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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

260 hedge funds and large institutions have $3.63B invested in SPDR Portfolio Short Term Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
4.11%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.46%
New
41
Increased
86
Reduced
94
Closed
43
Calls
$238M
Puts
$587M
Net Calls
-$349M
Net Calls Change
-$163M

Top Buyers

1
Jane Street
1
Jane Street
New York
$107M
2
LPL Financial
2
LPL Financial
California
$161M
3
Bank of America
3
Bank of America
North Carolina
$82.8M
4
AssetMark Inc
4
AssetMark Inc
California
$160M
5
CFO
5
Capitol Family Office
Oregon
$26.6M

Top Sellers

1
BSWM
1
Boston Standard Wealth Management
Massachusetts
$16.7M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$573M
3
UBS Group
3
UBS Group
Switzerland
$77M
4
LJAC
4
L.J. Altfest & Co
New York
$940K
5
FTS
5
Fifth Third Securities
Ohio
$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
126
Allen Capital Group
Nebraska
$912K -$8.55M -288,482 -90%
DHGWA
127
Dixon Hughes Goodman Wealth Advisors
North Carolina
$904K -$118K -3,980 -12%
HAS
128
HBW Advisory Services
California
$902K +$24.2K +815 +3%
SP
129
Successful Portfolios
Florida
$852K -$29.9K -1,010 -3%
AWM
130
Avior Wealth Management
Nebraska
$794K +$53K +1,787 +7%
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$781K -$97.2K -3,278 -11%
TB
132
Treynor Bancshares
Iowa
$769K -$7.41K -250 -1%
AWM
133
Accurate Wealth Management
Florida
$756K +$531K +17,919 +236%
AWS
134
Atria Wealth Solutions
New York
$737K +$737K +24,837 New
VA
135
Valmark Advisers
Ohio
$727K +$727K +24,503 New
PWMG
136
Pinnacle Wealth Management Group
Michigan
$722K -$103K -3,490 -13%
CIC
137
Carnegie Investment Counsel
Ohio
$707K -$36K -1,213 -5%
TA
138
TrueWealth Advisors
Alabama
$697K – – –
VPIM
139
Vanguard Personalized Indexing Management
California
$689K +$424K +14,289 +160%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$668K +$668K +22,524 New
FT
141
Fiduciary Trust
Massachusetts
$645K +$161K +5,427 +33%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$634K +$634K +21,373 New
TWP
143
Tower Wealth Partners
Pennsylvania
$622K +$712 +24 +0.1%
CTFG
144
Capstone Triton Financial Group
Oklahoma
$617K -$197K -6,666 -24%
FRA
145
Front Row Advisors
California
$606K – – –
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$603K – – –
LFAS
147
Level Four Advisory Services
Texas
$596K -$27.1K -913 -4%
BWA
148
Blodgett Wealth Advisors
California
$585K – – –
BJL
149
Brighton Jones LLC
Washington
$582K -$9.54K -322 -2%
AFWM
150
AMJ Financial Wealth Management
Virginia
$577K -$4.45K -150 -0.8%
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