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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

132 hedge funds and large institutions have $846M invested in SPDR Portfolio Short Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
2.87%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.37%
New
22
Increased
57
Reduced
34
Closed
15
Calls
$804K
Puts
$49.5M
Net Calls
-$48.7M
Net Calls Change
-$48.8M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$291M
2
TC
2
Telemus Capital
Michigan
$22.1M
3
CFA
3
Carroll Financial Associates
North Carolina
$11.1M
4
State Street
4
State Street
Massachusetts
$82.8M
5
GI
5
Gradient Investments
Minnesota
$6.47M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$6.98M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.73M
3
AWM
3
AE Wealth Management
Kansas
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
RFM
5
Royal Fund Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
26
Aveo Capital Partners
Colorado
$5.81M +$5.81M +193,978 New
NAS
27
Nicolet Advisory Services
Wisconsin
$5.58M +$698K +23,273 +14%
SMM
28
Stadion Money Management
Georgia
$5.49M +$199K +6,630 +4%
LWS
29
Lucia Wealth Services
California
$4.78M +$1.84M +61,371 +63%
RCG
30
Ruggie Capital Group
Florida
$4.68M -$386K -12,881 -8%
RC
31
Roundview Capital
New Jersey
$4.44M +$2.71M +90,249 +156%
WCM
32
Wealthcare Capital Management
Virginia
$4.41M – – –
BCI
33
Brinker Capital Investments
Pennsylvania
$4.17M -$150K -5,010 -3%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.73M +$68.1K +2,269 +2%
Renaissance Technologies
35
Renaissance Technologies
New York
$3.73M -$4.13M -137,695 -53%
SWM
36
SigFig Wealth Management
California
$3.64M +$28.2K +940 +0.8%
SWP
37
Strategic Wealth Partners
Ohio
$3.54M -$1.88M -62,828 -35%
SFSG
38
Stearns Financial Services Group
North Carolina
$3.47M -$32.6K -1,087 -0.9%
CCFM
39
Clear Creek Financial Management
Washington
$3.36M +$3.36M +112,086 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$2.86M +$2.15M +71,892 +304%
Jane Street
41
Jane Street
New York
$2.42M +$2.42M +80,761 New
AC
42
Alexandria Capital
Virginia
$2.09M +$1.8M +60,087 +638%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.99M -$46.1K -1,538 -2%
LJAC
44
L.J. Altfest & Co
New York
$1.97M -$226K -7,534 -10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.9M +$1.12M +37,357 +144%
MFT
46
Moisand Fitzgerald Tamayo
Florida
$1.87M +$81.4K +2,714 +5%
W
47
Wealthquest
Ohio
$1.84M -$257K -8,566 -12%
LPL Financial
48
LPL Financial
California
$1.78M +$973K +32,447 +121%
I2I
49
Insight 2811 Inc
Illinois
$1.7M +$131K +4,376 +8%
RMAM
50
Raab & Moskowitz Asset Management
New Jersey
$1.67M +$655K +21,820 +65%
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