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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 %
WCA
51
Westover Capital Advisors
Delaware
$8.93M +$367K +11,940 +4%
AWM
52
AE Wealth Management
Kansas
$8.81M +$7.99M +260,020 +973%
Wells Fargo
53
Wells Fargo
California
$8.69M +$7.69M +250,468 +775%
AC
54
Alexandria Capital
Virginia
$8.48M +$1.09M +35,406 +15%
RIM
55
Redwood Investment Management
Arizona
$8.43M +$8.43M +274,391 New
PAG
56
Pinnacle Advisory Group
Maryland
$8.28M -$1.66M -53,883 -17%
FI
57
FormulaFolio Investments
Michigan
$8.07M +$7.05M +229,511 +689%
APW
58
Aurora Private Wealth
New Jersey
$7.88M +$7.88M +256,485 New
FEG
59
Financial Enhancement Group
Indiana
$7.58M +$7.58M +246,607 New
RC
60
Roundview Capital
New Jersey
$7.21M +$121K +3,924 +2%
GI
61
Glovista Investments
New Jersey
$7.15M +$7.15M +232,975 New
LBD
62
Landsberg Bennett & Dubbaneh
Florida
$7.11M +$7.11M +231,780 New
GI
63
Gradient Investments
Minnesota
$7.04M +$2.35M +76,453 +50%
SRSA
64
S.R. Schill & Associates
Washington
$7.02M -$518K -16,853 -7%
PAG
65
Private Advisor Group
New Jersey
$6.4M +$6.04M +196,545 +1,649%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$6.18M +$1.45M +47,270 +31%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$5.88M +$5.88M +191,242 New
Renaissance Technologies
68
Renaissance Technologies
New York
$5.32M +$1.56M +50,639 +41%
AA
69
Alesco Advisors
New York
$5.16M -$1.23M -39,995 -19%
RWA
70
Redhawk Wealth Advisors
Minnesota
$4.57M +$4.57M +148,632 New
CCFM
71
Clear Creek Financial Management
Washington
$4.41M +$873K +28,418 +25%
BCI
72
Brinker Capital Investments
Pennsylvania
$4.33M -$175K -5,698 -4%
WCM
73
Wealthcare Capital Management
Virginia
$4.3M -$74K -2,408 -2%
AFAS
74
Acorn Financial Advisory Services
Virginia
$4.29M -$909K -29,598 -17%
CIAS
75
Capital Investment Advisory Services
North Carolina
$4.17M +$1.58M +51,367 +61%
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