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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
FI
76
FormulaFolio Investments
Michigan
$999K +$998K +33,265 New
PWM
77
Paulson Wealth Management
Illinois
$982K +$1.35K +45 +0.1%
RFN
78
RDA Financial Network
Iowa
$937K +$11.1K +371 +1%
CW
79
CreativeOne Wealth
Kansas
$927K +$345K +11,509 +59%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$912K +$27.9K +929 +3%
Renaissance Technologies
81
Renaissance Technologies
New York
$911K -$2.82M -93,872 -76%
PP
82
PrairieView Partners
Minnesota
$908K -$310K -10,351 -25%
AFP
83
Ausdal Financial Partners
Iowa
$901K +$367K +12,234 +69%
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$864K -$930 -31 -0.1%
BJL
85
Brighton Jones LLC
Washington
$864K +$143K +4,769 +20%
SP
86
Successful Portfolios
Florida
$802K -$19.2K -640 -2%
CAM
87
Congress Asset Management
Massachusetts
$793K
AWM
88
AE Wealth Management
Kansas
$773K +$773K +25,766 New
MML Investors Services
89
MML Investors Services
Massachusetts
$706K -$74.9K -2,496 -10%
NWM
90
Northwest Wealth Management
Iowa
$654K -$22.8K -759 -3%
SS
91
Simplicity Solutions
Minnesota
$646K +$645K +21,518 New
PA
92
PFG Advisors
Arizona
$634K -$677K -22,558 -52%
A
93
AdvicePeriod
California
$614K +$613K +20,452 New
SFS
94
Sowell Financial Services
Arkansas
$594K +$594K +19,795 New
MWM
95
Meridian Wealth Management
Kentucky
$590K +$175K +5,845 +42%
RA
96
RFG Advisory
Alabama
$548K +$9.39K +313 +2%
ERIM
97
Eagle Ridge Investment Management
Connecticut
$509K
TAIM
98
TD Ameritrade Investment Management
Nebraska
$505K +$78.9K +2,631 +19%
AWM
99
Avior Wealth Management
Nebraska
$483K +$100K +3,343 +26%
BAM
100
Barrett Asset Management
New York
$450K