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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

88 hedge funds and large institutions have $389M invested in SPDR Portfolio Short Term Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+21
Holders Change %
+31.34%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
27
Increased
39
Reduced
15
Closed
6
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$9K

Top Buyers

1
State Street
1
State Street
Massachusetts
$73M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$26.1M
3
CSIA
3
Charles Schwab Investment Advisory
California
$122M
4
RVPG
4
Relative Value Partners Group
$9.74M
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$5.81M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$826K
2
UBS Group
2
UBS Group
Switzerland
$4.69M
3
I2I
3
Insight 2811 Inc
Illinois
$1.29M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AWM
5
AE Wealth Management
Kansas
$493K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$122M 4,141,785 +337,529 +9%
State Street
2
State Street
Massachusetts
$73M 2,479,799 +525,166 +27%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$26.1M 886,686 +418,089 +89%
BJ
4
Brouwer & Janachowski
California
$22.3M 757,390 +81,363 +12%
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$20.9M 708,779 +44,065 +7%
Morgan Stanley
6
Morgan Stanley
New York
$19.3M 654,062 +150,203 +30%
RVPG
7
Relative Value Partners Group
$9.74M 330,646 +330,646 New
SMM
8
Stadion Money Management
Georgia
$8.3M 281,870 +32,370 +13%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.28M 213,121 +2,158 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.03M 204,662 +74,568 +57%
BSWM
11
Boston Standard Wealth Management
Massachusetts
$5.81M 197,608 +197,608 New
ACG
12
Allen Capital Group
Nebraska
$5.56M 188,746 +38,986 +26%
Bank of America
13
Bank of America
North Carolina
$5.15M 174,813 +79,482 +83%
UBS Group
14
UBS Group
Switzerland
$4.69M 159,304 -98,505 -38%
BCI
15
Brinker Capital Investments
Pennsylvania
$4.31M 146,404 +4,432 +3%
SWM
16
SigFig Wealth Management
California
$3.6M 122,080 +2,844 +2%
SWP
17
Strategic Wealth Partners
Ohio
$3.55M 120,570 +24,871 +26%
LWS
18
Lucia Wealth Services
California
$3.31M 112,458 +112,458 New
SFS
19
Sowell Financial Services
Arkansas
$3.21M 79,310 +79,310 New
AssetMark Inc
20
AssetMark Inc
California
$2.28M 77,256 +203 +0.3%
FTUS
21
Flow Traders U.S.
New York
$1.84M 62,499 +62,499 New
MFT
22
Moisand Fitzgerald Tamayo
Florida
$1.8M 60,952 +4,698 +8%
SFSG
23
Stearns Financial Services Group
North Carolina
$1.71M 58,043 +19,687 +51%
AI
24
Atria Investments
North Carolina
$1.62M 54,839 +2,735 +5%
MCM
25
Monument Capital Management
Virginia
$1.53M 51,955 +35,837 +222%
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