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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 %
APWA
51
Atlas Private Wealth Advisors
New Jersey
$8.03M +$4.28M +144,239 +114%
RWA
52
Roberts Wealth Advisors
California
$8.02M -$1.87M -63,108 -19%
PAG
53
Private Advisor Group
New Jersey
$7.46M -$1.27M -42,772 -15%
SPAS
54
Spectrum Planning & Advisory Services
California
$7.14M +$551K +18,594 +8%
MNG
55
Manning & Napier Group
New York
$7M -$7.2M – –
CAG
56
Csenge Advisory Group
Florida
$6.68M -$6.83M -230,343 -51%
CW
57
CreativeOne Wealth
Kansas
$6.61M -$326K -10,985 -5%
DF
58
Donoghue Forlines
Massachusetts
$6.55M +$6.55M +220,831 New
TWP
59
Tempus Wealth Planning
California
$6.51M -$214K -7,231 -3%
CFGS
60
Concourse Financial Group Securities
Alabama
$6.07M -$943K -31,820 -13%
DCM
61
DGS Capital Management
New Jersey
$5.95M +$3K +101 +0.1%
SWM
62
SigFig Wealth Management
California
$5.76M -$200K -6,891 -3%
AF
63
Allworth Financial
California
$5.44M -$430K -14,498 -7%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$5.33M -$1.62M -54,663 -23%
SC
65
Siena Capital
Ohio
$5.05M +$306K +10,312 +6%
HFS
66
Horizon Financial Services
North Carolina
$4.73M +$3.51M +118,549 +290%
NA
67
NewEdge Advisors
Louisiana
$4.65M +$4.65M +156,866 New
GEA
68
Glen Eagle Advisors
New Jersey
$4.46M +$3.22M +108,697 +260%
WCM
69
Wealthcare Capital Management
Virginia
$4.38M +$358K +12,063 +9%
Citadel Advisors
70
Citadel Advisors
Florida
$4.35M +$2.97M +100,013 +214%
Wells Fargo
71
Wells Fargo
California
$3.88M -$152K -5,131 -4%
CI
72
CX Institutional
Indiana
$3.85M -$2.18M -73,449 -36%
B
73
Bailard
California
$3.64M +$3.45M +116,310 +1,763%
RC
74
Roundview Capital
New Jersey
$3.56M -$39.9K -1,345 -1%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$3.47M -$2.05M -68,996 -37%
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