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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

127 hedge funds and large institutions have $624M invested in SPDR Portfolio Short Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
28
Increased
53
Reduced
33
Closed
20
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$155K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$69.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$124M
3
State Street
3
State Street
Massachusetts
$75.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.2M
5
UBS Group
5
UBS Group
Switzerland
$9.38M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$30.8M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$9.45M
4
WCM
4
Weatherstone Capital Management
Colorado
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
26
Nicolet Advisory Services
Wisconsin
$4.84M +$4.84M +162,778 New
WCM
27
Wealthcare Capital Management
Virginia
$4.37M -$1.75M -58,943 -29%
SRSA
28
S.R. Schill & Associates
Washington
$4.35M +$50.7K +1,705 +1%
BCI
29
Brinker Capital Investments
Pennsylvania
$4.29M +$54.1K +1,819 +1%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.63M +$199K +6,687 +6%
SWM
31
SigFig Wealth Management
California
$3.58M +$66.2K +2,224 +2%
SFSG
32
Stearns Financial Services Group
North Carolina
$3.48M +$154K +5,190 +5%
LWS
33
Lucia Wealth Services
California
$2.91M +$337K +11,309 +13%
AWM
34
AE Wealth Management
Kansas
$2.65M +$2.65M +89,043 New
SS
35
Simplicity Solutions
Minnesota
$2.53M +$2.53M +85,105 New
RFM
36
Royal Fund Management
Florida
$2.47M +$2.35M +79,029 +2,050%
LJAC
37
L.J. Altfest & Co
New York
$2.18M +$2.18M +73,266 New
W
38
Wealthquest
Ohio
$2.08M -$339K -11,392 -14%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.02M +$1.18M +39,666 +140%
Allianz Asset Management
40
Allianz Asset Management
Germany
$2.01M – – –
AI
41
Atria Investments
North Carolina
$1.86M -$2.76M -92,636 -60%
MFT
42
Moisand Fitzgerald Tamayo
Florida
$1.78M +$75.2K +2,527 +4%
RC
43
Roundview Capital
New Jersey
$1.72M +$836K +28,089 +94%
ECA
44
Elevated Capital Advisors
Utah
$1.72M +$1.72M +55,985 New
BAM
45
Berkshire Asset Management
Pennsylvania
$1.63M +$307K +10,310 +23%
I2I
46
Insight 2811 Inc
Illinois
$1.56M -$208K -6,983 -12%
Ameriprise
47
Ameriprise
Minnesota
$1.39M +$515K +17,296 +59%
FHC
48
First Heartland Consultants
Missouri
$1.31M -$9.61K -323 -0.7%
PP
49
PrairieView Partners
Minnesota
$1.25M -$294K -9,887 -19%
MBTD
50
Mechanics Bank - Trust Department
California
$1.23M +$203K +6,834 +20%
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