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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

278 hedge funds and large institutions have $2.78B invested in SPDR Portfolio Short Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+18
Holders Change %
+6.92%
% of All Funds
4.7%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.63%
New
50
Increased
90
Reduced
109
Closed
28
Calls
$649M
Puts
$822M
Net Calls
-$173M
Net Calls Change
+$176M

Top Buyers

1
WAOI
1
Wealth Advisors of Iowa
Iowa
$143M
2
Bank of America
2
Bank of America
North Carolina
$146M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$78.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$55M
5
Morgan Stanley
5
Morgan Stanley
New York
$49.6M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.61M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$372M
3
AssetMark Inc
3
AssetMark Inc
California
$81.9M
4
Jane Street
4
Jane Street
New York
$50.6M
5
LPL Financial
5
LPL Financial
California
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
Telemus Capital
Michigan
$26.6M -$2.76M -93,802 -9%
AWM
27
AE Wealth Management
Kansas
$25.8M +$1.46M +49,702 +6%
CFO
28
Capitol Family Office
Oregon
$25.5M -$1M -34,115 -4%
SPA
29
Sentinel Pension Advisors
Massachusetts
$25.3M +$24.2M +820,545 +2,059%
PAG
30
Private Advisor Group
New Jersey
$23.5M +$16.1M +545,082 +217%
AFAS
31
Acorn Financial Advisory Services
Virginia
$18.8M -$747K -25,361 -4%
SMM
32
Stadion Money Management
Georgia
$17.5M -$2.02M -68,759 -10%
TFA
33
TPG Financial Advisors
Oregon
$15.7M +$178K +6,036 +1%
RWA
34
Roberts Wealth Advisors
California
$15.7M +$7.72M +262,848 +97%
BSWM
35
Boston Standard Wealth Management
Massachusetts
$15.2M -$1.49M -50,366 -9%
MIAN
36
Mariner Independent Advisor Network
Kansas
$15.1M -$3.32M -112,696 -18%
PGA
37
Portland Global Advisors
Maine
$14.9M +$313K +10,637 +2%
WCWM
38
Willow Creek Wealth Management
California
$14.5M -$1.65M -56,114 -10%
Wells Fargo
39
Wells Fargo
California
$14.1M +$10.3M +349,205 +267%
ARC
40
Advisor Resource Council
Texas
$14.1M +$14.1M +477,527 New
SFM
41
Signet Financial Management
New Jersey
$13.2M -$881K -29,929 -6%
VCM
42
Vivaldi Capital Management
Illinois
$12.3M -$655K -22,247 -5%
PAS
43
Park Avenue Securities
New York
$11M -$820K -27,840 -7%
GPWA
44
Great Point Wealth Advisors
Massachusetts
$10.5M +$10.2M +346,097 +3,041%
Truist Financial
45
Truist Financial
North Carolina
$10.4M -$11.7M -395,629 -53%
BMD
46
Better Money Decisions
New Mexico
$10.1M +$667K +22,643 +7%
DADC
47
D.A. Davidson & Co
Montana
$9.84M -$557K -18,913 -5%
AWM
48
Aries Wealth Management
Maine
$9.68M +$9.68M +328,649 New
DF
49
Donoghue Forlines
Massachusetts
$9.62M +$3.12M +105,877 +48%
FAFN
50
First Affirmative Financial Network
Colorado
$8.82M -$323K -10,984 -4%
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