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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
Goldman Sachs
New York
$200M
2
SMM
Stadion Money Management
Georgia
$150M
3
ACM
AlphaStar Capital Management
North Carolina
$132M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.1M
5
LPL Financial
LPL Financial
California
$47.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$51.1M
3
MNG
Manning & Napier Group
New York
$14.3M
4
FWM
Focused Wealth Management
New York
$952K
5
Morgan Stanley
Morgan Stanley
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
151
Heartwood Wealth Advisors
Virginia
$552K -$10M -327,215 -95%
OIA
152
Optimum Investment Advisors
Illinois
$541K +$70.7K +2,300 +15%
SFS
153
Sowell Financial Services
Arkansas
$534K -$522 -17 -0.1%
MWM
154
Meridian Wealth Management
Kentucky
$529K -$385K -12,528 -42%
CIC
155
Carnegie Investment Counsel
Ohio
$515K +$20.3K +661 +4%
SF
156
Synovus Financial
Georgia
$508K +$508K +16,529 New
KWM
157
Kingsview Wealth Management
Oregon
$498K -$10.8K -350 -2%
MA
158
Mutual Advisors
Nebraska
$495K -$4.54K -148 -0.9%
CAM
159
Concorde Asset Management
Michigan
$479K +$479K +15,601 New
BAM
160
Barrett Asset Management
New York
$461K – – –
FAAS
161
First Allied Advisory Services
California
$458K +$30.8K +1,003 +7%
EIA
162
Eldridge Investment Advisors
New Hampshire
$443K -$2.63M -85,706 -86%
VPIM
163
Vanguard Personalized Indexing Management
California
$428K +$428K +13,927 New
APA
164
American Portfolios Advisors
New York
$418K +$112K +3,657 +37%
HR
165
Hayden Royal
North Carolina
$409K +$8.05K +262 +2%
BRWA
166
B. Riley Wealth Advisors
Florida
$399K -$39.2K -1,276 -9%
IAN
167
Integrated Advisors Network
Texas
$391K +$391K +12,725 New
AIC
168
Ameritas Investment Company
Nebraska
$390K +$390K +12,700 New
AFA
169
Arlington Financial Advisors
California
$387K – – –
DWM
170
Dakota Wealth Management
Florida
$384K +$384K +12,500 New
PA
171
Probity Advisors
Texas
$376K -$1.26K -41 -0.3%
OWA
172
Outlook Wealth Advisors
Texas
$371K +$28.5K +928 +8%
WSTAM
173
Wilbanks Smith & Thomas Asset Management
Virginia
$369K – – –
Principal Financial Group
174
Principal Financial Group
Iowa
$364K -$67K -2,181 -16%
TC
175
TownSquare Capital
Utah
$343K +$1.84K +60 +0.5%
5 6
7
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