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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 %
DWM
176
Dakota Wealth Management
Florida
$298K -$130K -4,233 -30%
MCM
177
Monument Capital Management
Virginia
$297K -$72.6K -2,366 -20%
QCM
178
Quest Capital Management
Texas
$262K +$262K +8,520 New
CAN
179
Cetera Advisor Networks
California
$261K -$11.5M -373,248 -98%
WWM
180
Western Wealth Management
Colorado
$247K -$209K -6,800 -46%
SFA
181
Sequoia Financial Advisors
Ohio
$246K -$555K -18,073 -69%
MAS
182
Managed Account Services
Florida
$246K -$117K -3,807 -32%
SW
183
SkyOak Wealth
Michigan
$246K +$246K +7,999 New
NAS
184
Nicolet Advisory Services
Wisconsin
$244K -$242K -7,887 -50%
SWP
185
Summit Wealth Partners
Florida
$243K +$243K +7,903 New
VHAM
186
Van Hulzen Asset Management
California
$232K -$14.3K -466 -6%
JMFC
187
J.M. Forbes & Co
Massachusetts
$227K +$7.27K +237 +3%
FANJ
188
Financial Architects (New Jersey)
New Jersey
$224K – – –
BWA
189
Beam Wealth Advisors
Louisiana
$212K +$212K +6,896 New
UCFA
190
United Capital Financial Advisors
Texas
$210K – – –
VPIM
191
Vanguard Personalized Indexing Management
California
$207K +$207K +6,741 New
SIM
192
Stratos Investment Management
Ohio
$205K +$184 +6 +0.1%
William Blair & Company
193
William Blair & Company
Illinois
$154K – – –
GFPC
194
Global Financial Private Client
Florida
$151K -$55.5K -1,808 -27%
BAM
195
Belpointe Asset Management
Nevada
$128K +$2.8K +91 +2%
BBA
196
Braun-Bostich & Associates
Pennsylvania
$104K -$114K -3,698 -52%
CAAS
197
Capital Asset Advisory Services
Michigan
$92K – – –
SFSG
198
Stearns Financial Services Group
North Carolina
$89K – – –
LFG
199
LifePlan Financial Group
Ohio
$77K -$21.3K -692 -22%
NFSG
200
Newbridge Financial Services Group
Florida
$70K +$70K +2,276 New
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8
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