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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

266 hedge funds and large institutions have $3.49B invested in SPDR Portfolio Short Term Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+18
Holders Change %
+7.26%
% of All Funds
4.11%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
56
Increased
82
Reduced
97
Closed
35
Calls
$307M
Puts
$493M
Net Calls
-$186M
Net Calls Change
-$201M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$465M
2
LPL Financial
LPL Financial
California
$106M
3
HighTower Advisors
HighTower Advisors
Illinois
$22M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$37.8M
5
State Street
State Street
Massachusetts
$214M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$131M
2
FHA
Flagship Harbor Advisors
Massachusetts
$263K
3
Jane Street
Jane Street
New York
$20.1M
4
NCM
Nelson Capital Management
California
$32.8M
5
APA
American Portfolios Advisors
New York
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
251
JFS Wealth Advisors
Pennsylvania
$6K +$6K +190 New
CWM
252
CarsonAllaria Wealth Management
Illinois
$6K +$6K +213 New
TC
253
Truvestments Capital
Florida
$5K -$3.91K -133 -44%
WT
254
Whittier Trust
California
$5K – – –
KFS
255
Kelly Financial Services
Massachusetts
$4.98K -$91 -3 -2%
MP
256
McDonald Partners
Ohio
$4.87K +$4.87K +160 New
ACM
257
Absolute Capital Management
Pennsylvania
$4.87K +$4.87K +160 New
BFC
258
Bedel Financial Consulting
Indiana
$3K +$3K +95 New
BA
259
Ballast Advisors
Minnesota
$2K – – –
HI
260
Harbour Investments
Wisconsin
$1K -$5.32K -133 -84%
FEG
261
Financial Enhancement Group
Indiana
$1K – – –
IA
262
IFP Advisors
Florida
$1K – – –
LFA
263
Level Financial Advisors
New York
$1K +$1K +17 New
SWM
264
Selective Wealth Management
Virginia
$1K +$1K +37 New
CFCI
265
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1K +57 New
CP
266
Castleview Partners
Texas
$237 +$237 +7,211 New
NAG
267
Northstar Advisory Group
New Jersey
– -$6.4M -208,871 Closed
Renaissance Technologies
268
Renaissance Technologies
New York
– -$5.18M -169,098 Closed
WCA
269
Westover Capital Advisors
Delaware
– -$3.76M -122,716 Closed
GLA
270
Good Life Advisors
Pennsylvania
– -$1.12M -36,703 Closed
SIA
271
Soltis Investment Advisors
Utah
– -$734K -23,977 Closed
GRP
272
Global Retirement Partners
California
– -$684K -22,332 Closed
ACP
273
Aveo Capital Partners
Colorado
– -$577K -18,840 Closed
W
274
WealthOne
New York
– -$530K -17,298 Closed
GVAG
275
Great Valley Advisor Group
Delaware
– -$503K -16,416 Closed
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