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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 %
AWM
151
Accurate Wealth Management
Florida
$618K -$133K -4,520 -18%
CTFG
152
Capstone Triton Financial Group
Oklahoma
$614K – – –
CAN
153
Cetera Advisor Networks
California
$604K +$604K +20,524 New
WSTAM
154
Wilbanks Smith & Thomas Asset Management
Virginia
$603K – – –
AFWM
155
AMJ Financial Wealth Management
Virginia
$597K +$23.5K +798 +4%
BFA
156
Brendel Financial Advisors
New Hampshire
$593K -$629K -21,328 -51%
FRA
157
Front Row Advisors
California
$588K -$14.7K -500 -2%
ACG
158
Allen Capital Group
Nebraska
$581K -$325K -11,039 -36%
BWA
159
Blodgett Wealth Advisors
California
$581K – – –
KAS
160
Kestra Advisory Services
Texas
$577K +$286K +9,718 +99%
GM
161
GeoWealth Management
Illinois
$576K +$50.5K +1,712 +10%
VIM
162
Vista Investment Management
Pennsylvania
$566K +$55.1K +1,871 +11%
DAS
163
Dynamic Advisor Solutions
Arizona
$538K +$538K +18,276 New
1832 Asset Management
164
1832 Asset Management
Ontario, Canada
$537K -$24.7K -838 -4%
TSA
165
Tri-Star Advisors
Texas
$534K +$4.96K +168 +0.9%
SAM
166
Strategic Asset Management
Minnesota
$531K +$174K +5,894 +49%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$525K +$80.8K +2,747 +18%
LA
168
Lifeworks Advisors
Michigan
$522K +$137K +4,660 +36%
MBTD
169
Mechanics Bank - Trust Department
California
$501K -$30.5K -1,036 -6%
CWM
170
Cornerstone Wealth Management
Missouri
$488K +$227K +7,712 +87%
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$472K -$500 -17 -0.1%
LFAS
172
Level Four Advisory Services
Texas
$469K -$122K -4,149 -21%
BJL
173
Brighton Jones LLC
Washington
$456K -$123K -4,162 -21%
APA
174
American Portfolios Advisors
New York
$454K +$228K +7,757 +102%
BFA
175
Beaumont Financial Advisors
Massachusetts
$450K +$178K +6,036 +65%
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