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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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$52K +$39.4K +1,275 +313%
LAS
202
Lloyd Advisory Services
Georgia
$51K +$12.5K +409 +33%
CWM
203
Cranbrook Wealth Management
Michigan
$46K – – –
CFGS
204
Concourse Financial Group Securities
Alabama
$37K +$21.5K +707 +138%
TCWM
205
Total Clarity Wealth Management
Illinois
$31K +$31K +1,000 New
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$31K +$31K +1,005 New
SL
207
Savior LLC
Massachusetts
$21K -$39.9K -1,297 -66%
FEG
208
Financial Enhancement Group
Indiana
$21K -$3.2K -105 -13%
FPW
209
Flagship Private Wealth
Massachusetts
$19.3K -$8.62K -281 -31%
AF
210
Allworth Financial
California
$19K +$19K +627 New
BWL
211
Bogart Wealth LLC
Virginia
$17K -$1.15K -37 -6%
ACM
212
Allred Capital Management
Texas
$16K +$16K +522 New
HIA
213
Harbor Investment Advisory
Maryland
$16K – – –
RG
214
Retirement Group
California
$15K -$926 -30 -6%
PP
215
Pacifica Partners
Canada
$12K – – –
Fidelity Investments
216
Fidelity Investments
Massachusetts
$10K -$21.8K -725 -69%
BC
217
Bartlett & Co
Ohio
$10K – – –
APC
218
Aspire Private Capital
North Carolina
$10K +$10K +314 New
BCWM
219
Bartlett & Co Wealth Management
Ohio
$9.97K – – –
ACA
220
Aptus Capital Advisors
Alabama
$9K -$776 -25 -8%
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
TC
222
Truvestments Capital
Florida
$9K – – –
OCM
223
Orion Capital Management
California
$8K -$606 -20 -7%
PA
224
Parallel Advisors
California
$8K – – –
DWMG
225
DB Wealth Management Group
California
$7K -$3.04K -95 -30%
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