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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.

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 %
MFWM
26
Motley Fool Wealth Management
Virginia
$36M +$36M +1,366,368 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$32.7M -$15.4M -536,977 -32%
Truist Financial
28
Truist Financial
North Carolina
$32.1M -$2.46M -85,704 -7%
HighTower Advisors
29
HighTower Advisors
Illinois
$31.7M +$592K +20,615 +2%
FTUS
30
Flow Traders U.S.
New York
$30.9M -$25.7M -895,105 -45%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$30M -$686K -23,895 -2%
CFD
32
Creative Financial Designs
Indiana
$27.4M +$3.46M +120,634 +14%
PAS
33
Park Avenue Securities
New York
$24.1M +$2.21M +76,915 +10%
SW
34
SMART Wealth
Nebraska
$19.9M +$13.9M +485,468 +233%
CI
35
CX Institutional
Indiana
$19.4M -$244K -8,511 -1%
BSWM
36
Boston Standard Wealth Management
Massachusetts
$18.6M +$1.56M +54,309 +9%
LJAC
37
L.J. Altfest & Co
New York
$17.8M +$865K +30,116 +5%
AFAS
38
Acorn Financial Advisory Services
Virginia
$16.7M -$168K -5,860 -1%
PGA
39
Portland Global Advisors
Maine
$16.6M +$776K +27,020 +5%
NCM
40
Nelson Capital Management
California
$16.4M +$1.72M +59,990 +12%
Mariner
41
Mariner
Kansas
$15.9M -$3.2M -111,574 -17%
CCFM
42
Clear Creek Financial Management
Washington
$15.9M +$15.3M +531,649 +2,516%
TC
43
Telemus Capital
Michigan
$15.5M -$1.19M -41,490 -7%
DWM
44
Dakota Wealth Management
Florida
$15.4M -$1.43M -49,637 -8%
WCWM
45
Willow Creek Wealth Management
California
$14.7M -$71K -2,472 -0.5%
TFG
46
Tilson Financial Group
New Jersey
$14.3M +$282K +9,805 +2%
FGAM
47
Financial Gravity Asset Management
Texas
$14.3M +$12.9M +480,584 +941%
CW
48
CreativeOne Wealth
Kansas
$13.4M -$1.47M -51,339 -10%
SWP
49
Stratos Wealth Partners
Ohio
$12.8M +$1.65M +57,449 +15%
BMD
50
Better Money Decisions
New Mexico
$12.6M -$1.53M -53,447 -11%
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