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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 %
MFG
76
Menard Financial Group
Texas
$4.01M +$4.01M +130,636 New
KFS
77
Kelly Financial Services
Massachusetts
$3.99M +$3.99M +129,892 New
DADC
78
D.A. Davidson & Co
Montana
$3.98M +$2.07M +67,425 +108%
PG
79
Prostatis Group
Maryland
$3.94M +$3.94M +128,333 New
Charles Schwab
80
Charles Schwab
California
$3.87M +$3.87M +125,842 New
SAM
81
Stringer Asset Management
Tennessee
$3.84M +$3.84M +124,967 New
SWM
82
SigFig Wealth Management
California
$3.64M -$128K -4,160 -3%
AssetMark Inc
83
AssetMark Inc
California
$3.46M +$3.46M +112,658 +804,700%
FTUS
84
Flow Traders U.S.
New York
$3.14M +$3.14M +102,347 New
WCM
85
Windsor Capital Management
Arizona
$3.12M -$20.6K -670 -0.7%
LF
86
LifeSteps Financial
California
$3.08M +$905K +29,444 +42%
TSS
87
Two Sigma Securities
New York
$2.99M +$2.46M +80,155 +470%
PCS
88
Personal CFO Solutions
New Jersey
$2.82M +$2.82M +91,627 New
GPWA
89
Great Point Wealth Advisors
Massachusetts
$2.74M +$2.74M +89,111 New
FNBOH
90
First National Bank of Hutchinson
Kansas
$2.71M +$2.26M +73,473 +500%
I2I
91
Insight 2811 Inc
Illinois
$2.69M +$582K +18,958 +28%
ERIM
92
Eagle Ridge Investment Management
Connecticut
$2.65M +$2.12M +69,140 +408%
GWM
93
Geneos Wealth Management
Colorado
$2.62M +$2.62M +85,448 New
NCM
94
Nelson Capital Management
California
$2.61M +$1.47M +47,988 +130%
CW
95
CreativeOne Wealth
Kansas
$2.41M +$1.34M +43,683 +126%
AAS
96
Avantax Advisory Services
Texas
$2.34M +$351K +11,422 +18%
IMC Chicago
97
IMC Chicago
Illinois
$2.33M +$954K +31,053 +70%
RMAM
98
Raab & Moskowitz Asset Management
New Jersey
$2.27M +$986K +32,102 +77%
PSUF
99
People's United Financial
Connecticut
$2.15M +$1.9M +61,734 +745%
SAM
100
Stansberry Asset Management
Texas
$2.14M +$164K +5,337 +8%
2 3
4
5 6