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

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.66M
2
LPL Financial
2
LPL Financial
California
$52.7M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$5.59M
4
BlackRock
4
BlackRock
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Barber Financial Group
Kansas
$14.3M +$90K +2,935 +0.6%
SFM
27
Signet Financial Management
New Jersey
$14.1M +$325K +10,616 +2%
WCWM
28
Willow Creek Wealth Management
California
$14M +$880K +28,701 +7%
DADC
29
D.A. Davidson & Co
Montana
$14M +$2.19M +71,368 +19%
FHC
30
First Heartland Consultants
Missouri
$13.2M +$8.98M +293,006 +215%
22CM
31
20/20 Capital Management
California
$12.6M -$471K -15,372 -4%
PAS
32
Park Avenue Securities
New York
$11.9M +$11.9M +387,201 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.9M -$2.36M -77,089 -21%
Osaic Holdings
34
Osaic Holdings
Arizona
$8.82M +$189K +6,168 +2%
BMD
35
Better Money Decisions
New Mexico
$8.66M +$8.66M +282,543 New
DF
36
Donoghue Forlines
Massachusetts
$8.35M +$8.35M +272,183 New
M1FG
37
Mach-1 Financial Group
Arkansas
$8.18M +$8.18M +266,753 New
RIM
38
Redwood Investment Management
Arizona
$8M -$113K -3,670 -1%
PAG
39
Private Advisor Group
New Jersey
$7.97M -$6.96M -226,899 -47%
LF
40
LifeSteps Financial
California
$7.56M -$498K -16,227 -6%
SRSA
41
S.R. Schill & Associates
Washington
$7.54M -$997K -32,529 -12%
TWP
42
Tempus Wealth Planning
California
$7.18M -$3.64M -118,639 -34%
SPAS
43
Spectrum Planning & Advisory Services
California
$6.77M -$241K -7,865 -3%
APW
44
Aurora Private Wealth
New Jersey
$6.23M +$1.13M +36,986 +22%
MIAN
45
Mariner Independent Advisor Network
Kansas
$5.87M -$1.19M -38,774 -17%
SPA
46
Sentinel Pension Advisors
Massachusetts
$5.59M -$15.5M -493,098 -73%
Citadel Advisors
47
Citadel Advisors
Florida
$5.51M +$4.43M +144,433 +408%
CW
48
CreativeOne Wealth
Kansas
$5.5M -$701K -22,852 -11%
Citigroup
49
Citigroup
New York
$5.47M -$272K -8,863 -5%
Lido Advisors
50
Lido Advisors
California
$5.39M -$958K -31,253 -15%
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