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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

230 hedge funds and large institutions have $2.16B invested in SPDR Portfolio Short Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 31 closing their positions.

Holders
230
Holders Change
-4
Holders Change %
-1.71%
% of All Funds
4.65%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.57%
New
28
Increased
84
Reduced
86
Closed
31
Calls
$144M
Puts
$218M
Net Calls
-$74.1M
Net Calls Change
-$56.6M

Top Buyers

1
NCM
1
Nelson Capital Management
California
$52M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$610M
3
UBS Group
3
UBS Group
Switzerland
$142M
4
State Street
4
State Street
Massachusetts
$130M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.5M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$2.06M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.4M
3
RVPG
3
Relative Value Partners Group
$5.15M
4
BJ
4
Brouwer & Janachowski
California
$2.22M
5
PWG
5
Private Wealth Group
Florida
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$15.6M +$664K +21,618 +4%
AWM
27
Aries Wealth Management
Maine
$15.2M +$1.49M +48,550 +11%
AFAS
28
Acorn Financial Advisory Services
Virginia
$15.2M +$7.53M +245,316 +98%
AWM
29
AE Wealth Management
Kansas
$15.1M -$1.42M -46,383 -9%
BlackRock
30
BlackRock
New York
$14.9M – – –
SS
31
Simplicity Solutions
Minnesota
$14.8M -$1.09M -35,613 -7%
AC
32
Alexandria Capital
Virginia
$14.5M +$414K +13,481 +3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$1.03M +33,423 +8%
BSWM
34
Boston Standard Wealth Management
Massachusetts
$13.6M +$903K +29,413 +7%
ACG
35
Allen Capital Group
Nebraska
$12.9M -$4.05M -132,002 -24%
WCWM
36
Willow Creek Wealth Management
California
$12.6M +$795K +25,897 +7%
Renaissance Technologies
37
Renaissance Technologies
New York
$12.5M +$12.5M +406,800 New
CCP
38
Cardan Capital Partners
Colorado
$12.5M -$449K -14,636 -3%
Ameriprise
39
Ameriprise
Minnesota
$12.3M +$1.51M +49,155 +14%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$12.2M +$583K +18,987 +5%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$11.4M -$595K -19,372 -5%
MNG
42
Manning & Napier Group
New York
$11M -$14.2M – –
MIAN
43
Mariner Independent Advisor Network
Kansas
$10.9M -$7.12M -232,062 -40%
TWP
44
Tempus Wealth Planning
California
$10.8M +$136K +4,416 +1%
DADC
45
D.A. Davidson & Co
Montana
$10.4M +$5.51M +179,420 +113%
FNBOH
46
First National Bank of Hutchinson
Kansas
$10.1M +$5.45M +177,649 +117%
APA
47
American Portfolios Advisors
New York
$10M +$4.98M +162,345 +99%
LFAS
48
Level Four Advisory Services
Texas
$8.53M +$527K +17,175 +7%
WCA
49
Westover Capital Advisors
Delaware
$8.44M -$366K -11,906 -4%
SRSA
50
S.R. Schill & Associates
Washington
$8.12M +$429K +13,985 +6%
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