State Street SPDR Portfolio Short Term Treasury ETF
SPTS
50 hedge funds and large institutions have $105M invested in State Street SPDR Portfolio Short Term Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
700% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
72% more funds holding
Funds holding: 29 → 50 (+21)
54% more capital invested
Capital invested by funds: $68.3M → $105M (+$37.1M)
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
1.24% less ownership
Funds ownership: 48.29% → 47.04% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$15.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8M |
| 3 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
+$4.3M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.08M |
| 5 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$2.13M |
| 2 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
-$1.97M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$786K |
| 4 |
VF
Virtu Financial
New York
|
-$405K |
| 5 |
LPL Financial
San Diego,
California
|
-$338K |
SPTS Hedge Fund Activity: Q4 2017 in Review
50 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q4 2017, worth a combined $105M — up 54% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SPTS positions and 3 closed out — a net gain of 21 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was State Street, adding an estimated $15.4M. The largest seller was Private Advisory Group, exiting entirely with an estimated $2.13M sold.
- 50 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q4 2017, up from 29 in Q3 2017.
- Funds reported $105M of State Street SPDR Portfolio Short Term Treasury ETF stock for Q4 2017, up 54% quarter-over-quarter.
- 24 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q4 2017 and 3 closed out, a net change of +21 holders.
- The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q4 2017 was State Street, an estimated $15.4M added.
- The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q4 2017 was Private Advisory Group, an estimated $2.13M sold.
Based on aggregated 13F filings for Q4 2017.