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State Street SPDR Portfolio Short Term Treasury ETF

238 hedge funds and large institutions have $2.98B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $427M | Put options by funds: $263M

36% more capital invested

Capital invested by funds: $2.19B → $2.98B (+$790M)

15.9% more ownership

Funds ownership: 71.22%87.12% (+16%)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 238238 (0)

7% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 88

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
4.14%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.4%
New
28
Increased
82
Reduced
88
Closed
26
Calls
$427M
Puts
$263M
Net Calls
+$164M
Net Calls Change
+$226M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$749M -$35.9M -1,170,379 -5%
MCM
2
Model Capital Management
Massachusetts
$366M +$366M +11,930,856 New
AssetMark Inc
3
AssetMark Inc
California
$258M +$237M +7,728,652 +1,141%
State Street
4
State Street
Massachusetts
$191M +$15.4M +502,341 +9%
SF
5
Synovus Financial
Georgia
$123M +$123M +3,999,505 New
UBS Group
6
UBS Group
Switzerland
$99M -$11M -359,527 -10%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$69.8M
BCM
8
Brookstone Capital Management
Illinois
$66.1M +$66.1M +2,156,261 New
CPO
9
Cerity Partners OCIO
New York
$66M +$3.4M +110,918 +5%
MKA
10
M. Kulyk & Associates
Georgia
$52.9M +$1.14M +37,188 +2%
LPL Financial
11
LPL Financial
California
$52.8M +$66.6K +2,172 +0.1%
CCFCSB
12
Cape Cod Five Cents Savings Bank
Massachusetts
$48.3M +$5.64K +184 +0%
NCM
13
Nelson Capital Management
California
$44.8M -$160K -5,222 -0.4%
Bank of America
14
Bank of America
North Carolina
$43.5M +$1.68M +54,921 +4%
TC
15
Telemus Capital
Michigan
$32M +$193K +6,288 +0.6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$31.3M -$25.8M -842,043 -45%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$29.8M +$8.01M +261,245 +37%
AWM
18
AE Wealth Management
Kansas
$28.3M +$1.32M +43,042 +5%
Morgan Stanley
19
Morgan Stanley
New York
$23.6M -$4.67M -152,210 -17%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$20.4M +$849K +27,686 +4%
AC
21
Alexandria Capital
Virginia
$20.1M +$1.75M +57,186 +10%
AFAS
22
Acorn Financial Advisory Services
Virginia
$18M +$1.03M +33,447 +6%
FHC
23
First Heartland Consultants
Missouri
$17.8M +$4.63M +151,127 +35%
BSWM
24
Boston Standard Wealth Management
Massachusetts
$17.5M +$901K +29,367 +5%
Renaissance Technologies
25
Renaissance Technologies
New York
$16.7M -$2.82M -92,041 -14%

SPTS Hedge Fund Activity: Q2 2021 in Review

238 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q2 2021, worth a combined $2.98B — up 36% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SPTS positions and 26 closed out — a net gain of 2 holders — while 82 added to existing stakes and 88 trimmed.

The largest buyer was Model Capital Management, opening a new position worth an estimated $366M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $35.9M.

  • 238 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $2.98B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q2 2021, up 36% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q2 2021 and 26 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q2 2021 was Model Capital Management, an estimated $366M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q2 2021 was Municipal Employees' Retirement System of Michigan, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2021.