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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

132 hedge funds and large institutions have $846M invested in SPDR Portfolio Short Term Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
2.87%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.37%
New
22
Increased
57
Reduced
34
Closed
15
Calls
$804K
Puts
$49.5M
Net Calls
-$48.7M
Net Calls Change
-$48.8M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$291M
2
TC
2
Telemus Capital
Michigan
$22.1M
3
CFA
3
Carroll Financial Associates
North Carolina
$11.1M
4
State Street
4
State Street
Massachusetts
$82.8M
5
GI
5
Gradient Investments
Minnesota
$6.47M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$6.98M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.73M
3
AWM
3
AE Wealth Management
Kansas
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
RFM
5
Royal Fund Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$221K 7,406 -10 -0.1%
TC
102
TownSquare Capital
Utah
$220K 7,350 -86 -1%
NFG
103
Next Financial Group
Texas
$210K 7,009 +7,009 New
UAS
104
United Asset Strategies
New York
$202K 6,740 +6,740 New
BAM
105
Belpointe Asset Management
Nevada
$161K 5,351 +5,351 New
GWA
106
Guidant Wealth Advisors
Illinois
$104K 3,466 +11 +0.3%
William Blair & Company
107
William Blair & Company
Illinois
$90K 3,000 – –
LFG
108
LifePlan Financial Group
Ohio
$71K 2,366 -522 -18%
DWM
109
Doyle Wealth Management
Florida
$61K 2,048 +2,048 New
GSWM
110
Golden State Wealth Management
California
$60K 2,013 +1,806 +872%
CIAS
111
Capital Investment Advisory Services
North Carolina
$35K 1,175 -50 -4%
TIM
112
Tortoise Investment Management
New York
$26K 870 – –
APA
113
American Portfolios Advisors
New York
$22.5K 750 – –
JWA
114
JFS Wealth Advisors
Pennsylvania
$22K 742 +5 +0.7%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$21K 708 – –
IWA
116
IBEX Wealth Advisors
New Jersey
$18K 610 +610 New
BRC
117
Bell Rock Capital
Delaware
$15K 496 +3 +0.6%
CFGS
118
Concourse Financial Group Securities
Alabama
$12K 413 – –
WAS
119
Winch Advisory Services
Wisconsin
$12K 395 – –
BCWM
120
Bartlett & Co Wealth Management
Ohio
$11.5K 383 +383 New
BC
121
Bartlett & Co
Ohio
$11K 383 +383 New
AIS
122
Accurate Investment Solutions
Pennsylvania
$9K 303 -43 -12%
FHA
123
Flagship Harbor Advisors
Massachusetts
$6K 202 – –
US Bancorp
124
US Bancorp
Minnesota
$5K 165 – –
MWM
125
Meridian Wealth Management
Kentucky
$4.15K 13,817 +806 +6%
2 3 4
5
6