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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 %
BA
51
BKS Advisors
Michigan
$202K +$202K +6,847 New
SEI Investments
52
SEI Investments
Pennsylvania
$201K +$201K +6,786 New
SFM
53
Signet Financial Management
New Jersey
$180K – – –
OIA
54
OneDigital Investment Advisors
Kansas
$149K – – –
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$142K – – –
William Blair & Company
56
William Blair & Company
Illinois
$89K – – –
AWM
57
Avior Wealth Management
Nebraska
$71K +$26.7K +905 +60%
BRC
58
Bell Rock Capital
Delaware
$40K -$50K -1,703 -56%
AIM
59
Arcadia Investment Management
Michigan
$30K – – –
LFG
60
LifePlan Financial Group
Ohio
$25K +$25K +835 New
APA
61
American Portfolios Advisors
New York
$22.2K +$10.3K +350 +88%
DWM
62
Destination Wealth Management
California
$14K +$14K +477 New
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$27 +1 +0.5%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +72 New
PA
65
Parallel Advisors
California
$1K -$2.59K -158 -72%
PWA
66
Peterson Wealth Advisors
Utah
– -$3.84M -129,362 Closed
RJA
67
Raymond James & Associates
Florida
– -$3.44M -115,898 Closed
MWM
68
Marietta Wealth Management
Georgia
– -$1.14M -38,298 Closed
HPWM
69
Highland Private Wealth Management
Washington
– -$979K -35,781 Closed
PAG
70
Private Advisory Group
Washington
– -$979K -35,781 Closed
PAG
71
Private Advisor Group
New Jersey
– -$604K -20,335 Closed
VCM
72
Virtue Capital Management
Tennessee
– -$7K -224 Closed
Wells Fargo
73
Wells Fargo
California
– -$1K -25 Closed
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