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SPDR Portfolio Short Term Treasury ETF

382 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 49 funds opening new positions, 128 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

23% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 167

61% less call options, than puts

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

Holders
382
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$135M
Puts
$349M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
251
Sax Wealth Advisors
New Jersey
$494K
GWM
252
Geneos Wealth Management
Colorado
$484K
CFG
253
Cornerstone Financial Group
Nebraska
$477K
APW
254
Austin Private Wealth
Texas
$460K
Focus Partners Wealth
255
Focus Partners Wealth
Massachusetts
$459K
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$459K
Comerica Bank
257
Comerica Bank
Texas
$456K
APA
258
Astoria Portfolio Advisors
New York
$452K
HBS
259
Howard Bailey Securities
Indiana
$451K
SP
260
Successful Portfolios
Florida
$444K
KAS
261
Kestra Advisory Services
Texas
$444K
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$443K
MCC
263
Money Concepts Capital
Florida
$437K
TIP
264
Tandem Investment Partners
New Jersey
$429K
FEG
265
Financial Enhancement Group
Indiana
$428K
AIM
266
Acropolis Investment Management
Missouri
$422K
SW
267
SMART Wealth
Nebraska
$400K
WB
268
WesBanco Bank
West Virginia
$390K
SF
269
Summit Financial
New Jersey
$390K
FHC
270
First Heartland Consultants
Missouri
$386K
LFG
271
Larson Financial Group
Missouri
$385K
XPN
272
XY Planning Network
Montana
$384K
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$380K
PCA
274
Pallas Capital Advisors
Massachusetts
$371K
ODA
275
One Degree Advisors
California
$358K