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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

380 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 48 funds opening new positions, 128 increasing their positions, 166 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
5.1%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
48
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 %
SWA
251
Sax Wealth Advisors
New Jersey
$494K -$116K -3,949 -19%
GWM
252
Geneos Wealth Management
Colorado
$484K -$287K -9,814 -37%
CFG
253
Cornerstone Financial Group
Nebraska
$477K +$17.8K +609 +4%
APW
254
Austin Private Wealth
Texas
$460K +$148K +5,036 +47%
Focus Partners Wealth
255
Focus Partners Wealth
Massachusetts
$459K -$330K -11,250 -42%
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$459K -$11.5K -394 -2%
Comerica Bank
257
Comerica Bank
Texas
$456K -$192K -6,547 -30%
APA
258
Astoria Portfolio Advisors
New York
$452K -$1.01M -34,553 -69%
HBS
259
Howard Bailey Securities
Indiana
$451K -$15.6K -534 -3%
SP
260
Successful Portfolios
Florida
$444K -$20.1K -687 -4%
KAS
261
Kestra Advisory Services
Texas
$444K +$120K +4,089 +37%
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$443K -$1.44K -49 -0.3%
MCC
263
Money Concepts Capital
Florida
$437K -$44.5K -1,520 -9%
TIP
264
Tandem Investment Partners
New Jersey
$429K +$73K +2,493 +21%
FEG
265
Financial Enhancement Group
Indiana
$428K +$8.33K +286 +2%
AIM
266
Acropolis Investment Management
Missouri
$422K +$36.6K +1,250 +10%
SW
267
SMART Wealth
Nebraska
$400K -$56.2K -1,918 -12%
WB
268
WesBanco Bank
West Virginia
$390K – – –
SF
269
Summit Financial
New Jersey
$390K +$3.66K +125 +0.9%
FHC
270
First Heartland Consultants
Missouri
$386K – – –
LFG
271
Larson Financial Group
Missouri
$385K -$5.54K -189 -1%
XPN
272
XY Planning Network
Montana
$384K +$384K +13,103 New
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$380K -$36.2K -1,236 -9%
PCA
274
Pallas Capital Advisors
Massachusetts
$371K – – –
ODA
275
One Degree Advisors
California
$358K +$33K +1,128 +10%
9 10
11
12 13