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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 %
FT
151
Fiduciary Trust
Massachusetts
$522K +$522K +17,006 New
FAAS
152
First Allied Advisory Services
California
$511K +$53.5K +1,742 +12%
NEIRG
153
New England Investment & Retirement Group
Massachusetts
$501K +$285K +9,268 +132%
HWA
154
Heartwood Wealth Advisors
Virginia
$500K -$52.8K -1,718 -10%
MA
155
Mutual Advisors
Nebraska
$499K +$3.47K +113 +0.7%
IAN
156
Integrated Advisors Network
Texas
$489K +$98.3K +3,200 +25%
ASN
157
Advisory Services Network
Georgia
$488K +$437K +14,235 +856%
NAS
158
Nicolet Advisory Services
Wisconsin
$486K -$1.18M -38,334 -71%
BHWM
159
Bay Harbor Wealth Management
Maryland
$484K +$484K +15,761 New
KWM
160
Kingsview Wealth Management
Oregon
$462K -$35.8K -1,167 -7%
BAM
161
Barrett Asset Management
New York
$461K – – –
WWM
162
Western Wealth Management
Colorado
$456K +$456K +14,835 New
DWM
163
Dakota Wealth Management
Florida
$429K +$44.7K +1,454 +12%
PA
164
Probity Advisors
Texas
$429K +$52.3K +1,700 +14%
BF
165
BOK Financial
Oklahoma
$418K -$285K -9,290 -41%
TWM
166
Titus Wealth Management
California
$411K +$411K +13,387 New
WSTAM
167
Wilbanks Smith & Thomas Asset Management
Virginia
$399K +$30K +976 +8%
Principal Financial Group
168
Principal Financial Group
Iowa
$398K +$34K +1,109 +9%
AIC
169
Ameritas Investment Company
Nebraska
$390K – – –
MCM
170
Monument Capital Management
Virginia
$370K -$1.03M -33,513 -74%
MAS
171
Managed Account Services
Florida
$363K -$1.72M -55,984 -83%
AFA
172
Arlington Financial Advisors
California
$356K -$30.7K -1,000 -8%
CWA
173
Capital Wealth Alliance
Arizona
$356K +$356K +11,593 New
LAS
174
Lloyd Advisory Services
Georgia
$353K +$325K +10,564 +1,147%
BRWA
175
B. Riley Wealth Advisors
Florida
$346K -$53.3K -1,734 -13%
5 6
7
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