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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 %
Creative Planning
176
Creative Planning
Kansas
$383K +$21.4K +721 +6%
RWM
177
Rockwood Wealth Management
Pennsylvania
$381K +$30 +1 +0%
WAS
178
Winch Advisory Services
Wisconsin
$370K +$12.2K +410 +3%
PP
179
PrairieView Partners
Minnesota
$365K -$20.7K -698 -5%
JIR
180
James Investment Research
Ohio
$363K +$363K +12,231 New
OMC
181
Old Mission Capital
Illinois
$362K +$362K +12,205 New
SAM
182
Strategic Asset Management
Minnesota
$360K +$257K +8,669 +251%
IWM
183
IHT Wealth Management
Illinois
$340K -$225K -7,611 -40%
GPWA
184
Great Point Wealth Advisors
Massachusetts
$337K -$279K -9,410 -45%
MWM
185
Midwest Wealth Management
Indiana
$331K -$9.61K -324 -3%
RW
186
REDW Wealth
New Mexico
$326K +$326K +10,986 New
CSIA
187
Charles Schwab Investment Advisory
California
$320K +$1.99K +67 +0.6%
Wealth Enhancement Advisory Services
188
Wealth Enhancement Advisory Services
Minnesota
$312K +$1.95K +66 +0.6%
JWS
189
Juncture Wealth Strategies
Arizona
$304K +$415 +14 +0.1%
WWM
190
Western Wealth Management
Colorado
$296K +$296K +10,000 New
OWA
191
Outlook Wealth Advisors
Texas
$292K -$2.43K -82 -0.8%
KAS
192
Kestra Advisory Services
Texas
$292K +$292K +9,858 New
FTS
193
Fifth Third Securities
Ohio
$282K -$16.7M -563,624 -98%
BFA
194
Beaumont Financial Advisors
Massachusetts
$274K – – –
B
195
Bridgeworth
Alabama
$266K +$266K +8,967 New
CTA
196
Chesley Taft & Associates
Illinois
$263K – – –
CWM
197
Cornerstone Wealth Management
Missouri
$262K +$22.5K +761 +9%
ASN
198
Advisory Services Network
Georgia
$254K -$6.09K -205 -2%
SB
199
Strategic Blueprint
Georgia
$254K +$51.7K +1,745 +26%
TWM
200
Titus Wealth Management
California
$252K -$17.6K -593 -7%
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8
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