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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.

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 %
FI
51
FormulaFolio Investments
Michigan
$9.79M +$1.72M +55,910 +21%
WCA
52
Westover Capital Advisors
Delaware
$8.81M -$118K -3,827 -1%
LFAS
53
Level Four Advisory Services
Texas
$8.01M -$2.12M -68,958 -21%
RIM
54
Redwood Investment Management
Arizona
$7.8M -$634K -20,630 -8%
SRSA
55
S.R. Schill & Associates
Washington
$7.69M +$678K +22,055 +10%
AFAS
56
Acorn Financial Advisory Services
Virginia
$7.66M +$3.37M +109,683 +79%
Lido Advisors
57
Lido Advisors
California
$7.51M +$7.51M +244,300 New
GI
58
Glovista Investments
New Jersey
$7.21M +$59K +1,920 +0.8%
LF
59
LifeSteps Financial
California
$6.75M +$3.67M +119,614 +119%
RC
60
Roundview Capital
New Jersey
$6.67M -$542K -17,627 -8%
GM
61
GeoWealth Management
Illinois
$5.44M +$5.44M +177,027 New
LBD
62
Landsberg Bennett & Dubbaneh
Florida
$5.25M -$1.87M -60,965 -26%
WWM
63
WJ Wealth Management
Arizona
$5.05M +$5.05M +164,162 New
SMM
64
Stadion Money Management
Georgia
$5.03M -$145M -4,716,109 -97%
APA
65
American Portfolios Advisors
New York
$5.03M +$4.61M +149,988 +1,101%
APW
66
Aurora Private Wealth
New Jersey
$5.01M -$2.87M -93,424 -36%
DADC
67
D.A. Davidson & Co
Montana
$4.9M +$918K +29,891 +23%
Citigroup
68
Citigroup
New York
$4.69M +$4.68M +152,377 +45,622%
FNBOH
69
First National Bank of Hutchinson
Kansas
$4.66M +$1.95M +63,633 +72%
WCM
70
Wealthcare Capital Management
Virginia
$4.3M – – –
NCM
71
Nelson Capital Management
California
$4.29M +$1.68M +54,662 +64%
BCI
72
Brinker Capital Investments
Pennsylvania
$4.11M -$225K -7,341 -5%
AAP
73
Arax Advisory Partners
Colorado
$3.96M -$19M -616,984 -83%
SWM
74
SigFig Wealth Management
California
$3.96M +$313K +10,203 +9%
FFG
75
Fullen Financial Group
Ohio
$3.44M +$3.44M +112,065 New
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