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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 %
SP
251
Successful Portfolios
Florida
$464K -$16.6K -568 -3%
CFG
252
Cornerstone Financial Group
Nebraska
$456K -$16.8K -579 -4%
SW
253
SMART Wealth
Nebraska
$455K -$474K -16,196 -51%
AG
254
Ascent Group
Virginia
$444K +$444K +15,198 New
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$444K +$41K +1,401 +10%
GSWM
256
Golden State Wealth Management
California
$438K +$311K +10,619 +243%
AWM
257
AE Wealth Management
Kansas
$422K +$34K +1,162 +9%
FEG
258
Financial Enhancement Group
Indiana
$422K -$79.4K -2,717 -16%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$415K -$8.39K -287 -2%
SAS
260
SMI Advisory Services
Indiana
$408K -$743K -25,412 -65%
SAF
261
Smith Anglin Financial
Texas
$397K -$505K -17,260 -56%
WB
262
WesBanco Bank
West Virginia
$390K -$18.7K -638 -5%
LFG
263
Larson Financial Group
Missouri
$390K +$175 +6 +0%
HPC
264
HM Payson & Co
Maine
$389K +$22.3K +762 +6%
SF
265
Summit Financial
New Jersey
$386K +$386K +13,190 New
FHC
266
First Heartland Consultants
Missouri
$385K +$385K +13,164 New
AIM
267
Acropolis Investment Management
Missouri
$385K
S
268
SignatureFD
Georgia
$373K +$355K +12,132 +1,914%
PCA
269
Pallas Capital Advisors
Massachusetts
$371K
IAA
270
Independent Advisor Alliance
North Carolina
$356K -$1.66M -56,854 -82%
TIP
271
Tandem Investment Partners
New Jersey
$355K +$9.15K +313 +3%
EWA
272
EverSource Wealth Advisors
Alabama
$353K +$273K +9,325 +341%
JF
273
Jump Financial
Illinois
$335K -$3.58M -122,571 -91%
CWM
274
Cranbrook Wealth Management
Michigan
$333K +$17.5K +597 +6%
CWM
275
Congress Wealth Management
Massachusetts
$328K