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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 %
CMBA
176
C.M. Bidwell & Associates
Hawaii
$448K -$33.8K -1,150 -7%
MSFS
177
Main Street Financial Solutions
Pennsylvania
$444K – – –
WAS
178
Winch Advisory Services
Wisconsin
$430K +$62.8K +2,132 +17%
EH
179
Equitable Holdings
New York
$428K +$38.3K +1,302 +10%
VPIM
180
Vanguard Personalized Indexing Management
California
$421K -$263K -8,933 -38%
Creative Planning
181
Creative Planning
Kansas
$416K +$35.1K +1,190 +9%
FTCM
182
First Trust Capital Management
Illinois
$415K – – –
FT
183
Fiduciary Trust
Massachusetts
$410K -$231K -7,852 -36%
PA
184
Probity Advisors
Texas
$396K +$5.27K +179 +1%
IMC Chicago
185
IMC Chicago
Illinois
$390K +$390K +13,255 New
CWM
186
Congress Wealth Management
Massachusetts
$378K -$32.7K -1,112 -8%
PTC
187
Private Trust Company
Ohio
$360K +$360K +12,224 New
APWA
188
Atlas Private Wealth Advisors
New Jersey
$352K -$7.61M -258,851 -96%
LJAC
189
L.J. Altfest & Co
New York
$333K -$602K -20,419 -64%
SWA
190
Stratos Wealth Advisors
Ohio
$333K -$233K -7,900 -41%
CWM
191
Collaborative Wealth Management
Florida
$329K +$329K +11,179 New
LTL
192
Lowery Thomas LLC
California
$324K +$324K +10,990 New
IA
193
IFG Advisory
Georgia
$320K +$93.3K +3,168 +41%
NWM
194
Northwest Wealth Management
Iowa
$304K -$114K -3,867 -27%
WWM
195
Western Wealth Management
Colorado
$294K – – –
CSWG
196
Cardinal Strategic Wealth Guidance
Kentucky
$292K +$292K +9,919 New
OWA
197
Outlook Wealth Advisors
Texas
$278K -$12.5K -423 -4%
Cerity Partners
198
Cerity Partners
New York
$271K -$1.42M -48,976 -84%
JWS
199
Juncture Wealth Strategies
Arizona
$268K -$33.3K -1,134 -11%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$264K +$264K +8,991 New
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