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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

120 hedge funds and large institutions have $600M invested in SPDR Portfolio Short Term Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
120
Holders Change
+32
Holders Change %
+36.36%
% of All Funds
2.68%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.29%
New
46
Increased
51
Reduced
18
Closed
14
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$356K

Top Buyers

1
ACM
1
AlphaStar Capital Management
North Carolina
$61.7M
2
FTUS
2
Flow Traders U.S.
New York
$27.6M
3
SCM
3
Stonehearth Capital Management
Massachusetts
$14.6M
4
AA
4
Alesco Advisors
New York
$11.4M
5
Bank of America
5
Bank of America
North Carolina
$15.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$107M
2
State Street
2
State Street
Massachusetts
$61.2M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.41M
5
SMM
5
Stadion Money Management
Georgia
$6.59M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$107M 3,600,910 -540,875 -13%
ACM
2
AlphaStar Capital Management
North Carolina
$61.7M 2,084,380 +2,056,342 +7,334%
State Street
3
State Street
Massachusetts
$61.2M 2,070,134 -409,665 -17%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$33.2M 1,123,403 +236,717 +27%
FTUS
5
Flow Traders U.S.
New York
$27.6M 933,435 +870,936 +1,394%
BJ
6
Brouwer & Janachowski
California
$22.5M 760,707 +3,317 +0.4%
CCFCSB
7
Cape Cod Five Cents Savings Bank
Massachusetts
$22.4M 756,918 +48,139 +7%
Morgan Stanley
8
Morgan Stanley
New York
$21.4M 721,844 +67,782 +10%
SWP
9
Strategic Wealth Partners
Ohio
$16M 205,708 +85,138 +71%
Bank of America
10
Bank of America
North Carolina
$15.6M 527,845 +353,032 +202%
SCM
11
Stonehearth Capital Management
Massachusetts
$14.6M 493,893 +493,893 New
RVPG
12
Relative Value Partners Group
$11.6M 393,815 +63,169 +19%
AA
13
Alesco Advisors
New York
$11.4M 386,359 +386,359 New
TFA
14
TPG Financial Advisors
Oregon
$9.74M 329,099 +329,099 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.08M 306,988 +102,326 +50%
FWM
16
Focused Wealth Management
New York
$8.79M 297,088 +297,088 New
ACG
17
Allen Capital Group
Nebraska
$8.22M 278,282 +89,536 +47%
WCWM
18
Willow Creek Wealth Management
California
$7.32M 247,608 +214,464 +647%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$7.12M 240,759 +43,151 +22%
Renaissance Technologies
20
Renaissance Technologies
New York
$6.95M 235,000 +235,000 New
SMM
21
Stadion Money Management
Georgia
$6.59M 222,780 -59,090 -21%
SFM
22
Signet Financial Management
New Jersey
$6.51M 220,129 +216,216 +5,526%
WCM
23
Wealthcare Capital Management
Virginia
$6.09M 205,827 +205,827 New
PAG
24
Pinnacle Advisory Group
Maryland
$5.89M 198,969 +198,969 New
RCG
25
Ruggie Capital Group
Florida
$5.56M 188,057 +149,230 +384%
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