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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

229 hedge funds and large institutions have $1.97B invested in SPDR Portfolio Short Term Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 89 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+45
Holders Change %
+24.46%
% of All Funds
5.06%
Holding in Top 10
38
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+80.95%
% of All Funds
0.84%
New
72
Increased
89
Reduced
51
Closed
23
Calls
$171M
Puts
$237M
Net Calls
-$66.4M
Net Calls Change
-$23.8M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$200M
2
SMM
Stadion Money Management
Georgia
$150M
3
ACM
AlphaStar Capital Management
North Carolina
$132M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.1M
5
LPL Financial
LPL Financial
California
$47.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$51.1M
3
MNG
Manning & Napier Group
New York
$14.3M
4
FWM
Focused Wealth Management
New York
$952K
5
Morgan Stanley
Morgan Stanley
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$8K – – –
SL
227
Savior LLC
Massachusetts
$6K +$6K +201 New
US Bancorp
228
US Bancorp
Minnesota
$5K – – –
VFA
229
Valeo Financial Advisors
Indiana
$2K +$2K +70 New
AF
230
Advisornet Financial
Minnesota
$1K – – –
CSIA
231
Charles Schwab Investment Advisory
California
– -$369M -12,324,447 Closed
DRS
232
Deane Retirement Strategies
Louisiana
– -$4.82M -160,945 Closed
HighTower Advisors
233
HighTower Advisors
Illinois
– -$3.33M -111,046 Closed
JPMorgan Chase & Co
234
JPMorgan Chase & Co
New York
– -$2.1M -70,000 Closed
ACP
235
Aveo Capital Partners
Colorado
– -$1.17M -39,024 Closed
BSAM
236
Blue Sky Asset Management
Colorado
– -$1.09M -36,302 Closed
PA
237
PFG Advisors
Arizona
– -$468K -15,618 Closed
MSAM
238
Moloney Securities Asset Management
Missouri
– -$334K -11,151 Closed
IWM
239
IHT Wealth Management
Illinois
– -$333K -11,119 Closed
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
– -$320K -10,697 Closed
GM
241
GeoWealth Management
Illinois
– -$309K -10,315 Closed
WAS
242
Wealth Advisory Solutions
Indiana
– -$300K -10,037 Closed
BC
243
Brio Consultants
California
– -$263K -8,768 Closed
PWA
244
Physician Wealth Advisors
Utah
– -$242K -8,075 Closed
FAIM
245
Financial Advocates Investment Management
Washington
– -$223K -7,450 Closed
ACM
246
Anfield Capital Management
California
– -$212K -7,074 Closed
JAWM
247
J. Arnold Wealth Management
Ohio
– -$45K -1,513 Closed
TCWM
248
Total Clarity Wealth Management
Illinois
– -$45K -1,500 Closed
WAS
249
Winch Advisory Services
Wisconsin
– -$12K -395 Closed
RFM
250
Royal Fund Management
Florida
– -$11K -371 Closed
7 8 9
10
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