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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

237 hedge funds and large institutions have $2.19B invested in SPDR Portfolio Short Term Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 100 reducing their positions, and 35 closing their positions.

Holders
237
Holders Change
–
Holders Change %
0%
% of All Funds
4.17%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.48%
New
37
Increased
71
Reduced
100
Closed
35
Calls
$123M
Puts
$185M
Net Calls
-$62.2M
Net Calls Change
+$9.4M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$785M
2
State Street
2
State Street
Massachusetts
$176M
3
AssetMark Inc
3
AssetMark Inc
California
$20.8M
4
UBS Group
4
UBS Group
Switzerland
$110M
5
AWM
5
AE Wealth Management
Kansas
$27M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$3.66M
2
LPL Financial
2
LPL Financial
California
$52.7M
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$5.59M
4
BlackRock
4
BlackRock
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$785M 25,603,639 +2,578,588 +11%
State Street
2
State Street
Massachusetts
$176M 5,735,589 +876,314 +18%
UBS Group
3
UBS Group
Switzerland
$110M 3,590,925 +608,344 +20%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$69.8M 2,277,214 – –
CPO
5
Cerity Partners OCIO
New York
$62.7M 2,043,943 +253,156 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$57.1M 1,861,972 +37,580 +2%
LPL Financial
7
LPL Financial
California
$52.7M 1,719,552 -666,145 -28%
MKA
8
M. Kulyk & Associates
Georgia
$51.7M 1,687,803 +196,946 +13%
CCFCSB
9
Cape Cod Five Cents Savings Bank
Massachusetts
$48.3M 1,576,401 +54,107 +4%
NCM
10
Nelson Capital Management
California
$45M 1,466,605 -83,581 -5%
Bank of America
11
Bank of America
North Carolina
$41.9M 1,365,226 +235,010 +21%
TC
12
Telemus Capital
Michigan
$31.8M 1,036,809 +30,739 +3%
Morgan Stanley
13
Morgan Stanley
New York
$28.2M 921,142 +41,503 +5%
AWM
14
AE Wealth Management
Kansas
$27M 880,363 +605,367 +220%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$21.8M 710,302 +349,608 +97%
AssetMark Inc
16
AssetMark Inc
California
$20.8M 677,411 +677,411 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$19.6M 638,551 +74,386 +13%
Renaissance Technologies
18
Renaissance Technologies
New York
$19.5M 637,500 +5,700 +0.9%
AC
19
Alexandria Capital
Virginia
$18.4M 598,878 +83,823 +16%
PWG
20
Private Wealth Group
Florida
$17.5M 572,369 -94,178 -14%
AFAS
21
Acorn Financial Advisory Services
Virginia
$17M 555,314 +11,457 +2%
BSWM
22
Boston Standard Wealth Management
Massachusetts
$16.6M 541,879 +68,254 +14%
ACG
23
Allen Capital Group
Nebraska
$16.1M 525,203 +115,826 +28%
Ameriprise
24
Ameriprise
Minnesota
$14.8M 484,607 +37,246 +8%
AWM
25
Aries Wealth Management
Maine
$14.6M 476,110 -45,175 -9%
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