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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

67 hedge funds and large institutions have $328M invested in SPDR Portfolio Short Term Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
20
Increased
25
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$112M
2
BJ
2
Brouwer & Janachowski
California
$20M
3
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$19.6M
4
ACM
4
AlphaStar Capital Management
North Carolina
$18.3M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$13.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.82M
2
PWA
2
Peterson Wealth Advisors
Utah
$0
3
RJA
3
Raymond James & Associates
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.85M
5
MWM
5
Marietta Wealth Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$112M 3,804,256 +3,804,256 New
State Street
2
State Street
Massachusetts
$57.8M 1,954,633 +81,941 +4%
BJ
3
Brouwer & Janachowski
California
$20M 676,027 +676,027 New
CCFCSB
4
Cape Cod Five Cents Savings Bank
Massachusetts
$19.6M 664,714 +664,714 New
ACM
5
AlphaStar Capital Management
North Carolina
$18.3M 618,479 +595,016 +2,536%
Morgan Stanley
6
Morgan Stanley
New York
$14.9M 503,859 +360,502 +251%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$13.9M 468,597 +393,159 +521%
UBS Group
8
UBS Group
Switzerland
$7.62M 257,809 +172,127 +201%
SMM
9
Stadion Money Management
Georgia
$7.38M 249,500 +11,880 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.24M 210,963 -29,248 -12%
ACG
11
Allen Capital Group
Nebraska
$4.43M 149,760 +44,120 +42%
BCI
12
Brinker Capital Investments
Pennsylvania
$4.2M 141,972 +6,420 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.85M 130,094 -40,762 -24%
SWM
14
SigFig Wealth Management
California
$3.53M 119,236 -1,944 -2%
I2I
15
Insight 2811 Inc
Illinois
$3.43M 116,153 -415 -0.4%
SWP
16
Strategic Wealth Partners
Ohio
$2.83M 95,699 +22,422 +31%
Bank of America
17
Bank of America
North Carolina
$2.82M 95,331 -207,491 -69%
AssetMark Inc
18
AssetMark Inc
California
$2.28M 77,053 +525 +0.7%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$1.66M 56,254 +2,423 +5%
AI
20
Atria Investments
North Carolina
$1.54M 52,104 +27,279 +110%
FHC
21
First Heartland Consultants
Missouri
$1.39M 47,076 +3,710 +9%
SFSG
22
Stearns Financial Services Group
North Carolina
$1.13M 38,356 +38,356 New
PP
23
PrairieView Partners
Minnesota
$951K 32,159 +23,254 +261%
Ameriprise
24
Ameriprise
Minnesota
$889K 30,074 +6,918 +30%
AG
25
Advisor Group
Arizona
$838K 28,365 -1,503 -5%
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