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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 %
William Blair & Company
176
William Blair & Company
Illinois
$307K +$155K +5,100 +102%
OWA
177
Outlook Wealth Advisors
Texas
$303K -$2.87K -94 -0.9%
NFG
178
Next Financial Group
Texas
$303K – – –
Citigroup
179
Citigroup
New York
$291K -$111K -3,652 -28%
BFA
180
Beaumont Financial Advisors
Massachusetts
$282K -$12.8K -419 -4%
TWM
181
Titus Wealth Management
California
$277K -$10.7K -352 -4%
VPIM
182
Vanguard Personalized Indexing Management
California
$272K +$10.3K +337 +4%
IWC
183
Integrated Wealth Concepts
Massachusetts
$270K -$11.4K -376 -4%
CTA
184
Chesley Taft & Associates
Illinois
$270K – – –
ASN
185
Advisory Services Network
Georgia
$267K -$43.5K -1,426 -14%
SWP
186
Summit Wealth Partners
Florida
$266K +$16.7K +550 +7%
FHA
187
Flagship Harbor Advisors
Massachusetts
$263K -$15.2M -500,422 -98%
SWP
188
Strategic Wealth Partners
Ohio
$257K -$4.95K -163 -2%
HWA
189
Heartwood Wealth Advisors
Virginia
$245K -$5.42K -178 -2%
SW
190
SkyOak Wealth
Michigan
$244K +$457 +15 +0.2%
CWM
191
Cornerstone Wealth Management
Missouri
$244K +$244K +8,083 New
B
192
Bellecapital
Switzerland
$242K – – –
GL
193
Graypoint LLC
New York
$236K – – –
NAS
194
Nicolet Advisory Services
Wisconsin
$235K -$426 -14 -0.2%
RPG
195
Resource Planning Group
Georgia
$233K +$233K +7,656 New
UCFA
196
United Capital Financial Advisors
Texas
$232K +$23.5K +771 +11%
AWM
197
Accurate Wealth Management
Florida
$228K – – –
APA
198
American Portfolios Advisors
New York
$222K -$8.23M -270,306 -97%
CL
199
COWA LLC
Oklahoma
$217K -$973 -32 -0.4%
BAM
200
Bruderman Asset Management
New York
$215K -$184K -6,060 -46%
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