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State Street SPDR Portfolio Short Term Treasury ETF

184 hedge funds and large institutions have $1.31B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 46

27% more capital invested

Capital invested by funds: $1.03B → $1.31B (+$280M)

20% more funds holding

Funds holding: 153184 (+31)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

8.16% more ownership

Funds ownership: 62.31%70.47% (+8.2%)

88% less call options, than puts

Call options by funds: $5.62M | Put options by funds: $48.2M

Holders
184
Holders Change
+31
Holders Change %
+20.26%
% of All Funds
3.63%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.41%
New
43
Increased
77
Reduced
46
Closed
9
Calls
$5.62M
Puts
$48.2M
Net Calls
-$42.6M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
126
Arlington Financial Advisors
California
$377K +$108K +3,600 +40%
PA
127
Probity Advisors
Texas
$368K -$4.02K -134 -1%
WSTAM
128
Wilbanks Smith & Thomas Asset Management
Virginia
$360K
PAG
129
Private Advisor Group
New Jersey
$357K +$358K +11,922 New
MSAM
130
Moloney Securities Asset Management
Missouri
$334K +$64.1K +2,137 +24%
OWA
131
Outlook Wealth Advisors
Texas
$334K +$131K +4,357 +64%
B
132
Bellecapital
Switzerland
$333K -$101K -3,383 -23%
TC
133
TownSquare Capital
Utah
$333K +$99K +3,300 +42%
IWM
134
IHT Wealth Management
Illinois
$333K +$333K +11,119 New
UFF
135
USA Financial Formulas
Michigan
$324K -$101K -3,368 -24%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$320K +$77.7K +2,591 +32%
GM
137
GeoWealth Management
Illinois
$309K -$718K -23,930 -70%
WAS
138
Wealth Advisory Solutions
Indiana
$300K +$301K +10,037 New
APA
139
American Portfolios Advisors
New York
$299K +$22.7K +756 +8%
Truist Financial
140
Truist Financial
North Carolina
$272K +$272K +9,083 New
RJA
141
Raymond James & Associates
Florida
$265K +$60.2K +2,006 +29%
BC
142
Brio Consultants
California
$263K -$16.9K -565 -6%
VCP
143
Verus Capital Partners
Arizona
$251K +$251K +8,376 New
PSUF
144
People's United Financial
Connecticut
$248K +$249K +8,291 New
CAN
145
Cetera Advisor Networks
California
$247K +$25.5K +850 +11%
NWM
146
Northwest Wealth Management
Iowa
$242K -$411K -13,714 -63%
PWA
147
Physician Wealth Advisors
Utah
$242K
FAIM
148
Financial Advocates Investment Management
Washington
$223K +$223K +7,450 New
BBA
149
Braun-Bostich & Associates
Pennsylvania
$212K
ACM
150
Anfield Capital Management
California
$212K +$212K +7,074 New

SPTS Hedge Fund Activity: Q4 2019 in Review

184 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q4 2019, worth a combined $1.31B — up 27% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPTS positions and 9 closed out — a net gain of 34 holders — while 77 added to existing stakes and 46 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $117M. The largest seller was Carroll Financial Associates, cutting an estimated $6.74M.

  • 184 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q4 2019, up from 153 in Q3 2019.
  • Funds reported $1.31B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q4 2019, up 27% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q4 2019 and 9 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q4 2019 was Municipal Employees' Retirement System of Michigan, an estimated $117M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q4 2019 was Carroll Financial Associates, an estimated $6.74M sold.

Based on aggregated 13F filings for Q4 2019.