SPTS icon

SPDR Portfolio Short Term Treasury ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
251
Capital Wealth Alliance
Arizona
-$356K -11,593 Closed
BWM
252
BCGM Wealth Management
Indiana
-$347K -11,319 Closed
OPS
253
Orion Portfolio Solutions
Nebraska
-$323K -10,525 Closed
SCM
254
Stonehearth Capital Management
Massachusetts
-$268K -8,740 Closed
MWM
255
McNaughton Wealth Management
California
-$266K -8,650 Closed
JMFC
256
J.M. Forbes & Co
Massachusetts
-$234K -7,607 Closed
RIA
257
Regal Investment Advisors
Michigan
-$220K -7,156 Closed
FANJ
258
Financial Architects (New Jersey)
New Jersey
-$213K -6,936 Closed
MAS
259
Managed Account Services
Florida
-$210K -6,852 Closed
KAS
260
Kestra Advisory Services
Texas
-$204K -6,652 Closed
I2I
261
Insight 2811 Inc
Illinois
-$203K -6,602 Closed
OIM
262
Oder Investment Management
California
-$76K -2,464 Closed
NFSG
263
Newbridge Financial Services Group
Florida
-$43K -1,394 Closed
PWM
264
Perigon Wealth Management
California
-$22K -710 Closed
ICP
265
Interchange Capital Partners
Pennsylvania
-$18K -592 Closed
PMFA
266
Plante Moran Financial Advisors
Michigan
-$8K -245 Closed
VWM
267
Venturi Wealth Management
Texas
-$7K -229 Closed
US Bancorp
268
US Bancorp
Minnesota
-$5K -165 Closed
AIM
269
Astor Investment Management
Illinois
-$2K -69 Closed
GA
270
GoalVest Advisory
New York
-$1K -44 Closed
SPIA
271
Steward Partners Investment Advisory
New York
-$1K -24 Closed