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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

330 hedge funds and large institutions have $4.66B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 122 increasing their positions, 107 reducing their positions, and 39 closing their positions.

Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
5.28%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.58%
New
70
Increased
122
Reduced
107
Closed
39
Calls
$658M
Puts
$908M
Net Calls
-$250M
Net Calls Change
-$79.9M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$980M
2
Bank of America
2
Bank of America
North Carolina
$253M
3
RBA
3
Richard Bernstein Advisors
New York
$115M
4
LPL Financial
4
LPL Financial
California
$355M
5
FTUS
5
Flow Traders U.S.
New York
$64.6M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$223M
2
BL
2
Balentine LLC
Georgia
$6.53M
3
AssetMark Inc
3
AssetMark Inc
California
$55.2M
4
WEG
4
World Equity Group
Illinois
$2.7M
5
SMM
5
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
51
Wescott Financial Advisory Group
Pennsylvania
$11.9M +$1.93M +66,055 +19%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$11.6M -$13.3M -456,068 -53%
NCM
53
Nelson Capital Management
California
$11.6M +$2.33M +79,840 +25%
BMD
54
Better Money Decisions
New Mexico
$10.9M +$3M +102,492 +38%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$10.8M +$5.14M +176,002 +90%
MNG
56
Manning & Napier Group
New York
$10.1M -$9.61M – –
CW
57
CreativeOne Wealth
Kansas
$9.23M +$1.13M +38,660 +14%
SWP
58
Stratos Wealth Partners
Ohio
$9.04M +$4.24M +144,956 +88%
TFA
59
TPG Financial Advisors
Oregon
$8.84M +$174K +5,948 +2%
GIA
60
Gladstone Institutional Advisory
Florida
$8.68M -$362K -12,385 -4%
EH
61
Equitable Holdings
New York
$8.62M +$7.63M +261,175 +771%
EFG
62
Everhart Financial Group
Ohio
$8.62M -$2.95K -101 -0%
CRWM
63
Castle Rock Wealth Management
California
$8.56M +$8.56M +293,692 New
TC
64
Trilogy Capital
California
$7.99M -$150K -5,129 -2%
TF
65
Theory Financial
Colorado
$7.89M -$845K -28,899 -10%
B
66
Bridgeworth
Alabama
$7.73M +$265K +9,066 +4%
SFM
67
Signet Financial Management
New Jersey
$7.59M -$124K -4,228 -2%
DF
68
Donoghue Forlines
Massachusetts
$7.48M +$3.96M +135,567 +113%
SRSA
69
S.R. Schill & Associates
Washington
$7.21M +$72.8K +2,491 +1%
Citigroup
70
Citigroup
New York
$6.9M +$1.45M +49,498 +27%
FAFN
71
First Affirmative Financial Network
Colorado
$6.85M -$410K -14,036 -6%
CAN
72
Cetera Advisor Networks
California
$6.75M -$622K -21,287 -8%
RC
73
Roundview Capital
New Jersey
$6.64M -$173K -5,928 -3%
BL
74
Balentine LLC
Georgia
$6.53M -$62.1M -2,125,300 -90%
Aberdeen Group
75
Aberdeen Group
United Kingdom
$6.41M -$552K -18,874 -8%
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