K -$1.7K -58 -0.6%
HPC
255
Hobart Private Capital
North Carolina
$254K +$254K +8,693 New
TA
256
TrueWealth Advisors
Alabama
$252K -$120K -4,110 -32%
FW
257
FirstPurpose Wealth
Utah
$245K +$245K +8,372 New
SWP
258
Strategic Wealth Partners
Ohio
$240K +$2.87K +98 +1%
CTA
259
Chesley Taft & Associates
Illinois
$238K – – –
CSWG
260
Cardinal Strategic Wealth Guidance
Kentucky
$238K +$22K +754 +10%
CWM
261
Cornerstone Wealth Management
Missouri
$236K +$236K +8,068 New
FPW
262
Flagship Private Wealth
Massachusetts
$232K -$96K -3,284 -29%
BRWA
263
B. Riley Wealth Advisors
Florida
$232K +$232K +7,922 New
EK
264
Evensky & Katz
Florida
$229K -$2.53M -86,345 -92%
PWM
265
Prosperity Wealth Management
California
$224K +$224K +7,665 New
SWM
266
Spire Wealth Management
Virginia
$223K +$35.9K +1,229 +19%
Cerity Partners
267
Cerity Partners
New York
$216K -$13.2K -450 -6%
OC
268
Oppenheimer & Co
New York
$216K +$216K +7,400 New
MWM
269
Meridian Wealth Management
Kentucky
$211K +$211K +7,211 New
Charles Schwab
270
Charles Schwab
California
$209K +$209K +7,164 New
CMBA
271
C.M. Bidwell & Associates
Hawaii
$208K -$19K -650 -8%
LNC
272
Lincoln National Corp
Pennsylvania
$207K +$207K +7,084 New
FWP
273
Falcon Wealth Planning
California
$207K -$2.51K -86 -1%
CFG
274
Carr Financial Group
Massachusetts
$207K – – –
LS
275
Leelyn Smith
Illinois
$206K -$320K -10,942 -61%
9 10
11
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