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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.

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
Morgan Stanley
New York
$140M
2
LPL Financial
LPL Financial
California
$264M
3
BL
Balentine LLC
Georgia
$67.9M
4
ECM
Evergreen Capital Management
Washington
$80.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$209M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Jane Street
Jane Street
New York
$1.81M
3
CFO
Capitol Family Office
Oregon
$0
4
AA
Advisory Alpha
Michigan
$744K
5
Wells Fargo
Wells Fargo
California
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
126
CWA Asset Management Group
Florida
$1.61M -$7.2M -249,114 -82%
TLFA
127
True Link Financial Advisors
California
$1.5M – – –
AI
128
Atria Investments
North Carolina
$1.5M +$1.5M +51,940 New
KW
129
KWB Wealth
California
$1.5M -$158K -5,464 -10%
TSS
130
Two Sigma Securities
New York
$1.46M -$547K -18,944 -27%
RW
131
REDW Wealth
New Mexico
$1.43M +$22K +760 +2%
LMKC
132
L.M. Kohn & Company
Ohio
$1.37M -$749K -25,923 -35%
BSW
133
Buckingham Strategic Wealth
Missouri
$1.34M -$9.16K -317 -0.7%
MA
134
Mutual Advisors
Nebraska
$1.31M -$17.3K -599 -1%
GLA
135
Good Life Advisors
Pennsylvania
$1.23M +$43.4K +1,503 +4%
ACM
136
AlphaStar Capital Management
North Carolina
$1.23M +$20.1K +695 +2%
KAS
137
Kestra Advisory Services
Texas
$1.19M +$657K +22,727 +123%
HS
138
Horan Securities
United States
$1.16M -$106K -3,664 -8%
NA
139
NewEdge Advisors
Louisiana
$1.14M -$1.47M -51,772 -56%
AFP
140
Ausdal Financial Partners
Iowa
$1.13M -$551K -19,068 -33%
AAS
141
Avantax Advisory Services
Texas
$1.12M -$2.22M -76,729 -66%
SWA
142
Stratos Wealth Advisors
Ohio
$1.12M +$730K +25,255 +188%
1IA
143
1620 Investment Advisors
Massachusetts
$1.07M +$711K +24,597 +200%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$83.7K +2,879 +9%
IWM
145
IHT Wealth Management
Illinois
$1.06M +$1.06M +36,519 New
MD
146
Money Design
Japan
$1.04M +$1.04M +36,025 New
FAIM
147
Financial Advocates Investment Management
Washington
$1.03M -$99.6K -3,448 -9%
PAG
148
Private Advisor Group
New Jersey
$995K +$239K +411,813 +32%
TAIM
149
TD Ameritrade Investment Management
Nebraska
$992K -$182K -6,287 -15%
EH
150
Equitable Holdings
New York
$979K +$297K +10,281 +44%
4 5
6
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