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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 %
GFA
351
Gallagher Fiduciary Advisors
Illinois
– -$355K -12,326 Closed
PA
352
PFG Advisors
Arizona
– -$331K -11,505 Closed
DADC
353
D.A. Davidson & Co
Montana
– -$322K -11,193 Closed
MKA
354
M. Kulyk & Associates
Georgia
– -$304K -10,544 Closed
HPC
355
Hobart Private Capital
North Carolina
– -$286K -9,925 Closed
FT
356
Fiduciary Trust
Massachusetts
– -$276K -9,577 Closed
WCM
357
Washington Capital Management
Washington
– -$264K -9,176 Closed
KFGK
358
Keystone Financial Group (Kentucky)
Kentucky
– -$261K -9,062 Closed
CF
359
Clarity Financial
Texas
– -$246K -8,558 Closed
KAS
360
Kestra Advisory Services
Texas
– -$237K -8,223 Closed
MWM
361
Meridian Wealth Management
Kentucky
– -$214K -7,450 Closed
FWP
362
Falcon Wealth Planning
California
– -$201K -6,979 Closed
IGWM
363
ICA Group Wealth Management
Colorado
– -$167K -5,793 Closed
ODG
364
O'Dell Group
Ohio
– -$106K -3,695 Closed
WP
365
WealthPLAN Partners
Nebraska
– -$66.5K -2,311 Closed
FMII
366
Farmers & Merchants Investments Inc
Nebraska
– -$46.5K -1,616 Closed
FFA
367
Farther Finance Advisors
California
– -$35.7K -1,240 Closed
FA
368
Fiduciary Alliance
South Carolina
– -$30.6K -1,063 Closed
AWM
369
Abound Wealth Management
Tennessee
– -$9.79K -340 Closed
RI
370
Ridgewood Investments
New Jersey
– -$6.94K -241 Closed
Simplex Trading
371
Simplex Trading
Illinois
– -$4K -150 Closed
CAS
372
Coppell Advisory Solutions
Texas
– -$3.54K -123 Closed
CWC
373
Carolinas Wealth Consulting
North Carolina
– -$3.34K -116 Closed
SSB
374
Sandy Spring Bank
Maryland
– -$2.13K -74 Closed
HCP
375
Hexagon Capital Partners
Arkansas
– -$144 -5 Closed
12 13 14
15
16