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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

278 hedge funds and large institutions have $2.78B invested in SPDR Portfolio Short Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+18
Holders Change %
+6.92%
% of All Funds
4.7%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.63%
New
50
Increased
90
Reduced
109
Closed
28
Calls
$649M
Puts
$822M
Net Calls
-$173M
Net Calls Change
+$176M

Top Buyers

1
WAOI
Wealth Advisors of Iowa
Iowa
$143M
2
Bank of America
Bank of America
North Carolina
$146M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$78.9M
4
Citadel Advisors
Citadel Advisors
Florida
$55M
5
Morgan Stanley
Morgan Stanley
New York
$49.6M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.61M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$372M
3
AssetMark Inc
AssetMark Inc
California
$81.9M
4
Jane Street
Jane Street
New York
$50.6M
5
LPL Financial
LPL Financial
California
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
126
Raab & Moskowitz Asset Management
New Jersey
$1.16M -$373K -12,674 -24%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$1.14M +$831K +28,282 +268%
HS
128
Horan Securities
United States
$1.13M +$49.7K +1,691 +5%
MA
129
Mutual Advisors
Nebraska
$1.12M +$152K +5,150 +16%
GRP
130
Global Retirement Partners
California
$1.1M +$39.5K +1,342 +4%
IAN
131
Integrated Advisors Network
Texas
$1.07M -$48.6K -1,650 -4%
MML Investors Services
132
MML Investors Services
Massachusetts
$994K +$434K +14,727 +77%
IA
133
IFP Advisors
Florida
$948K – – –
ERIM
134
Eagle Ridge Investment Management
Connecticut
$931K -$764K -25,963 -45%
SP
135
Successful Portfolios
Florida
$871K +$24.3K +825 +3%
HAS
136
HBW Advisory Services
California
$868K -$28.1K -953 -3%
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$853K +$853K +28,946 New
FAIM
138
Financial Advocates Investment Management
Washington
$853K +$853K +28,970 New
SAS
139
SMI Advisory Services
Indiana
$845K +$845K +28,699 New
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$833K +$204K +6,926 +32%
RW
141
REDW Wealth
New Mexico
$818K +$494K +16,778 +153%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$813K +$149K +5,069 +23%
TB
143
Treynor Bancshares
Iowa
$764K +$88 +3 +0%
DA
144
Detalus Advisors
Missouri
$747K -$1.73M -58,760 -70%
CIC
145
Carnegie Investment Counsel
Ohio
$740K +$37.9K +1,286 +5%
AWM
146
Avior Wealth Management
Nebraska
$721K -$67K -2,279 -9%
PWMG
147
Pinnacle Wealth Management Group
Michigan
$714K -$2.65K -90 -0.4%
KWM
148
KerberRose Wealth Management
Wisconsin
$666K +$666K +22,628 New
TA
149
TrueWealth Advisors
Alabama
$654K -$21K -714 -3%
TWP
150
Tower Wealth Partners
Pennsylvania
$637K +$19.8K +674 +3%
4 5
6
7 8