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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 %
ACG
326
Allen Capital Group
Nebraska
– -$481K -16,653 Closed
BFA
327
Beaumont Financial Advisors
Massachusetts
– -$433K -14,973 Closed
APWA
328
Atlas Private Wealth Advisors
New Jersey
– -$291K -10,053 Closed
FCH
329
Freestone Capital Holdings
Washington
– -$288K -9,946 Closed
IA
330
IFG Advisory
Georgia
– -$278K -9,633 Closed
JWS
331
Juncture Wealth Strategies
Arizona
– -$264K -9,133 Closed
PCS
332
Personal CFO Solutions
New Jersey
– -$256K -8,867 Closed
FW
333
FirstPurpose Wealth
Utah
– -$255K -8,818 Closed
LJAC
334
L.J. Altfest & Co
New York
– -$211K -7,294 Closed
JIR
335
James Investment Research
Ohio
– -$177K -6,116 Closed
SL
336
Savior LLC
Massachusetts
– -$116K -4,000 Closed
SPIA
337
Steward Partners Investment Advisory
New York
– -$110K -3,804 Closed
FM
338
Family Management
New York
– -$96K -3,318 Closed
ODG
339
O'Dell Group
Ohio
– -$87K -3,020 Closed
AFS
340
Annapolis Financial Services
Maryland
– -$19K -649 Closed
PFA
341
Professional Financial Advisors
Nebraska
– -$15K -533 Closed
TCWA
342
Ten Capital Wealth Advisors
Washington
– -$11K -376 Closed
TFS
343
TrustCore Financial Services
Tennessee
– -$9K -321 Closed
ACM
344
Absolute Capital Management
Pennsylvania
– -$2.72K -94 Closed
GWANC
345
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$1K -28 Closed
ACA
346
Aptus Capital Advisors
Alabama
– -$1K -28 Closed
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