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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.

New
Increased
Maintained
Reduced
Closed
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
Municipal Employees' Retirement System of Michigan
Michigan
$580M
2
UBS Group
UBS Group
Switzerland
$124M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M
4
Wells Fargo
Wells Fargo
California
$46.3M
5
GPWA
Great Point Wealth Advisors
Massachusetts
$24.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
SMM
Stadion Money Management
Georgia
$5.03M
3
ACM
AlphaStar Capital Management
North Carolina
$81M
4
BFA
Beaumont Financial Advisors
Massachusetts
$1.15M
5
Bank of America
Bank of America
North Carolina
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
126
L.J. Altfest & Co
New York
$909K -$113K -3,674 -11%
FAIM
127
Financial Advocates Investment Management
Washington
$893K +$893K +29,081 New
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$885K +$45.7K +1,489 +5%
PA
129
Pinnacle Associates
New York
$857K +$857K +27,892 New
PWMAG
130
Pinnacle Wealth Management Advisory Group
New Jersey
$857K +$857K +27,892 New
SP
131
Successful Portfolios
Florida
$850K +$16.4K +535 +2%
EWM
132
EPG Wealth Management
Georgia
$847K +$584K +19,020 +223%
MWM
133
Meridian Wealth Management
Kentucky
$822K +$293K +9,547 +55%
AFWM
134
AMJ Financial Wealth Management
Virginia
$802K -$8.75M -284,689 -92%
SFA
135
Sequoia Financial Advisors
Ohio
$801K +$801K +26,080 New
AWM
136
Avior Wealth Management
Nebraska
$782K -$17K -555 -2%
FWM
137
Focused Wealth Management
New York
$775K -$177K -5,759 -19%
MSAM
138
Moloney Securities Asset Management
Missouri
$744K +$744K +24,210 New
SIA
139
Soltis Investment Advisors
Utah
$736K +$4.79K +156 +0.7%
BCM
140
Brookstone Capital Management
Illinois
$668K -$599K -19,504 -47%
FRA
141
Front Row Advisors
California
$662K – – –
W
142
Wealthquest
Ohio
$658K +$658K +21,430 New
CMBA
143
C.M. Bidwell & Associates
Hawaii
$635K -$75K -2,440 -11%
RFN
144
RDA Financial Network
Iowa
$625K -$153K -4,989 -20%
CIC
145
Carnegie Investment Counsel
Ohio
$622K +$107K +3,471 +21%
PP
146
PrairieView Partners
Minnesota
$621K -$8.41K -274 -1%
CS
147
Comerica Securities
Michigan
$595K +$595K +19,368 New
HPC
148
Hobart Private Capital
North Carolina
$555K +$555K +18,077 New
TI
149
Trexquant Investment
Connecticut
$554K +$554K +18,027 New
OIA
150
Optimum Investment Advisors
Illinois
$550K +$9.22K +300 +2%
4 5
6
7 8