We are live on ! Find out more
SPTS icon

State Street SPDR Portfolio Short Term Treasury ETF

26 hedge funds and large institutions have $85.3M invested in State Street SPDR Portfolio Short Term Treasury ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $57.8M → $85.3M (+$27.5M)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more funds holding

Funds holding: 2526 (+1)

1.35% less ownership

Funds ownership: 63.42%62.06% (-1.4%)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$20.7M +$3.98M +130,304 +24%
Bank of America
2
Bank of America
North Carolina
$19.6M +$13.7M +449,680 +232%
State Street
3
State Street
Massachusetts
$13.9M +$3.89M +127,406 +39%
Morgan Stanley
4
Morgan Stanley
New York
$8.07M -$567K -18,579 -7%
WI
5
WBI Investments
New Jersey
$3.53M +$3.53M +115,622 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.2M -$1.48M -48,330 -32%
FCM
7
Firsthand Capital Management
California
$3.06M +$3.05M +100,000 New
Jane Street
8
Jane Street
New York
$2.87M +$2.14M +70,245 +296%
AssetMark Inc
9
AssetMark Inc
California
$1.71M -$1.93M -63,307 -53%
Ameriprise
10
Ameriprise
Minnesota
$1.68M +$219K +7,177 +15%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.26M +$1.24M +40,559 +5,213%
PAG
12
Private Advisor Group
New Jersey
$1.25M +$1.25M +40,946 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.05M +$40.6K +1,328 +4%
UBS Group
14
UBS Group
Switzerland
$929K -$33.9K -1,111 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$675K +$333K +10,897 +97%
FHC
16
First Heartland Consultants
Missouri
$592K +$99.2K +3,250 +20%
LPL Financial
17
LPL Financial
California
$392K -$810K -26,519 -67%
AIM
18
Advantage Investment Management
Iowa
$331K -$161K -5,271 -33%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$201K
NFG
20
Next Financial Group
Texas
$87K +$87.5K +2,864 New
GWM
21
Geneos Wealth Management
Colorado
$86K
MFS
22
MSI Financial Services
Massachusetts
$61K +$1.59K +52 +3%
Wells Fargo
23
Wells Fargo
California
$58K +$57.9K +1,897 New
AG
24
Advisor Group
Arizona
$18K -$12.4K -405 -41%
Creative Planning
25
Creative Planning
Kansas
$3K +$3.05K +100 New

SPTS Hedge Fund Activity: Q3 2016 in Review

26 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q3 2016, worth a combined $85.3M — up 48% from $57.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPTS positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $13.7M. The largest seller was AssetMark Inc, cutting an estimated $1.93M.

  • 26 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q3 2016, up from 25 in Q2 2016.
  • Funds reported $85.3M of State Street SPDR Portfolio Short Term Treasury ETF stock for Q3 2016, up 48% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q3 2016 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q3 2016 was Bank of America, an estimated $13.7M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q3 2016 was AssetMark Inc, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2016.