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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

234 hedge funds and large institutions have $2.29B invested in 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
Holders
234
Holders Change
+5
Holders Change %
+2.18%
% of All Funds
4.81%
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

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$580M
2
UBS Group
UBS Group
Switzerland
$124M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M
4
Wells Fargo
Wells Fargo
California
$46.3M
5
GPWA
Great Point Wealth Advisors
Massachusetts
$24.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
SMM
Stadion Money Management
Georgia
$5.03M
3
ACM
AlphaStar Capital Management
North Carolina
$81M
4
BFA
Beaumont Financial Advisors
Massachusetts
$1.15M
5
Bank of America
Bank of America
North Carolina
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWS
251
Lucia Wealth Services
California
– -$2.1M -68,362 Closed
GSWM
252
Golden State Wealth Management
California
– -$1.95M -63,488 Closed
GC
253
Gratus Capital
Georgia
– -$1.32M -42,974 Closed
ZIM
254
Zacks Investment Management
Illinois
– -$1.31M -42,724 Closed
RA
255
RFG Advisory
Alabama
– -$1.04M -33,931 Closed
Wolverine Trading
256
Wolverine Trading
Illinois
– -$899K -29,293 Closed
LFPWM
257
Leicht Financial Planning & Wealth Management
New Jersey
– -$828K -27,084 Closed
CAM
258
Congress Asset Management
Massachusetts
– -$798K -25,974 Closed
A
259
AdvicePeriod
California
– -$775K -25,242 Closed
IA
260
IFP Advisors
Florida
– -$582K -18,893 Closed
CCMG
261
Clark Capital Management Group
Pennsylvania
– -$562K -18,304 Closed
SF
262
Synovus Financial
Georgia
– -$508K -16,529 Closed
CAM
263
Concorde Asset Management
Michigan
– -$479K -15,601 Closed
VPIM
264
Vanguard Personalized Indexing Management
California
– -$428K -13,927 Closed
HR
265
Hayden Royal
North Carolina
– -$409K -13,300 Closed
PWM
266
Paulson Wealth Management
Illinois
– -$282K -9,195 Closed
MAFM
267
Mid Atlantic Financial Management
Pennsylvania
– -$247K -8,038 Closed
SA
268
Shilanski & Associates
Alaska
– -$233K -7,593 Closed
LA
269
LexAurum Advisors
Kansas
– -$215K -6,995 Closed
SWA
270
Stratos Wealth Advisors
Ohio
– -$63K -2,048 Closed
ACA
271
Aptus Capital Advisors
Alabama
– -$58K -1,893 Closed
DWM
272
Darwin Wealth Management
Florida
– -$52K -1,724 Closed
AF
273
Allworth Financial
California
– -$19K -627 Closed
AIS
274
Accurate Investment Solutions
Pennsylvania
– -$9K -305 Closed
SL
275
Savior LLC
Massachusetts
– -$6K -201 Closed
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