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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
$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$161M
3
LPL Financial
LPL Financial
California
$187M
4
Wells Fargo
Wells Fargo
California
$67.8M
5
GAG
GM Advisory Group
New York
$31M

Top Sellers

1
WAOI
Wealth Advisors of Iowa
Iowa
$792K
2
Bank of America
Bank of America
North Carolina
$64.1M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$305M
4
Citadel Advisors
Citadel Advisors
Florida
$3.15M
5
MKA
M. Kulyk & Associates
Georgia
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$330K -$185K -6,410 -36%
LFG
202
Larson Financial Group
Missouri
$320K +$320K +11,065 New
FPW
203
Flagship Private Wealth
Massachusetts
$310K +$310K +10,707 New
CWM
204
Collaborative Wealth Management
Florida
$305K -$18.2K -629 -6%
NWM
205
Northwest Wealth Management
Iowa
$298K +$202 +7 +0.1%
UCFA
206
United Capital Financial Advisors
Texas
$298K +$298K +10,325 New
APWA
207
Atlas Private Wealth Advisors
New Jersey
$291K -$55.4K -1,913 -16%
CSWG
208
Cardinal Strategic Wealth Guidance
Kentucky
$290K +$2.95K +102 +1%
IWC
209
Integrated Wealth Concepts
Massachusetts
$289K +$74.2K +2,563 +35%
FCH
210
Freestone Capital Holdings
Washington
$288K -$6.29M -217,144 -96%
IA
211
IFG Advisory
Georgia
$278K -$35.7K -1,238 -11%
LFAS
212
Level Four Advisory Services
Texas
$268K -$192K -6,656 -42%
OWA
213
Outlook Wealth Advisors
Texas
$265K -$8.4K -290 -3%
JWS
214
Juncture Wealth Strategies
Arizona
$264K +$462 +16 +0.2%
PCS
215
Personal CFO Solutions
New Jersey
$256K – – –
FW
216
FirstPurpose Wealth
Utah
$255K -$2.23K -77 -0.9%
GWM
217
Geneos Wealth Management
Colorado
$254K +$18.8K +650 +8%
VAG
218
VisionPoint Advisory Group
Texas
$243K +$243K +8,404 New
CTA
219
Chesley Taft & Associates
Illinois
$236K – – –
OPS
220
Orion Portfolio Solutions
Nebraska
$235K +$33.3K +1,151 +17%
CWM
221
Cornerstone Wealth Management
Missouri
$232K -$246K -8,520 -51%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$230K +$156K +5,400 +212%
Citigroup
223
Citigroup
New York
$229K +$89.8K +3,103 +65%
PP
224
PrairieView Partners
Minnesota
$227K -$20.1K -694 -8%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$224K -$36K -1,245 -14%
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