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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

237 hedge funds and large institutions have $2.19B invested in SPDR Portfolio Short Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 35 closing their positions.

Holders
237
Holders Change
–
Holders Change %
0%
% of All Funds
4.17%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.48%
New
37
Increased
71
Reduced
100
Closed
35
Calls
$123M
Puts
$185M
Net Calls
-$62.2M
Net Calls Change
+$9.4M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$785M
2
State Street
2
State Street
Massachusetts
$176M
3
AssetMark Inc
3
AssetMark Inc
California
$20.8M
4
UBS Group
4
UBS Group
Switzerland
$110M
5
AWM
5
AE Wealth Management
Kansas
$27M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.66M
2
LPL Financial
2
LPL Financial
California
$52.7M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$5.59M
4
BlackRock
4
BlackRock
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$2.42M -$962K -31,390 -28%
SWP
77
Stratos Wealth Partners
Ohio
$2.41M +$753K +24,551 +45%
PGA
78
Portland Global Advisors
Maine
$2.36M +$2.1M +68,420 +795%
DWP
79
Destiny Wealth Partners
Florida
$2.34M -$12.6M -410,134 -84%
Stifel Financial
80
Stifel Financial
Missouri
$2.31M +$219K +7,136 +10%
MFT
81
Moisand Fitzgerald Tamayo
Florida
$2.29M +$12.1K +395 +0.5%
RMAM
82
Raab & Moskowitz Asset Management
New Jersey
$2.16M -$98.1K -3,200 -4%
Charles Schwab
83
Charles Schwab
California
$2.14M -$918K -29,949 -30%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.95M -$735K -23,976 -27%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$1.76M -$13.9M -453,488 -89%
AFP
86
Ausdal Financial Partners
Iowa
$1.76M -$52.6K -1,716 -3%
WP
87
WealthSource Partners
California
$1.67M +$324K +10,577 +24%
DA
88
Detalus Advisors
Missouri
$1.62M -$523K -17,052 -24%
GWM
89
Geneos Wealth Management
Colorado
$1.61M +$79.7K +2,600 +5%
CI
90
CX Institutional
Indiana
$1.55M -$3.93M -128,200 -72%
TLFA
91
True Link Financial Advisors
California
$1.46M +$1.01M +33,000 +228%
SWM
92
Spire Wealth Management
Virginia
$1.45M +$1.45M +47,292 New
HI
93
Harbour Investments
Wisconsin
$1.43M +$1.43M +46,485 New
GVAG
94
Great Valley Advisor Group
Delaware
$1.33M +$1.33M +43,376 New
TAIM
95
TD Ameritrade Investment Management
Nebraska
$1.31M – – –
MBTD
96
Mechanics Bank - Trust Department
California
$1.21M +$124K +4,037 +11%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$1.12M -$277K -9,033 -20%
MSFS
98
Main Street Financial Solutions
Pennsylvania
$1.08M +$88.3K +2,880 +9%
ACM
99
AlphaStar Capital Management
North Carolina
$1.07M -$460K -14,990 -30%
HAS
100
HBW Advisory Services
California
$1.06M -$292K -9,514 -22%
2 3
4
5 6