SPTS icon

SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

237 hedge funds and large institutions have $2.15B invested in SPDR Portfolio Short Term Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 93 reducing their positions, and 29 closing their positions.

Holders
237
Holders Change
+7
Holders Change %
+3.04%
% of All Funds
4.21%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
42
Increased
71
Reduced
93
Closed
29
Calls
$168M
Puts
$240M
Net Calls
-$71.6M
Net Calls Change
+$2.58M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$707M
2
FI
2
FormulaFolio Investments
Michigan
$26.2M
3
State Street
3
State Street
Massachusetts
$149M
4
CPO
4
Cerity Partners OCIO
New York
$55M
5
BFG
5
Barber Financial Group
Kansas
$14.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.1M
3
Wells Fargo
3
Wells Fargo
California
$10.3M
4
AIM
4
Astor Investment Management
Illinois
$2K
5
BAM
5
Bruderman Asset Management
New York
$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
226
Plante Moran Financial Advisors
Michigan
$8K – – –
PA
227
Parallel Advisors
California
$8K – – –
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$7K +$7K +215 New
VWM
229
Venturi Wealth Management
Texas
$7K +$7K +229 New
US Bancorp
230
US Bancorp
Minnesota
$5K – – –
GRP
231
Global Retirement Partners
California
$4K – – –
AIM
232
Astor Investment Management
Illinois
$2K -$18.1M -625,787 -100%
BA
233
Ballast Advisors
Minnesota
$2K +$2K +76 New
SPIA
234
Steward Partners Investment Advisory
New York
$1K -$14.6K -350 -94%
GI
235
Gradient Investments
Minnesota
$1K – – –
GA
236
GoalVest Advisory
New York
$1K +$1K +44 New
LBD
237
Landsberg Bennett & Dubbaneh
Florida
– -$6.32M -205,639 Closed
LWP
238
Legacy Wealth Planning
Nevada
– -$3.03M -98,562 Closed
BJ
239
Brouwer & Janachowski
California
– -$2.22M -72,225 Closed
SAM
240
Stansberry Asset Management
Texas
– -$2.1M -68,476 Closed
SIA
241
Strategic Investment Advisors
Michigan
– -$2.09M -67,965 Closed
Bank of New York Mellon
242
Bank of New York Mellon
New York
– -$1.55M -50,464 Closed
TSS
243
Two Sigma Securities
New York
– -$1.47M -47,886 Closed
AI
244
Atria Investments
North Carolina
– -$1.27M -41,324 Closed
APC
245
Aspire Private Capital
North Carolina
– -$1.16M -37,672 Closed
FTUS
246
Flow Traders U.S.
New York
– -$1.15M -37,441 Closed
MFG
247
Merit Financial Group
Georgia
– -$899K -29,286 Closed
AssetMark Inc
248
AssetMark Inc
California
– -$809K -26,363 Closed
HR
249
Hayden Royal
North Carolina
– -$428K -13,973 Closed
BF
250
BOK Financial
Oklahoma
– -$420K -13,670 Closed
7 8 9
10
11