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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 %
VIM
126
Vista Investment Management
Pennsylvania
$705K +$46.9K +1,541 +7%
CWM
127
Collaborative Wealth Management
Florida
$700K +$700K +22,993 New
TA
128
TrueWealth Advisors
Alabama
$697K +$697K +22,907 New
AIA
129
Acute Investment Advisory
Arizona
$677K +$677K +22,250 New
GKWIM
130
Gerber Kawasaki Wealth & Investment Management
California
$652K -$56.7K -1,864 -8%
LFAS
131
Level Four Advisory Services
Texas
$639K +$25.7K +845 +4%
TWP
132
Tower Wealth Partners
Pennsylvania
$637K +$122 +4 +0%
GPWA
133
Great Point Wealth Advisors
Massachusetts
$633K – – –
WSTAM
134
Wilbanks Smith & Thomas Asset Management
Virginia
$623K – – –
FRA
135
Front Row Advisors
California
$622K -$15.2K -500 -2%
BJL
136
Brighton Jones LLC
Washington
$607K -$30K -987 -5%
MML Investors Services
137
MML Investors Services
Massachusetts
$607K -$20.5K -673 -3%
BWA
138
Blodgett Wealth Advisors
California
$600K +$600K +19,721 New
AFWM
139
AMJ Financial Wealth Management
Virginia
$597K +$243K +7,978 +69%
RWP
140
Ridgecrest Wealth Partners
California
$593K – – –
Millennium Management
141
Millennium Management
New York
$588K +$588K +19,318 New
IWM
142
IHT Wealth Management
Illinois
$581K -$731K -24,022 -56%
TSA
143
Tri-Star Advisors
Texas
$544K – – –
GM
144
GeoWealth Management
Illinois
$513K +$141K +4,642 +38%
FT
145
Fiduciary Trust
Massachusetts
$497K -$19.9K -655 -4%
SFS
146
Sowell Financial Services
Arkansas
$497K +$6.84K +225 +1%
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$488K +$484K +15,901 +11,277%
CMBA
148
C.M. Bidwell & Associates
Hawaii
$467K +$18.7K +613 +4%
MSFS
149
Main Street Financial Solutions
Pennsylvania
$459K -$36.5K -1,200 -7%
SPI
150
Santori & Peters Inc
Pennsylvania
$455K -$660K -21,731 -59%
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