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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 %
NWM
176
Northwest Wealth Management
Iowa
$346K +$124K +4,025 +56%
B
177
Bellecapital
Switzerland
$341K – – –
JWS
178
Juncture Wealth Strategies
Arizona
$338K -$252K -8,192 -43%
SPC
179
Sigma Planning Corp
Michigan
$321K +$321K +10,446 New
PG
180
Prostatis Group
Maryland
$299K -$3.64M -118,607 -92%
VHAM
181
Van Hulzen Asset Management
California
$246K -$56.4K -1,841 -19%
B
182
Bridgeworth
Alabama
$245K +$245K +7,978 New
FHB
183
First Hawaiian Bank
Hawaii
$236K -$15.2K -495 -6%
TSA
184
Tri-Star Advisors
Texas
$232K +$232K +7,565 New
OWP
185
Obermeyer Wealth Partners
Colorado
$232K +$232K +7,566 New
TC
186
TownSquare Capital
Utah
$231K -$111K -3,634 -33%
FANJ
187
Financial Architects (New Jersey)
New Jersey
$224K +$42.6K +1,387 +23%
JMFC
188
J.M. Forbes & Co
Massachusetts
$220K +$10.4K +339 +5%
WA
189
Waverly Advisors
Alabama
$219K – – –
BBA
190
Braun-Bostich & Associates
Pennsylvania
$217K – – –
AO
191
Advisor OS
Illinois
$217K +$217K +7,074 New
UCFA
192
United Capital Financial Advisors
Texas
$210K – – –
NFG
193
Next Financial Group
Texas
$209K -$118K -3,827 -36%
OFS
194
OneAscent Financial Services
Alabama
$209K +$209K +6,812 New
GFPC
195
Global Financial Private Client
Florida
$206K +$206K +6,727 New
SIM
196
Stratos Investment Management
Ohio
$205K +$430 +14 +0.2%
OPS
197
Orion Portfolio Solutions
Nebraska
$157K – – –
William Blair & Company
198
William Blair & Company
Illinois
$154K – – –
BAM
199
Belpointe Asset Management
Nevada
$125K – – –
AssetMark Inc
200
AssetMark Inc
California
$120K -$3.35M -108,770 -97%
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