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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
Municipal Employees' Retirement System of Michigan
Michigan
$117M
2
CSIA
Charles Schwab Investment Advisory
California
$369M
3
CPO
Cerity Partners OCIO
New York
$25.8M
4
BlackRock
BlackRock
New York
$31.7M
5
Morgan Stanley
Morgan Stanley
New York
$35.1M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$124K
2
State Street
State Street
Massachusetts
$85.2M
3
RCG
Ruggie Capital Group
Florida
$0
4
PAG
Pinnacle Advisory Group
Maryland
$9.69M
5
VA
Valmark Advisers
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
126
Arlington Financial Advisors
California
$377K +$108K +3,600 +40%
PA
127
Probity Advisors
Texas
$368K -$4.01K -134 -1%
WSTAM
128
Wilbanks Smith & Thomas Asset Management
Virginia
$360K – – –
PAG
129
Private Advisor Group
New Jersey
$357K +$357K +11,922 New
MSAM
130
Moloney Securities Asset Management
Missouri
$334K +$64K +2,137 +24%
OWA
131
Outlook Wealth Advisors
Texas
$334K +$131K +4,357 +64%
B
132
Bellecapital
Switzerland
$333K -$101K -3,383 -23%
TC
133
TownSquare Capital
Utah
$333K +$98.9K +3,300 +42%
IWM
134
IHT Wealth Management
Illinois
$333K +$333K +11,119 New
UFF
135
USA Financial Formulas
Michigan
$324K -$101K -3,368 -24%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$320K +$77.5K +2,591 +32%
GM
137
GeoWealth Management
Illinois
$309K -$717K -23,930 -70%
WAS
138
Wealth Advisory Solutions
Indiana
$300K +$300K +10,037 New
APA
139
American Portfolios Advisors
New York
$299K +$22.7K +756 +8%
Truist Financial
140
Truist Financial
North Carolina
$272K +$272K +9,083 New
RJA
141
Raymond James & Associates
Florida
$265K +$60.1K +2,006 +29%
BC
142
Brio Consultants
California
$263K -$16.9K -565 -6%
VCP
143
Verus Capital Partners
Arizona
$251K +$251K +8,376 New
PSUF
144
People's United Financial
Connecticut
$248K +$248K +8,291 New
CAN
145
Cetera Advisor Networks
California
$247K +$25.4K +850 +11%
NWM
146
Northwest Wealth Management
Iowa
$242K -$411K -13,714 -63%
PWA
147
Physician Wealth Advisors
Utah
$242K – – –
FAIM
148
Financial Advocates Investment Management
Washington
$223K +$223K +7,450 New
BBA
149
Braun-Bostich & Associates
Pennsylvania
$212K – – –
ACM
150
Anfield Capital Management
California
$212K +$212K +7,074 New
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6
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