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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

328 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
5.17%
Holding in Top 10
29
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-19.44%
% of All Funds
0.46%
New
39
Increased
133
Reduced
121
Closed
37
Calls
$499M
Puts
$766M
Net Calls
-$267M
Net Calls Change
-$17.3M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.07B
2
Morgan Stanley
2
Morgan Stanley
New York
$231M
3
Cerity Partners
3
Cerity Partners
New York
$79.2M
4
Bank of America
4
Bank of America
North Carolina
$279M
5
PAG
5
Private Advisor Group
New Jersey
$82.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12M
2
LPL Financial
2
LPL Financial
California
$318M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$68.2M
4
Jane Street
4
Jane Street
New York
$0
5
SPA
5
Sentinel Pension Advisors
Massachusetts
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Aries Wealth Management
Maine
$3.15M -$44.1K -1,533 -1%
CWA
102
Centennial Wealth Advisory
Michigan
$3.09M -$38.6K -1,341 -1%
TC
103
TownSquare Capital
Utah
$3.06M +$160K +5,564 +6%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$3.03M -$112K -3,895 -4%
WEG
105
World Equity Group
Illinois
$2.79M +$2.6M +90,430 +1,373%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$2.68M +$107K +3,707 +4%
GEA
107
Glen Eagle Advisors
New Jersey
$2.66M -$18.7K -651 -0.7%
WWM
108
WJ Wealth Management
Arizona
$2.58M +$727K +25,255 +39%
APA
109
Astoria Portfolio Advisors
New York
$2.57M -$429K -14,870 -14%
PCA
110
Providence Capital Advisors
North Carolina
$2.54M -$9.79K -340 -0.4%
RWA
111
Roberts Wealth Advisors
California
$2.51M -$70.5K -2,450 -3%
RA
112
RFG Advisory
Alabama
$2.46M +$65.9K +2,289 +3%
MFT
113
Moisand Fitzgerald Tamayo
Florida
$2.43M +$27.7K +961 +1%
SFC
114
Strategic Financial Concepts
Texas
$2.41M +$436K +15,157 +22%
WI
115
WrapManager Inc
California
$2.38M +$125K +4,350 +6%
AAP
116
Arax Advisory Partners
Colorado
$2.33M +$76.4K +2,655 +3%
OIA
117
OneDigital Investment Advisors
Kansas
$2.33M +$51K +1,771 +2%
IA
118
IFP Advisors
Florida
$2.31M -$109K -3,793 -5%
CA
119
Cetera Advisors
Colorado
$2.1M -$187K -6,492 -8%
MWM
120
MY Wealth Management
Maryland
$2.08M +$54.8K +1,905 +3%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$2.07M +$1.53M +53,055 +281%
CCM
122
Canal Capital Management
Virginia
$2M +$79.5K +2,762 +4%
BA
123
Bluesphere Advisors
Pennsylvania
$1.99M – – –
GLA
124
Good Life Advisors
Pennsylvania
$1.95M +$317K +11,019 +19%
FHA
125
Flagship Harbor Advisors
Massachusetts
$1.9M +$44.3K +1,537 +2%
3 4
5
6 7