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State Street SPDR Portfolio Short Term Treasury ETF

235 hedge funds and large institutions have $2.29B invested in State Street 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

49% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 65

21.25% more ownership

Funds ownership: 50.35%71.6% (+21%)

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

16% more capital invested

Capital invested by funds: $1.97B → $2.29B (+$318M)

2% more funds holding

Funds holding: 230235 (+5)

7% less call options, than puts

Call options by funds: $235M | Put options by funds: $252M

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
4.82%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
76
Windsor Capital Management
Arizona
$3.4M +$285K +9,272 +9%
BII
77
Bainco International Investors
Massachusetts
$3.27M +$3.26M +106,300 New
LWP
78
Legacy Wealth Planning
Nevada
$3.26M +$3.26M +106,134 New
I2I
79
Insight 2811 Inc
Illinois
$3.23M +$544K +17,718 +20%
CW
80
CreativeOne Wealth
Kansas
$3.12M +$714K +23,255 +30%
WCM
81
Wisconsin Capital Management
Wisconsin
$2.98M +$2.17M +70,600 +268%
Truist Financial
82
Truist Financial
North Carolina
$2.92M +$1.07M +34,715 +57%
Charles Schwab
83
Charles Schwab
California
$2.92M -$943K -30,730 -24%
PSUF
84
People's United Financial
Connecticut
$2.88M +$730K +23,795 +34%
SIA
85
Strategic Investment Advisors
Michigan
$2.84M +$2.84M +92,576 New
ERIM
86
Eagle Ridge Investment Management
Connecticut
$2.65M
AAS
87
Avantax Advisory Services
Texas
$2.51M +$171K +5,566 +7%
RMAM
88
Raab & Moskowitz Asset Management
New Jersey
$2.45M +$186K +6,073 +8%
AI
89
Atria Investments
North Carolina
$2.27M +$1.96M +63,773 +633%
MWM
90
McNaughton Wealth Management
California
$2.15M +$111K +3,625 +5%
SMFS
91
Squar Milner Financial Services
California
$2.15M +$2.09M +68,241 +3,705%
Deutsche Bank
92
Deutsche Bank
Germany
$2.1M +$1.27M +41,426 +153%
SAM
93
Stansberry Asset Management
Texas
$2.1M -$43.3K -1,411 -2%
MML Investors Services
94
MML Investors Services
Massachusetts
$2.1M +$544K +17,723 +35%
OWA
95
Outlook Wealth Advisors
Texas
$2.1M +$1.72M +56,170 +465%
SWP
96
Stratos Wealth Partners
Ohio
$2.05M +$1.15M +37,490 +128%
DA
97
Detalus Advisors
Missouri
$2.04M +$1.3M +42,371 +176%
MFT
98
Moisand Fitzgerald Tamayo
Florida
$1.92M +$317K +10,331 +20%
IMC Chicago
99
IMC Chicago
Illinois
$1.84M -$481K -15,682 -21%
AFP
100
Ausdal Financial Partners
Iowa
$1.64M +$396K +12,909 +32%

SPTS Hedge Fund Activity: Q2 2020 in Review

235 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q2 2020, worth a combined $2.29B — up 16% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPTS positions and 41 closed out — a net gain of 7 holders — while 97 added to existing stakes and 65 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $529M. The largest seller was Goldman Sachs, exiting entirely with an estimated $200M sold.

  • 235 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q2 2020, up from 230 in Q1 2020.
  • Funds reported $2.29B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q2 2020 and 41 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q2 2020 was Municipal Employees' Retirement System of Michigan, an estimated $529M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q2 2020 was Goldman Sachs, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2020.