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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

237 hedge funds and large institutions have $2.19B invested in SPDR Portfolio Short Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
–
Holders Change %
0%
% of All Funds
4.17%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.48%
New
37
Increased
71
Reduced
100
Closed
35
Calls
$123M
Puts
$185M
Net Calls
-$62.2M
Net Calls Change
+$9.4M

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$785M
2
State Street
State Street
Massachusetts
$176M
3
AssetMark Inc
AssetMark Inc
California
$20.8M
4
UBS Group
UBS Group
Switzerland
$110M
5
AWM
AE Wealth Management
Kansas
$27M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$3.66M
2
LPL Financial
LPL Financial
California
$52.7M
3
SPA
Sentinel Pension Advisors
Massachusetts
$5.59M
4
BlackRock
BlackRock
New York
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$7K – – –
CFD
227
Creative Financial Designs
Indiana
$7K +$7K +219 New
LWANC
228
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$6K +189 New
KFS
229
Kelly Financial Services
Massachusetts
$5.13K -$19.9K -646 -79%
WT
230
Whittier Trust
California
$5K -$5.16K -165 -51%
NIC
231
Northwest Investment Counselors
Oregon
$5K +$5K +171 New
GRP
232
Global Retirement Partners
California
$4K +$237 +8 +6%
GI
233
Gradient Investments
Minnesota
$3K +$2.51K +91 +506%
GG
234
Gleason Group
Kentucky
$3K +$3K +98 New
BA
235
Ballast Advisors
Minnesota
$2K – – –
TCM
236
Tradewinds Capital Management
Washington
$2K +$2K +54 New
IA
237
IFP Advisors
Florida
$1K +$679 +19 +211%
BlackRock
238
BlackRock
New York
– -$14.9M -484,521 Closed
CPA
239
Clear Perspective Advisors
Illinois
– -$13M -424,608 Closed
CCP
240
Cardan Capital Partners
Colorado
– -$9.53M -310,410 Closed
SS
241
Simplicity Solutions
Minnesota
– -$7.7M -250,631 Closed
RVPG
242
Relative Value Partners Group
– -$4.79M -155,927 Closed
Jane Street
243
Jane Street
New York
– -$2.48M -80,875 Closed
BTWM
244
Baker Tilly Wealth Management
Wisconsin
– -$2.13M -69,183 Closed
EH
245
Equitable Holdings
New York
– -$1.06M -34,513 Closed
GI
246
Glovista Investments
New Jersey
– -$866K -28,235 Closed
PWMG
247
Prestige Wealth Management Group
New Jersey
– -$843K -27,441 Closed
LFF
248
Level Four Financial
Texas
– -$768K -25,017 Closed
CS
249
Comerica Securities
Michigan
– -$595K -19,368 Closed
WWM
250
Western Wealth Management
Colorado
– -$400K -13,035 Closed
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10
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