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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
MKA
2
M. Kulyk & Associates
Georgia
$45.8M
3
FI
3
FormulaFolio Investments
Michigan
$26.2M
4
State Street
4
State Street
Massachusetts
$149M
5
DWP
5
Destiny Wealth Partners
Florida
$14.9M

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 %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$707M 23,025,051 +3,153,875 +16%
State Street
2
State Street
Massachusetts
$149M 4,859,275 +608,656 +14%
UBS Group
3
UBS Group
Switzerland
$91.6M 2,982,581 -1,634,908 -35%
LPL Financial
4
LPL Financial
California
$73.3M 2,385,697 +25,944 +1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$69.8M 2,277,214 – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$56M 1,824,392 +33,700 +2%
CPO
7
Cerity Partners OCIO
New York
$55M 1,790,787 +366,213 +26%
NCM
8
Nelson Capital Management
California
$47.6M 1,550,186 -144,569 -9%
CCFCSB
9
Cape Cod Five Cents Savings Bank
Massachusetts
$46.8M 1,522,294 +181,794 +14%
MKA
10
M. Kulyk & Associates
Georgia
$45.8M 1,490,857 +1,490,857 New
Bank of America
11
Bank of America
North Carolina
$34.7M 1,130,216 +280,094 +33%
TC
12
Telemus Capital
Michigan
$30.9M 1,006,070 +52,659 +6%
Morgan Stanley
13
Morgan Stanley
New York
$27M 879,639 -53,683 -6%
FI
14
FormulaFolio Investments
Michigan
$26.2M 854,327 +793,287 +1,300%
SPA
15
Sentinel Pension Advisors
Massachusetts
$20.6M 671,558 +20,980 +3%
PWG
16
Private Wealth Group
Florida
$20.5M 666,547 -27,301 -4%
Renaissance Technologies
17
Renaissance Technologies
New York
$19.4M 631,800 +225,000 +55%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$17.3M 564,165 +105,158 +23%
AFAS
19
Acorn Financial Advisory Services
Virginia
$16.7M 543,857 +49,177 +10%
AWM
20
Aries Wealth Management
Maine
$16M 521,285 +25,175 +5%
AC
21
Alexandria Capital
Virginia
$15.8M 515,055 +42,181 +9%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$15.7M 510,958 -58,745 -10%
PAG
23
Private Advisor Group
New Jersey
$15M 486,799 -194,383 -29%
DWP
24
Destiny Wealth Partners
Florida
$14.9M 486,422 +486,422 New
BlackRock
25
BlackRock
New York
$14.9M 484,521 – –
1
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