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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.

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
1
Municipal Employees' Retirement System of Michigan
Michigan
$580M
2
UBS Group
2
UBS Group
Switzerland
$124M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$118M
4
Wells Fargo
4
Wells Fargo
California
$46.3M
5
AIM
5
Astor Investment Management
Illinois
$28.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
SMM
2
Stadion Money Management
Georgia
$5.03M
3
ACM
3
AlphaStar Capital Management
North Carolina
$81M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$1.15M
5
Bank of America
5
Bank of America
North Carolina
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$580M 18,893,978 +17,229,943 +1,035%
UBS Group
2
UBS Group
Switzerland
$124M 4,032,945 +3,101,002 +333%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$118M 3,827,324 +1,319,046 +53%
State Street
4
State Street
Massachusetts
$114M 3,707,919 +429,739 +13%
ACM
5
AlphaStar Capital Management
North Carolina
$81M 2,637,515 -1,652,143 -39%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$69.8M 2,277,214 – –
LPL Financial
7
LPL Financial
California
$67.6M 2,199,965 +666,176 +43%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$54.3M 1,766,570 -171,006 -9%
Wells Fargo
9
Wells Fargo
California
$46.3M 1,508,002 +1,225,231 +433%
CCFCSB
10
Cape Cod Five Cents Savings Bank
Massachusetts
$37.9M 1,232,120 +117,131 +11%
PWG
11
Private Wealth Group
Florida
$37.2M 1,211,024 +104,553 +9%
Morgan Stanley
12
Morgan Stanley
New York
$36M 1,170,890 +420,755 +56%
CPO
13
Cerity Partners OCIO
New York
$34.9M 1,136,460 +186,573 +20%
TC
14
Telemus Capital
Michigan
$29M 944,933 -3,253 -0.3%
AIM
15
Astor Investment Management
Illinois
$28.5M 927,193 +927,193 New
RVPG
16
Relative Value Partners Group
$27.9M 908,735 +53,400 +6%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$24.5M 797,164 +708,053 +795%
BAM
18
Bruderman Asset Management
New York
$24.3M 792,296 -399,962 -34%
Bank of America
19
Bank of America
North Carolina
$23.5M 765,949 -695,435 -48%
CI
20
CX Institutional
Indiana
$21.5M 699,221 +102,504 +17%
BJ
21
Brouwer & Janachowski
California
$21.4M 697,534 -170,618 -20%
22CM
22
20/20 Capital Management
California
$20.8M 676,009 +372,362 +123%
SPA
23
Sentinel Pension Advisors
Massachusetts
$18.8M 613,459 +154,029 +34%
MIAN
24
Mariner Independent Advisor Network
Kansas
$18M 586,493 -85,639 -13%
SFM
25
Signet Financial Management
New Jersey
$17.2M 561,354 +73,169 +15%
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