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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
ACP
51
Aveo Capital Partners
Colorado
$2.19M -$3.62M -120,793 -62%
CIAS
52
Capital Investment Advisory Services
North Carolina
$2.16M +$2.12M +70,747 +6,021%
SMFS
53
Squar Milner Financial Services
California
$2.15M +$2.1M +70,101 New
MCM
54
Monument Capital Management
Virginia
$2.11M +$1.78M +59,278 +537%
JP Morgan Chase
55
JP Morgan Chase
New York
$2.1M +$2.1M +70,000 New
I2I
56
Insight 2811 Inc
Illinois
$2.08M +$375K +12,518 +22%
MFT
57
Moisand Fitzgerald Tamayo
Florida
$2M +$124K +4,143 +7%
LPL Financial
58
LPL Financial
California
$1.98M +$202K +6,751 +11%
AFNAS
59
American Financial Network Advisory Services
California
$1.93M +$1.93M +64,199 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$1.75M +$685K +22,853 +65%
BAM
61
Berkshire Asset Management
Pennsylvania
$1.73M +$1.73M +57,621 New
RMAM
62
Raab & Moskowitz Asset Management
New Jersey
$1.66M -$11.2K -375 -0.7%
SAM
63
Stansberry Asset Management
Texas
$1.61M +$127K +4,239 +9%
W
64
Wealthquest
Ohio
$1.59M -$246K -8,212 -13%
DADC
65
D.A. Davidson & Co
Montana
$1.41M +$133K +4,435 +10%
NA
66
NewEdge Advisors
Louisiana
$1.33M +$1.33M +44,402 New
MFG
67
Merit Financial Group
Georgia
$1.27M +$1.27M +42,248 New
Wells Fargo
68
Wells Fargo
California
$1.26M +$229K +7,619 +22%
AG
69
Advisor Group
Arizona
$1.2M +$460K +15,336 +62%
MBTD
70
Mechanics Bank - Trust Department
California
$1.19M +$54.6K +1,819 +5%
LJAC
71
L.J. Altfest & Co
New York
$1.18M -$796K -26,552 -40%
Ameriprise
72
Ameriprise
Minnesota
$1.12M +$411K +13,701 +58%
MAS
73
Managed Account Services
Florida
$1.07M +$443K +14,775 +70%
GM
74
GeoWealth Management
Illinois
$1.03M +$1.03M +34,245 New
VIM
75
Vista Investment Management
Pennsylvania
$1.02M +$732K +24,419 +253%