SPTS icon

SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

328 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 37 closing their positions.

Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
5.17%
Holding in Top 10
29
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-19.44%
% of All Funds
0.46%
New
39
Increased
133
Reduced
121
Closed
37
Calls
$499M
Puts
$766M
Net Calls
-$267M
Net Calls Change
-$17.3M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.07B
2
Morgan Stanley
2
Morgan Stanley
New York
$231M
3
Cerity Partners
3
Cerity Partners
New York
$79.2M
4
Bank of America
4
Bank of America
North Carolina
$279M
5
PAG
5
Private Advisor Group
New Jersey
$82.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12M
2
LPL Financial
2
LPL Financial
California
$318M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$68.2M
4
Jane Street
4
Jane Street
New York
$0
5
SPA
5
Sentinel Pension Advisors
Massachusetts
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$34.7M -$457K -15,889 -1%
HighTower Advisors
27
HighTower Advisors
Illinois
$31.2M +$320K +11,120 +1%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$30.8M – – –
AWM
29
AE Wealth Management
Kansas
$28.5M -$12.4M -429,861 -30%
CFD
30
Creative Financial Designs
Indiana
$24M +$965K +33,531 +4%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$22.8M +$4.43M +153,849 +24%
MWA
32
MFA Wealth Advisors
Pennsylvania
$22M -$13.4M -466,606 -38%
PAS
33
Park Avenue Securities
New York
$21.9M +$2.2M +76,273 +11%
CI
34
CX Institutional
Indiana
$19.7M -$540K -18,770 -3%
DC
35
Destiny Capital
Colorado
$19.7M -$1.66M -57,598 -8%
Mariner
36
Mariner
Kansas
$19.2M -$9.05M -314,344 -32%
BSWM
37
Boston Standard Wealth Management
Massachusetts
$17.1M +$2.47M +85,802 +17%
LJAC
38
L.J. Altfest & Co
New York
$17M +$17M +591,281 New
DWM
39
Dakota Wealth Management
Florida
$16.9M +$199K +6,912 +1%
AFAS
40
Acorn Financial Advisory Services
Virginia
$16.9M -$166K -5,772 -1%
TC
41
Telemus Capital
Michigan
$16.7M -$3.31M -115,097 -17%
PGA
42
Portland Global Advisors
Maine
$15.9M +$1.16M +40,300 +8%
CW
43
CreativeOne Wealth
Kansas
$14.9M +$5.83M +202,559 +64%
WCWM
44
Willow Creek Wealth Management
California
$14.8M -$14.3K -496 -0.1%
NCM
45
Nelson Capital Management
California
$14.7M +$3.32M +115,379 +29%
BMD
46
Better Money Decisions
New Mexico
$14.2M +$3.42M +118,681 +32%
TFG
47
Tilson Financial Group
New Jersey
$14.1M +$2.53K +88 +0%
RJA
48
Raymond James & Associates
Florida
$13.5M +$10.8M +374,956 +393%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$13.1M +$609K +21,150 +5%
AssetMark Inc
50
AssetMark Inc
California
$12M -$42.4M -1,472,223 -78%
1
2
3 4 5