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.

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
1
Municipal Employees' Retirement System of Michigan
Michigan
$707M
2
FI
2
FormulaFolio Investments
Michigan
$26.2M
3
State Street
3
State Street
Massachusetts
$149M
4
CPO
4
Cerity Partners OCIO
New York
$55M
5
BFG
5
Barber Financial Group
Kansas
$14.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.1M
3
Wells Fargo
3
Wells Fargo
California
$10.3M
4
AIM
4
Astor Investment Management
Illinois
$2K
5
BAM
5
Bruderman Asset Management
New York
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
176
Cetera Advisor Networks
California
$261K 8,494 +4 +0%
MCM
177
Monument Capital Management
Virginia
$260K 8,480 -1,205 -12%
BWA
178
Beam Wealth Advisors
Louisiana
$258K 8,396 +1,500 +22%
SW
179
SkyOak Wealth
Michigan
$246K 7,999 – –
SWP
180
Summit Wealth Partners
Florida
$243K 7,911 +8 +0.1%
NAS
181
Nicolet Advisory Services
Wisconsin
$240K 7,818 -131 -2%
B
182
Bridgeworth
Alabama
$239K 7,773 -2,252 -22%
JMFC
183
J.M. Forbes & Co
Massachusetts
$234K 7,607 +207 +3%
RIA
184
Regal Investment Advisors
Michigan
$220K 7,156 +7,156 New
FANJ
185
Financial Architects (New Jersey)
New Jersey
$213K 6,936 -358 -5%
MAS
186
Managed Account Services
Florida
$210K 6,852 -1,173 -15%
UCFA
187
United Capital Financial Advisors
Texas
$210K 6,837 – –
NFG
188
Next Financial Group
Texas
$206K 6,693 -3,927 -37%
SIM
189
Stratos Investment Management
Ohio
$206K 6,691 +7 +0.1%
KAS
190
Kestra Advisory Services
Texas
$204K 6,652 +6,652 New
I2I
191
Insight 2811 Inc
Illinois
$203K 6,602 -139,067 -95%
GM
192
GeoWealth Management
Illinois
$163K 5,298 -93,461 -95%
William Blair & Company
193
William Blair & Company
Illinois
$154K 5,000 – –
BAM
194
Belpointe Asset Management
Nevada
$128K 4,168 – –
CAAS
195
Capital Asset Advisory Services
Michigan
$92K 3,000 – –
OIM
196
Oder Investment Management
California
$76K 2,464 +2,464 New
APWA
197
Atlas Private Wealth Advisors
New Jersey
$67K 2,190 – –
SL
198
Savior LLC
Massachusetts
$61K 1,979 +7 +0.4%
CFA
199
Carroll Financial Associates
North Carolina
$60K 1,966 -20,623 -91%
CL
200
COWA LLC
Oklahoma
$58K 1,815 +1,815 New
6 7
8
9 10