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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 %
IC
176
Innealta Capital
Texas
$833K +$50.2K +1,719 +6%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$827K +$274K +9,359 +49%
TAIM
178
TD Ameritrade Investment Management
Nebraska
$824K -$179K -6,133 -18%
Lido Advisors
179
Lido Advisors
California
$823K -$41.6K -1,423 -5%
SAS
180
SMI Advisory Services
Indiana
$818K – – –
AWM
181
Atticus Wealth Management
Florida
$791K +$791K +27,049 New
PTC
182
Private Trust Company
Ohio
$783K -$191K -6,545 -20%
PGFC
183
Peapack-Gladstone Financial Corp
New Jersey
$776K – – –
MAG
184
Mayfair Advisory Group
Alabama
$773K +$773K +26,503 New
PWMG
185
Provence Wealth Management Group
California
$760K +$760K +26,006 New
RMAM
186
Raab & Moskowitz Asset Management
New Jersey
$734K +$17.1K +584 +2%
FAIM
187
Financial Advocates Investment Management
Washington
$712K -$330K -11,296 -32%
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$711K -$13.1K -447 -2%
TB
189
Treynor Bancshares
Iowa
$694K -$40K -1,369 -5%
FHC
190
First Heartland Consultants
Missouri
$691K -$2.37M -81,016 -77%
AA
191
Advisory Alpha
Michigan
$685K -$67.5K -2,310 -9%
FMWA
192
Forvis Mazars Wealth Advisors
Missouri
$673K -$11.2K -383 -2%
ACP
193
Aveo Capital Partners
Colorado
$646K -$189K -6,472 -23%
CA
194
Continuum Advisory
Idaho
$638K +$55.7K +1,906 +10%
WSTAM
195
Wilbanks Smith & Thomas Asset Management
Virginia
$629K – – –
SFS
196
Sowell Financial Services
Arkansas
$624K +$60.7K +2,076 +11%
FTCM
197
First Trust Capital Management
Illinois
$624K +$270K +9,223 +76%
CTFG
198
Capstone Triton Financial Group
Oklahoma
$610K – – –
IAN
199
Integrated Advisors Network
Texas
$601K +$22.5K +770 +4%
WCM
200
Wisconsin Capital Management
Wisconsin
$599K -$205K -7,000 -25%
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