SPTS icon

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.

New
Increased
Maintained
Reduced
Closed
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
Municipal Employees' Retirement System of Michigan
Michigan
$707M
2
FI
FormulaFolio Investments
Michigan
$26.2M
3
State Street
State Street
Massachusetts
$149M
4
CPO
Cerity Partners OCIO
New York
$55M
5
BFG
Barber Financial Group
Kansas
$14.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$91.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.1M
3
Wells Fargo
Wells Fargo
California
$10.3M
4
AIM
Astor Investment Management
Illinois
$2K
5
BAM
Bruderman Asset Management
New York
$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
126
Vista Investment Management
Pennsylvania
$675K -$289K -9,395 -30%
FRA
127
Front Row Advisors
California
$662K – – –
GWM
128
Geneos Wealth Management
Colorado
$642K +$434K +33,665 +208%
AWM
129
Avior Wealth Management
Nebraska
$633K -$148K -4,832 -19%
WSTAM
130
Wilbanks Smith & Thomas Asset Management
Virginia
$629K +$230K +7,495 +58%
CS
131
Comerica Securities
Michigan
$595K – – –
HS
132
Horan Securities
United States
$554K +$143K +4,654 +35%
TSA
133
Tri-Star Advisors
Texas
$550K +$233K +7,592 +73%
SFS
134
Sowell Financial Services
Arkansas
$542K -$440K -14,345 -45%
NEIRG
135
New England Investment & Retirement Group
Massachusetts
$538K -$644 -21 -0.1%
TWM
136
Titus Wealth Management
California
$536K +$4.91K +160 +0.9%
PA
137
Pinnacle Associates
New York
$521K -$243K -7,925 -32%
PWMAG
138
Pinnacle Wealth Management Advisory Group
New Jersey
$521K -$243K -7,925 -32%
OIA
139
Optimum Investment Advisors
Illinois
$519K -$30.7K -1,000 -6%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$517K -$210K -6,831 -29%
CAMG
141
CWA Asset Management Group
Florida
$514K -$984K -32,023 -66%
MWM
142
Midwest Wealth Management
Indiana
$510K +$510K +16,622 New
HWA
143
Heartwood Wealth Advisors
Virginia
$483K -$492 -16 -0.1%
PG
144
Prostatis Group
Maryland
$478K +$478K +15,571 New
RFN
145
RDA Financial Network
Iowa
$478K -$137K -4,464 -22%
HL
146
HeadInvest LLC
Maine
$462K +$462K +15,060 New
BAM
147
Barrett Asset Management
New York
$461K – – –
W
148
Wealthquest
Ohio
$445K -$122K -3,982 -22%
TLFA
149
True Link Financial Advisors
California
$445K +$445K +14,475 New
SFA
150
Sequoia Financial Advisors
Ohio
$440K +$194K +6,308 +79%
4 5
6
7 8