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 Market Value Shares Shares
Change 		Shares
Change %
BHWM
251
Bay Harbor Wealth Management
Maryland
– – -13,599 Closed
BCM
252
Brookstone Capital Management
Illinois
– – -12,367 Closed
GSWM
253
Golden State Wealth Management
California
– – -10,244 Closed
TI
254
Trexquant Investment
Connecticut
– – -10,138 Closed
DWM
255
Dakota Wealth Management
Florida
– – -9,721 Closed
VHAM
256
Van Hulzen Asset Management
California
– – -7,557 Closed
VPIM
257
Vanguard Personalized Indexing Management
California
– – -6,741 Closed
GFPC
258
Global Financial Private Client
Florida
– – -4,919 Closed
BBA
259
Braun-Bostich & Associates
Pennsylvania
– – -3,376 Closed
HCA
260
Horan Capital Advisors
Ohio
– – -1,711 Closed
FHA
261
Flagship Harbor Advisors
Massachusetts
– – -1,344 Closed
GEA
262
Glen Eagle Advisors
New Jersey
– – -400 Closed
GWMIA
263
Global Wealth Management Investment Advisory
Florida
– – -78 Closed
JWM
264
Jeppson Wealth Management
California
– – -36 Closed
AF
265
Advisornet Financial
Minnesota
– – -23 Closed
IA
266
IFP Advisors
Florida
$0 9 -15 -63%
AC
267
Athanor Capital
New York
– – – –
UFF
268
USA Financial Formulas
Michigan
$0 1 – –
AA
269
Ancora Advisors
Ohio
– – – –
IMC Chicago
270
IMC Chicago
Illinois
– – – –
SC
271
Saltoro Capital
Texas
– – – –
JPMorgan Chase & Co
272
JPMorgan Chase & Co
New York
– – – –
WCA
273
Waratah Capital Advisors
Ontario, Canada
– – – –
Allianz Asset Management
274
Allianz Asset Management
Germany
– – – –
Simplex Trading
275
Simplex Trading
Illinois
– – – –
8 9 10
11
12