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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

127 hedge funds and large institutions have $624M invested in SPDR Portfolio Short Term Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
28
Increased
53
Reduced
33
Closed
20
Calls
$192K
Puts
–
Net Calls
+$192K
Net Calls Change
-$155K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$69.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$124M
3
State Street
3
State Street
Massachusetts
$75.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.2M
5
NAS
5
Nicolet Advisory Services
Wisconsin
$4.84M

Top Sellers

1
ACM
1
AlphaStar Capital Management
North Carolina
$30.8M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$9.45M
4
WCM
4
Weatherstone Capital Management
Colorado
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$124M 4,171,353 +570,443 +16%
State Street
2
State Street
Massachusetts
$75.3M 2,530,256 +460,122 +22%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$69.8M 2,277,214 +1,153,811 +103%
ACM
4
AlphaStar Capital Management
North Carolina
$30.8M 1,034,267 -1,050,113 -50%
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$23.8M 798,387 +41,469 +5%
BJ
6
Brouwer & Janachowski
California
$22.7M 764,032 +3,325 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$22.4M 751,918 +30,074 +4%
SCM
8
Stonehearth Capital Management
Massachusetts
$14.7M 492,916 -977 -0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.2M 478,648 +171,660 +56%
AA
10
Alesco Advisors
New York
$12M 402,352 +15,993 +4%
RVPG
11
Relative Value Partners Group
$11.4M 382,429 -11,386 -3%
FWM
12
Focused Wealth Management
New York
$11.3M 380,072 +82,984 +28%
SFM
13
Signet Financial Management
New Jersey
$11.1M 375,025 +154,896 +70%
ACG
14
Allen Capital Group
Nebraska
$10M 336,647 +58,365 +21%
TFA
15
TPG Financial Advisors
Oregon
$9.54M 321,377 -7,722 -2%
Bank of America
16
Bank of America
North Carolina
$9.45M 317,540 -210,305 -40%
UBS Group
17
UBS Group
Switzerland
$9.38M 315,054 +157,322 +100%
WCWM
18
Willow Creek Wealth Management
California
$8.25M 277,346 +29,738 +12%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$8.16M 274,942 +34,183 +14%
Renaissance Technologies
20
Renaissance Technologies
New York
$7.79M 261,900 +26,900 +11%
WCA
21
Westover Capital Advisors
Delaware
$6.79M 228,146 +143,116 +168%
PAG
22
Pinnacle Advisory Group
Maryland
$5.87M 197,151 -1,818 -0.9%
SWP
23
Strategic Wealth Partners
Ohio
$5.37M 180,881 -24,827 -12%
SMM
24
Stadion Money Management
Georgia
$5.25M 176,420 -46,360 -21%
RCG
25
Ruggie Capital Group
Florida
$5.02M 168,801 -19,256 -10%
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