SPTS icon

SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

260 hedge funds and large institutions have $3.63B invested in SPDR Portfolio Short Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
4.11%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.46%
New
41
Increased
86
Reduced
94
Closed
43
Calls
$238M
Puts
$587M
Net Calls
-$349M
Net Calls Change
-$163M

Top Buyers

1
Jane Street
1
Jane Street
New York
$107M
2
LPL Financial
2
LPL Financial
California
$161M
3
Bank of America
3
Bank of America
North Carolina
$82.8M
4
AssetMark Inc
4
AssetMark Inc
California
$160M
5
CFO
5
Capitol Family Office
Oregon
$26.6M

Top Sellers

1
BSWM
1
Boston Standard Wealth Management
Massachusetts
$16.7M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$573M
3
UBS Group
3
UBS Group
Switzerland
$77M
4
LJAC
4
L.J. Altfest & Co
New York
$940K
5
FTS
5
Fifth Third Securities
Ohio
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
226
Creative Financial Designs
Indiana
$74K +$2.29K +77 +3%
RCM
227
Raleigh Capital Management
North Carolina
$69K +$11.3K +383 +20%
CAAS
228
Capital Asset Advisory Services
Michigan
$59K -$29.5K -1,000 -33%
GI
229
Gradient Investments
Minnesota
$54K +$54K +1,832 New
S
230
SignatureFD
Georgia
$50K – – –
CB
231
CNB Bank
Pennsylvania
$43K +$43K +1,440 New
FAG
232
Fortitude Advisory Group
Washington
$38K – – –
CWM
233
Cranbrook Wealth Management
Michigan
$35K – – –
CP
234
Castleview Partners
Texas
$32K -$181K -6,129 -85%
HWMA
235
Heritage Wealth Management (Arizona)
Arizona
$32K +$32K +1,087 New
GWMIA
236
Global Wealth Management Investment Advisory
Florida
$29K +$29K +983 New
IRC
237
Investors Research Corp
Georgia
$22K -$90 -3 -0.4%
DWP
238
Destiny Wealth Partners
Florida
$21K – – –
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$16K -$40.1K -1,367 -71%
PFA
240
Professional Financial Advisors
Nebraska
$16K – – –
RG
241
Retirement Group
California
$14K – – –
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$13K -$12K -408 -48%
PP
243
Pacifica Partners
Canada
$12K – – –
PA
244
Parallel Advisors
California
$11K +$3.5K +122 +47%
MBFW
245
Morton Brown Family Wealth
Pennsylvania
$10K – – –
BC
246
Bartlett & Co
Ohio
$10K +$10K +325 New
BCWM
247
Bartlett & Co Wealth Management
Ohio
$9.64K +$9.64K +325 New
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
OCM
249
Orion Capital Management
California
$7K -$732 -25 -9%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$7K +$30 +1 +0.4%
8 9
10
11 12