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State Street SPDR Portfolio Short Term Treasury ETF

153 hedge funds and large institutions have $1.03B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 40

22% more capital invested

Capital invested by funds: $846M → $1.03B (+$186M)

16% more funds holding

Funds holding: 132153 (+21)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

2.59% less ownership

Funds ownership: 64.9%62.31% (-2.6%)

95% less call options, than puts

Call options by funds: $2.13M | Put options by funds: $43.2M

Holders
153
Holders Change
+21
Holders Change %
+15.91%
% of All Funds
3.36%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
31
Increased
69
Reduced
40
Closed
9
Calls
$2.13M
Puts
$43.2M
Net Calls
-$41.1M
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
26
S.R. Schill & Associates
Washington
$7.65M +$502K +16,748 +7%
GI
27
Gradient Investments
Minnesota
$7.44M +$962K +32,064 +15%
CFA
28
Carroll Financial Associates
North Carolina
$6.87M -$4.2M -140,143 -38%
AA
29
Alesco Advisors
New York
$6.24M -$6.33M -210,885 -50%
SMM
30
Stadion Money Management
Georgia
$5.67M +$175K +5,850 +3%
RC
31
Roundview Capital
New Jersey
$5.47M +$1.03M +34,264 +23%
AC
32
Alexandria Capital
Virginia
$5.28M +$3.19M +106,336 +153%
NAS
33
Nicolet Advisory Services
Wisconsin
$4.84M -$747K -24,903 -13%
DRS
34
Deane Retirement Strategies
Louisiana
$4.74M +$4.74M +157,900 New
CCFM
35
Clear Creek Financial Management
Washington
$4.69M +$1.34M +44,640 +40%
LWS
36
Lucia Wealth Services
California
$4.61M -$172K -5,742 -4%
RCG
37
Ruggie Capital Group
Florida
$4.5M -$179K -5,965 -4%
BCI
38
Brinker Capital Investments
Pennsylvania
$4.3M +$121K +4,019 +3%
WCM
39
Wealthcare Capital Management
Virginia
$4.28M -$129K -4,297 -3%
FHC
40
First Heartland Consultants
Missouri
$3.7M +$2.38M +79,360 +181%
SWM
41
SigFig Wealth Management
California
$3.64M +$2.82K +94 +0.1%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.48M -$250K -8,327 -7%
SFSG
43
Stearns Financial Services Group
North Carolina
$3.45M -$22.4K -746 -0.6%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.28M +$2.31M +77,149 +241%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$3.19M +$1.29M +43,155 +68%
ACM
46
AlphaStar Capital Management
North Carolina
$3.07M -$3.91M -130,302 -56%
Jane Street
47
Jane Street
New York
$2.91M +$489K +16,312 +20%
VA
48
Valmark Advisers
Ohio
$2.88M +$2.88M +96,078 New
WCM
49
Windsor Capital Management
Arizona
$2.61M +$1.1M +36,558 +73%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$2.4M +$401K +13,375 +20%