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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

153 hedge funds and large institutions have $1.03B invested in 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.

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

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$332M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.3M
3
AAP
3
Arax Advisory Partners
Colorado
$19.6M
4
BlackRock
4
BlackRock
New York
$14.5M
5
HP
5
Hikari Power
Japan
$11.3M

Top Sellers

1
AA
1
Alesco Advisors
New York
$6.24M
2
CFA
2
Carroll Financial Associates
North Carolina
$6.87M
3
ACM
3
AlphaStar Capital Management
North Carolina
$3.07M
4
ACP
4
Aveo Capital Partners
Colorado
$2.19M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
101
Mutual Advisors
Nebraska
$449K 14,949 +82 +0.6%
BF
102
BOK Financial
Oklahoma
$445K 14,839 +14,839 New
B
103
Bellecapital
Switzerland
$435K 14,495 – –
JWS
104
Juncture Wealth Strategies
Arizona
$427K 14,217 -5,202 -27%
CIC
105
Carnegie Investment Counsel
Ohio
$427K 14,213 +51 +0.4%
UFF
106
USA Financial Formulas
Michigan
$425K 14,170 +14,170 New
OAM
107
Occidental Asset Management
California
$422K 14,065 +14,065 New
BRWA
108
B. Riley Wealth Advisors
Florida
$417K 13,882 +13,882 New
FAAS
109
First Allied Advisory Services
California
$414K 13,824 +344 +3%
Principal Financial Group
110
Principal Financial Group
Iowa
$408K 13,589 -259 -2%
PA
111
Probity Advisors
Texas
$373K 12,428 +3,729 +43%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$361K 12,010 – –
CPO
113
Cerity Partners OCIO
New York
$305K 10,173 -141 -1%
Allianz Asset Management
114
Allianz Asset Management
Germany
$291K 9,690 -21,790 -69%
KWM
115
Kingsview Wealth Management
Oregon
$282K 9,390 -40 -0.4%
BC
116
Brio Consultants
California
$280K 9,333 -118 -1%
APA
117
American Portfolios Advisors
New York
$276K 9,208 +8,458 +1,128%
MSAM
118
Moloney Securities Asset Management
Missouri
$271K 9,014 +9,014 New
AFA
119
Arlington Financial Advisors
California
$270K 9,000 -1,000 -10%
WCM
120
Wisconsin Capital Management
Wisconsin
$264K 8,800 +500 +6%
OIA
121
Optimum Investment Advisors
Illinois
$252K 8,400 +8,400 New
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$243K 8,106 -325 -4%
PWA
123
Physician Wealth Advisors
Utah
$242K 8,075 +8,075 New
TC
124
TownSquare Capital
Utah
$234K 7,814 +464 +6%
CAN
125
Cetera Advisor Networks
California
$223K 7,425 +19 +0.3%
3 4
5
6 7