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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

284 hedge funds and large institutions have $2.73B invested in SPDR Portfolio Short Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 121 reducing their positions, and 31 closing their positions.

Holders
284
Holders Change
+6
Holders Change %
+2.16%
% of All Funds
4.91%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
41
Increased
85
Reduced
121
Closed
31
Calls
$423M
Puts
$736M
Net Calls
-$313M
Net Calls Change
-$140M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$154M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$161M
3
LPL Financial
3
LPL Financial
California
$187M
4
Wells Fargo
4
Wells Fargo
California
$67.8M
5
GAG
5
GM Advisory Group
New York
$31M

Top Sellers

1
WAOI
1
Wealth Advisors of Iowa
Iowa
$792K
2
Bank of America
2
Bank of America
North Carolina
$64.1M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$305M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.15M
5
MKA
5
M. Kulyk & Associates
Georgia
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
Telemus Capital
Michigan
$25.9M -$247K -8,556 -0.9%
AA
27
Advisory Alpha
Michigan
$25M -$22.5M -777,997 -47%
CFO
28
Capitol Family Office
Oregon
$24.6M -$397K -13,728 -2%
AFAS
29
Acorn Financial Advisory Services
Virginia
$18.6M +$123K +4,259 +0.7%
SMM
30
Stadion Money Management
Georgia
$16.3M -$835K -28,872 -5%
MIAN
31
Mariner Independent Advisor Network
Kansas
$15.7M +$869K +30,067 +6%
PGA
32
Portland Global Advisors
Maine
$15.6M +$987K +34,130 +7%
TFA
33
TPG Financial Advisors
Oregon
$15.4M +$16.4K +568 +0.1%
WCWM
34
Willow Creek Wealth Management
California
$14.8M +$503K +17,387 +4%
BSWM
35
Boston Standard Wealth Management
Massachusetts
$14.6M -$261K -9,035 -2%
DF
36
Donoghue Forlines
Massachusetts
$13.5M +$4.09M +141,395 +43%
PAS
37
Park Avenue Securities
New York
$12.5M +$1.74M +60,347 +16%
SFM
38
Signet Financial Management
New Jersey
$11.2M -$1.76M -60,957 -14%
JSL
39
JT Stratford LLC
Georgia
$10.6M +$6.77M +234,252 +176%
BMD
40
Better Money Decisions
New Mexico
$10M +$159K +5,488 +2%
NCM
41
Nelson Capital Management
California
$9.64M +$1.56M +53,960 +19%
VCM
42
Vivaldi Capital Management
Illinois
$9.54M -$2.52M -87,537 -21%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$9.54M -$16.8M -582,401 -64%
GIA
44
Gladstone Institutional Advisory
Florida
$9.5M +$9.5M +328,733 New
Truist Financial
45
Truist Financial
North Carolina
$9.13M -$1.12M -38,760 -11%
GI
46
Gradient Investments
Minnesota
$8.99M +$8.99M +310,802 +168,001%
CCFM
47
Clear Creek Financial Management
Washington
$8.98M +$572K +19,789 +7%
CAMG
48
CWA Asset Management Group
Florida
$8.81M +$4.55M +157,489 +107%
FAFN
49
First Affirmative Financial Network
Colorado
$7.78M -$880K -30,431 -10%
SRSA
50
S.R. Schill & Associates
Washington
$7.24M -$461K -15,938 -6%
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