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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 %
CPO
76
Cerity Partners OCIO
New York
$411K +$411K +13,795 New
WP
77
WealthSource Partners
California
$398K -$199K -6,688 -33%
JWS
78
Juncture Wealth Strategies
Arizona
$395K -$96.3K -3,236 -20%
FAAS
79
First Allied Advisory Services
California
$389K -$13.2K -443 -3%
MWM
80
Meridian Wealth Management
Kentucky
$387K +$38.7K +1,300 +11%
DADC
81
D.A. Davidson & Co
Montana
$382K +$382K +12,827 New
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$357K – – –
CW
83
CreativeOne Wealth
Kansas
$349K +$37.8K +1,267 +12%
MA
84
Mutual Advisors
Nebraska
$341K +$6.24K +210 +2%
TAIM
85
TD Ameritrade Investment Management
Nebraska
$336K +$66.6K +2,240 +25%
KWM
86
Kingsview Wealth Management
Oregon
$307K +$307K +10,330 New
BC
87
Brio Consultants
California
$299K -$4.99K -168 -2%
AFA
88
Arlington Financial Advisors
California
$298K +$298K +10,000 New
WCM
89
Windsor Capital Management
Arizona
$282K +$282K +9,492 New
AC
90
Alexandria Capital
Virginia
$280K +$280K +9,412 New
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$277K -$31.1K -1,045 -10%
VF
92
Virtu Financial
New York
$276K +$276K +9,285 New
RA
93
RFG Advisory
Alabama
$276K +$276K +9,410 New
PA
94
Probity Advisors
Texas
$264K +$357 +12 +0.1%
BCA
95
Bay Colony Advisors
Massachusetts
$252K +$252K +8,451 New
WCM
96
Wisconsin Capital Management
Wisconsin
$247K +$44.6K +1,500 +22%
BA
97
BKS Advisors
Michigan
$232K -$922 -31 -0.4%
TC
98
TownSquare Capital
Utah
$221K -$76.8K -2,584 -26%
CAN
99
Cetera Advisor Networks
California
$221K +$221K +7,416 New
VIM
100
Vista Investment Management
Pennsylvania
$212K +$416 +14 +0.2%
2 3
4
5 6