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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.

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 %
SS
51
Simplicity Solutions
Minnesota
$7.7M -$7.07M -230,072 -48%
MIAN
52
Mariner Independent Advisor Network
Kansas
$7.07M -$3.82M -124,336 -35%
SPAS
53
Spectrum Planning & Advisory Services
California
$7.03M +$7.03M +228,817 New
WCA
54
Westover Capital Advisors
Delaware
$6.78M -$1.67M -54,231 -20%
Lido Advisors
55
Lido Advisors
California
$6.36M -$451K -14,696 -7%
CW
56
CreativeOne Wealth
Kansas
$6.21M +$824K +26,829 +15%
AAP
57
Arax Advisory Partners
Colorado
$5.78M +$2.02M +65,841 +54%
Citigroup
58
Citigroup
New York
$5.76M +$803K +26,142 +16%
CI
59
CX Institutional
Indiana
$5.49M -$10.1M -330,454 -65%
APA
60
American Portfolios Advisors
New York
$5.39M -$4.62M -150,402 -46%
APW
61
Aurora Private Wealth
New Jersey
$5.11M +$293K +9,541 +6%
MNG
62
Manning & Napier Group
New York
$4.93M -$11M – –
RVPG
63
Relative Value Partners Group
$4.79M -$363K -11,830 -7%
SMM
64
Stadion Money Management
Georgia
$4.45M -$917K -29,847 -17%
SWM
65
SigFig Wealth Management
California
$4.37M +$118K +3,833 +3%
FHC
66
First Heartland Consultants
Missouri
$4.19M -$1.43M -46,504 -25%
WCM
67
Wealthcare Capital Management
Virginia
$4.07M -$188K -6,118 -4%
CWA
68
Clearview Wealth Advisors
Oregon
$3.91M +$3.91M +127,298 New
MCC
69
Money Concepts Capital
Florida
$3.82M +$3.82M +124,422 New
RC
70
Roundview Capital
New Jersey
$3.8M +$5.68K +185 +0.1%
PSUF
71
People's United Financial
Connecticut
$3.77M +$180K +5,869 +5%
WCM
72
Windsor Capital Management
Arizona
$3.66M +$62.6K +2,040 +2%
RJA
73
Raymond James & Associates
Florida
$3.43M +$124K +4,031 +4%
FFG
74
Fullen Financial Group
Ohio
$3.41M -$43K -1,401 -1%
Truist Financial
75
Truist Financial
North Carolina
$3.39M +$150K +4,896 +5%
1 2
3
4 5