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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.

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
1
Goldman Sachs
New York
$200M
2
SMM
2
Stadion Money Management
Georgia
$150M
3
ACM
3
AlphaStar Capital Management
North Carolina
$132M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$77.1M
5
LPL Financial
5
LPL Financial
California
$47.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$51.1M
3
FWM
3
Focused Wealth Management
New York
$952K
4
Morgan Stanley
4
Morgan Stanley
New York
$23M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$552K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$200M 6,516,541 +6,465,942 +12,779%
SMM
2
Stadion Money Management
Georgia
$150M 4,879,938 +4,697,258 +2,571%
ACM
3
AlphaStar Capital Management
North Carolina
$132M 4,289,658 +4,219,068 +5,977%
State Street
4
State Street
Massachusetts
$101M 3,278,180 +435,551 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$77.1M 2,508,278 +2,483,694 +10,103%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$69.8M 2,277,214 – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$59.5M 1,937,576 +247,543 +15%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$51.1M 1,664,035 -2,228,216 -57%
LPL Financial
9
LPL Financial
California
$47.1M 1,533,789 +1,446,702 +1,661%
Bank of America
10
Bank of America
North Carolina
$44.9M 1,461,384 +996,178 +214%
BFA
11
Beaumont Financial Advisors
Massachusetts
$40.2M 1,308,473 +1,308,473 New
BAM
12
Bruderman Asset Management
New York
$36.6M 1,192,258 +1,192,258 New
CCFCSB
13
Cape Cod Five Cents Savings Bank
Massachusetts
$34.3M 1,114,989 +28,352 +3%
PWG
14
Private Wealth Group
Florida
$34M 1,106,471 +1,081,949 +4,412%
BlackRock
15
BlackRock
New York
$32.5M 1,058,462 – –
CPO
16
Cerity Partners OCIO
New York
$29.2M 949,887 +92,693 +11%
TC
17
Telemus Capital
Michigan
$29.1M 948,186 -39,926 -4%
UBS Group
18
UBS Group
Switzerland
$28.6M 931,943 +674,982 +263%
BJ
19
Brouwer & Janachowski
California
$26.7M 868,152 +82,284 +10%
FHC
20
First Heartland Consultants
Missouri
$26.3M 857,260 +739,333 +627%
RVPG
21
Relative Value Partners Group
$26.3M 855,335 +257,022 +43%
Morgan Stanley
22
Morgan Stanley
New York
$23M 750,135 -420,120 -36%
AAP
23
Arax Advisory Partners
Colorado
$22.9M 745,774 +67,094 +10%
MIAN
24
Mariner Independent Advisor Network
Kansas
$20.6M 672,132 +672,132 New
RJA
25
Raymond James & Associates
Florida
$19.1M 620,280 +611,435 +6,913%
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