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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

284 hedge funds and large institutions have $2.73B invested in SPDR Portfolio Short Term Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+6
Holders Change %
+2.16%
% of All Funds
4.91%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
41
Increased
85
Reduced
121
Closed
31
Calls
$423M
Puts
$736M
Net Calls
-$313M
Net Calls Change
-$140M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$161M
3
LPL Financial
LPL Financial
California
$187M
4
Wells Fargo
Wells Fargo
California
$67.8M
5
GAG
GM Advisory Group
New York
$31M

Top Sellers

1
WAOI
Wealth Advisors of Iowa
Iowa
$792K
2
Bank of America
Bank of America
North Carolina
$64.1M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$305M
4
Citadel Advisors
Citadel Advisors
Florida
$3.15M
5
MKA
M. Kulyk & Associates
Georgia
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$1.27M +$54.8K +1,896 +4%
HS
127
Horan Securities
United States
$1.27M +$153K +5,303 +14%
ACM
128
AlphaStar Capital Management
North Carolina
$1.21M -$2.16M -74,626 -64%
LSAG
129
Lake Street Advisors Group
New Hampshire
$1.19M +$1.19M +41,136 New
GLA
130
Good Life Advisors
Pennsylvania
$1.18M +$1.18M +40,946 New
TAIM
131
TD Ameritrade Investment Management
Nebraska
$1.17M -$195K -6,742 -14%
IAN
132
Integrated Advisors Network
Texas
$1.17M +$114K +3,950 +11%
FAIM
133
Financial Advocates Investment Management
Washington
$1.13M +$293K +10,125 +35%
WWM
134
Western Wealth Management
Colorado
$1.1M +$810K +27,938 +279%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$1.06M +$1.06M +36,730 New
AWM
136
Accurate Wealth Management
Florida
$1.05M +$266K +7,158 +34%
Lido Advisors
137
Lido Advisors
California
$1.05M -$554K -19,162 -35%
Mariner
138
Mariner
Kansas
$1.03M -$371K -12,832 -27%
SWP
139
Stratos Wealth Partners
Ohio
$1.01M -$194K -6,704 -16%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$995K +$198K +6,840 +25%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$964K -$156K -5,395 -14%
DAS
142
Dynamic Advisor Solutions
Arizona
$922K +$394K +13,628 +75%
SP
143
Successful Portfolios
Florida
$894K +$38.9K +1,345 +5%
LA
144
Lifeworks Advisors
Michigan
$851K +$341K +11,813 +67%
HAS
145
HBW Advisory Services
California
$847K -$5.67K -196 -0.7%
SAS
146
SMI Advisory Services
Indiana
$819K -$10.7K -370 -1%
WAOI
147
Wealth Advisors of Iowa
Iowa
$792K -$140M -4,828,282 -99%
RMAM
148
Raab & Moskowitz Asset Management
New Jersey
$790K -$344K -11,897 -30%
SF
149
Summit Financial
New Jersey
$768K +$768K +26,551 New
Prudential Financial
150
Prudential Financial
New Jersey
$762K +$762K +26,326 New
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