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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 %
DWP
276
Destiny Wealth Partners
Florida
$30K +$9.22K +319 +44%
EWM
277
EPG Wealth Management
Georgia
$29.9K -$28.7K -993 -49%
CWA
278
Clearview Wealth Advisors
Oregon
$27.2K -$17.9K -620 -40%
US Bancorp
279
US Bancorp
Minnesota
$25K – – –
SMA
280
Sage Mountain Advisors
Georgia
$23.3K +$23.3K +805 New
IRC
281
Investors Research Corp
Georgia
$21.2K – – –
CT
282
Colonial Trust
South Carolina
$19.9K +$19.9K +688 New
RG
283
Retirement Group
California
$14K +$57 +2 +0.4%
PP
284
Pacifica Partners
Canada
$11.1K – – –
BCWM
285
Bartlett & Co Wealth Management
Ohio
$9.39K – – –
BC
286
Bartlett & Co
Ohio
$9K – – –
MSCM
287
McElhenny Sheffield Capital Management
Texas
$8.61K +$8.61K +298 New
WT
288
Washington Trust
Rhode Island
$8.52K +$8.52K +295 New
PA
289
Parallel Advisors
California
$7.54K -$4.65K -161 -38%
OCM
290
Orion Capital Management
California
$6.91K – – –
KFS
291
Kelly Financial Services
Massachusetts
$6.09K +$1.36K +47 +29%
LWANC
292
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.46K – – –
Simplex Trading
293
Simplex Trading
Illinois
$5K +$2.5K +100 +100%
WT
294
Whittier Trust
California
$4.62K -$63.1K -2,185 -93%
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$4.05K +$4.05K +140 New
TCM
296
Tradewinds Capital Management
Washington
$3.27K – – –
BCMLT
297
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.66K -$867 -30 -25%
BA
298
Ballast Advisors
Minnesota
$2.2K – – –
SFA
299
Semmax Financial Advisors
North Carolina
$2K +$2K +74 New
AWM
300
Abound Wealth Management
Tennessee
$1.92K +$1.92K +66 New
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