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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

184 hedge funds and large institutions have $1.31B invested in SPDR Portfolio Short Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
184
Holders Change
+31
Holders Change %
+20.26%
% of All Funds
3.63%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.41%
New
43
Increased
77
Reduced
46
Closed
9
Calls
$5.62M
Puts
$48.2M
Net Calls
-$42.6M
Net Calls Change
-$1.49M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$117M
2
CSIA
2
Charles Schwab Investment Advisory
California
$369M
3
CPO
3
Cerity Partners OCIO
New York
$25.8M
4
BlackRock
4
BlackRock
New York
$31.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.1M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$124K
2
State Street
2
State Street
Massachusetts
$85.2M
3
RCG
3
Ruggie Capital Group
Florida
$0
4
PAG
4
Pinnacle Advisory Group
Maryland
$9.69M
5
VA
5
Valmark Advisers
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Pinnacle Advisory Group
Maryland
$9.69M -$3.78M -126,051 -28%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$9.58M +$1.42M +47,470 +17%
WCA
28
Westover Capital Advisors
Delaware
$8.35M +$109K +3,654 +1%
TWP
29
Tempus Wealth Planning
California
$7.96M +$7.96M +265,780 New
UBS Group
30
UBS Group
Switzerland
$7.7M -$2.74M -91,608 -26%
22CM
31
20/20 Capital Management
California
$7.56M +$7.56M +251,705 New
SRSA
32
S.R. Schill & Associates
Washington
$7.35M -$284K -9,489 -4%
AC
33
Alexandria Capital
Virginia
$7.21M +$1.94M +64,803 +37%
RC
34
Roundview Capital
New Jersey
$6.92M +$1.45M +48,555 +27%
AA
35
Alesco Advisors
New York
$6.23M +$4.46K +149 +0.1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$6.23M +$3.04M +101,577 +95%
SMM
37
Stadion Money Management
Georgia
$5.47M -$186K -6,220 -3%
AFAS
38
Acorn Financial Advisory Services
Virginia
$5.07M +$5.07M +169,279 New
DRS
39
Deane Retirement Strategies
Louisiana
$4.82M +$91.2K +3,045 +2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$4.61M +$1.34M +44,786 +41%
GI
41
Gradient Investments
Minnesota
$4.58M -$2.85M -95,038 -38%
BCI
42
Brinker Capital Investments
Pennsylvania
$4.4M +$107K +3,556 +2%
LWS
43
Lucia Wealth Services
California
$4.29M -$310K -10,343 -7%
WCM
44
Wealthcare Capital Management
Virginia
$4.27M -$2.22K -74 -0.1%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$3.99M +$1.6M +53,526 +67%
AFWM
46
AMJ Financial Wealth Management
Virginia
$3.88M +$3.88M +129,500 New
Ameriprise
47
Ameriprise
Minnesota
$3.74M +$2.63M +87,634 +235%
SWM
48
SigFig Wealth Management
California
$3.68M +$41.3K +1,377 +1%
Renaissance Technologies
49
Renaissance Technologies
New York
$3.67M +$2.76M +92,028 +303%
FHC
50
First Heartland Consultants
Missouri
$3.53M -$158K -5,278 -4%
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