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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 %
IA
276
IFG Advisory
Georgia
$205K +$205K +7,004 New
BC
277
Burney Company
Virginia
$202K – – –
VWM
278
Venturi Wealth Management
Texas
$196K +$196K +6,694 New
CWP
279
Concord Wealth Partners
Virginia
$172K -$2.56M -87,722 -94%
PP
280
PrairieView Partners
Minnesota
$131K -$87.9K -3,016 -40%
BAM
281
Belpointe Asset Management
Nevada
$119K +$13.3K +456 +13%
NFSG
282
Newbridge Financial Services Group
Florida
$111K – – –
PC
283
Pecaut & Co
Iowa
$87.3K -$110K -3,768 -56%
AF
284
Advisornet Financial
Minnesota
$84.2K +$84.2K +2,880 New
SCA
285
Stonebridge Capital Advisors
Minnesota
$84.2K +$84.2K +2,880 New
HT
286
Headlands Technologies
Illinois
$79.2K +$79.2K +2,711 New
VWM
287
Valley Wealth Managers
New Jersey
$69.9K -$123K -4,200 -64%
FWM
288
Focused Wealth Management
New York
$60.1K -$16.3K -558 -21%
CSWM
289
Cassady Schiller Wealth Management
Ohio
$54K – – –
PMFA
290
Plante Moran Financial Advisors
Michigan
$53.6K +$53.6K +1,833 New
TPCW
291
TD Private Client Wealth
New York
$52.1K +$11.4K +390 +28%
CFB
292
Cullen/Frost Bankers
Texas
$47.5K +$47.5K +1,626 New
WTC
293
WhitTier Trust Company
Nevada
$46K – – –
CIA
294
Cape Investment Advisory
Georgia
$41.9K +$41.9K +1,435 New
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$38.6K – – –
HI
296
Harbour Investments
Wisconsin
$38.3K -$8.65K -296 -18%
CWM
297
Cranbrook Wealth Management
Michigan
$34.2K – – –
GI
298
Gradient Investments
Minnesota
$31.6K -$4.36K -149 -12%
EWM
299
EPG Wealth Management
Georgia
$30.4K +$146 +5 +0.5%
HGERS
300
Householder Group Estate & Retirement Specialist
Arizona
$26K +$26K +903 New
10 11
12
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