SPTS icon

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.

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
1
Municipal Employees' Retirement System of Michigan
Michigan
$117M
2
CSIA
2
Charles Schwab Investment Advisory
California
$369M
3
CPO
3
Cerity Partners OCIO
New York
$25.8M
4
BlackRock
4
BlackRock
New York
$31.7M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$10.3M

Top Sellers

1
CFA
1
Carroll Financial Associates
North Carolina
$124K
2
State Street
2
State Street
Massachusetts
$85.2M
3
RCG
3
Ruggie Capital Group
Florida
$0
4
PAG
4
Pinnacle Advisory Group
Maryland
$9.69M
5
VA
5
Valmark Advisers
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$369M 12,324,447 +1,268,984 +11%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$117M 3,892,251 +3,892,251 New
State Street
3
State Street
Massachusetts
$85.2M 2,842,629 -188,953 -6%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$69.8M 2,277,214 – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$50.6M 1,690,033 -17,961 -1%
Morgan Stanley
6
Morgan Stanley
New York
$35.1M 1,170,255 +239,591 +26%
CCFCSB
7
Cape Cod Five Cents Savings Bank
Massachusetts
$32.6M 1,086,637 +133,953 +14%
BlackRock
8
BlackRock
New York
$31.7M 1,058,462 +573,941 +118%
TC
9
Telemus Capital
Michigan
$29.6M 988,112 +164,921 +20%
CPO
10
Cerity Partners OCIO
New York
$25.8M 857,194 +847,021 +8,326%
BJ
11
Brouwer & Janachowski
California
$23.5M 785,868 +4,371 +0.6%
AAP
12
Arax Advisory Partners
Colorado
$20.3M 678,680 +26,196 +4%
RVPG
13
Relative Value Partners Group
$17.9M 598,313 +198,104 +50%
MNG
14
Manning & Napier Group
New York
– – – –
ACG
15
Allen Capital Group
Nebraska
$17.2M 572,862 +41,598 +8%
SCM
16
Stonehearth Capital Management
Massachusetts
$16.2M 540,295 +19,819 +4%
FWM
17
Focused Wealth Management
New York
$14.4M 479,164 +62,456 +15%
Bank of America
18
Bank of America
North Carolina
$13.9M 465,206 +141,812 +44%
WCWM
19
Willow Creek Wealth Management
California
$12.1M 403,585 +21,528 +6%
HP
20
Hikari Power
Japan
$11.3M 376,500 – –
AWM
21
Aries Wealth Management
Maine
$11M 367,200 +60,900 +20%
BSWM
22
Boston Standard Wealth Management
Massachusetts
$10.5M 350,329 +4,335 +1%
HWA
23
Heartwood Wealth Advisors
Virginia
$10.3M 345,199 +345,199 New
SFM
24
Signet Financial Management
New Jersey
$10.2M 341,661 +1,698 +0.5%
TFA
25
TPG Financial Advisors
Oregon
$10.1M 336,632 +2,395 +0.7%
1
2 3 4 5