We are live on ! Find out more
SPTS icon

State Street SPDR Portfolio Short Term Treasury ETF

284 hedge funds and large institutions have $2.73B invested in State Street 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

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

2% more funds holding

Funds holding: 278284 (+6)

0.53% less ownership

Funds ownership: 81.21%80.68% (-0.53%)

2% less capital invested

Capital invested by funds: $2.78B → $2.73B (-$43M)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

30% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 121

42% less call options, than puts

Call options by funds: $423M | Put options by funds: $736M

Holders
284
Holders Change
+6
Holders Change %
+2.16%
% of All Funds
4.89%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.6%
New
41
Increased
85
Reduced
121
Closed
31
Calls
$423M
Puts
$736M
Net Calls
-$313M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$305M -$60.5M -2,065,171 -16%
State Street
2
State Street
Massachusetts
$209M -$1.65M -56,454 -0.8%
LPL Financial
3
LPL Financial
California
$187M +$77M +2,627,421 +68%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$161M +$84.8M +2,895,881 +108%
Charles Schwab
5
Charles Schwab
California
$154M +$151M +5,142,314 +2,699%
SF
6
Synovus Financial
Georgia
$110M -$2.01M -68,557 -2%
CPO
7
Cerity Partners OCIO
New York
$90.5M +$24.1M +823,505 +36%
UBS Group
8
UBS Group
Switzerland
$79.4M +$4.05M +138,183 +5%
AssetMark Inc
9
AssetMark Inc
California
$69.6M -$10.9M -371,649 -13%
Wells Fargo
10
Wells Fargo
California
$67.8M +$54.6M +1,863,351 +388%
BCM
11
Brookstone Capital Management
Illinois
$64.2M -$8.54M -291,485 -12%
Bank of America
12
Bank of America
North Carolina
$64.1M -$79.8M -2,725,148 -55%
Morgan Stanley
13
Morgan Stanley
New York
$61.4M +$12.9M +439,051 +26%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$53M -$10M -341,598 -16%
Jane Street
15
Jane Street
New York
$51.8M +$2.2M +75,088 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$48.5M +$4.47M +152,654 +10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$41.4M -$763K -26,039 -2%
AWM
18
AE Wealth Management
Kansas
$39.7M +$14.6M +498,657 +57%
PAG
19
Private Advisor Group
New Jersey
$37.6M +$14.8M +504,405 +63%
CCFCSB
20
Cape Cod Five Cents Savings Bank
Massachusetts
$35.1M -$4.72M -161,279 -12%
MWA
21
MFA Wealth Advisors
Pennsylvania
$33.7M +$1.03M +35,022 +3%
HighTower Advisors
22
HighTower Advisors
Illinois
$31.5M +$3.31M +112,812 +12%
ECM
23
Evergreen Capital Management
Washington
$31.3M +$30.4M +1,038,193 +2,389%
GAG
24
GM Advisory Group
New York
$31M +$31.4M +1,071,449 New
SPA
25
Sentinel Pension Advisors
Massachusetts
$26.2M +$1.36M +46,323 +5%

SPTS Hedge Fund Activity: Q3 2022 in Review

284 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q3 2022, worth a combined $2.73B — down 1.5% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SPTS positions and 31 closed out — a net gain of 10 holders — while 85 added to existing stakes and 121 trimmed.

The largest buyer was Charles Schwab, adding an estimated $151M. The largest seller was Wealth Advisors of Iowa, cutting an estimated $141M.

  • 284 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q3 2022, up from 278 in Q2 2022.
  • Funds reported $2.73B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q3 2022, down 1.5% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q3 2022 and 31 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q3 2022 was Charles Schwab, an estimated $151M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q3 2022 was Wealth Advisors of Iowa, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2022.