SPTS icon

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 %
OAM
51
Occidental Asset Management
California
$468K +$210K +7,115 +81%
SP
52
Successful Portfolios
Florida
$422K -$50.1K -1,700 -11%
FAAS
53
First Allied Advisory Services
California
$394K +$911 +31 +0.2%
MWM
54
Meridian Wealth Management
Kentucky
$383K +$114K +3,882 +43%
RC
55
Roundview Capital
New Jersey
$366K +$366K +12,419 New
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$354K +$354K +12,010 New
CPO
57
Cerity Partners OCIO
New York
$316K +$10.3K +351 +3%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$295K +$65.9K +2,237 +29%
PA
59
Probity Advisors
Texas
$261K +$261K +8,862 New
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$238K +$33.8K +1,145 +17%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$230K -$62.9K -2,135 -21%
BA
62
BKS Advisors
Michigan
$222K +$20.5K +695 +10%
AFP
63
Ausdal Financial Partners
Iowa
$206K +$206K +6,997 New
VIM
64
Vista Investment Management
Pennsylvania
$204K +$204K +6,917 New
BAM
65
Belpointe Asset Management
Nevada
$140K +$140K +4,769 New
SFM
66
Signet Financial Management
New Jersey
$115K -$64.1K -2,180 -36%
William Blair & Company
67
William Blair & Company
Illinois
$88K – – –
AWM
68
Avior Wealth Management
Nebraska
$71K +$294 +10 +0.4%
MWPCG
69
Measured Wealth Private Client Group
New Hampshire
$63K +$63K +2,125 New
BRC
70
Bell Rock Capital
Delaware
$41K +$210 +7 +0.5%
RWA
71
River Wealth Advisors
Pennsylvania
$37K +$37K +1,273 New
LFG
72
LifePlan Financial Group
Ohio
$32K +$7.64K +262 +31%
CPIG
73
Chicago Partners Investment Group
Illinois
$30K +$30K +1,010 New
SGAM
74
Stephens Group Asset Management
Arkansas
$30K +$30K +1,020 New
AIM
75
Arcadia Investment Management
Michigan
$29K – – –
1 2
3
4