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State Street SPDR Portfolio Short Term Treasury ETF

278 hedge funds and large institutions have $2.78B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 28

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

7% more funds holding

Funds holding: 260278 (+18)

11.22% less ownership

Funds ownership: 92.42%81.21% (-11%)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 109

21% less call options, than puts

Call options by funds: $649M | Put options by funds: $822M

24% less capital invested

Capital invested by funds: $3.63B → $2.78B (-$855M)

Holders
278
Holders Change
+18
Holders Change %
+6.92%
% of All Funds
4.68%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.62%
New
50
Increased
90
Reduced
109
Closed
28
Calls
$649M
Puts
$822M
Net Calls
-$173M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$8.57M +$8.59M +290,871 New
TF
52
Theory Financial
Colorado
$8.37M +$8.37M +283,638 New
NCM
53
Nelson Capital Management
California
$8.23M -$12.2M -412,857 -60%
HFS
54
Horizon Financial Services
North Carolina
$7.84M +$3.16M +106,948 +67%
SRSA
55
S.R. Schill & Associates
Washington
$7.84M -$969K -32,840 -11%
Ameriprise
56
Ameriprise
Minnesota
$7.27M -$1.09M -37,067 -13%
SPAS
57
Spectrum Planning & Advisory Services
California
$7.05M -$40.7K -1,380 -0.6%
FCH
58
Freestone Capital Holdings
Washington
$6.69M +$6.7M +227,090 New
MSAM
59
Moloney Securities Asset Management
Missouri
$6.54M +$6.56M +222,210 New
CW
60
CreativeOne Wealth
Kansas
$6.46M -$105K -3,557 -2%
MNG
61
Manning & Napier Group
New York
$6.4M
Stifel Financial
62
Stifel Financial
Missouri
$6.38M -$14.1M -476,831 -69%
TWP
63
Tempus Wealth Planning
California
$6.07M -$395K -13,369 -6%
CFGS
64
Concourse Financial Group Securities
Alabama
$5.91M -$123K -4,160 -2%
SW
65
Simplicity Wealth
New Jersey
$5.9M +$3.51M +118,786 +146%
DCM
66
DGS Capital Management
New Jersey
$5.84M -$61.7K -2,089 -1%
GEA
67
Glen Eagle Advisors
New Jersey
$5.79M +$1.36M +46,063 +31%
SWM
68
SigFig Wealth Management
California
$5.62M -$308K -10,422 -5%
Charles Schwab
69
Charles Schwab
California
$5.61M -$454M -15,374,626 -99%
BFG
70
Barber Financial Group
Kansas
$5.29M -$2.82M -95,404 -35%
SC
71
Siena Capital
Ohio
$5.08M +$59.1K +2,001 +1%
VAS
72
Vestmark Advisory Solutions
Massachusetts
$4.95M +$3.9M +132,004 +366%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$4.57M -$722K -24,464 -14%
CAMG
74
CWA Asset Management Group
Florida
$4.34M +$2.93M +99,132 +206%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$4.29M +$847K +28,699 +25%

SPTS Hedge Fund Activity: Q2 2022 in Review

278 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q2 2022, worth a combined $2.78B — down 24% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPTS positions and 28 closed out — a net gain of 22 holders — while 90 added to existing stakes and 109 trimmed.

The largest buyer was Wealth Advisors of Iowa, adding an estimated $124M. The largest seller was Charles Schwab, cutting an estimated $454M.

  • 278 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q2 2022, up from 260 in Q1 2022.
  • Funds reported $2.78B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q2 2022 and 28 closed out, a net change of +22 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q2 2022 was Wealth Advisors of Iowa, an estimated $124M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q2 2022 was Charles Schwab, an estimated $454M sold.

Based on aggregated 13F filings for Q2 2022.