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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 %
FTUS
26
Flow Traders U.S.
New York
$22.6M +$21.1M +711,832 +1,422%
Truist Financial
27
Truist Financial
North Carolina
$22.2M +$14.3M +482,852 +181%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$21.5M +$2.79M +93,972 +15%
Stifel Financial
29
Stifel Financial
Missouri
$20.6M +$19.7M +664,822 +2,317%
NCM
30
Nelson Capital Management
California
$20.5M -$11.5M -386,611 -36%
AFAS
31
Acorn Financial Advisory Services
Virginia
$19.7M +$903K +30,466 +5%
SMM
32
Stadion Money Management
Georgia
$19.6M +$19.6M +662,194 New
WAOI
33
Wealth Advisors of Iowa
Iowa
$19.6M +$19.6M +660,561 New
MIAN
34
Mariner Independent Advisor Network
Kansas
$18.5M +$4.86M +164,317 +36%
BSWM
35
Boston Standard Wealth Management
Massachusetts
$16.7M -$152M -5,142,620 -90%
WCWM
36
Willow Creek Wealth Management
California
$16.3M -$2.13M -71,715 -12%
TFA
37
TPG Financial Advisors
Oregon
$15.6M -$2.98M -100,397 -16%
PGA
38
Portland Global Advisors
Maine
$14.7M +$1.49M +50,095 +11%
Morgan Stanley
39
Morgan Stanley
New York
$14.4M -$1.83M -61,580 -11%
SFM
40
Signet Financial Management
New Jersey
$14.2M +$111K +3,740 +0.8%
VCM
41
Vivaldi Capital Management
Illinois
$13M +$13M +440,594 New
PWG
42
Private Wealth Group
Florida
$12M -$218K -7,360 -2%
PAS
43
Park Avenue Securities
New York
$11.9M +$248K +8,364 +2%
DADC
44
D.A. Davidson & Co
Montana
$10.5M -$5.27M -177,799 -33%
BMD
45
Better Money Decisions
New Mexico
$9.46M -$1.25M -42,163 -12%
FAFN
46
First Affirmative Financial Network
Colorado
$9.2M +$282K +9,496 +3%
SRSA
47
S.R. Schill & Associates
Washington
$8.87M +$277K +9,334 +3%
Ameriprise
48
Ameriprise
Minnesota
$8.41M -$448K -15,118 -5%
LF
49
LifeSteps Financial
California
$8.21M -$781K -26,339 -9%
BFG
50
Barber Financial Group
Kansas
$8.16M -$855K -28,847 -9%
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