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SPDR Portfolio Short Term Treasury ETF

377 hedge funds and large institutions have $5.21B invested in SPDR Portfolio Short Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 134 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-14
Holders Change %
-3.58%
% of All Funds
5.12%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
42
Increased
153
Reduced
134
Closed
44
Calls
$147M
Puts
$181M
Net Calls
-$34.2M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$680K +$153K +5,232 +29%
SA
227
Sovran Advisors
California
$678K -$531K -18,160 -44%
CAM
228
Clark Asset Management
New Hampshire
$666K -$28.6K -977 -4%
Comerica Bank
229
Comerica Bank
Texas
$647K +$61.5K +2,104 +11%
AFP
230
Ausdal Financial Partners
Iowa
$634K -$36.3K -1,240 -5%
CWM
231
Collaborative Wealth Management
Florida
$628K -$74.5K -2,548 -11%
CL
232
Choreo LLC
Illinois
$617K -$34.1K -1,167 -5%
BFA
233
Brown Financial Advisors
Ohio
$609K +$609K +20,842 New
SWA
234
Sax Wealth Advisors
New Jersey
$609K +$609K +20,830 New
BCM
235
Brookstone Capital Management
Illinois
$584K -$217K -7,436 -27%
JWCA
236
J.W. Cole Advisors
Florida
$578K +$578K +19,782 New
SFS
237
Sowell Financial Services
Arkansas
$564K +$19.4K +665 +4%
HNB
238
Huntington National Bank
Ohio
$563K -$523K
CCA
239
Clearwater Capital Advisors
Illinois
$560K +$48.7K +1,664 +10%
PWM
240
Perigon Wealth Management
California
$554K +$554K +18,959 New
FRA
241
Front Row Advisors
California
$545K
FWP
242
Falcon Wealth Planning
California
$534K +$149K +5,095 +39%
WCM
243
WealthTrak Capital Management
Virginia
$533K -$219K -7,500 -29%
FPAS
244
Focus Partners Advisor Solutions
Missouri
$530K +$530K +18,132 New
MFA
245
Mayflower Financial Advisors
Massachusetts
$528K
EK
246
Evensky & Katz
Florida
$510K -$6.06K -207 -1%
RCS
247
Retirement Capital Strategies
California
$504K
MCC
248
Money Concepts Capital
Florida
$481K -$12.1K -414 -2%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$470K +$56.5K +1,933 +14%
HBS
250
Howard Bailey Securities
Indiana
$466K -$112K -3,814 -19%