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State Street SPDR Portfolio Short Term Treasury ETF

17 hedge funds and large institutions have $37.6M invested in State Street SPDR Portfolio Short Term Treasury ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

6% less funds holding

Funds holding: 1817 (-1)

14.66% less ownership

Funds ownership: 73.86%59.19% (-15%)

25% less capital invested

Capital invested by funds: $50.2M → $37.6M (-$12.6M)

99% less call options, than puts

Call options by funds: $21K | Put options by funds: $3.85M

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
4
Closed
3
Calls
$21K
Puts
$3.85M
Net Calls
-$3.83M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$9.49M -$18.5K -611 -0.2%
Bank of America
2
Bank of America
North Carolina
$7.06M -$11.1M -367,827 -61%
Morgan Stanley
3
Morgan Stanley
New York
$5.16M +$5.11M +169,241 +8,044%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.21M +$4.12M +136,495 +4,213%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.87M +$476K +15,750 +14%
AssetMark Inc
6
AssetMark Inc
California
$3.43M +$441K +14,605 +15%
Ameriprise
7
Ameriprise
Minnesota
$1.21M +$130K +4,295 +12%
UBS Group
8
UBS Group
Switzerland
$784K +$1.84K +61 +0.2%
AII
9
AGF Investments Inc
Ontario, Canada
$679K +$609K +20,171 +845%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$546K +$548K +18,135 New
AIM
11
Advantage Investment Management
Iowa
$363K +$38.6K +1,277 +12%
LPL Financial
12
LPL Financial
California
$307K -$3.27M -108,346 -91%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$224K +$225K +7,447 New
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$159K -$34.3K -1,135 Closed
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$60K -$207K -6,837 -77%
MFS
16
MSI Financial Services
Massachusetts
$18K +$17.7K +587 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$9K +$30 +1 +0.3%
Jane Street
18
Jane Street
New York
-$2.61M -85,928 Closed
FIM
19
Freedom Investment Management
Connecticut
-$1.37M -16,592 Closed

SPTS Hedge Fund Activity: Q4 2015 in Review

17 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q4 2015, worth a combined $37.6M — down 25% from $50.2M a quarter earlier.

Fund positioning in SPTS was balanced in Q4 2015: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.11M. The largest seller was Bank of America, cutting an estimated $11.1M.

  • 17 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q4 2015, down from 18 in Q3 2015.
  • Funds reported $37.6M of State Street SPDR Portfolio Short Term Treasury ETF stock for Q4 2015, down 25% quarter-over-quarter.
  • 3 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q4 2015 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q4 2015 was Morgan Stanley, an estimated $5.11M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q4 2015 was Bank of America, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2015.