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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 %
TC
301
Truvestments Capital
Florida
$1.73K -$1.73K -60 -50%
RFS
302
Retirement Financial Solutions
Tennessee
$1.21K +$1.21K +42 New
Fidelity Investments
303
Fidelity Investments
Massachusetts
$809 -$1.19K -41 -59%
CA
304
Crewe Advisors
Utah
$376 +$376 +13 New
FFA
305
Farther Finance Advisors
California
$29 +$29 +1 New
Charles Schwab
306
Charles Schwab
California
– -$154M -5,332,836 Closed
CFO
307
Capitol Family Office
Oregon
– -$24.6M -850,921 Closed
SW
308
Simplicity Wealth
New Jersey
– -$4.19M -144,857 Closed
HFS
309
Horizon Financial Services
North Carolina
– -$2.95M -102,095 Closed
FTUS
310
Flow Traders U.S.
New York
– -$2.81M -97,090 Closed
NHFG
311
New Harbor Financial Group
Massachusetts
– -$2.47M -85,498 Closed
OIA
312
OneDigital Investment Advisors
Kansas
– -$2.36M -81,489 Closed
HF
313
HRT Financial
New York
– -$1.83M -63,174 Closed
HGERS
314
Householder Group Estate & Retirement Specialist
Arizona
– -$1.82M -62,959 Closed
BCI
315
Brinker Capital Investments
Pennsylvania
– -$1.69M -58,349 Closed
LSAG
316
Lake Street Advisors Group
New Hampshire
– -$1.19M -41,136 Closed
WP
317
Waycross Partners
Kentucky
– -$723K -25,000 Closed
AIA
318
Acute Investment Advisory
Arizona
– -$586K -20,268 Closed
BFA
319
Brendel Financial Advisors
New Hampshire
– -$582K -20,120 Closed
CIAS
320
CFS Investment Advisory Services
New Jersey
– -$1K -19,746 Closed
SPAS
321
Spectrum Planning & Advisory Services
California
– -$541K -18,719 Closed
RPG
322
Resource Planning Group
Georgia
– -$537K -18,575 Closed
TSA
323
Tri-Star Advisors
Texas
– -$522K -18,092 Closed
MSAM
324
Moloney Securities Asset Management
Missouri
– -$519K -17,965 Closed
VIM
325
Vista Investment Management
Pennsylvania
– -$510K -17,657 Closed
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