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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

57 hedge funds and large institutions have $144M invested in SPDR Portfolio Short Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
22
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$55.6M
2
SMM
2
Stadion Money Management
Georgia
$7.05M
3
SWM
3
SigFig Wealth Management
California
$3.6M
4
PWA
4
Peterson Wealth Advisors
Utah
$3.84M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.24M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.26M
2
VF
2
Virtu Financial
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$8.99M
5
Ameriprise
5
Ameriprise
Minnesota
$734K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$886K +$158K +5,334 +22%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$854K -$174K -5,877 -17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$825K +$2.02K +68 +0.2%
AI
29
Atria Investments
North Carolina
$737K +$737K +24,825 New
Ameriprise
30
Ameriprise
Minnesota
$734K -$477K -15,043 -39%
ACM
31
AlphaStar Capital Management
North Carolina
$696K +$696K +23,463 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$695K +$49.1K +1,653 +8%
CS
33
Credit Suisse
Switzerland
$676K +$157K +5,287 +30%
AWM
34
AE Wealth Management
Kansas
$640K +$392K +13,210 +158%
SS
35
Simplicity Solutions
Minnesota
$618K +$371K +12,492 +150%
PAG
36
Private Advisor Group
New Jersey
$604K +$100K +3,382 +20%
FC
37
Financial Consulate
Maryland
$591K +$591K +19,916 New
FAAS
38
First Allied Advisory Services
California
$403K -$11.6K -390 -3%
BBA
39
Braun-Bostich & Associates
Pennsylvania
$381K +$381K +12,825 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$295K -$41.7K -1,405 -12%
PP
41
PrairieView Partners
Minnesota
$264K -$179K -6,032 -40%
JWS
42
Juncture Wealth Strategies
Arizona
$261K +$261K +8,810 New
AIA
43
Allegis Investment Advisors
Idaho
$205K +$1.04K +35 +0.5%
SFM
44
Signet Financial Management
New Jersey
$181K +$181K +6,093 New
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$173K -$1.49K -50 -0.9%
OIA
46
OneDigital Investment Advisors
Kansas
$149K +$149K +5,024 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$142K -$20.2K -681 -12%
BRC
48
Bell Rock Capital
Delaware
$91K +$33.7K +1,135 +59%
William Blair & Company
49
William Blair & Company
Illinois
$89K +$89K +3,000 New
AWM
50
Avior Wealth Management
Nebraska
$45K +$45K +1,504 New
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