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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

88 hedge funds and large institutions have $389M invested in SPDR Portfolio Short Term Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+21
Holders Change %
+31.34%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
27
Increased
39
Reduced
15
Closed
6
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$9K

Top Buyers

1
State Street
1
State Street
Massachusetts
$73M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$26.1M
3
CSIA
3
Charles Schwab Investment Advisory
California
$122M
4
RVPG
4
Relative Value Partners Group
$9.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.3M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$826K
2
UBS Group
2
UBS Group
Switzerland
$4.69M
3
I2I
3
Insight 2811 Inc
Illinois
$1.29M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AWM
5
AE Wealth Management
Kansas
$493K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
26
First Heartland Consultants
Missouri
$1.31M -$78.2K -2,655 -6%
I2I
27
Insight 2811 Inc
Illinois
$1.29M -$2.13M -72,506 -62%
Ameriprise
28
Ameriprise
Minnesota
$1.24M +$349K +11,854 +39%
RCG
29
Ruggie Capital Group
Florida
$1.14M +$340K +11,558 +42%
BAM
30
Berkshire Asset Management
Pennsylvania
$1.08M +$690K +23,418 +175%
MBTD
31
Mechanics Bank - Trust Department
California
$994K +$994K +33,744 New
WCWM
32
Willow Creek Wealth Management
California
$976K +$976K +33,144 New
PP
33
PrairieView Partners
Minnesota
$946K -$677 -23 -0.1%
CS
34
Credit Suisse
Switzerland
$858K +$375K +12,724 +77%
ACM
35
AlphaStar Capital Management
North Carolina
$826K -$17.4M -590,441 -95%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$826K +$4.53K +154 +0.6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$779K +$89.7K +3,047 +13%
AG
38
Advisor Group
Arizona
$736K -$99.2K -3,368 -12%
JWS
39
Juncture Wealth Strategies
Arizona
$717K +$136K +4,608 +23%
Jane Street
40
Jane Street
New York
$697K +$697K +23,659 New
BBA
41
Braun-Bostich & Associates
Pennsylvania
$682K +$110K +3,740 +19%
FC
42
Financial Consulate
Maryland
$641K +$69.7K +2,366 +12%
LPL Financial
43
LPL Financial
California
$618K -$159K -5,391 -20%
AA
44
Advisory Alpha
Michigan
$605K -$9.22K -313 -2%
BJL
45
Brighton Jones LLC
Washington
$590K +$84.9K +2,883 +17%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$576K -$26.6K -903 -4%
WP
47
WealthSource Partners
California
$576K -$3.42K -116 -0.6%
AWM
48
AE Wealth Management
Kansas
$493K -$249K -8,450 -34%
AF
49
Advisornet Financial
Minnesota
$491K +$491K +16,670 New
SS
50
Simplicity Solutions
Minnesota
$469K -$237K -8,051 -34%
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