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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

330 hedge funds and large institutions have $4.66B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 122 increasing their positions, 107 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
5.28%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.58%
New
70
Increased
122
Reduced
107
Closed
39
Calls
$658M
Puts
$908M
Net Calls
-$250M
Net Calls Change
-$79.9M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$980M
2
Bank of America
2
Bank of America
North Carolina
$253M
3
RBA
3
Richard Bernstein Advisors
New York
$115M
4
LPL Financial
4
LPL Financial
California
$355M
5
FTUS
5
Flow Traders U.S.
New York
$64.6M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$223M
2
BL
2
Balentine LLC
Georgia
$6.53M
3
AssetMark Inc
3
AssetMark Inc
California
$55.2M
4
WEG
4
World Equity Group
Illinois
$2.7M
5
SMM
5
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
151
VisionPoint Advisory Group
Texas
$1.36M +$629K +21,478 +86%
GWM
152
Geneos Wealth Management
Colorado
$1.35M +$761K +26,027 +129%
BSW
153
Buckingham Strategic Wealth
Missouri
$1.34M – – –
BTI
154
Blue Trust Inc
Georgia
$1.32M +$1.32M +45,542 New
MA
155
Mutual Advisors
Nebraska
$1.31M -$10.2K -348 -0.8%
LMKC
156
L.M. Kohn & Company
Ohio
$1.18M -$203K -6,962 -15%
IWM
157
IHT Wealth Management
Illinois
$1.16M +$93.2K +3,187 +9%
SWA
158
Stratos Wealth Advisors
Ohio
$1.16M +$28.9K +990 +3%
HS
159
Horan Securities
United States
$1.12M -$50.7K -1,735 -4%
RW
160
REDW Wealth
New Mexico
$1.09M -$363K -12,408 -25%
PPW
161
Pasadena Private Wealth
California
$1.07M +$1.07M +36,624 New
KBFS
162
Kohmann Bosshard Financial Services
Ohio
$1.03M +$148K +5,065 +17%
LA
163
Lifeworks Advisors
Michigan
$1.03M +$83.6K +2,861 +9%
SAM
164
Selway Asset Management
$1.02M -$3.22M -110,100 -76%
3AM
165
3EDGE Asset Management
Florida
$986K -$58 -2 -0%
HAS
166
HBW Advisory Services
California
$935K +$83.9K +2,873 +10%
WWM
167
Western Wealth Management
Colorado
$919K +$283K +9,675 +44%
GM
168
GeoWealth Management
Illinois
$919K +$209K +7,168 +30%
LFG
169
Larson Financial Group
Missouri
$916K +$117K +3,991 +15%
M&T Bank
170
M&T Bank
New York
$900K -$86.4K -2,956 -9%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$891K +$891K +30,484 New
GFG
172
Goldstone Financial Group
Illinois
$884K +$884K +30,254 New
SP
173
Successful Portfolios
Florida
$876K -$108K -3,710 -11%
CPM
174
Connective Portfolio Management
New York
$873K – – –
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$838K +$176K +6,018 +27%
5 6
7
8 9