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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.

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

Top Sellers

1
AA
Alesco Advisors
New York
$6.24M
2
CFA
Carroll Financial Associates
North Carolina
$6.87M
3
ACM
AlphaStar Capital Management
North Carolina
$3.07M
4
ACP
Aveo Capital Partners
Colorado
$2.19M
5
Renaissance Technologies
Renaissance Technologies
New York
$911K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
126
Braun-Bostich & Associates
Pennsylvania
$212K -$146K -4,864 -41%
NFG
127
Next Financial Group
Texas
$210K – – –
RJA
128
Raymond James & Associates
Florida
$205K +$205K +6,839 New
OWA
129
Outlook Wealth Advisors
Texas
$204K +$204K +6,785 New
William Blair & Company
130
William Blair & Company
Illinois
$150K +$60K +2,000 +67%
BAM
131
Belpointe Asset Management
Nevada
$136K -$24.5K -818 -15%
AIM
132
Advantage Investment Management
Iowa
$105K -$154K -5,102 -59%
GWA
133
Guidant Wealth Advisors
Illinois
$104K +$239 +8 +0.2%
GSWM
134
Golden State Wealth Management
California
$77K +$16.8K +562 +28%
LFG
135
LifePlan Financial Group
Ohio
$68K -$3.03K -101 -4%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$45K +$45K +1,495 New
SB
137
Strategic Blueprint
Georgia
$38K +$38K +1,275 New
JWA
138
JFS Wealth Advisors
Pennsylvania
$22K +$89 +3 +0.4%
TIM
139
Tortoise Investment Management
New York
$21K -$5.1K -170 -20%
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$6.24K -208 -29%
GEA
141
Glen Eagle Advisors
New Jersey
$12K +$12K +400 New
WAS
142
Winch Advisory Services
Wisconsin
$12K – – –
BRC
143
Bell Rock Capital
Delaware
$10K -$4.99K -165 -33%
AIS
144
Accurate Investment Solutions
Pennsylvania
$9K +$30 +1 +0.3%
PA
145
Parallel Advisors
California
$8K +$8K +261 New
FHA
146
Flagship Harbor Advisors
Massachusetts
$6K – – –
US Bancorp
147
US Bancorp
Minnesota
$5K – – –
Fidelity Investments
148
Fidelity Investments
Massachusetts
$4K -$29 -1 -0.7%
RFM
149
Royal Fund Management
Florida
$3K +$3K +105 New
SWP
150
Strategic Wealth Partners
Ohio
$2.45K -$1.09K -36,395 -31%
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