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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
WWA
251
WCG Wealth Advisors
Nevada
$511K +$509K +17,451 New
FRA
252
Front Row Advisors
California
$509K -$37.4K -1,280 -7%
JWCA
253
J.W. Cole Advisors
Florida
$506K -$72.9K -2,498 -13%
RCS
254
Retirement Capital Strategies
California
$505K
AAS
255
Ameritas Advisory Services
Nebraska
$502K -$375K -12,846 -43%
IAA
256
Independent Advisor Alliance
North Carolina
$501K +$144K +4,920 +40%
SWA
257
Sax Wealth Advisors
New Jersey
$494K -$115K -3,949 -19%
GWM
258
Geneos Wealth Management
Colorado
$484K -$286K -9,814 -37%
CFG
259
Cornerstone Financial Group
Nebraska
$477K +$17.8K +609 +4%
APW
260
Austin Private Wealth
Texas
$460K +$147K +5,036 +47%
Focus Partners Wealth
261
Focus Partners Wealth
Massachusetts
$459K -$328K -11,250 -42%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$459K -$11.5K -394 -2%
Comerica Bank
263
Comerica Bank
Texas
$456K -$191K -6,547 -30%
APA
264
Astoria Portfolio Advisors
New York
$452K -$1.01M -34,553 -69%
HBS
265
Howard Bailey Securities
Indiana
$451K -$27.1K -929 -6%
SP
266
Successful Portfolios
Florida
$444K -$20.1K -687 -4%
KAS
267
Kestra Advisory Services
Texas
$444K +$119K +4,089 +37%
KFGK
268
Keystone Financial Group (Kentucky)
Kentucky
$443K -$1.43K -49 -0.3%
MCC
269
Money Concepts Capital
Florida
$437K -$44.4K -1,520 -9%
TIP
270
Tandem Investment Partners
New Jersey
$429K +$72.8K +2,493 +21%
FEG
271
Financial Enhancement Group
Indiana
$428K +$8.35K +286 +2%
AIM
272
Acropolis Investment Management
Missouri
$422K +$36.5K +1,250 +10%
SW
273
SMART Wealth
Nebraska
$400K -$56K -1,918 -12%
WB
274
WesBanco Bank
West Virginia
$390K
SF
275
Summit Financial
New Jersey
$390K +$3.65K +125 +0.9%

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.