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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
+$199M
2
SMM
Stadion Money Management
Georgia
+$144M
3
ACM
AlphaStar Capital Management
North Carolina
+$130M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.3M
5
LPL Financial
LPL Financial
California
+$44.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$369M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$68.5M
3
MNG
Manning & Napier Group
New York
-$17.8M
4
FWM
Focused Wealth Management
New York
-$13.8M
5
Morgan Stanley
Morgan Stanley
New York
-$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
176
Bellecapital
Switzerland
$341K – – –
NFG
177
Next Financial Group
Texas
$326K +$117K +3,827 +56%
AI
178
Atria Investments
North Carolina
$310K +$310K +10,075 New
VHAM
179
Van Hulzen Asset Management
California
$303K +$303K +9,864 New
PWM
180
Paulson Wealth Management
Illinois
$282K -$684K -22,319 -71%
EWM
181
EPG Wealth Management
Georgia
$263K +$108K +3,511 +70%
FHB
182
First Hawaiian Bank
Hawaii
$252K +$252K +8,190 New
MAFM
183
Mid Atlantic Financial Management
Pennsylvania
$247K +$247K +8,038 New
SA
184
Shilanski & Associates
Alaska
$233K +$233K +7,593 New
CAN
185
Cetera Advisor Networks
California
$223K -$31.5K -1,024 -12%
NWM
186
Northwest Wealth Management
Iowa
$223K -$25.3K -822 -10%
WA
187
Waverly Advisors
Alabama
$219K +$219K +7,127 New
BBA
188
Braun-Bostich & Associates
Pennsylvania
$217K – – –
NEIRG
189
New England Investment & Retirement Group
Massachusetts
$216K +$216K +7,027 New
LA
190
LexAurum Advisors
Kansas
$215K +$215K +6,995 New
GFPC
191
Global Financial Private Capital
Florida
$212K +$212K +6,915 New
JMFC
192
J.M. Forbes & Co
Massachusetts
$210K +$210K +6,824 New
UCFA
193
United Capital Financial Advisors
Texas
$210K +$210K +6,837 New
CFGS
194
Concourse Financial Group Securities
Alabama
$205K +$192K +6,275 +1,519%
SIM
195
Stratos Investment Management
Ohio
$205K +$205K +6,664 New
FANJ
196
Financial Architects (New Jersey)
New Jersey
$181K +$45.7K +1,493 +34%
SMG
197
Spectrum Management Group
Indiana
$161K +$161K +5,250 New
OPS
198
Orion Portfolio Solutions
Nebraska
$157K +$157K +5,103 New
William Blair & Company
199
William Blair & Company
Illinois
$154K – – –
BAM
200
Belpointe Asset Management
Nevada
$125K -$10.4K -338 -8%
6 7
8
9 10