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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 %
DWM
101
Doyle Wealth Management
Florida
$61K +$61K +2,048 New
MOS
102
MGO One Seven
Ohio
$59K +$59K +2,000 New
LFG
103
LifePlan Financial Group
Ohio
$56K +$23.4K +785 +72%
CIAS
104
Capital Investment Advisory Services
North Carolina
$47K +$47K +1,594 New
NWM
105
Northwest Wealth Management
Iowa
$45K +$45K +1,537 New
BRC
106
Bell Rock Capital
Delaware
$41K +$209 +7 +0.5%
AIC
107
Ameritas Investment Company
Nebraska
$39K +$39K +1,335 New
APA
108
American Portfolios Advisors
New York
$22.2K – – –
TIM
109
Tortoise Investment Management
New York
$21K +$21K +700 New
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$21K +708 New
CFGS
111
Concourse Financial Group Securities
Alabama
$12K +$12K +413 New
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$11K +$11K +367 New
RPG
113
Risk Paradigm Group
Texas
$10.4K +$10.4K +353 New
W
114
WealthOne
New York
$9K +$9K +295 New
FHA
115
Flagship Harbor Advisors
Massachusetts
$5K +$5K +202 New
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.68K +52 +72%
TRCT
117
Tower Research Capital (TRC)
New York
$3K +$3K +100 New
PA
118
Parallel Advisors
California
$1K – – –
IA
119
IFP Advisors
Florida
$1K +$649 +24 +185%
SFS
120
Sowell Financial Services
Arkansas
– -$3.21M -79,310 Closed
AA
121
Advisory Alpha
Michigan
– -$605K -20,530 Closed
AWM
122
AE Wealth Management
Kansas
– -$493K -16,736 Closed
SS
123
Simplicity Solutions
Minnesota
– -$469K -15,926 Closed
CPO
124
Cerity Partners OCIO
New York
– -$316K -10,735 Closed
MWPCG
125
Measured Wealth Private Client Group
New Hampshire
– -$63K -2,125 Closed
2 3 4
5
6