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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 Market Value Shares Shares
Change 		Shares
Change %
TC
101
TownSquare Capital
Utah
$1.11M 36,195 +19,291 +114%
CTFG
102
Capstone Triton Financial Group
Oklahoma
$1.11M 36,185 +36,185 New
Citadel Advisors
103
Citadel Advisors
Florida
$1.09M 35,360 -107,007 -75%
MBTD
104
Mechanics Bank - Trust Department
California
$1.09M 35,362 -1,639 -4%
EH
105
Equitable Holdings
New York
$1.06M 34,513 -3,590 -9%
IWM
106
IHT Wealth Management
Illinois
$1.05M 34,050 – –
NHFG
107
New Harbor Financial Group
Massachusetts
$992K 32,317 +32,317 New
MSAM
108
Moloney Securities Asset Management
Missouri
$991K 32,269 -1,878 -5%
MSFS
109
Main Street Financial Solutions
Pennsylvania
$991K 32,280 +32,280 New
KWP
110
Keystone Wealth Partners
Arizona
$977K 31,813 +31,813 New
IAN
111
Integrated Advisors Network
Texas
$961K 31,300 -700 -2%
LK
112
Lumbard & Kellner
New Hampshire
$926K 30,142 +30,142 New
FT
113
Fiduciary Trust
Massachusetts
$898K 29,229 -355 -1%
AWA
114
Arkadios Wealth Advisors
Georgia
$878K 28,603 +28,593 +285,930%
GI
115
Glovista Investments
New Jersey
$866K 28,235 -26,980 -49%
SP
116
Successful Portfolios
Florida
$850K 27,671 – –
PWMG
117
Prestige Wealth Management Group
New Jersey
$843K 27,441 +25,194 +1,121%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$841K 27,319 -724 -3%
FAIM
119
Financial Advocates Investment Management
Washington
$834K 27,143 -3,103 -10%
BJL
120
Brighton Jones LLC
Washington
$832K 27,081 -1,294 -5%
LFF
121
Level Four Financial
Texas
$768K 25,017 +25,017 New
FWM
122
Focused Wealth Management
New York
$751K 24,442 -15 -0.1%
CIC
123
Carnegie Investment Counsel
Ohio
$739K 24,057 +532 +2%
SIA
124
Soltis Investment Advisors
Utah
$737K 24,013 +25 +0.1%
B
125
Bailard
California
$725K 23,601 -4,970 -17%
3 4
5
6 7