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State Street SPDR Portfolio Short Term Treasury ETF

25 hedge funds and large institutions have $57.8M invested in State Street SPDR Portfolio Short Term Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

22% more capital invested

Capital invested by funds: $47.3M → $57.8M (+$10.6M)

19% more funds holding

Funds holding: 2125 (+4)

5.99% more ownership

Funds ownership: 57.42%63.42% (+6%)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$16.8M +$16.7M +547,194 New
State Street
2
State Street
Massachusetts
$10M +$58K +1,904 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$8.67M -$2.01M -66,039 -19%
Bank of America
4
Bank of America
North Carolina
$5.93M -$752K -24,695 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.7M -$275K -9,020 -6%
AssetMark Inc
6
AssetMark Inc
California
$3.65M +$187K +6,123 +5%
Ameriprise
7
Ameriprise
Minnesota
$1.46M -$46.6K -1,530 -3%
LPL Financial
8
LPL Financial
California
$1.21M +$869K +28,514 +262%
AII
9
AGF Investments Inc
Ontario, Canada
$1.19M +$25.3K +830 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.01M +$342K +11,216 +52%
UBS Group
11
UBS Group
Switzerland
$966K +$175K +5,740 +22%
Jane Street
12
Jane Street
New York
$729K -$613K -20,112 -46%
AIM
13
Advantage Investment Management
Iowa
$493K -$31K -1,018 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$344K +$130K +4,272 +62%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$281K +$279K +9,171 New
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$202K
GWM
17
Geneos Wealth Management
Colorado
$86K
MFS
18
MSI Financial Services
Massachusetts
$60K +$29.7K +976 +99%
AG
19
Advisor Group
Arizona
$30K +$30K +985 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$24K +$17.3K +568 +270%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$9K
WAM
22
Wealthspire Advisors (Maryland)
Maryland
$4K +$4.26K +140 New
IA
23
IFP Advisors
Florida
$2K +$1.74K +57 New
FHC
24
First Heartland Consultants
Missouri
$494 +$491K +16,122 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
-$3.83M -125,723 Closed