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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.

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 %
LWS
101
Lucia Wealth Services
California
$2.1M -$2.3M -74,824 -52%
MAS
102
Managed Account Services
Florida
$2.08M +$734K +23,916 +54%
MWM
103
McNaughton Wealth Management
California
$2.04M -$196K -6,379 -9%
GSWM
104
Golden State Wealth Management
California
$1.95M +$1.95M +63,488 New
CFG
105
Capstone Financial Group
Oklahoma
$1.88M -$510K -16,587 -21%
Truist Financial
106
Truist Financial
North Carolina
$1.86M +$1.58M +51,371 +566%
MFG
107
Merit Financial Group
Georgia
$1.67M +$27.6K +900 +2%
NAS
108
Nicolet Advisory Services
Wisconsin
$1.66M -$1.82M -59,123 -52%
MFT
109
Moisand Fitzgerald Tamayo
Florida
$1.6M -$569K -18,514 -26%
MML Investors Services
110
MML Investors Services
Massachusetts
$1.55M +$1.13M +36,630 +263%
MCM
111
Monument Capital Management
Virginia
$1.4M -$484K -15,750 -26%
SWP
112
Strategic Wealth Partners
Ohio
$1.32M – – –
GC
113
Gratus Capital
Georgia
$1.32M +$864K +28,128 +189%
ZIM
114
Zacks Investment Management
Illinois
$1.31M +$1.31M +42,724 New
BCM
115
Brookstone Capital Management
Illinois
$1.27M +$1.27M +41,261 New
AFP
116
Ausdal Financial Partners
Iowa
$1.24M +$296K +9,640 +31%
MBTD
117
Mechanics Bank - Trust Department
California
$1.21M +$30K +975 +3%
TAIM
118
TD Ameritrade Investment Management
Nebraska
$1.07M +$129K +4,183 +14%
CAMG
119
CWA Asset Management Group
Florida
$1.06M +$1.06M +34,501 New
RA
120
RFG Advisory
Alabama
$1.04M +$421K +13,694 +68%
LJAC
121
L.J. Altfest & Co
New York
$1.02M -$111K -3,613 -10%
B
122
Bailard
California
$999K +$999K +32,506 New
FWM
123
Focused Wealth Management
New York
$952K -$13.8M -448,173 -94%
UFF
124
USA Financial Formulas
Michigan
$952K +$620K +20,203 +187%
BJL
125
Brighton Jones LLC
Washington
$946K +$57.7K +1,877 +6%
3 4
5
6 7