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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 %
SWP
76
Strategic Wealth Partners
Ohio
$1.32M -$1.12M -37,501 -46%
MAS
77
Managed Account Services
Florida
$1.32M +$243K +8,091 +23%
RMAM
78
Raab & Moskowitz Asset Management
New Jersey
$1.25M -$406K -13,555 -25%
ACP
79
Aveo Capital Partners
Colorado
$1.17M -$1.02M -34,161 -47%
SFSG
80
Stearns Financial Services Group
North Carolina
$1.16M -$2.29M -76,399 -66%
MBTD
81
Mechanics Bank - Trust Department
California
$1.15M -$36.6K -1,220 -3%
NCM
82
Nelson Capital Management
California
$1.11M +$1.11M +36,960 New
LJAC
83
L.J. Altfest & Co
New York
$1.1M -$69.4K -2,316 -6%
BSAM
84
Blue Sky Asset Management
Colorado
$1.09M +$1.09M +36,302 New
CW
85
CreativeOne Wealth
Kansas
$1.04M +$114K +3,816 +12%
FI
86
FormulaFolio Investments
Michigan
$998K +$1.44K +48 +0.1%
Wells Fargo
87
Wells Fargo
California
$968K -$287K -9,578 -23%
RFN
88
RDA Financial Network
Iowa
$953K +$12.7K +421 +1%
PWM
89
Paulson Wealth Management
Illinois
$945K -$35.7K -1,189 -4%
AFP
90
Ausdal Financial Partners
Iowa
$928K +$25.7K +854 +3%
A
91
AdvicePeriod
California
$921K +$308K +10,294 +50%
TAIM
92
TD Ameritrade Investment Management
Nebraska
$918K +$415K +13,839 +82%
MWM
93
Meridian Wealth Management
Kentucky
$891K +$302K +10,092 +51%
VIM
94
Vista Investment Management
Pennsylvania
$879K -$141K -4,707 -14%
BJL
95
Brighton Jones LLC
Washington
$866K +$3.98K +133 +0.5%
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$856K -$2.6K -87 -0.3%
SP
97
Successful Portfolios
Florida
$815K +$15K +501 +2%
AWM
98
AE Wealth Management
Kansas
$801K +$28.9K +963 +4%
CAM
99
Congress Asset Management
Massachusetts
$791K – – –
WCM
100
Wisconsin Capital Management
Wisconsin
$788K +$524K +17,500 +199%
2 3
4
5 6