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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 %
SWA
151
Stratos Wealth Advisors
Ohio
$570K +$570K +19,207 New
MML Investors Services
152
MML Investors Services
Massachusetts
$564K -$27K -910 -5%
1832 Asset Management
153
1832 Asset Management
Ontario, Canada
$558K -$229K -7,822 -29%
MBTD
154
Mechanics Bank - Trust Department
California
$535K -$320K -10,783 -37%
TSA
155
Tri-Star Advisors
Texas
$530K – – –
GM
156
GeoWealth Management
Illinois
$527K +$28.3K +956 +6%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$514K -$3.49M -117,737 -87%
VIM
158
Vista Investment Management
Pennsylvania
$514K -$173K -5,822 -25%
GKWIM
159
Gerber Kawasaki Wealth & Investment Management
California
$505K -$130K -4,378 -20%
CMBA
160
C.M. Bidwell & Associates
Hawaii
$486K +$30.7K +1,035 +7%
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$476K +$504 +17 +0.1%
TSS
162
Two Sigma Securities
New York
$471K -$1.16M -39,250 -71%
MSFS
163
Main Street Financial Solutions
Pennsylvania
$447K – – –
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$447K +$394K +13,299 +742%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$443K +$443K +14,937 New
MC
166
Matisse Capital
Oregon
$430K – – –
GWM
167
Geneos Wealth Management
Colorado
$426K -$369K -12,478 -46%
NWM
168
Northwest Wealth Management
Iowa
$420K -$16.3K -551 -4%
FTCM
169
First Trust Capital Management
Illinois
$418K +$418K +14,128 New
CWM
170
Congress Wealth Management
Massachusetts
$413K -$23.4K -791 -5%
PWMAG
171
Pinnacle Wealth Management Advisory Group
New Jersey
$399K – – –
PA
172
Pinnacle Associates
New York
$399K – – –
PA
173
Probity Advisors
Texas
$393K -$13.5K -454 -3%
EH
174
Equitable Holdings
New York
$392K +$5.48K +185 +1%
LA
175
Lifeworks Advisors
Michigan
$387K +$11.2K +376 +3%
5 6
7
8 9