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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 %
IAN
151
Integrated Advisors Network
Texas
$450K -$45.6K -1,500 -9%
CWM
152
Congress Wealth Management
Massachusetts
$449K +$449K +14,751 New
NWM
153
Northwest Wealth Management
Iowa
$448K +$28.9K +949 +7%
IA
154
IFG Advisory
Georgia
$444K +$51.7K +1,702 +13%
MC
155
Matisse Capital
Oregon
$441K – – –
PA
156
Probity Advisors
Texas
$417K -$34.2K -1,126 -8%
PA
157
Pinnacle Associates
New York
$410K -$107K -3,500 -21%
PWMAG
158
Pinnacle Wealth Management Advisory Group
New Jersey
$410K -$107K -3,500 -21%
EH
159
Equitable Holdings
New York
$397K +$79.7K +2,620 +25%
PP
160
PrairieView Partners
Minnesota
$396K -$3.59K -118 -0.9%
HFS
161
Heritage Financial Services
Massachusetts
$391K +$391K +12,866 New
RWM
162
Rockwood Wealth Management
Pennsylvania
$391K +$391K +12,833 New
LA
163
Lifeworks Advisors
Michigan
$386K +$386K +12,674 New
OIA
164
Optimum Investment Advisors
Illinois
$383K -$122K -4,000 -24%
Creative Planning
165
Creative Planning
Kansas
$372K +$372K +12,212 New
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$367K +$367K +12,076 New
WAS
167
Winch Advisory Services
Wisconsin
$367K +$265K +8,698 +259%
FNBOH
168
First National Bank of Hutchinson
Kansas
$362K -$19.8K -650 -5%
MWM
169
Midwest Wealth Management
Indiana
$349K – – –
QC
170
Quent Capital
New York
$348K +$348K +11,443 New
PG
171
Prostatis Group
Maryland
$338K -$68.6K -2,255 -17%
CSIA
172
Charles Schwab Investment Advisory
California
$326K +$326K +10,722 New
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$316K +$316K +10,476 New
JWS
174
Juncture Wealth Strategies
Arizona
$312K -$12.8K -419 -4%
WHG
175
Westwood Holdings Group
Texas
$309K +$309K +10,157 New
5 6
7
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