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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 %
NFG
151
Next Financial Group
Texas
$203K -$6.49K -217 -3%
EWM
152
EPG Wealth Management
Georgia
$151K +$151K +5,036 New
William Blair & Company
153
William Blair & Company
Illinois
$150K – – –
BAM
154
Belpointe Asset Management
Nevada
$132K -$3.53K -118 -3%
FANJ
155
Financial Architects (New Jersey)
New Jersey
$132K +$87.3K +2,919 +195%
CFA
156
Carroll Financial Associates
North Carolina
$124K -$6.68M -224,647 -98%
LFG
157
LifePlan Financial Group
Ohio
$94K +$25.8K +857 +38%
CAAS
158
Capital Asset Advisory Services
Michigan
$90K +$90K +3,000 New
WT
159
Whittier Trust
California
$82K +$82K +2,735 New
CMBA
160
C.M. Bidwell & Associates
Hawaii
$70K +$70K +2,335 New
Deutsche Bank
161
Deutsche Bank
Germany
$56K +$56K +1,896 New
SMFS
162
Squar Milner Financial Services
California
$54K -$2.02M -68,275 -97%
TCWM
163
Total Clarity Wealth Management
Illinois
$45K +$45K +1,500 New
JAWM
164
J. Arnold Wealth Management
Ohio
$45K +$45K +1,513 New
ASN
165
Advisory Services Network
Georgia
$35K +$35K +1,179 New
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$11.9K +395 +79%
TIM
167
Tortoise Investment Management
New York
$21K – – –
RG
168
Retirement Group
California
$15K +$15K +512 New
PP
169
Pacifica Partners
Canada
$13K +$13K +443 New
WAS
170
Winch Advisory Services
Wisconsin
$12K – – –
CFGS
171
Concourse Financial Group Securities
Alabama
$12K +$12K +413 New
GEA
172
Glen Eagle Advisors
New Jersey
$12K – – –
RFM
173
Royal Fund Management
Florida
$11K +$7.89K +266 +253%
AIS
174
Accurate Investment Solutions
Pennsylvania
$9K +$30 +1 +0.3%
PA
175
Parallel Advisors
California
$8K – – –
4 5 6
7
8