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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 %
CFA
201
Carroll Financial Associates
North Carolina
$119K -$8.57K -280 -7%
LFG
202
LifePlan Financial Group
Ohio
$98K +$2.06K +67 +2%
CAAS
203
Capital Asset Advisory Services
Michigan
$92K – – –
FHA
204
Flagship Harbor Advisors
Massachusetts
$72K +$65.8K +2,148 +1,063%
SWA
205
Stratos Wealth Advisors
Ohio
$63K +$63K +2,048 New
ACA
206
Aptus Capital Advisors
Alabama
$58K +$58K +1,893 New
SMFS
207
Squar Milner Financial Services
California
$56K +$486 +16 +0.9%
DWM
208
Darwin Wealth Management
Florida
$52K +$52K +1,724 New
ASN
209
Advisory Services Network
Georgia
$51K +$14.8K +484 +41%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$46K +$41.8K +1,355 +989%
PA
211
Procyon Advisors
Connecticut
$31K +$31K +1,014 New
LAS
212
Lloyd Advisory Services
Georgia
$28K +$22.5K +740 +409%
JCM
213
Jacobi Capital Management
Pennsylvania
$24K +$24K +786 New
TIM
214
Tortoise Investment Management
New York
$22K – – –
VCP
215
Verus Capital Partners
Arizona
$21K -$231K -7,678 -92%
AF
216
Allworth Financial
California
$19K +$19K +627 New
GEA
217
Glen Eagle Advisors
New Jersey
$12.3K – – –
PP
218
Pacifica Partners
Canada
$12K -$1.84K -59 -13%
WT
219
Whittier Trust
California
$10K -$74.2K -2,410 -88%
BC
220
Bartlett & Co
Ohio
$10K +$10K +325 New
Citigroup
221
Citigroup
New York
$10K +$10K +334 New
SPIA
222
Steward Partners Investment Advisory
New York
$10K +$10K +350 New
BCWM
223
Bartlett & Co Wealth Management
Ohio
$9.98K +$9.98K +325 New
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$17.7K -593 -66%
AIS
225
Accurate Investment Solutions
Pennsylvania
$9K – – –
7 8
9
10 11