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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 %
M&T Bank
151
M&T Bank
New York
$975K -$439K -15,201 -31%
3AM
152
3EDGE Asset Management
Florida
$975K +$270K +9,335 +38%
SP
153
Successful Portfolios
Florida
$973K +$79.6K +2,754 +9%
PTC
154
Private Trust Company
Ohio
$963K +$284K +9,828 +42%
AIP
155
Almanack Investment Partners
Pennsylvania
$962K +$962K +33,286 New
CA
156
CoreCap Advisors
Michigan
$951K -$417K -14,420 -30%
DAS
157
Dynamic Advisor Solutions
Arizona
$942K +$20.3K +702 +2%
LA
158
Lifeworks Advisors
Michigan
$933K +$80K +2,770 +9%
KBFS
159
Kohmann Bosshard Financial Services
Ohio
$876K +$876K +30,306 New
CPM
160
Connective Portfolio Management
New York
$863K -$782K -27,060 -48%
Lido Advisors
161
Lido Advisors
California
$855K -$190K -6,582 -18%
HAS
162
HBW Advisory Services
California
$842K -$4.54K -157 -0.5%
SF
163
Summit Financial
New Jersey
$834K +$66.7K +2,310 +9%
ACP
164
Aveo Capital Partners
Colorado
$826K +$826K +28,583 New
SAS
165
SMI Advisory Services
Indiana
$819K – – –
WCM
166
Wisconsin Capital Management
Wisconsin
$794K -$527K -18,250 -40%
LFG
167
Larson Financial Group
Missouri
$790K +$470K +16,266 +147%
IC
168
Innealta Capital
Texas
$774K -$1.03M -35,660 -57%
PGFC
169
Peapack-Gladstone Financial Corp
New Jersey
$774K -$288K -9,950 -27%
AA
170
Advisory Alpha
Michigan
$744K -$24.2M -838,395 -97%
TB
171
Treynor Bancshares
Iowa
$725K -$18.1K -628 -2%
VAG
172
VisionPoint Advisory Group
Texas
$724K +$481K +16,630 +198%
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$715K +$715K +24,755 New
RMAM
174
Raab & Moskowitz Asset Management
New Jersey
$709K -$81.4K -2,816 -10%
GM
175
GeoWealth Management
Illinois
$702K +$156K +5,410 +29%
5 6
7
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