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

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SMM
2
Stadion Money Management
Georgia
$5.03M
3
ACM
3
AlphaStar Capital Management
North Carolina
$81M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$1.15M
5
Bank of America
5
Bank of America
North Carolina
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
26
Allen Capital Group
Nebraska
$17M +$2.72M +88,494 +19%
AWM
27
AE Wealth Management
Kansas
$16.5M +$7.69M +250,271 +87%
Jane Street
28
Jane Street
New York
$16.2M +$15.4M +501,029 +2,007%
GFPC
29
Global Financial Private Capital
Florida
$16.2M +$15.9M +518,819 +7,503%
SS
30
Simplicity Solutions
Minnesota
$15.9M +$6.13M +199,549 +63%
SCM
31
Stonehearth Capital Management
Massachusetts
$15.6M -$740K -24,110 -5%
Osaic Holdings
32
Osaic Holdings
Arizona
$14.9M +$4.66M +151,538 +45%
BlackRock
33
BlackRock
New York
$14.9M -$17.6M -573,941 -54%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$14.3M -$731K -23,797 -5%
MNG
35
Manning & Napier Group
New York
$14.2M -$14.3M – –
AC
36
Alexandria Capital
Virginia
$14.1M +$5.63M +183,349 +66%
FEG
37
Financial Enhancement Group
Indiana
$13.9M +$6.29M +204,877 +83%
AWM
38
Aries Wealth Management
Maine
$13.7M +$2.66M +86,550 +24%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$13.1M +$2.25M +73,327 +21%
CCP
40
Cardan Capital Partners
Colorado
$12.9M +$12.9M +421,065 New
BSWM
41
Boston Standard Wealth Management
Massachusetts
$12.7M +$154K +5,016 +1%
PAG
42
Private Advisor Group
New Jersey
$12M +$5.6M +182,415 +88%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$12M +$546K +17,774 +5%
CPA
44
Clear Perspective Advisors
Illinois
$11.9M +$2.39M +77,746 +25%
WCWM
45
Willow Creek Wealth Management
California
$11.8M +$669K +21,778 +6%
CAN
46
Cetera Advisor Networks
California
$11.7M +$11.5M +374,487 +5,165%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$11.6M +$5.45M +177,408 +88%
Ameriprise
48
Ameriprise
Minnesota
$10.9M -$298K -9,693 -3%
TWP
49
Tempus Wealth Planning
California
$10.7M +$161K +5,254 +2%
FHC
50
First Heartland Consultants
Missouri
$9.89M -$16.4M -535,222 -62%
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