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State Street SPDR Portfolio Short Term Treasury ETF

235 hedge funds and large institutions have $2.29B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 97 increasing their positions, 65 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 65

21.25% more ownership

Funds ownership: 50.35%71.6% (+21%)

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $1.97B → $2.29B (+$318M)

2% more funds holding

Funds holding: 230235 (+5)

7% less call options, than puts

Call options by funds: $235M | Put options by funds: $252M

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
4.82%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.76%
New
48
Increased
97
Reduced
65
Closed
41
Calls
$235M
Puts
$252M
Net Calls
-$17.6M
Net Calls Change
+$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
251
Personal CFO Solutions
New Jersey
-$2.81M -91,627 Closed
LWS
252
Lucia Wealth Services
California
-$2.1M -68,362 Closed
GSWM
253
Golden State Wealth Management
California
-$1.95M -63,488 Closed
GC
254
Gratus Capital
Georgia
-$1.32M -42,974 Closed
ZIM
255
Zacks Investment Management
Illinois
-$1.31M -42,724 Closed
RA
256
RFG Advisory
Alabama
-$1.04M -33,931 Closed
Wolverine Trading
257
Wolverine Trading
Illinois
-$899K -29,293 Closed
LFPWM
258
Leicht Financial Planning & Wealth Management
New Jersey
-$828K -27,084 Closed
CAM
259
Congress Asset Management
Massachusetts
-$798K -25,974 Closed
A
260
AdvicePeriod
California
-$775K -25,242 Closed
IA
261
IFP Advisors
Florida
-$580K -18,893 Closed
CCMG
262
Clark Capital Management Group
Pennsylvania
-$562K -18,304 Closed
SF
263
Synovus Financial
Georgia
-$508K -16,529 Closed
CAM
264
Concorde Asset Management
Michigan
-$479K -15,601 Closed
VPIM
265
Vanguard Personalized Indexing Management
California
-$428K -13,927 Closed
HR
266
Hayden Royal
North Carolina
-$409K -13,300 Closed
PWM
267
Paulson Wealth Management
Illinois
-$282K -9,195 Closed
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
-$247K -8,038 Closed
SA
269
Shilanski & Associates
Alaska
-$233K -7,593 Closed
LA
270
LexAurum Advisors
Kansas
-$215K -6,995 Closed
SWA
271
Stratos Wealth Advisors
Ohio
-$63K -2,048 Closed
ACA
272
Aptus Capital Advisors
Alabama
-$58K -1,893 Closed
DWM
273
Darwin Wealth Management
Florida
-$52K -1,724 Closed
AF
274
Allworth Financial
California
-$19K -627 Closed
AIS
275
Accurate Investment Solutions
Pennsylvania
-$9K -305 Closed

SPTS Hedge Fund Activity: Q2 2020 in Review

235 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q2 2020, worth a combined $2.29B — up 16% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPTS positions and 41 closed out — a net gain of 7 holders — while 97 added to existing stakes and 65 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $529M. The largest seller was Goldman Sachs, exiting entirely with an estimated $200M sold.

  • 235 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q2 2020, up from 230 in Q1 2020.
  • Funds reported $2.29B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q2 2020 and 41 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q2 2020 was Municipal Employees' Retirement System of Michigan, an estimated $529M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q2 2020 was Goldman Sachs, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2020.