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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

230 hedge funds and large institutions have $2.16B invested in SPDR Portfolio Short Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-4
Holders Change %
-1.71%
% of All Funds
4.65%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.57%
New
28
Increased
84
Reduced
86
Closed
31
Calls
$144M
Puts
$218M
Net Calls
-$74.1M
Net Calls Change
-$56.6M

Top Buyers

1
NCM
1
Nelson Capital Management
California
$52M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$610M
3
UBS Group
3
UBS Group
Switzerland
$142M
4
State Street
4
State Street
Massachusetts
$130M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.5M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$2.06M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.4M
3
RVPG
3
Relative Value Partners Group
$5.15M
4
BJ
4
Brouwer & Janachowski
California
$2.22M
5
PWG
5
Private Wealth Group
Florida
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$862K -$25.3K -824 -3%
SP
127
Successful Portfolios
Florida
$849K – – –
AssetMark Inc
128
AssetMark Inc
California
$809K +$689K +22,461 +576%
AWM
129
Avior Wealth Management
Nebraska
$781K +$276 +9 +0%
PWMAG
130
Pinnacle Wealth Management Advisory Group
New Jersey
$764K -$92.1K -3,000 -11%
PA
131
Pinnacle Associates
New York
$764K -$92.1K -3,000 -11%
FWM
132
Focused Wealth Management
New York
$751K -$23.8K -775 -3%
SIA
133
Soltis Investment Advisors
Utah
$736K +$675 +22 +0.1%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$726K +$634K +20,676 +692%
CIC
135
Carnegie Investment Counsel
Ohio
$722K +$101K +3,288 +16%
CFA
136
Carroll Financial Associates
North Carolina
$693K -$358K -11,664 -34%
FRA
137
Front Row Advisors
California
$661K – – –
BRWA
138
B. Riley Wealth Advisors
Florida
$648K +$302K +9,835 +87%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$624K +$574K +18,699 +1,155%
RFN
140
RDA Financial Network
Iowa
$615K -$10.3K -334 -2%
CS
141
Comerica Securities
Michigan
$595K – – –
PP
142
PrairieView Partners
Minnesota
$575K -$45.8K -1,493 -7%
W
143
Wealthquest
Ohio
$567K -$90.3K -2,945 -14%
OIA
144
Optimum Investment Advisors
Illinois
$550K – – –
NEIRG
145
New England Investment & Retirement Group
Massachusetts
$539K +$38.6K +1,257 +8%
TWM
146
Titus Wealth Management
California
$531K +$120K +3,913 +29%
TC
147
TownSquare Capital
Utah
$518K +$287K +9,364 +124%
GWM
148
Geneos Wealth Management
Colorado
$497K -$751K -24,466 -60%
KWM
149
Kingsview Wealth Management
Oregon
$493K +$31K +1,009 +7%
HWA
150
Heartwood Wealth Advisors
Virginia
$483K -$16.5K -537 -3%
4 5
6
7 8