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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

329 hedge funds and large institutions have $5.09B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.25%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.57%
New
47
Increased
120
Reduced
127
Closed
45
Calls
$491M
Puts
$934M
Net Calls
-$443M
Net Calls Change
-$176M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$378M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.18B
3
AssetMark Inc
3
AssetMark Inc
California
$64M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$108M
5
MFWM
5
Motley Fool Wealth Management
Virginia
$36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.6M
2
GS
2
GTS Securities
New York
$37.6M
3
CA
3
Crane Advisory
California
$0
4
FTUS
4
Flow Traders U.S.
New York
$30.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
326
Anchor Investment Management
South Carolina
$3.1K +$3.1K +108 New
S
327
SignatureFD
Georgia
$2.5K – – –
BA
328
Ballast Advisors
Minnesota
$2.18K – – –
RFA
329
Register Financial Advisors
Georgia
$2.14K +$2.14K +74 New
AGWCA
330
Annis Gardner Whiting Capital Advisors
Florida
$2.07K +$2.07K +72 New
AWA
331
Authentikos Wealth Advisory
California
$460 +$460 +16 New
TC
332
Truvestments Capital
Florida
$172 – – –
CA
333
Crane Advisory
California
– -$35M -1,219,559 Closed
Aberdeen Group
334
Aberdeen Group
United Kingdom
– -$6.31M -219,249 Closed
DF
335
Donoghue Forlines
Massachusetts
– -$4.04M -140,179 Closed
AWM
336
Aries Wealth Management
Maine
– -$3.15M -109,533 Closed
BA
337
Bluesphere Advisors
Pennsylvania
– -$1.99M -69,204 Closed
HF
338
HRT Financial
New York
– -$1.83M -63,639 Closed
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
– -$1.4M -48,474 Closed
AWA
340
Arete Wealth Advisors
Illinois
– -$1.07M -37,179 Closed
SAG
341
SageView Advisory Group
California
– -$954K -33,123 Closed
SS
342
Simplicity Solutions
Minnesota
– -$635K -22,043 Closed
TI
343
Trexquant Investment
Connecticut
– -$623K -21,650 Closed
TAIM
344
TD Ameritrade Investment Management
Nebraska
– -$598K -20,779 Closed
AA
345
Advisory Alpha
Michigan
– -$596K -20,697 Closed
BWA
346
Blodgett Wealth Advisors
California
– -$568K -19,721 Closed
FFW
347
Fusion Family Wealth
New York
– -$491K -17,063 Closed
VWA
348
V Wealth Advisors
Kansas
– -$473K -16,436 Closed
BPA
349
Beacon Pointe Advisors
California
– -$419K -14,555 Closed
WC
350
Waterloo Capital
Texas
– -$392K -13,621 Closed
12 13
14
15 16