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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 %
GPWA
76
Great Point Wealth Advisors
Massachusetts
$4.71M -$2.36M -81,648 -33%
BFG
77
Barber Financial Group
Kansas
$4.7M -$67K -2,320 -1%
MFP
78
Meridian Financial Partners
Virginia
$4.69M +$4.69M +160,954 New
GKWIM
79
Gerber Kawasaki Wealth & Investment Management
California
$4.59M +$1.74M +60,150 +61%
Citadel Advisors
80
Citadel Advisors
Florida
$4.43M +$1.28M +44,353 +41%
SAM
81
Selway Asset Management
$4.19M +$1.01M +35,000 +32%
MML Investors Services
82
MML Investors Services
Massachusetts
$4.02M -$472K -16,325 -11%
QC
83
Quent Capital
New York
$3.86M +$534K +18,482 +16%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$3.67M -$406K -14,043 -10%
MBTD
85
Mechanics Bank - Trust Department
California
$3.66M +$3.12M +107,884 +569%
AFG
86
Altiora Financial Group
Ohio
$3.64M +$3.64M +125,926 New
CI
87
CX Institutional
Indiana
$3.6M +$3.6M +124,697 New
B
88
Bailard
California
$3.59M -$1.04M -35,980 -22%
GEA
89
Glen Eagle Advisors
New Jersey
$3.51M -$3M -103,931 -46%
DF
90
Donoghue Forlines
Massachusetts
$3.48M -$10M -347,733 -74%
AWM
91
Aries Wealth Management
Maine
$3.45M -$1.08M -37,333 -24%
SFG
92
StrategIQ Financial Group
Indiana
$3.4M +$3.4M +117,704 New
ICMP
93
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.4M +$247K +8,534 +8%
FFG
94
Fullen Financial Group
Ohio
$3.18M -$8.56K -294 -0.3%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$3.04M -$1.67M -57,673 -35%
FHC
96
First Heartland Consultants
Missouri
$3.02M +$220K +7,604 +8%
TC
97
TownSquare Capital
Utah
$3.02M -$41.5K -1,437 -1%
RI
98
Rinkey Investments
California
$2.99M +$451K +15,626 +18%
GRP
99
Global Retirement Partners
California
$2.93M +$219K +7,591 +8%
APA
100
Astoria Portfolio Advisors
New York
$2.93M +$2.93M +100,542 New
2 3
4
5 6