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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

153 hedge funds and large institutions have $1.03B invested in SPDR Portfolio Short Term Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
153
Holders Change
+21
Holders Change %
+15.91%
% of All Funds
3.36%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
31
Increased
69
Reduced
40
Closed
9
Calls
$2.13M
Puts
$43.2M
Net Calls
-$41.1M
Net Calls Change
+$7.58M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$332M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.3M
3
AAP
3
Arax Advisory Partners
Colorado
$19.6M
4
BlackRock
4
BlackRock
New York
$14.5M
5
HP
5
Hikari Power
Japan
$11.3M

Top Sellers

1
AA
1
Alesco Advisors
New York
$6.24M
2
CFA
2
Carroll Financial Associates
North Carolina
$6.87M
3
ACM
3
AlphaStar Capital Management
North Carolina
$3.07M
4
ACP
4
Aveo Capital Partners
Colorado
$2.19M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$911K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$332M 11,055,463 +1,350,052 +14%
State Street
2
State Street
Massachusetts
$91M 3,031,582 +270,446 +10%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$69.8M 2,277,214 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$51.3M 1,707,994 +1,125,413 +193%
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$28.6M 952,684 +85,236 +10%
Morgan Stanley
6
Morgan Stanley
New York
$27.9M 930,664 +23,799 +3%
TC
7
Telemus Capital
Michigan
$24.7M 823,191 +87,849 +12%
BJ
8
Brouwer & Janachowski
California
$23.5M 781,497 +9,243 +1%
AAP
9
Arax Advisory Partners
Colorado
$19.6M 652,484 +652,484 New
ACG
10
Allen Capital Group
Nebraska
$16M 531,264 +189,519 +55%
SCM
11
Stonehearth Capital Management
Massachusetts
$15.6M 520,476 +8,845 +2%
BlackRock
12
BlackRock
New York
$14.5M 484,521 +484,521 New
PAG
13
Pinnacle Advisory Group
Maryland
$13.5M 449,487 +252,527 +128%
FWM
14
Focused Wealth Management
New York
$12.5M 416,708 -11,216 -3%
RVPG
15
Relative Value Partners Group
$12M 400,209 -7,464 -2%
WCWM
16
Willow Creek Wealth Management
California
$11.5M 382,057 +46,543 +14%
HP
17
Hikari Power
Japan
$11.3M 376,500 +376,500 New
UBS Group
18
UBS Group
Switzerland
$10.5M 348,569 +28,709 +9%
BSWM
19
Boston Standard Wealth Management
Massachusetts
$10.4M 345,994 +28,500 +9%
SFM
20
Signet Financial Management
New Jersey
$10.2M 339,963 -27,406 -7%
TFA
21
TPG Financial Advisors
Oregon
$10M 334,237 +2,532 +0.8%
Bank of America
22
Bank of America
North Carolina
$9.71M 323,394 +14,638 +5%
AWM
23
Aries Wealth Management
Maine
$9.19M 306,300 +274,250 +856%
WCA
24
Westover Capital Advisors
Delaware
$8.26M 275,049 +17,750 +7%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$8.17M 272,182 +176,614 +185%
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