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State Street SPDR Portfolio Short Term Treasury ETF

57 hedge funds and large institutions have $144M invested in State Street SPDR Portfolio Short Term Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more capital invested

Capital invested by funds: $105M → $144M (+$38.7M)

14% more funds holding

Funds holding: 5057 (+7)

0.61% more ownership

Funds ownership: 47.04%47.65% (+0.61%)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
22
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$55.6M +$15.2M +512,019 +38%
Bank of America
2
Bank of America
North Carolina
$8.99M -$866K -29,188 -9%
HighTower Advisors
3
HighTower Advisors
Illinois
$7.13M +$1.02M +34,206 +17%
SMM
4
Stadion Money Management
Georgia
$7.05M +$7.05M +237,620 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.07M +$2.21M +74,514 +77%
BSWM
6
Boston Standard Wealth Management
Massachusetts
$4.79M +$542K +18,251 +13%
Morgan Stanley
7
Morgan Stanley
New York
$4.25M -$2.68M -90,205 -39%
BCI
8
Brinker Capital Investments
Pennsylvania
$4.02M -$14.5K -487 -0.4%
PWA
9
Peterson Wealth Advisors
Utah
$3.84M +$2.41M +81,171 +168%
SWM
10
SigFig Wealth Management
California
$3.6M +$3.6M +121,180 New
I2I
11
Insight 2811 Inc
Illinois
$3.46M
RJA
12
Raymond James & Associates
Florida
$3.44M +$292K +9,820 +9%
ACG
13
Allen Capital Group
Nebraska
$3.13M +$1.08M +36,316 +52%
UBS Group
14
UBS Group
Switzerland
$2.54M +$262K +8,813 +11%
AssetMark Inc
15
AssetMark Inc
California
$2.27M +$486K +16,383 +27%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$2.24M +$2.22M +74,952 +15,422%
SWP
17
Strategic Wealth Partners
Ohio
$2.17M +$2.16M +72,890 +18,835%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$1.6M +$1.6M +53,831 New
FHC
19
First Heartland Consultants
Missouri
$1.29M -$9.59K -323 -0.7%
WP
20
WealthSource Partners
California
$1.16M +$1.16M +39,051 New
MWM
21
Marietta Wealth Management
Georgia
$1.14M -$462K -15,563 -29%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.12M +$722K +24,335 +180%
LPL Financial
23
LPL Financial
California
$1M +$150K +5,050 +18%
HPWM
24
Highland Private Wealth Management
Washington
$979K +$1.06M +35,781 New
PAG
25
Private Advisory Group
Washington
$979K +$1.06M +35,781 New