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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
+$79.1M
2
State Street
State Street
Massachusetts
+$26.9M
3
AssetMark Inc
AssetMark Inc
California
+$20.8M
4
UBS Group
UBS Group
Switzerland
+$18.7M
5
AWM
AE Wealth Management
Kansas
+$18.6M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$22.5M
2
LPL Financial
LPL Financial
California
-$20.4M
3
SPA
Sentinel Pension Advisors
Massachusetts
-$15.5M
4
BlackRock
BlackRock
New York
-$14.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
176
Westwood Holdings Group
Texas
$252K +$252K +8,206 New
FAIM
177
Financial Advocates Investment Management
Washington
$249K -$584K -19,028 -70%
CAMG
178
CWA Asset Management Group
Florida
$249K -$264K -8,611 -51%
MCM
179
Monument Capital Management
Virginia
$245K -$15.2K -495 -6%
SW
180
SkyOak Wealth
Michigan
$245K – – –
BRWA
181
B. Riley Wealth Advisors
Florida
$244K -$105K -3,430 -30%
B
182
Bellecapital
Switzerland
$244K -$97.4K -3,170 -29%
NAS
183
Nicolet Advisory Services
Wisconsin
$237K -$2.36K -77 -1%
LK
184
Lumbard & Kellner
New Hampshire
$233K -$692K -22,553 -75%
B
185
Bridgeworth
Alabama
$217K -$21.8K -710 -9%
SB
186
Strategic Blueprint
Georgia
$213K +$213K +6,946 New
UCFA
187
United Capital Financial Advisors
Texas
$210K – – –
APA
188
American Portfolios Advisors
New York
$206K -$5.18M -168,830 -96%
NFG
189
Next Financial Group
Texas
$205K – – –
SIM
190
Stratos Investment Management
Ohio
$205K +$92 +3 +0%
William Blair & Company
191
William Blair & Company
Illinois
$153K – – –
GM
192
GeoWealth Management
Illinois
$152K -$10.5K -341 -6%
BAM
193
Belpointe Asset Management
Nevada
$125K -$2.79K -91 -2%
SMG
194
Spectrum Management Group
Indiana
$109K +$67.8K +2,219 +164%
TPCW
195
TD Private Client Wealth
New York
$103K +$103K +3,347 New
CAAS
196
Capital Asset Advisory Services
Michigan
$92K – – –
APWA
197
Atlas Private Wealth Advisors
New Jersey
$67K – – –
WAS
198
Winch Advisory Services
Wisconsin
$64K +$64K +2,090 New
CFA
199
Carroll Financial Associates
North Carolina
$60K – – –
CL
200
COWA LLC
Oklahoma
$53K -$5.69K -176 -10%
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8
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