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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

304 hedge funds and large institutions have $3.11B invested in SPDR Portfolio Short Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 96 increasing their positions, 118 reducing their positions, and 43 closing their positions.

Holders
304
Holders Change
+20
Holders Change %
+7.04%
% of All Funds
4.9%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.5%
New
69
Increased
96
Reduced
118
Closed
43
Calls
$801M
Puts
$971M
Net Calls
-$170M
Net Calls Change
+$143M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$140M
2
LPL Financial
2
LPL Financial
California
$264M
3
BL
3
Balentine LLC
Georgia
$67.9M
4
ECM
4
Evergreen Capital Management
Washington
$80.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$209M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Jane Street
2
Jane Street
New York
$1.81M
3
CFO
3
Capitol Family Office
Oregon
$0
4
AA
4
Advisory Alpha
Michigan
$744K
5
Wells Fargo
5
Wells Fargo
California
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
51
TPG Financial Advisors
Oregon
$8.57M -$6.84M -236,876 -44%
EFG
52
Everhart Financial Group
Ohio
$8.52M +$8.52M +294,848 New
TC
53
Trilogy Capital
California
$8.05M +$4.47M +154,592 +125%
CW
54
CreativeOne Wealth
Kansas
$8.01M +$1.85M +63,947 +30%
BMD
55
Better Money Decisions
New Mexico
$7.82M -$2.21M -76,384 -22%
CCFM
56
Clear Creek Financial Management
Washington
$7.77M -$1.2M -41,616 -13%
SFM
57
Signet Financial Management
New Jersey
$7.62M -$3.61M -125,044 -32%
B
58
Bridgeworth
Alabama
$7.37M +$7.37M +255,258 New
CAN
59
Cetera Advisor Networks
California
$7.29M +$6.84M +236,603 +1,515%
FAFN
60
First Affirmative Financial Network
Colorado
$7.18M -$593K -20,513 -8%
SRSA
61
S.R. Schill & Associates
Washington
$7.06M -$177K -6,124 -2%
Aberdeen Group
62
Aberdeen Group
United Kingdom
$6.88M – – –
RC
63
Roundview Capital
New Jersey
$6.73M -$57.1K -1,977 -0.8%
BWM
64
BerganKDV Wealth Management
Minnesota
$6.36M +$6.36M +219,997 New
VCM
65
Vivaldi Capital Management
Illinois
$6.15M -$3.45M -119,008 -36%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$5.62M +$921K +31,870 +20%
DCM
67
DGS Capital Management
New Jersey
$5.54M -$89.4K -3,094 -2%
PCIA
68
Prime Capital Investment Advisors
Kansas
$5.41M +$5.41M +187,251 New
Citigroup
69
Citigroup
New York
$5.39M +$5.16M +178,511 +2,256%
TWP
70
Tempus Wealth Planning
California
$5.38M -$365K -12,622 -6%
IA
71
IFP Advisors
Florida
$5.32M +$1.98M +67,209 +59%
SWM
72
SigFig Wealth Management
California
$5.29M -$6.85K -228 -0.1%
Stifel Financial
73
Stifel Financial
Missouri
$5.04M -$573K -19,825 -10%
CFGS
74
Concourse Financial Group Securities
Alabama
$4.9M -$205K -7,090 -4%
SWP
75
Stratos Wealth Partners
Ohio
$4.75M +$3.74M +129,579 +372%
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