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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

329 hedge funds and large institutions have $5.09B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.25%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.57%
New
47
Increased
120
Reduced
127
Closed
45
Calls
$491M
Puts
$934M
Net Calls
-$443M
Net Calls Change
-$176M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$378M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.18B
3
AssetMark Inc
3
AssetMark Inc
California
$64M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$108M
5
MFWM
5
Motley Fool Wealth Management
Virginia
$36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.6M
2
GS
2
GTS Securities
New York
$37.6M
3
CA
3
Crane Advisory
California
$0
4
FTUS
4
Flow Traders U.S.
New York
$30.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
126
Glen Eagle Advisors
New Jersey
$2.39M -$262K -9,125 -10%
RWA
127
Roberts Wealth Advisors
California
$2.32M -$174K -6,077 -7%
WI
128
WrapManager Inc
California
$2.31M -$68K -2,367 -3%
AAP
129
Arax Advisory Partners
Colorado
$2.26M -$65.5K -2,280 -3%
OIA
130
OneDigital Investment Advisors
Kansas
$2.26M -$61.5K -2,140 -3%
MWM
131
MY Wealth Management
Maryland
$2.05M -$21K -732 -1%
GLA
132
Good Life Advisors
Pennsylvania
$1.99M +$45.9K +1,597 +2%
PFP
133
Pinnacle Financial Partners
Tennessee
$1.91M +$40.7K +1,416 +2%
TCA
134
Transcend Capital Advisors
New Jersey
$1.83M -$18.3K -637 -1%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$1.79M +$624K +21,743 +54%
Citadel Advisors
136
Citadel Advisors
Florida
$1.78M +$1.29M +44,905 +261%
1IA
137
1620 Investment Advisors
Massachusetts
$1.74M +$3.82K +133 +0.2%
NA
138
NewEdge Advisors
Louisiana
$1.67M +$256K +8,920 +18%
PIFP
139
Partners in Financial Planning
Virginia
$1.64M +$8.59K +299 +0.5%
IWM
140
IHT Wealth Management
Illinois
$1.63M +$335K +11,650 +26%
TSS
141
Two Sigma Securities
New York
$1.61M +$343K +11,944 +27%
GM
142
GeoWealth Management
Illinois
$1.49M -$205K -7,133 -12%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$1.49M +$942K +32,793 +172%
TLFA
144
True Link Financial Advisors
California
$1.48M -$11.5K -400 -0.8%
LMKC
145
L.M. Kohn & Company
Ohio
$1.46M -$230 -8 -0%
GFG
146
Goldstone Financial Group
Illinois
$1.43M +$125K +4,358 +10%
CSPAM
147
Cary Street Partners Asset Management
Virginia
$1.43M +$421K +14,654 +42%
FHA
148
Flagship Harbor Advisors
Massachusetts
$1.43M -$474K -16,518 -25%
Luther King Capital Management (LKCM)
149
Luther King Capital Management (LKCM)
Texas
$1.38M -$1.39M – –
KW
150
KWB Wealth
California
$1.37M -$31.4K -1,090 -2%
4 5
6
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