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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.

New
Increased
Maintained
Reduced
Closed
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 %
CCFM
51
Clear Creek Financial Management
Washington
$3.45M -$1.24M -41,449 -26%
NAS
52
Nicolet Advisory Services
Wisconsin
$3.39M -$1.43M -47,855 -30%
HighTower Advisors
53
HighTower Advisors
Illinois
$3.33M -$148K -4,947 -4%
WCM
54
Windsor Capital Management
Arizona
$3.06M +$458K +15,274 +18%
EIA
55
Eldridge Investment Advisors
New Hampshire
$3M +$3M +100,146 New
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$2.8M +$1.07M +35,920 +62%
LPL Financial
57
LPL Financial
California
$2.61M +$631K +21,054 +32%
CIAS
58
Capital Investment Advisory Services
North Carolina
$2.52M +$368K +12,284 +17%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$2.45M +$2.45M +81,754 New
CFG
60
Capstone Financial Group
Oklahoma
$2.33M +$2.33M +77,854 New
MWM
61
McNaughton Wealth Management
California
$2.19M +$2.19M +72,837 New
LF
62
LifeSteps Financial
California
$2.12M +$2.12M +70,686 New
ACM
63
AlphaStar Capital Management
North Carolina
$2.12M -$948K -31,643 -31%
MFT
64
Moisand Fitzgerald Tamayo
Florida
$2.12M +$119K +3,981 +6%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$2.1M – – –
I2I
66
Insight 2811 Inc
Illinois
$2.05M -$21.7K -726 -1%
AAS
67
Avantax Advisory Services
Texas
$1.93M +$1.93M +64,757 New
SAM
68
Stansberry Asset Management
Texas
$1.93M +$325K +10,842 +20%
DADC
69
D.A. Davidson & Co
Montana
$1.86M +$452K +15,104 +32%
MCM
70
Monument Capital Management
Virginia
$1.84M -$270K -9,011 -13%
MFG
71
Merit Financial Group
Georgia
$1.61M +$339K +11,321 +27%
Goldman Sachs
72
Goldman Sachs
New York
$1.52M +$1.52M +50,599 New
W
73
Wealthquest
Ohio
$1.44M -$145K -4,854 -9%
AG
74
Advisor Group
Arizona
$1.41M +$213K +7,100 +18%
IMC Chicago
75
IMC Chicago
Illinois
$1.34M +$1.34M +44,669 New
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3
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