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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 %
AAS
326
Ameritas Advisory Services
Nebraska
$1.69K +$1.69K +58 New
FGAM
327
Financial Gravity Asset Management
Texas
$1.43K +$1.43K +48,945 New
JPMorgan Chase & Co
328
JPMorgan Chase & Co
New York
$1K -$381K -16,000 -100%
GFWA
329
Grey Fox Wealth Advisors
Delaware
$965 +$965 +33 New
HCP
330
Hexagon Capital Partners
Arkansas
$351 +$351 +12 New
TC
331
Truvestments Capital
Florida
$175 -$1.58K -54 -90%
FFA
332
Farther Finance Advisors
California
$29 – – –
SMM
333
Stadion Money Management
Georgia
– -$16.5M -572,470 Closed
TI
334
Tidal Investments
Wisconsin
– -$12.2M -422,332 Closed
BWM
335
BerganKDV Wealth Management
Minnesota
– -$6.36M -219,997 Closed
PCIA
336
Prime Capital Investment Advisors
Kansas
– -$5.41M -187,251 Closed
ICMP
337
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$3.4M -117,674 Closed
CAMG
338
CWA Asset Management Group
Florida
– -$1.61M -55,661 Closed
KAS
339
Kestra Advisory Services
Texas
– -$1.19M -41,192 Closed
AIP
340
Almanack Investment Partners
Pennsylvania
– -$962K -33,286 Closed
DAS
341
Dynamic Advisor Solutions
Arizona
– -$942K -32,606 Closed
MA
342
MONECO Advisors
Connecticut
– -$678K -23,479 Closed
VVP
343
Venture Visionary Partners
Ohio
– -$578K -20,012 Closed
WAOI
344
Wealth Advisors of Iowa
Iowa
– -$483K -16,710 Closed
CA
345
Calton & Associates
Florida
– -$432K -14,969 Closed
CF
346
Convergence Financial
Missouri
– -$391K -13,532 Closed
OMC
347
Old Mission Capital
Illinois
– -$302K -10,444 Closed
JIP
348
Jaffetilchin Investment Partners
Florida
– -$290K -10,045 Closed
SAG
349
SageView Advisory Group
California
– -$285K -9,866 Closed
KWM
350
Kingsview Wealth Management
Oregon
– -$273K -9,456 Closed
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14
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