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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 %
CFGS
51
Concourse Financial Group Securities
Alabama
$7.2M +$81.7K +2,685 +1%
MNG
52
Manning & Napier Group
New York
$7.2M -$7.32M – –
MWM
53
MY Wealth Management
Maryland
$7.15M +$7.15M +234,850 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$7.13M -$887K -29,135 -11%
CW
55
CreativeOne Wealth
Kansas
$7.11M -$943K -30,999 -12%
TWP
56
Tempus Wealth Planning
California
$6.9M -$50.4K -1,656 -0.7%
SPAS
57
Spectrum Planning & Advisory Services
California
$6.76M +$405K +13,297 +6%
AA
58
Advisory Alpha
Michigan
$6.28M +$5.95M +195,431 +1,783%
CI
59
CX Institutional
Indiana
$6.19M +$53.2K +1,748 +0.9%
DCM
60
DGS Capital Management
New Jersey
$6.1M +$6.1M +200,475 New
AF
61
Allworth Financial
California
$6.03M +$6M +197,141 +23,139%
SWM
62
SigFig Wealth Management
California
$5.98M +$219K +7,505 +4%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$5.66M +$42.9K +1,410 +0.8%
SC
64
Siena Capital
Ohio
$4.87M +$4.87M +160,115 New
AAS
65
Avantax Advisory Services
Texas
$4.79M +$393K +12,920 +9%
Wells Fargo
66
Wells Fargo
California
$4.14M -$188K -6,167 -4%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$4.14M +$743K +24,264 +22%
WCM
68
Wealthcare Capital Management
Virginia
$4.12M +$53.1K +1,744 +1%
APWA
69
Atlas Private Wealth Advisors
New Jersey
$3.85M +$3.21M +105,611 +504%
MCC
70
Money Concepts Capital
Florida
$3.85M +$3.85M +126,477 New
HW
71
Hedeker Wealth
Illinois
$3.77M -$105K -3,439 -3%
RC
72
Roundview Capital
New Jersey
$3.69M +$45.6K +1,500 +1%
ICMP
73
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.49M +$9.19K +302 +0.3%
PSUF
74
People's United Financial
Connecticut
$3.4M -$531K -17,456 -14%
FFG
75
Fullen Financial Group
Ohio
$3.25M +$18.8K +617 +0.6%
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