We are live on ! Find out more
SPTS icon

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
MA
101
Mutual Advisors
Nebraska
$449K +$2.46K +82 +0.6%
BF
102
BOK Financial
Oklahoma
$445K +$445K +14,839 New
B
103
Bellecapital
Switzerland
$435K
JWS
104
Juncture Wealth Strategies
Arizona
$427K -$156K -5,202 -27%
CIC
105
Carnegie Investment Counsel
Ohio
$427K +$1.53K +51 +0.4%
UFF
106
USA Financial Formulas
Michigan
$425K +$425K +14,170 New
OAM
107
Occidental Asset Management
California
$422K +$422K +14,065 New
BRWA
108
B. Riley Wealth Advisors
Florida
$417K +$416K +13,882 New
FAAS
109
First Allied Advisory Services
California
$414K +$10.3K +344 +3%
Principal Financial Group
110
Principal Financial Group
Iowa
$408K -$7.77K -259 -2%
PA
111
Probity Advisors
Texas
$373K +$112K +3,729 +43%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$361K
CPO
113
Cerity Partners OCIO
New York
$305K -$4.23K -141 -1%
Allianz Asset Management
114
Allianz Asset Management
Germany
$291K -$654K -21,790 -69%
KWM
115
Kingsview Wealth Management
Oregon
$282K -$1.2K -40 -0.4%
BC
116
Brio Consultants
California
$280K -$3.54K -118 -1%
APA
117
American Portfolios Advisors
New York
$276K +$254K +8,458 +1,128%
MSAM
118
Moloney Securities Asset Management
Missouri
$271K +$270K +9,014 New
AFA
119
Arlington Financial Advisors
California
$270K -$30K -1,000 -10%
WCM
120
Wisconsin Capital Management
Wisconsin
$264K +$15K +500 +6%
OIA
121
Optimum Investment Advisors
Illinois
$252K +$252K +8,400 New
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$243K -$9.75K -325 -4%
PWA
123
Physician Wealth Advisors
Utah
$242K +$242K +8,075 New
TC
124
TownSquare Capital
Utah
$234K +$13.9K +464 +6%
CAN
125
Cetera Advisor Networks
California
$223K +$570 +19 +0.3%