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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
+$149M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$83.7M
3
LPL Financial
LPL Financial
California
+$76M
4
Wells Fargo
Wells Fargo
California
+$53.9M
5
GAG
GM Advisory Group
New York
+$31M

Top Sellers

1
WAOI
Wealth Advisors of Iowa
Iowa
-$140M
2
Bank of America
Bank of America
North Carolina
-$78.8M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$59.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$50.8M
5
MKA
M. Kulyk & Associates
Georgia
-$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$534K -$32.1K -1,111 -6%
TSA
177
Tri-Star Advisors
Texas
$522K – – –
MSAM
178
Moloney Securities Asset Management
Missouri
$519K -$5.9M -204,245 -92%
1832 Asset Management
179
1832 Asset Management
Ontario, Canada
$516K -$11.4K -396 -2%
VIM
180
Vista Investment Management
Pennsylvania
$510K -$44.8K -1,551 -8%
AWM
181
Avior Wealth Management
Nebraska
$497K -$211K -7,296 -30%
WAS
182
Winch Advisory Services
Wisconsin
$495K +$72.9K +2,522 +17%
TA
183
TrueWealth Advisors
Alabama
$482K -$159K -5,504 -25%
ACG
184
Allen Capital Group
Nebraska
$481K -$88.6K -3,066 -16%
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
$464K – – –
CAN
186
Cetera Advisor Networks
California
$452K -$142K -4,905 -24%
BJL
187
Brighton Jones LLC
Washington
$449K +$1.19K +41 +0.3%
MKA
188
M. Kulyk & Associates
Georgia
$433K -$37.9M -1,311,020 -99%
BFA
189
Beaumont Financial Advisors
Massachusetts
$433K -$9.11K -315 -2%
APA
190
American Portfolios Advisors
New York
$429K -$16.1K -558 -4%
FTCM
191
First Trust Capital Management
Illinois
$405K -$2.74K -95 -0.7%
SOS
192
Silver Oak Securities
Tennessee
$403K -$1.39M -48,334 -78%
FT
193
Fiduciary Trust
Massachusetts
$402K – – –
SWA
194
Stratos Wealth Advisors
Ohio
$388K +$61.1K +2,114 +19%
CA
195
Continuum Advisory
Idaho
$373K +$373K +12,902 New
CWM
196
Congress Wealth Management
Massachusetts
$369K -$2.72K -94 -0.7%
CMBA
197
C.M. Bidwell & Associates
Hawaii
$366K -$73.7K -2,553 -17%
PA
198
Probity Advisors
Texas
$364K -$24.9K -861 -6%
GG
199
Golden Green
South Carolina
$362K +$362K +12,530 New
1IA
200
1620 Investment Advisors
Massachusetts
$356K +$356K +12,307 New
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8
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