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State Street SPDR Portfolio Short Term Treasury ETF

388 hedge funds and large institutions have $4.81B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 168 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

2% more funds holding

Funds holding: 380388 (+8)

3.81% less ownership

Funds ownership: 86.98%83.17% (-3.8%)

8% less capital invested

Capital invested by funds: $5.22B → $4.81B (-$412M)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

23% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 168

61% less call options, than puts

Call options by funds: $135M | Put options by funds: $349M

Holders
388
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.11%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.43%
New
50
Increased
130
Reduced
168
Closed
34
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
226
Winch Advisory Services
Wisconsin
$724K +$7.41K +254 +1%
BRWA
227
B. Riley Wealth Advisors
Florida
$714K +$711K +24,363 New
BTI
228
Blue Trust Inc
Georgia
$706K -$512K -17,546 -42%
AF
229
Allworth Financial
California
$696K +$7.44K +255 +1%
Betterment LLC
230
Betterment LLC
New York
$695K -$10.4K -357 -1%
GS
231
GTS Securities
New York
$647K +$645K +22,100 New
AFWM
232
AMJ Financial Wealth Management
Virginia
$631K +$629K +21,549 New
AFP
233
Ausdal Financial Partners
Iowa
$630K -$4.58K -157 -0.7%
RIS
234
Retirement Income Solutions
Michigan
$615K +$613K +21,003 New
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$612K -$636K -21,777 -51%
BFA
236
Brown Financial Advisors
Ohio
$610K -$700 -24 -0.1%
CSP
237
Cary Street Partners
Virginia
$607K -$196K -6,723 -25%
CAM
238
Clark Asset Management
New Hampshire
$568K -$99.4K -3,407 -15%
SFS
239
Sowell Financial Services
Arkansas
$561K -$4.03K -138 -0.7%
DLHL
240
Donald L. Hagan LLC
Florida
$555K +$553K +18,949 New
CNC
241
Citizens & Northern Corp
Pennsylvania
$554K +$552K +18,925 New
CCA
242
Clearwater Capital Advisors
Illinois
$551K -$10.4K -355 -2%
HNB
243
Huntington National Bank
Ohio
$549K
AC
244
ASB Consultores
Florida
$548K +$546K +18,698 New
FWP
245
Falcon Wealth Planning
California
$541K +$5.95K +204 +1%
MSFS
246
Main Street Financial Solutions
Pennsylvania
$539K +$537K +18,404 New
MFA
247
Mayflower Financial Advisors
Massachusetts
$529K
GSWM
248
Golden State Wealth Management
California
$522K +$82.8K +2,836 +19%
CWM
249
Collaborative Wealth Management
Florida
$518K -$111K -3,803 -18%
EK
250
Evensky & Katz
Florida
$516K +$5.25K +180 +1%

SPTS Hedge Fund Activity: Q2 2025 in Review

388 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q2 2025, worth a combined $4.81B — down 7.9% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPTS positions and 34 closed out — a net gain of 16 holders — while 130 added to existing stakes and 168 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $59.4M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 388 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q2 2025, up from 380 in Q1 2025.
  • Funds reported $4.81B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q2 2025, down 7.9% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q2 2025 and 34 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q2 2025 was Merit Financial Group, an estimated $59.4M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q2 2025 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.