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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 %
HL
151
HeadInvest LLC
Maine
$391K -$70.5K -2,300 -15%
IF
152
Intrua Financial
Texas
$378K +$378K +12,340 New
AFWM
153
AMJ Financial Wealth Management
Virginia
$371K -$61.8K -2,018 -14%
NWM
154
Northwest Wealth Management
Iowa
$371K – – –
SWP
155
Strategic Wealth Partners
Ohio
$369K -$47.1K -1,538 -11%
KWM
156
Kingsview Wealth Management
Oregon
$355K -$981K -32,027 -73%
AA
157
Advisory Alpha
Michigan
$355K +$355K +11,593 New
RJA
158
Raymond James & Associates
Florida
$348K -$3.07M -100,210 -90%
RFN
159
RDA Financial Network
Iowa
$336K -$142K -4,612 -30%
JWS
160
Juncture Wealth Strategies
Arizona
$332K -$5.22K -170 -2%
W
161
Wealthquest
Ohio
$327K -$116K -3,808 -26%
CPFP
162
Clear Perspectives Financial Planning
Ohio
$327K -$26.1K -850 -7%
ASN
163
Advisory Services Network
Georgia
$323K -$18K -587 -5%
OWA
164
Outlook Wealth Advisors
Texas
$309K -$17.1K -560 -5%
CAN
165
Cetera Advisor Networks
California
$308K +$47.7K +1,558 +18%
AIC
166
Ameritas Investment Company
Nebraska
$297K -$92K -3,000 -24%
BFA
167
Beaumont Financial Advisors
Massachusetts
$284K -$12.8K -417 -4%
KWP
168
Keystone Wealth Partners
Arizona
$280K -$695K -22,676 -71%
SWP
169
Summit Wealth Partners
Florida
$277K +$34.4K +1,122 +14%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$270K -$157K -5,129 -37%
MCWS
171
McKinley Carter Wealth Services
West Virginia
$266K +$266K +8,674 New
BWA
172
Beam Wealth Advisors
Louisiana
$264K +$6.14K +200 +2%
QCM
173
Quest Capital Management
Texas
$261K – – –
FWM
174
Frontier Wealth Management
Missouri
$257K +$257K +8,381 New
HWA
175
Heartwood Wealth Advisors
Virginia
$252K -$230K -7,490 -48%
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