SPTS icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
CWA
101
Centennial Wealth Advisory
Michigan
$2.82M -$243K -8,403 -8%
WEG
102
World Equity Group
Illinois
$2.72M +$391K +13,542 +17%
EK
103
Evensky & Katz
Florida
$2.72M +$2.72M +94,164 New
CP
104
Castleview Partners
Texas
$2.72M +$85.7K +2,967 +3%
CWP
105
Concord Wealth Partners
Virginia
$2.7M +$2.7M +93,617 New
PWG
106
Private Wealth Group
Florida
$2.59M -$255K -8,812 -9%
RWA
107
Roberts Wealth Advisors
California
$2.57M -$3.66M -126,401 -59%
PCA
108
Providence Capital Advisors
North Carolina
$2.52M +$2.38M +82,508 +1,789%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$2.45M +$1.15M +39,762 +88%
RA
110
RFG Advisory
Alabama
$2.39M +$215K +7,424 +10%
RJA
111
Raymond James & Associates
Florida
$2.38M +$2.38M +82,476 New
AAP
112
Arax Advisory Partners
Colorado
$2.26M +$14.8K +511 +0.7%
WI
113
WrapManager Inc
California
$2.2M +$687K +23,771 +45%
KPWS
114
Kestra Private Wealth Services
Texas
$2.16M +$2.16M +74,776 New
MFT
115
Moisand Fitzgerald Tamayo
Florida
$2.11M +$97.3K +3,368 +5%
CA
116
Cetera Advisors
Colorado
$2.06M +$2.06M +71,212 New
PFP
117
Pinnacle Financial Partners
Tennessee
$2.06M +$2.06M +71,200 New
MWM
118
MY Wealth Management
Maryland
$2.03M -$1.91K -66 -0.1%
BA
119
Bluesphere Advisors
Pennsylvania
$2M +$2M +69,204 New
EPP
120
ETF Portfolio Partners
Kansas
$1.97M -$237K -8,213 -11%
AF
121
Allworth Financial
California
$1.86M -$1.38M -47,926 -43%
Jane Street
122
Jane Street
New York
$1.81M -$50M -1,730,042 -97%
PIFP
123
Partners in Financial Planning
Virginia
$1.75M +$1.75M +60,490 New
SOS
124
Silver Oak Securities
Tennessee
$1.73M +$1.33M +45,899 +327%
MFG
125
Merit Financial Group
Georgia
$1.68M -$508K -17,593 -23%
3 4
5
6 7