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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

379 hedge funds and large institutions have $4.74B invested in SPDR Portfolio Short Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 166 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.09%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
47
Increased
128
Reduced
166
Closed
33
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$151M
2
Members Trust
2
Members Trust
Florida
$99.2M
3
LPL Financial
3
LPL Financial
California
$249M
4
CM
4
Castleark Management
Illinois
$39.1M
5
MWM
5
Modern Wealth Management
Kansas
$29.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
RBA
2
Richard Bernstein Advisors
New York
$213M
3
Bank of America
3
Bank of America
North Carolina
$487M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
226
AMJ Financial Wealth Management
Virginia
$631K +$631K +21,549 New
AFP
227
Ausdal Financial Partners
Iowa
$630K -$4.6K -157 -0.7%
RIS
228
Retirement Income Solutions
Michigan
$615K +$615K +21,003 New
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$612K -$637K -21,777 -51%
BFA
230
Brown Financial Advisors
Ohio
$610K -$703 -24 -0.1%
CSP
231
Cary Street Partners
Virginia
$607K -$197K -6,723 -25%
CAM
232
Clark Asset Management
New Hampshire
$568K -$99.8K -3,407 -15%
SFS
233
Sowell Financial Services
Arkansas
$561K -$4.04K -138 -0.7%
DLHL
234
Donald L. Hagan LLC
Florida
$555K +$555K +18,949 New
CNC
235
Citizens & Northern Corp
Pennsylvania
$554K +$554K +18,925 New
CCA
236
Clearwater Capital Advisors
Illinois
$551K -$10.4K -355 -2%
HNB
237
Huntington National Bank
Ohio
$549K -$563K – –
AC
238
ASB Consultores
Florida
$548K +$548K +18,698 New
FWP
239
Falcon Wealth Planning
California
$541K +$5.98K +204 +1%
MSFS
240
Main Street Financial Solutions
Pennsylvania
$539K +$539K +18,404 New
MFA
241
Mayflower Financial Advisors
Massachusetts
$529K – – –
GSWM
242
Golden State Wealth Management
California
$522K +$83.1K +2,836 +19%
CWM
243
Collaborative Wealth Management
Florida
$518K -$111K -3,803 -18%
EK
244
Evensky & Katz
Florida
$516K +$5.28K +180 +1%
WWA
245
WCG Wealth Advisors
Nevada
$511K +$511K +17,451 New
FRA
246
Front Row Advisors
California
$509K -$37.5K -1,280 -7%
JWCA
247
J.W. Cole Advisors
Florida
$506K -$73.2K -2,498 -13%
RCS
248
Retirement Capital Strategies
California
$505K – – –
AAS
249
Ameritas Advisory Services
Nebraska
$502K -$376K -12,846 -43%
IAA
250
Independent Advisor Alliance
North Carolina
$501K +$144K +4,920 +40%
8 9
10
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