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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 %
WP
201
WealthSource Partners
California
$597K -$38K -1,300 -6%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$595K +$43.1K +1,476 +8%
TWP
203
Tower Wealth Partners
Pennsylvania
$592K -$58 -2 -0%
IGWM
204
ICA Group Wealth Management
Colorado
$587K +$71.1K +2,433 +14%
LA
205
Latitude Advisors
Florida
$579K +$579K +19,792 New
BWA
206
Blodgett Wealth Advisors
California
$576K – – –
VPP
207
Vertex Planning Partners
Illinois
$568K +$114K +3,892 +25%
AWMS
208
Advocacy Wealth Management Services
Georgia
$559K +$22.7K +775 +4%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$552K +$318K +10,883 +136%
AFP
210
Ausdal Financial Partners
Iowa
$550K -$593K -20,297 -52%
FRA
211
Front Row Advisors
California
$545K – – –
WAS
212
Winch Advisory Services
Wisconsin
$538K +$35.8K +1,224 +7%
TSA
213
Tri-Star Advisors
Texas
$524K +$524K +17,924 New
IWC
214
Integrated Wealth Concepts
Massachusetts
$518K +$61K +2,088 +13%
CWM
215
Collaborative Wealth Management
Florida
$516K +$210K +7,171 +68%
AWM
216
Avior Wealth Management
Nebraska
$514K +$19.8K +677 +4%
SW
217
Simplicity Wealth
New Jersey
$512K +$512K +17,517 New
William Blair & Company
218
William Blair & Company
Illinois
$500K +$253K +8,643 +102%
ERIM
219
Eagle Ridge Investment Management
Connecticut
$496K – – –
PP
220
Patron Partners
Texas
$482K +$482K +16,483 New
LWA
221
Lowe Wealth Advisors
Maryland
$463K +$463K +15,855 New
GFA
222
Gallagher Fiduciary Advisors
Illinois
$460K +$460K +15,750 New
OPS
223
Orion Portfolio Solutions
Nebraska
$459K +$99.9K +3,418 +28%
BCI
224
Brinker Capital Investments
Pennsylvania
$459K +$459K +15,696 New
SF
225
Summit Financial
New Jersey
$451K -$393K -13,437 -47%
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