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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BSWM
26
Boston Standard Wealth Management
Massachusetts
$14.5M +$938K +30,549 +7%
BFG
27
Barber Financial Group
Kansas
$14.2M +$10.6M +343,753 +288%
SFM
28
Signet Financial Management
New Jersey
$13.8M -$3.61M -117,592 -21%
Ameriprise
29
Ameriprise
Minnesota
$13.8M +$1.38M +44,907 +11%
GPWA
30
Great Point Wealth Advisors
Massachusetts
$13.5M -$11M -358,975 -45%
FNBOH
31
First National Bank of Hutchinson
Kansas
$13.4M +$3.33M +108,457 +33%
WCWM
32
Willow Creek Wealth Management
California
$13.2M +$592K +19,279 +5%
22CM
33
20/20 Capital Management
California
$13.1M -$8.16M -265,809 -38%
CPA
34
Clear Perspective Advisors
Illinois
$13M +$637K +20,736 +5%
ACG
35
Allen Capital Group
Nebraska
$12.6M -$335K -10,920 -3%
DADC
36
D.A. Davidson & Co
Montana
$11.8M +$1.4M +45,537 +13%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$11.3M -$32.5K -1,057 -0.3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$11.3M -$926K -30,163 -8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$11.1M -$36.4M -1,184,395 -77%
TWP
40
Tempus Wealth Planning
California
$10.8M -$6.39K -208 -0.1%
Wells Fargo
41
Wells Fargo
California
$10.3M -$29M -944,727 -74%
CCP
42
Cardan Capital Partners
Colorado
$9.53M -$2.95M -96,019 -24%
Osaic Holdings
43
Osaic Holdings
Arizona
$8.65M -$6.94M -225,992 -45%
SRSA
44
S.R. Schill & Associates
Washington
$8.55M +$429K +13,960 +5%
AWM
45
AE Wealth Management
Kansas
$8.45M -$6.62M -215,641 -44%
BAM
46
Bruderman Asset Management
New York
$8.16M -$13.4M -434,812 -62%
RIM
47
Redwood Investment Management
Arizona
$8.13M +$272K +8,865 +3%
LFAS
48
Level Four Advisory Services
Texas
$8.08M -$452K -14,720 -5%
LF
49
LifeSteps Financial
California
$8.07M +$1.26M +40,883 +18%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$8.02M +$4.86M +158,338 +154%
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