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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 %
FHC
276
First Heartland Consultants
Missouri
$2.81K -$33 -1,134 -1%
ACM
277
Absolute Capital Management
Pennsylvania
$2.72K +$2.72K +94 New
Fidelity Investments
278
Fidelity Investments
Massachusetts
$2K -$203 -7 -9%
BA
279
Ballast Advisors
Minnesota
$2K – – –
Simplex Trading
280
Simplex Trading
Illinois
$2K +$2K +100 New
ACA
281
Aptus Capital Advisors
Alabama
$1K -$6.07K -170 -86%
GWANC
282
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K -$6.07K -170 -86%
CIAS
283
CFS Investment Advisory Services
New Jersey
$1K +$1K +19,746 New
ARC
284
Advisor Resource Council
Texas
– -$14.1M -477,527 Closed
VAS
285
Vestmark Advisory Solutions
Massachusetts
– -$4.95M -168,022 Closed
CI
286
CX Institutional
Indiana
– -$3.56M -120,984 Closed
AWM
287
Apollon Wealth Management
South Carolina
– -$1.28M -43,414 Closed
EWM
288
Executive Wealth Management
Michigan
– -$1.2M -40,827 Closed
Susquehanna International Group
289
Susquehanna International Group
Pennsylvania
– -$833K -28,299 Closed
DA
290
Detalus Advisors
Missouri
– -$747K -25,365 Closed
MSFS
291
Main Street Financial Solutions
Pennsylvania
– -$444K -15,090 Closed
VPIM
292
Vanguard Personalized Indexing Management
California
– -$421K -14,289 Closed
Creative Planning
293
Creative Planning
Kansas
– -$416K -14,123 Closed
IMC Chicago
294
IMC Chicago
Illinois
– -$390K -13,255 Closed
LTL
295
Lowery Thomas LLC
California
– -$324K -10,990 Closed
Cerity Partners
296
Cerity Partners
New York
– -$271K -9,371 Closed
Millennium Management
297
Millennium Management
New York
– -$245K -8,324 Closed
SB
298
Strategic Blueprint
Georgia
– -$214K -7,270 Closed
SW
299
SkyOak Wealth
Michigan
– -$206K -7,003 Closed
HWA
300
Heartwood Wealth Advisors
Virginia
– -$204K -6,913 Closed
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