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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 %
MWM
76
Meridian Wealth Management
Kentucky
$346K -$38.5K -1,304 -10%
MA
77
Mutual Advisors
Nebraska
$333K +$333K +11,262 New
CW
78
CreativeOne Wealth
Kansas
$309K +$309K +10,440 New
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$306K +$75.5K +2,558 +33%
BC
80
Brio Consultants
California
$302K +$302K +10,226 New
TC
81
TownSquare Capital
Utah
$296K +$296K +10,020 New
CI
82
CX Institutional
Indiana
$276K +$276K +9,337 New
1832 Asset Management
83
1832 Asset Management
Ontario, Canada
$268K +$29.1K +983 +12%
TAIM
84
TD Ameritrade Investment Management
Nebraska
$268K +$240K +8,120 +869%
PA
85
Probity Advisors
Texas
$262K +$59 +2 +0%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$235K +$235K +7,937 New
BA
87
BKS Advisors
Michigan
$232K +$8.53K +288 +4%
JWA
88
JFS Wealth Advisors
Pennsylvania
$229K +$213K +7,218 +1,375%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$225K +$225K +7,614 New
VIM
90
Vista Investment Management
Pennsylvania
$210K +$5.82K +197 +3%
AFP
91
Ausdal Financial Partners
Iowa
$208K +$1.33K +45 +0.6%
NEIRG
92
New England Investment & Retirement Group
Massachusetts
$207K +$207K +6,983 New
NFG
93
Next Financial Group
Texas
$207K +$207K +7,009 New
WCM
94
Wisconsin Capital Management
Wisconsin
$201K +$201K +6,800 New
BAM
95
Belpointe Asset Management
Nevada
$131K -$10.4K -351 -7%
ADL
96
Asset Dedication LLC
California
$125K +$112K +3,808 +856%
RFM
97
Royal Fund Management
Florida
$114K +$114K +3,856 New
AWM
98
Avior Wealth Management
Nebraska
$94K +$23.1K +789 +33%
Wells Fargo
99
Wells Fargo
California
$90K +$90K +3,048 New
William Blair & Company
100
William Blair & Company
Illinois
$89K – – –
2 3
4
5 6