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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

67 hedge funds and large institutions have $328M invested in SPDR Portfolio Short Term Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
20
Increased
25
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$112M
2
BJ
2
Brouwer & Janachowski
California
$20M
3
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$19.6M
4
ACM
4
AlphaStar Capital Management
North Carolina
$18.3M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.82M
2
PWA
2
Peterson Wealth Advisors
Utah
$0
3
RJA
3
Raymond James & Associates
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.85M
5
MWM
5
Marietta Wealth Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$825K +$3.73K +126 +0.5%
RCG
27
Ruggie Capital Group
Florida
$806K +$806K +27,269 New
LPL Financial
28
LPL Financial
California
$780K -$217K -7,347 -22%
AWM
29
AE Wealth Management
Kansas
$744K +$107K +3,627 +17%
SS
30
Simplicity Solutions
Minnesota
$709K +$93.2K +3,151 +15%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$692K +$118 +4 +0%
AA
32
Advisory Alpha
Michigan
$615K +$615K +20,843 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$605K -$246K -8,309 -29%
JWS
34
Juncture Wealth Strategies
Arizona
$583K +$323K +10,921 +124%
WP
35
WealthSource Partners
California
$581K -$573K -19,385 -50%
BBA
36
Braun-Bostich & Associates
Pennsylvania
$575K +$196K +6,611 +52%
FC
37
Financial Consulate
Maryland
$573K -$15.2K -516 -3%
BJL
38
Brighton Jones LLC
Washington
$507K +$507K +17,141 New
CS
39
Credit Suisse
Switzerland
$486K -$187K -6,333 -28%
MCM
40
Monument Capital Management
Virginia
$476K +$476K +16,118 New
SP
41
Successful Portfolios
Florida
$474K +$474K +16,020 New
FAAS
42
First Allied Advisory Services
California
$395K -$4.25K -144 -1%
BAM
43
Berkshire Asset Management
Pennsylvania
$395K +$395K +13,355 New
CPO
44
Cerity Partners OCIO
New York
$307K +$307K +10,384 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$295K – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$271K -$846K -28,671 -76%
MWM
47
Meridian Wealth Management
Kentucky
$270K +$270K +9,133 New
OAM
48
Occidental Asset Management
California
$259K +$259K +8,767 New
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$230K +$230K +7,780 New
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$203K +$32.3K +1,100 +19%
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