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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 %
TAIM
101
TD Ameritrade Investment Management
Nebraska
$1.28M -$23.5K -773 -2%
GEA
102
Glen Eagle Advisors
New Jersey
$1.27M +$1.27M +41,855 New
BFA
103
Brendel Financial Advisors
New Hampshire
$1.26M -$493K -16,200 -28%
DLHL
104
Donald L. Hagan LLC
Florida
$1.25M +$1.25M +41,102 New
HFS
105
Horizon Financial Services
North Carolina
$1.24M +$1.24M +40,879 New
SW
106
Simplicity Wealth
New Jersey
$1.22M +$1.22M +40,173 New
WI
107
WBI Investments
New Jersey
$1.22M -$16.9K -572 -1%
NHFG
108
New Harbor Financial Group
Massachusetts
$1.1M +$14K +461 +1%
HS
109
Horan Securities
United States
$1.09M +$1.09M +35,766 New
DHGWA
110
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.05M +$1.05M +34,467 New
CA
111
CoreCap Advisors
Michigan
$1.05M +$1.05M +34,367 New
MA
112
Mutual Advisors
Nebraska
$944K +$151K +4,972 +19%
SP
113
Successful Portfolios
Florida
$905K +$68.3K +2,245 +8%
HAS
114
HBW Advisory Services
California
$901K -$44.6K -1,466 -5%
CSPIA
115
Cary Street Partners Investment Advisory
Virginia
$901K +$29.3K +964 +3%
MBTD
116
Mechanics Bank - Trust Department
California
$877K +$250K +8,204 +40%
Stifel Financial
117
Stifel Financial
Missouri
$873K -$61.9K -2,033 -7%
EWM
118
EPG Wealth Management
Georgia
$871K +$304 +10 +0%
PWMG
119
Pinnacle Wealth Management Group
Michigan
$847K -$2.34K -77 -0.3%
CTFG
120
Capstone Triton Financial Group
Oklahoma
$839K – – –
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$823K -$161K -5,257 -16%
GWM
122
Geneos Wealth Management
Colorado
$817K +$48.7K +1,602 +6%
TB
123
Treynor Bancshares
Iowa
$797K +$797K +26,189 New
CIC
124
Carnegie Investment Counsel
Ohio
$763K -$12.2K -402 -2%
AWM
125
Avior Wealth Management
Nebraska
$760K +$243 +8 +0%
3 4
5
6 7