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State Street SPDR Portfolio Short Term Treasury ETF

248 hedge funds and large institutions have $2.96B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 238248 (+10)

4% more call options, than puts

Call options by funds: $387M | Put options by funds: $372M

1% less capital invested

Capital invested by funds: $2.98B → $2.96B (-$16.5M)

2.21% less ownership

Funds ownership: 87.12%84.91% (-2.2%)

17% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 89

Holders
248
Holders Change
+10
Holders Change %
+4.2%
% of All Funds
4.34%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.46%
New
37
Increased
74
Reduced
89
Closed
22
Calls
$387M
Puts
$372M
Net Calls
+$14.4M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$748M
MCM
2
Model Capital Management
Massachusetts
$359M -$6.82M -222,562 -2%
AssetMark Inc
3
AssetMark Inc
California
$244M -$13.5M -439,267 -5%
State Street
4
State Street
Massachusetts
$196M +$5.43M +177,002 +3%
SF
5
Synovus Financial
Georgia
$132M +$9.89M +322,467 +8%
UBS Group
6
UBS Group
Switzerland
$100M +$1.27M +41,265 +1%
CPO
7
Cerity Partners OCIO
New York
$73.4M +$7.43M +242,309 +11%
BCM
8
Brookstone Capital Management
Illinois
$67.1M +$1.13M +36,810 +2%
MKA
9
M. Kulyk & Associates
Georgia
$54.4M +$1.6M +52,145 +3%
CCFCSB
10
Cape Cod Five Cents Savings Bank
Massachusetts
$51.1M +$2.83M +92,473 +6%
NCM
11
Nelson Capital Management
California
$48.2M +$3.48M +113,409 +8%
LPL Financial
12
LPL Financial
California
$45.6M -$7.16M -233,488 -14%
Bank of America
13
Bank of America
North Carolina
$43.1M -$363K -11,830 -0.8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$40M +$10.2M +333,863 +34%
TC
15
Telemus Capital
Michigan
$36.5M +$4.57M +148,949 +14%
Jane Street
16
Jane Street
New York
$35.4M +$35.5M +1,156,937 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27.3M -$3.9M -127,260 -12%
Morgan Stanley
18
Morgan Stanley
New York
$23.5M -$46.8K -1,526 -0.2%
AWM
19
AE Wealth Management
Kansas
$22.1M -$6.15M -200,490 -22%
AC
20
Alexandria Capital
Virginia
$21.5M +$1.36M +44,404 +7%
TFA
21
TPG Financial Advisors
Oregon
$19.4M +$19.4M +633,565 New
LJAC
22
L.J. Altfest & Co
New York
$18.6M +$18.7M +608,380 New
AFAS
23
Acorn Financial Advisory Services
Virginia
$18.1M +$42.8K +1,395 +0.2%
BSWM
24
Boston Standard Wealth Management
Massachusetts
$17.8M +$253K +8,244 +1%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$17.6M +$17.6M +575,320 New

SPTS Hedge Fund Activity: Q3 2021 in Review

248 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q3 2021, worth a combined $2.96B — down 0.55% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SPTS positions and 22 closed out — a net gain of 15 holders — while 74 added to existing stakes and 89 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $35.5M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $20.4M sold.

  • 248 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q3 2021, up from 238 in Q2 2021.
  • Funds reported $2.96B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q3 2021, down 0.55% quarter-over-quarter.
  • 37 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q3 2021 and 22 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q3 2021 was Jane Street, an estimated $35.5M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q3 2021 was Wealth Enhancement Advisory Services, an estimated $20.4M sold.

Based on aggregated 13F filings for Q3 2021.