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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 %
LFG
201
LifePlan Financial Group
Ohio
$98K – – –
CAAS
202
Capital Asset Advisory Services
Michigan
$92K – – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$92K +$92K +2,990 New
SFSG
204
Stearns Financial Services Group
North Carolina
$89K -$527K -17,128 -86%
PWMG
205
Prestige Wealth Management Group
New Jersey
$69K +$69K +2,247 New
APWA
206
Atlas Private Wealth Advisors
New Jersey
$67K +$67K +2,190 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
$50K +$3.92K +127 +9%
FHA
208
Flagship Harbor Advisors
Massachusetts
$47K -$25K -815 -35%
SMG
209
Spectrum Management Group
Indiana
$41K -$118K -3,900 -74%
PA
210
Procyon Advisors
Connecticut
$41K +$9.51K +306 +30%
CWM
211
Cranbrook Wealth Management
Michigan
$41K +$41K +1,335 New
KFS
212
Kelly Financial Services
Massachusetts
$39K -$3.95M -128,623 -99%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$16.6K +534 +177%
CFGS
214
Concourse Financial Group Securities
Alabama
$22K -$181K -5,963 -89%
TIM
215
Tortoise Investment Management
New York
$22K – – –
JCM
216
Jacobi Capital Management
Pennsylvania
$20K -$3.64K -121 -15%
RG
217
Retirement Group
California
$16K +$16K +514 New
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$13K +$13K +408 New
GEA
219
Glen Eagle Advisors
New Jersey
$12.3K – – –
PP
220
Pacifica Partners
Canada
$12K – – –
SPIA
221
Steward Partners Investment Advisory
New York
$11K – – –
BC
222
Bartlett & Co
Ohio
$10K – – –
WT
223
Whittier Trust
California
$10K – – –
BCWM
224
Bartlett & Co Wealth Management
Ohio
$9.98K – – –
VFA
225
Valeo Financial Advisors
Indiana
$9K +$6.93K +235 +336%
7 8
9
10 11