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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 %
TB
151
Treynor Bancshares
Iowa
$744K -$6.13K -212 -0.8%
FMWA
152
Forvis Mazars Wealth Advisors
Missouri
$735K -$102K -3,519 -12%
ERIM
153
Eagle Ridge Investment Management
Connecticut
$729K -$186K -6,420 -20%
WP
154
Waycross Partners
Kentucky
$723K +$723K +25,000 New
WP
155
WealthSource Partners
California
$710K -$939K -32,480 -57%
3AM
156
3EDGE Asset Management
Florida
$705K +$705K +24,401 New
EH
157
Equitable Holdings
New York
$682K +$262K +9,063 +62%
PTC
158
Private Trust Company
Ohio
$680K +$326K +11,282 +92%
AWMS
159
Advocacy Wealth Management Services
Georgia
$614K +$614K +21,211 New
CTFG
160
Capstone Triton Financial Group
Oklahoma
$604K – – –
WSTAM
161
Wilbanks Smith & Thomas Asset Management
Virginia
$592K – – –
AIA
162
Acute Investment Advisory
Arizona
$586K -$1.43M -49,401 -71%
PWMG
163
Pinnacle Wealth Management Group
Michigan
$586K -$116K -4,000 -16%
TWP
164
Tower Wealth Partners
Pennsylvania
$583K -$40.8K -1,414 -7%
BFA
165
Brendel Financial Advisors
New Hampshire
$582K – – –
SAM
166
Strategic Asset Management
Minnesota
$571K +$50.1K +1,734 +10%
BWA
167
Blodgett Wealth Advisors
California
$570K – – –
AFWM
168
AMJ Financial Wealth Management
Virginia
$556K -$29.9K -1,033 -5%
FRA
169
Front Row Advisors
California
$554K -$23.1K -800 -4%
SFS
170
Sowell Financial Services
Arkansas
$549K +$549K +18,997 New
MBTD
171
Mechanics Bank - Trust Department
California
$548K +$56.7K +1,961 +12%
GM
172
GeoWealth Management
Illinois
$545K -$19.1K -660 -3%
SPAS
173
Spectrum Planning & Advisory Services
California
$541K -$6.38M -220,663 -92%
MA
174
MONECO Advisors
Connecticut
$539K +$539K +18,654 New
RPG
175
Resource Planning Group
Georgia
$537K +$537K +18,575 New
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