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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.

New
Increased
Maintained
Reduced
Closed
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 %
GPWA
51
Great Point Wealth Advisors
Massachusetts
$7.07M -$3.26M -112,825 -32%
Aberdeen Group
52
Aberdeen Group
United Kingdom
$6.88M -$26.3M -911,104 -79%
RC
53
Roundview Capital
New Jersey
$6.79M +$3.33M +115,262 +96%
GEA
54
Glen Eagle Advisors
New Jersey
$6.52M +$835K +28,878 +15%
MNG
55
Manning & Napier Group
New York
$6.28M -$6.4M – –
RWA
56
Roberts Wealth Advisors
California
$6.22M -$9.2M -318,477 -60%
CW
57
CreativeOne Wealth
Kansas
$6.17M -$174K -6,011 -3%
Ameriprise
58
Ameriprise
Minnesota
$6.1M -$1.14M -38,883 -16%
TWP
59
Tempus Wealth Planning
California
$5.75M -$213K -7,359 -4%
WFAG
60
Wescott Financial Advisory Group
Pennsylvania
$5.72M +$5.72M +197,942 New
DCM
61
DGS Capital Management
New Jersey
$5.63M -$103K -3,573 -2%
Stifel Financial
62
Stifel Financial
Missouri
$5.62M -$645K -22,319 -10%
SIM
63
Studio Investment Management
Illinois
$5.51M +$1.56M +54,080 +40%
SWM
64
SigFig Wealth Management
California
$5.48M -$351K -11,284 -6%
CFGS
65
Concourse Financial Group Securities
Alabama
$5.11M -$693K -23,955 -12%
SC
66
Siena Capital
Ohio
$4.95M -$35.1K -1,213 -0.7%
BFG
67
Barber Financial Group
Kansas
$4.77M -$428K -14,806 -8%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$4.71M +$229K +7,918 +5%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$4.7M +$488K +16,878 +12%
B
70
Bailard
California
$4.63M +$576K +19,935 +14%
Goldman Sachs
71
Goldman Sachs
New York
$4.63M +$4.37M +151,292 +1,744%
AWM
72
Aries Wealth Management
Maine
$4.52M -$4.95M -171,750 -52%
MML Investors Services
73
MML Investors Services
Massachusetts
$4.49M +$3.52M +121,710 +361%
KWA
74
KCS Wealth Advisory
California
$4.3M +$1.98M +68,518 +85%
SW
75
Simplicity Wealth
New Jersey
$4.19M -$1.6M -55,374 -28%
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