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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

328 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
5.17%
Holding in Top 10
29
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-19.44%
% of All Funds
0.46%
New
39
Increased
133
Reduced
121
Closed
37
Calls
$499M
Puts
$766M
Net Calls
-$267M
Net Calls Change
-$17.3M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.07B
2
Morgan Stanley
2
Morgan Stanley
New York
$231M
3
Cerity Partners
3
Cerity Partners
New York
$79.2M
4
Bank of America
4
Bank of America
North Carolina
$279M
5
PAG
5
Private Advisor Group
New Jersey
$82.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$12M
2
LPL Financial
2
LPL Financial
California
$318M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$68.2M
4
Jane Street
4
Jane Street
New York
$0
5
SPA
5
Sentinel Pension Advisors
Massachusetts
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
AlphaStar Capital Management
North Carolina
$1.11M -$1.26M -43,776 -53%
GWM
152
Geneos Wealth Management
Colorado
$1.09M -$237K -8,219 -18%
AWA
153
Arete Wealth Advisors
Illinois
$1.07M +$1.07M +37,179 New
CSPAM
154
Cary Street Partners Asset Management
Virginia
$1.01M +$1.01M +34,993 New
AFWM
155
AMJ Financial Wealth Management
Virginia
$998K -$15.1M -523,519 -94%
WWM
156
Western Wealth Management
Colorado
$961K +$55.5K +1,928 +6%
SAG
157
SageView Advisory Group
California
$954K +$954K +33,123 New
PWMG
158
Provence Wealth Management Group
California
$951K +$202K +7,012 +27%
VAG
159
VisionPoint Advisory Group
Texas
$873K -$466K -16,177 -35%
MA
160
Mutual Advisors
Nebraska
$854K -$437K -15,182 -34%
3AM
161
3EDGE Asset Management
Florida
$844K -$127K -4,413 -13%
FIA
162
Foundations Investment Advisors
Arizona
$812K +$452K +15,696 +125%
Lido Advisors
163
Lido Advisors
California
$811K +$259 +9 +0%
CPM
164
Connective Portfolio Management
New York
$789K -$70.9K -2,465 -8%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$787K -$38.9K -1,352 -5%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$778K -$1.5M -52,163 -66%
M&T Bank
167
M&T Bank
New York
$774K -$113K -3,925 -13%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$760K +$60.1K +2,088 +9%
SP
169
Successful Portfolios
Florida
$743K -$120K -4,164 -14%
MAG
170
Mayfair Advisory Group
Alabama
$728K -$32.1K -1,120 -4%
FAIM
171
Financial Advocates Investment Management
Washington
$721K +$19.8K +686 +3%
PTC
172
Private Trust Company
Ohio
$716K -$55.7K -1,934 -7%
RW
173
REDW Wealth
New Mexico
$694K -$377K -13,093 -35%
PGFC
174
Peapack-Gladstone Financial Corp
New Jersey
$688K -$82.9K -2,880 -11%
FMWA
175
Forvis Mazars Wealth Advisors
Missouri
$665K +$2.53K +88 +0.4%
5 6
7
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