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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 Holding Trade Value Shares
Change 		Shares
Change %
CWM
201
Cranbrook Wealth Management
Michigan
$46K +$5.01K +163 +12%
NFSG
202
Newbridge Financial Services Group
Florida
$43K -$27.2K -882 -39%
SMG
203
Spectrum Management Group
Indiana
$41K – – –
LAS
204
Lloyd Advisory Services
Georgia
$39K -$264K -8,497 -87%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$32K -$583K -19,261 -95%
FPW
206
Flagship Private Wealth
Massachusetts
$27.9K +$27.9K +910 New
KFS
207
Kelly Financial Services
Massachusetts
$25K +$31 +1 +0.1%
FEG
208
Financial Enhancement Group
Indiana
$24K -$4.49M -148,840 -99%
PWM
209
Perigon Wealth Management
California
$22K +$22K +710 New
ICP
210
Interchange Capital Partners
Pennsylvania
$18K +$18K +592 New
BWL
211
Bogart Wealth LLC
Virginia
$17K +$17K +584 New
HIA
212
Harbor Investment Advisory
Maryland
$16K – – –
CFGS
213
Concourse Financial Group Securities
Alabama
$16K +$3.07K +98 +24%
RG
214
Retirement Group
California
$15K +$29 +1 +0.2%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$13K +$13K +408 New
PP
216
Pacifica Partners
Canada
$12K – – –
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$10K – – –
BC
218
Bartlett & Co
Ohio
$10K – – –
WT
219
Whittier Trust
California
$10K – – –
DWMG
220
DB Wealth Management Group
California
$10K +$10K +314 New
BCWM
221
Bartlett & Co Wealth Management
Ohio
$9.98K – – –
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$16K -534 -64%
ACA
223
Aptus Capital Advisors
Alabama
$9K – – –
OCM
224
Orion Capital Management
California
$9K +$9K +284 New
TC
225
Truvestments Capital
Florida
$9K +$9K +303 New
7 8
9
10 11