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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

127 hedge funds and large institutions have $624M invested in SPDR Portfolio Short Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
28
Increased
53
Reduced
33
Closed
20
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$155K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$69.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$124M
3
State Street
3
State Street
Massachusetts
$75.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.2M
5
UBS Group
5
UBS Group
Switzerland
$9.38M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$30.8M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$9.45M
4
WCM
4
Weatherstone Capital Management
Colorado
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$1.19M +$649K +21,808 +120%
RMAM
52
Raab & Moskowitz Asset Management
New Jersey
$1M +$612K +20,589 +156%
AG
53
Advisor Group
Arizona
$927K -$4.94K -166 -0.5%
RFN
54
RDA Financial Network
Iowa
$923K +$923K +31,135 New
BBA
55
Braun-Bostich & Associates
Pennsylvania
$870K -$679K -22,791 -44%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$843K -$21.8K -734 -3%
PWM
57
Paulson Wealth Management
Illinois
$802K +$155K +5,200 +24%
LPL Financial
58
LPL Financial
California
$799K +$169K +5,682 +27%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$771K +$30.5K +1,024 +4%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$766K +$504K +17,368 +192%
SP
61
Successful Portfolios
Florida
$755K +$262K +8,800 +53%
MCM
62
Monument Capital Management
Virginia
$704K -$292K -9,824 -29%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$703K +$292K +9,847 +71%
NWM
64
Northwest Wealth Management
Iowa
$671K +$625K +21,009 +1,367%
BJL
65
Brighton Jones LLC
Washington
$648K +$44.9K +1,509 +7%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$635K +$399K +13,389 +169%
MML Investors Services
67
MML Investors Services
Massachusetts
$592K +$592K +19,888 New
FC
68
Financial Consulate
Maryland
$570K -$14.2K -477 -2%
SJIC
69
St. James Investment Company
Texas
$553K +$553K +18,585 New
Principal Financial Group
70
Principal Financial Group
Iowa
$541K -$8.09K -272 -1%
ERIM
71
Eagle Ridge Investment Management
Connecticut
$505K – – –
BCM
72
Brookstone Capital Management
Illinois
$467K +$467K +15,684 New
BAM
73
Barrett Asset Management
New York
$446K – – –
CIC
74
Carnegie Investment Counsel
Ohio
$437K +$27.9K +940 +7%
AFP
75
Ausdal Financial Partners
Iowa
$413K +$203K +6,822 +97%
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