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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.

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 %
PWMG
201
Prestige Wealth Management Group
New Jersey
$69K – – –
APWA
202
Atlas Private Wealth Advisors
New Jersey
$67K – – –
SL
203
Savior LLC
Massachusetts
$61K +$61K +1,972 New
HCA
204
Horan Capital Advisors
Ohio
$53K +$53K +1,711 New
FHA
205
Flagship Harbor Advisors
Massachusetts
$41K -$5.83K -191 -12%
SMG
206
Spectrum Management Group
Indiana
$41K – – –
CWM
207
Cranbrook Wealth Management
Michigan
$41K – – –
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$26K -$62 -2 -0.2%
KFS
209
Kelly Financial Services
Massachusetts
$24.9K -$14K -457 -36%
RG
210
Retirement Group
California
$16K +$31 +1 +0.2%
HIA
211
Harbor Investment Advisory
Maryland
$16K +$16K +520 New
CFGS
212
Concourse Financial Group Securities
Alabama
$13K -$9.82K -312 -43%
GEA
213
Glen Eagle Advisors
New Jersey
$12.3K – – –
PP
214
Pacifica Partners
Canada
$12K – – –
SPIA
215
Steward Partners Investment Advisory
New York
$11K +$706 +24 +7%
BC
216
Bartlett & Co
Ohio
$10K – – –
WT
217
Whittier Trust
California
$10K – – –
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$10K +$10K +342 New
BCWM
219
Bartlett & Co Wealth Management
Ohio
$9.98K – – –
ACA
220
Aptus Capital Advisors
Alabama
$9K +$9K +315 New
PMFA
221
Plante Moran Financial Advisors
Michigan
$8K – – –
PA
222
Parallel Advisors
California
$8K – – –
US Bancorp
223
US Bancorp
Minnesota
$5K – – –
GRP
224
Global Retirement Partners
California
$4K – – –
GWMIA
225
Global Wealth Management Investment Advisory
Florida
$2K +$2K +78 New
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9
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