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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

120 hedge funds and large institutions have $600M invested in SPDR Portfolio Short Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
120
Holders Change
+32
Holders Change %
+36.36%
% of All Funds
2.68%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.29%
New
46
Increased
51
Reduced
18
Closed
14
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$356K

Top Buyers

1
ACM
1
AlphaStar Capital Management
North Carolina
$61.7M
2
FTUS
2
Flow Traders U.S.
New York
$27.6M
3
SCM
3
Stonehearth Capital Management
Massachusetts
$14.6M
4
AA
4
Alesco Advisors
New York
$11.4M
5
Bank of America
5
Bank of America
North Carolina
$15.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$107M
2
State Street
2
State Street
Massachusetts
$61.2M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.41M
5
SMM
5
Stadion Money Management
Georgia
$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$928K +$188K +6,338 +25%
RC
52
Roundview Capital
New Jersey
$879K +$512K +17,311 +139%
Ameriprise
53
Ameriprise
Minnesota
$873K -$367K -12,400 -30%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$860K +$281K +9,511 +49%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$837K +$6.63K +224 +0.8%
FTI
56
Fiduciary Trust International
Massachusetts
$828K +$828K +12,987 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$736K -$47K -1,590 -6%
PWM
58
Paulson Wealth Management
Illinois
$644K +$644K +21,751 New
LPL Financial
59
LPL Financial
California
$626K +$5.06K +171 +0.8%
Wolverine Trading
60
Wolverine Trading
Illinois
$603K +$603K +20,406 New
BJL
61
Brighton Jones LLC
Washington
$599K +$6.8K +230 +1%
WP
62
WealthSource Partners
California
$593K +$14.9K +503 +3%
FC
63
Financial Consulate
Maryland
$581K -$62.8K -2,122 -10%
Principal Financial Group
64
Principal Financial Group
Iowa
$546K +$546K +18,458 New
AF
65
Advisornet Financial
Minnesota
$539K +$45.6K +1,539 +9%
ERIM
66
Eagle Ridge Investment Management
Connecticut
$502K +$502K +16,960 New
SP
67
Successful Portfolios
Florida
$490K +$66.8K +2,260 +16%
JWS
68
Juncture Wealth Strategies
Arizona
$488K -$232K -7,832 -32%
BAM
69
Barrett Asset Management
New York
$444K +$444K +15,000 New
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$409K +$113K +3,812 +38%
CIC
71
Carnegie Investment Counsel
Ohio
$407K +$407K +13,758 New
FAAS
72
First Allied Advisory Services
California
$401K +$3.62K +122 +0.9%
OAM
73
Occidental Asset Management
California
$399K -$71K -2,400 -15%
RMAM
74
Raab & Moskowitz Asset Management
New Jersey
$389K +$382K +12,925 +5,431%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$355K – – –
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3
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