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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 %
SWP
201
Strategic Wealth Partners
Ohio
$251K – – –
FW
202
FirstPurpose Wealth
Utah
$249K +$249K +8,406 New
HWA
203
Heartwood Wealth Advisors
Virginia
$239K – – –
B
204
Bellecapital
Switzerland
$235K – – –
SW
205
SkyOak Wealth
Michigan
$233K -$4.81K -162 -2%
IA
206
IFG Advisory
Georgia
$228K -$204K -6,900 -47%
NAS
207
Nicolet Advisory Services
Wisconsin
$228K -$177 -6 -0.1%
APA
208
American Portfolios Advisors
New York
$227K +$10.2K +343 +5%
OPS
209
Orion Portfolio Solutions
Nebraska
$211K +$5.26K +177 +3%
FWM
210
Frontier Wealth Management
Missouri
$210K +$178 +6 +0.1%
MSCM
211
McElhenny Sheffield Capital Management
Texas
$200K – – –
CWA
212
Clearview Wealth Advisors
Oregon
$194K -$1.05M -35,409 -84%
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$164K +$297 +10 +0.2%
ED
214
Exane Derivatives
France
$151K – – –
William Blair & Company
215
William Blair & Company
Illinois
$148K -$151K -5,100 -50%
PCA
216
Providence Capital Advisors
North Carolina
$148K – – –
TPCW
217
TD Private Client Wealth
New York
$131K -$3K -101 -2%
SMG
218
Spectrum Management Group
Indiana
$130K – – –
BAM
219
Belpointe Asset Management
Nevada
$130K +$130K +4,382 New
BW
220
Bison Wealth
Georgia
$112K +$112K +3,765 New
LAS
221
Lloyd Advisory Services
Georgia
$105K +$20.8K +702 +25%
Citigroup
222
Citigroup
New York
$104K -$180K -6,051 -63%
MCC
223
Money Concepts Capital
Florida
$93K -$3.66M -123,346 -98%
FWM
224
Focused Wealth Management
New York
$82K -$46.1K -1,550 -36%
EWM
225
EPG Wealth Management
Georgia
$75K -$774K -26,093 -91%
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