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State Street SPDR Portfolio Short Term Treasury ETF

260 hedge funds and large institutions have $3.63B invested in State Street 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

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

4% more capital invested

Capital invested by funds: $3.49B → $3.63B (+$146M)

0.84% less ownership

Funds ownership: 93.26%92.42% (-0.84%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

9% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 94

2% less funds holding

Funds holding: 266260 (-6)

59% less call options, than puts

Call options by funds: $238M | Put options by funds: $587M

Holders
260
Holders Change
-6
Holders Change %
-2.26%
% of All Funds
4.1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$573M -$154M -5,121,149 -21%
Charles Schwab
2
Charles Schwab
California
$462M +$8.27M +275,105 +2%
MCM
3
Model Capital Management
Massachusetts
$358M
State Street
4
State Street
Massachusetts
$227M +$18.6M +619,875 +9%
LPL Financial
5
LPL Financial
California
$161M +$58.1M +1,933,243 +55%
AssetMark Inc
6
AssetMark Inc
California
$160M +$33.1M +1,100,203 +26%
SF
7
Synovus Financial
Georgia
$133M +$1.76M +58,686 +1%
Jane Street
8
Jane Street
New York
$107M +$89.1M +2,964,195 +449%
CPO
9
Cerity Partners OCIO
New York
$84.7M +$1.44M +47,918 +2%
Bank of America
10
Bank of America
North Carolina
$82.8M +$45.3M +1,507,442 +117%
UBS Group
11
UBS Group
Switzerland
$77M -$22.6M -751,461 -22%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$66.2M +$7.42M +246,653 +12%
BCM
13
Brookstone Capital Management
Illinois
$66M +$7.79M +259,019 +13%
MKA
14
M. Kulyk & Associates
Georgia
$62.6M +$4.94M +164,124 +8%
CCFCSB
15
Cape Cod Five Cents Savings Bank
Massachusetts
$51.4M +$410K +13,642 +0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$45.5M +$18.9M +629,545 +81%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$42.2M +$2.58M +85,963 +6%
Aberdeen Group
18
Aberdeen Group
United Kingdom
$36.8M
TC
19
Telemus Capital
Michigan
$29.6M -$1.31M -43,690 -4%
AA
20
Advisory Alpha
Michigan
$29M +$23.2M +772,400 +374%
HighTower Advisors
21
HighTower Advisors
Illinois
$28.5M +$7.19M +239,263 +33%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$26.9M +$3.5M +116,252 +15%
CFO
23
Capitol Family Office
Oregon
$26.6M +$27M +898,764 New
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$26.6M
AWM
25
AE Wealth Management
Kansas
$24.5M -$930K -30,927 -4%

SPTS Hedge Fund Activity: Q1 2022 in Review

260 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q1 2022, worth a combined $3.63B — up 4.2% from $3.49B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SPTS and 41 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 86 added.

The largest buyer was Jane Street, adding an estimated $89.1M. The largest seller was Boston Standard Wealth Management, cutting an estimated $155M.

  • 260 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q1 2022, down from 266 in Q4 2021.
  • Funds reported $3.63B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q1 2022, up 4.2% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q1 2022 and 43 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q1 2022 was Jane Street, an estimated $89.1M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q1 2022 was Boston Standard Wealth Management, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2022.