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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.

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 %
OWA
351
Outlook Wealth Advisors
Texas
– -$263K -9,108 Closed
AG
352
Ascent Group
Virginia
– -$259K -8,969 Closed
UCFA
353
United Capital Financial Advisors
Texas
– -$246K -8,531 Closed
NAS
354
Nicolet Advisory Services
Wisconsin
– -$222K -7,643 Closed
Betterment LLC
355
Betterment LLC
New York
– -$211K -7,314 Closed
SIM
356
Studio Investment Management
Illinois
– -$173K -6,000 Closed
SWM
357
Sugarloaf Wealth Management
Georgia
– -$72.1K -2,497 Closed
TWA
358
TCI Wealth Advisors
Arizona
– -$54.9K -1,900 Closed
CB
359
CNB Bank
Pennsylvania
– -$41.6K -1,440 Closed
USCWA
360
U.S. Capital Wealth Advisors
Texas
– -$36.3K -1,255 Closed
DWP
361
Destiny Wealth Partners
Florida
– -$30K -1,038 Closed
CWA
362
Clearview Wealth Advisors
Oregon
– -$27.2K -940 Closed
MSCM
363
McElhenny Sheffield Capital Management
Texas
– -$8.61K -298 Closed
LWANC
364
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$5.46K -189 Closed
WT
365
Whittier Trust
California
– -$4.62K -160 Closed
FMII
366
Farmers & Merchants Investments Inc
Nebraska
– -$4.05K -140 Closed
TCM
367
Tradewinds Capital Management
Washington
– -$3.27K -113 Closed
BCMLT
368
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.66K -92 Closed
AWM
369
Abound Wealth Management
Tennessee
– -$1.92K -66 Closed
RFS
370
Retirement Financial Solutions
Tennessee
– -$1.21K -42 Closed
CA
371
Crewe Advisors
Utah
– -$376 -13 Closed
11 12 13 14
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