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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 %
Fidelity Investments
251
Fidelity Investments
Massachusetts
$6K -$5.55K -187 -48%
LWANC
252
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
ACA
253
Aptus Capital Advisors
Alabama
$6K – – –
WT
254
Whittier Trust
California
$5K – – –
KFS
255
Kelly Financial Services
Massachusetts
$4.85K – – –
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$4K +122 New
TCM
257
Tradewinds Capital Management
Washington
$3K +$3K +113 New
BA
258
Ballast Advisors
Minnesota
$2K – – –
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
$1.72K -$356K -12,018 -100%
FEG
260
Financial Enhancement Group
Indiana
$1K – – –
CIAS
261
CFS Investment Advisory Services
New Jersey
$1K +$1K +21,852 New
AWM
262
Aries Wealth Management
Maine
– -$12.3M -405,710 Closed
HW
263
Hedeker Wealth
Illinois
– -$3.77M -124,023 Closed
ARC
264
Advisor Resource Council
Texas
– -$1.69M -55,596 Closed
DLHL
265
Donald L. Hagan LLC
Florida
– -$1.25M -41,102 Closed
RWP
266
Ridgecrest Wealth Partners
California
– -$593K -19,500 Closed
Millennium Management
267
Millennium Management
New York
– -$588K -19,318 Closed
SFS
268
Sowell Financial Services
Arkansas
– -$497K -16,346 Closed
SPI
269
Santori & Peters Inc
Pennsylvania
– -$455K -14,980 Closed
HFS
270
Heritage Financial Services
Massachusetts
– -$391K -12,866 Closed
OIA
271
Optimum Investment Advisors
Illinois
– -$383K -12,600 Closed
FNBOH
272
First National Bank of Hutchinson
Kansas
– -$362K -11,906 Closed
PG
273
Prostatis Group
Maryland
– -$338K -11,113 Closed
WHG
274
Westwood Holdings Group
Texas
– -$309K -10,157 Closed
SWP
275
Summit Wealth Partners
Florida
– -$266K -8,727 Closed
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