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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 %
MA
176
MONECO Advisors
Connecticut
$678K +$139K +4,825 +26%
FMWA
177
Forvis Mazars Wealth Advisors
Missouri
$676K -$58.5K -2,026 -8%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$654K -$340K -11,779 -34%
WWM
179
Western Wealth Management
Colorado
$629K -$467K -16,159 -43%
WP
180
WealthSource Partners
California
$628K -$81.3K -2,814 -11%
WSTAM
181
Wilbanks Smith & Thomas Asset Management
Virginia
$622K +$29.9K +1,035 +5%
CTFG
182
Capstone Triton Financial Group
Oklahoma
$603K – – –
TWP
183
Tower Wealth Partners
Pennsylvania
$586K +$1.18K +41 +0.2%
AWS
184
Atria Wealth Solutions
New York
$582K -$1.03M -35,688 -64%
GWM
185
Geneos Wealth Management
Colorado
$581K +$326K +11,300 +128%
PWMG
186
Pinnacle Wealth Management Group
Michigan
$580K -$4.91K -170 -0.8%
VVP
187
Venture Visionary Partners
Ohio
$578K +$578K +20,012 New
CA
188
Continuum Advisory
Idaho
$575K +$202K +7,003 +54%
IAN
189
Integrated Advisors Network
Texas
$572K -$595K -20,600 -51%
BWA
190
Blodgett Wealth Advisors
California
$570K – – –
SFS
191
Sowell Financial Services
Arkansas
$557K +$7.89K +273 +1%
AFWM
192
AMJ Financial Wealth Management
Virginia
$550K -$5.14K -178 -0.9%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$548K -$6.81M -235,623 -93%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$545K +$316K +10,928 +137%
FRA
195
Front Row Advisors
California
$539K -$14.5K -500 -3%
AWMS
196
Advocacy Wealth Management Services
Georgia
$530K -$83.1K -2,877 -14%
LS
197
Leelyn Smith
Illinois
$520K +$520K +17,991 New
IGWM
198
ICA Group Wealth Management
Colorado
$510K +$510K +17,647 New
Prudential Financial
199
Prudential Financial
New Jersey
$505K -$256K -8,852 -34%
WAS
200
Winch Advisory Services
Wisconsin
$496K +$1.3K +45 +0.3%
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