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

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$51.1M
3
MNG
3
Manning & Napier Group
New York
$14.3M
4
FWM
4
Focused Wealth Management
New York
$952K
5
Morgan Stanley
5
Morgan Stanley
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
26
CX Institutional
Indiana
$18.3M +$18.3M +596,610 +557,579%
SCM
27
Stonehearth Capital Management
Massachusetts
$16.4M -$219K -7,124 -1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$15M +$10.9M +355,964 +267%
SFM
29
Signet Financial Management
New Jersey
$15M +$4.5M +146,524 +43%
MNG
30
Manning & Napier Group
New York
$14.3M -$17.8M – –
ACG
31
Allen Capital Group
Nebraska
$14.2M -$3.35M -109,057 -19%
SPA
32
Sentinel Pension Advisors
Massachusetts
$14.1M +$14.1M +459,430 New
BSWM
33
Boston Standard Wealth Management
Massachusetts
$12.5M +$1.79M +58,318 +17%
CIA
34
Compass Ion Advisors
Pennsylvania
$12.4M +$12.4M +404,096 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$12.4M +$9.85M +320,617 +392%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$11.4M +$5.04M +163,915 +79%
Ameriprise
37
Ameriprise
Minnesota
$11.2M +$7.31M +238,042 +191%
WCWM
38
Willow Creek Wealth Management
California
$11.1M -$1.29M -41,934 -10%
AWM
39
Aries Wealth Management
Maine
$11.1M -$190K -6,190 -2%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$1M +32,605 +10%
TFA
41
TPG Financial Advisors
Oregon
$10.8M +$428K +13,932 +4%
TWP
42
Tempus Wealth Planning
California
$10.5M +$2.38M +77,577 +29%
Osaic Holdings
43
Osaic Holdings
Arizona
$10.3M +$10.3M +334,406 New
LFAS
44
Level Four Advisory Services
Texas
$10.1M +$10.1M +329,501 New
SS
45
Simplicity Solutions
Minnesota
$9.73M +$8.96M +291,542 +1,156%
AFWM
46
AMJ Financial Wealth Management
Virginia
$9.55M +$5.57M +181,284 +140%
HP
47
Hikari Power
Japan
$9.51M -$2.06M -67,000 -18%
CPA
48
Clear Perspective Advisors
Illinois
$9.48M +$9.48M +308,719 New
Citadel Advisors
49
Citadel Advisors
Florida
$9.38M +$9.38M +305,181 New
22CM
50
20/20 Capital Management
California
$9.33M +$1.6M +51,942 +21%
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