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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.

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

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$3.66M
2
LPL Financial
LPL Financial
California
$52.7M
3
SPA
Sentinel Pension Advisors
Massachusetts
$5.59M
4
BlackRock
BlackRock
New York
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
126
Vista Investment Management
Pennsylvania
$643K -$30.5K -996 -5%
WSTAM
127
Wilbanks Smith & Thomas Asset Management
Virginia
$628K – – –
PG
128
Prostatis Group
Maryland
$604K +$127K +4,128 +27%
NEIRG
129
New England Investment & Retirement Group
Massachusetts
$603K +$65.3K +2,129 +12%
RWP
130
Ridgecrest Wealth Partners
California
$598K +$598K +19,500 New
SFS
131
Sowell Financial Services
Arkansas
$555K +$13.4K +437 +2%
GL
132
Graypoint LLC
New York
$552K -$675K -22,008 -55%
TSA
133
Tri-Star Advisors
Texas
$550K – – –
TSS
134
Two Sigma Securities
New York
$550K +$550K +17,934 New
PA
135
Pinnacle Associates
New York
$520K – – –
PWMAG
136
Pinnacle Wealth Management Advisory Group
New Jersey
$520K – – –
OIA
137
Optimum Investment Advisors
Illinois
$509K -$9.2K -300 -2%
TWM
138
Titus Wealth Management
California
$494K -$41.7K -1,358 -8%
MWM
139
Midwest Wealth Management
Indiana
$478K -$31.8K -1,038 -6%
CWM
140
Collaborative Wealth Management
Florida
$468K +$468K +15,790 New
BAM
141
Barrett Asset Management
New York
$460K – – –
Principal Financial Group
142
Principal Financial Group
Iowa
$456K +$22.8K +744 +5%
PA
143
Probity Advisors
Texas
$447K +$447K +14,569 New
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$444K -$72.1K -2,351 -14%
MSAM
145
Moloney Securities Asset Management
Missouri
$433K -$557K -18,149 -56%
CMBA
146
C.M. Bidwell & Associates
Hawaii
$426K +$10.5K +342 +3%
PP
147
PrairieView Partners
Minnesota
$425K -$3K -98 -0.7%
SFA
148
Sequoia Financial Advisors
Ohio
$413K -$26.3K -858 -6%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$401K +$391K +12,753 +3,729%
HR
150
Hayden Royal
North Carolina
$397K +$397K +12,962 New
4 5
6
7 8