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

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$131M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$263K
3
Jane Street
3
Jane Street
New York
$20.1M
4
NCM
4
Nelson Capital Management
California
$32.8M
5
APA
5
American Portfolios Advisors
New York
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
26
Acorn Financial Advisory Services
Virginia
$19.3M +$1.35M +44,248 +7%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$19.2M +$18.7M +615,730 +4,249%
TFA
28
TPG Financial Advisors
Oregon
$19.1M -$192K -6,312 -1%
WCWM
29
Willow Creek Wealth Management
California
$18.9M +$2.09M +68,698 +12%
FTS
30
Fifth Third Securities
Ohio
$17.4M +$17.4M +573,123 New
BSWM
31
Boston Standard Wealth Management
Massachusetts
$17.4M +$15.6M +5,127,455 +885%
Morgan Stanley
32
Morgan Stanley
New York
$16.7M -$6.68M -219,642 -29%
DADC
33
D.A. Davidson & Co
Montana
$16.2M +$15.2K +500 +0.1%
SFM
34
Signet Financial Management
New Jersey
$14.5M -$188K -6,170 -1%
MIAN
35
Mariner Independent Advisor Network
Kansas
$14M +$7.76M +255,308 +124%
CAG
36
Csenge Advisory Group
Florida
$14M +$4.25M +138,723 +44%
PGA
37
Portland Global Advisors
Maine
$13.5M +$5.29M +173,765 +64%
PWG
38
Private Wealth Group
Florida
$12.5M -$1.57M -51,547 -11%
AWM
39
Aries Wealth Management
Maine
$12.3M -$46.3K -1,520 -0.4%
PAS
40
Park Avenue Securities
New York
$12M -$78.6K -2,582 -0.7%
BMD
41
Better Money Decisions
New Mexico
$11M +$1.46M +48,064 +15%
RWA
42
Roberts Wealth Advisors
California
$10.2M +$55.5K +1,824 +0.5%
ACG
43
Allen Capital Group
Nebraska
$9.71M -$366K -12,018 -4%
BFG
44
Barber Financial Group
Kansas
$9.25M -$2.07M -67,867 -18%
LF
45
LifeSteps Financial
California
$9.23M +$590K +19,385 +7%
FAFN
46
First Affirmative Financial Network
Colorado
$9.16M +$1.37M +44,877 +18%
Ameriprise
47
Ameriprise
Minnesota
$9.1M +$1.3M +42,784 +17%
PAG
48
Private Advisor Group
New Jersey
$8.96M -$6.82M -224,045 -43%
SRSA
49
S.R. Schill & Associates
Washington
$8.82M +$259K +8,517 +3%
Truist Financial
50
Truist Financial
North Carolina
$8.13M +$670K +22,018 +9%
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