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State Street SPDR Portfolio Short Term Treasury ETF

21 hedge funds and large institutions have $47.3M invested in State Street SPDR Portfolio Short Term Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

26% more capital invested

Capital invested by funds: $37.6M → $47.3M (+$9.7M)

24% more funds holding

Funds holding: 1721 (+4)

1.77% less ownership

Funds ownership: 59.19%57.42% (-1.8%)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.6M +$5.39M +177,479 +104%
State Street
2
State Street
Massachusetts
$9.9M +$276K +9,096 +3%
Bank of America
3
Bank of America
North Carolina
$6.65M -$500K -16,472 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.94M +$681K +22,427 +16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.83M -$85K -2,801 -2%
AssetMark Inc
6
AssetMark Inc
California
$3.45M -$26.3K -866 -0.8%
Ameriprise
7
Ameriprise
Minnesota
$1.5M +$279K +9,204 +23%
Jane Street
8
Jane Street
New York
$1.34M +$1.33M +43,877 New
AII
9
AGF Investments Inc
Ontario, Canada
$1.15M +$466K +15,341 +68%
Citadel Advisors
10
Citadel Advisors
Florida
$1.02M +$1.02M +33,589 New
UBS Group
11
UBS Group
Switzerland
$786K -$8.04K -265 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$661K +$658K +21,683 New
AIM
13
Advantage Investment Management
Iowa
$522K +$153K +5,037 +42%
LPL Financial
14
LPL Financial
California
$332K +$20.2K +664 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$211K -$15.5K -512 -7%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$200K +$200K +6,580 New
GWM
17
Geneos Wealth Management
Colorado
$86K +$85.7K +2,825 New
MFS
18
MSI Financial Services
Massachusetts
$30K +$12K +395 +67%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$9K +$30 +1 +0.3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$6K -$54.4K -1,793 -90%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$546K -18,135 Closed

SPTS Hedge Fund Activity: Q1 2016 in Review

21 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q1 2016, worth a combined $47.3M — up 26% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPTS positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.39M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $546K sold.

  • 21 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q1 2016, up from 17 in Q4 2015.
  • Funds reported $47.3M of State Street SPDR Portfolio Short Term Treasury ETF stock for Q1 2016, up 26% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q1 2016 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q1 2016 was Morgan Stanley, an estimated $5.39M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q1 2016 was Susquehanna International Group, an estimated $546K sold.

Based on aggregated 13F filings for Q1 2016.