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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 %
AWS
126
Atria Wealth Solutions
New York
$1.9M +$399K +13,847 +27%
PFP
127
Pinnacle Financial Partners
Tennessee
$1.88M -$549K -19,081 -23%
TCA
128
Transcend Capital Advisors
New Jersey
$1.85M -$12.8K -445 -0.7%
HF
129
HRT Financial
New York
$1.83M -$106K -3,672 -5%
LWA
130
Lowe Wealth Advisors
Maryland
$1.81M +$1.35M +46,998 +296%
1IA
131
1620 Investment Advisors
Massachusetts
$1.74M +$247K +8,564 +16%
GM
132
GeoWealth Management
Illinois
$1.7M +$793K +27,535 +88%
CWP
133
Concord Wealth Partners
Virginia
$1.67M +$1.5M +52,032 +883%
PIFP
134
Partners in Financial Planning
Virginia
$1.63M -$72.6K -2,521 -4%
TLFA
135
True Link Financial Advisors
California
$1.5M – – –
LMKC
136
L.M. Kohn & Company
Ohio
$1.46M +$299K +10,385 +26%
GRP
137
Global Retirement Partners
California
$1.42M -$204K -7,083 -13%
NA
138
NewEdge Advisors
Louisiana
$1.42M +$22.3K +774 +2%
KW
139
KWB Wealth
California
$1.4M -$71.9K -2,499 -5%
AF
140
Allworth Financial
California
$1.4M -$269K -9,343 -16%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$1.4M -$2.61M -90,622 -65%
Luther King Capital Management (LKCM)
142
Luther King Capital Management (LKCM)
Texas
$1.39M -$1.41M – –
CP
143
Castleview Partners
Texas
$1.37M -$1.57M -54,424 -53%
GFG
144
Goldstone Financial Group
Illinois
$1.3M +$434K +15,062 +50%
IWM
145
IHT Wealth Management
Illinois
$1.3M +$152K +5,294 +13%
TSS
146
Two Sigma Securities
New York
$1.27M -$1.28M -44,370 -50%
HS
147
Horan Securities
United States
$1.2M +$96.8K +3,362 +9%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$1.17M +$292K +10,148 +33%
KBFS
149
Kohmann Bosshard Financial Services
Ohio
$1.14M +$117K +4,068 +12%
EK
150
Evensky & Katz
Florida
$1.14M +$910K +31,596 +404%
4 5
6
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