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State Street SPDR Portfolio Short Term Treasury ETF

386 hedge funds and large institutions have $4.77B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 166 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $4.8B → $4.77B (-$25M)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

59% less call options, than puts

Call options by funds: $124M | Put options by funds: $303M

Holders
386
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
$124M
Puts
$303M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
251
Evensky & Katz
Florida
$521K
RCS
252
Retirement Capital Strategies
California
$505K
CMAI
253
Capital Management Associates Inc
Minnesota
$495K
CWM
254
Collaborative Wealth Management
Florida
$485K
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$479K
Corient Private Wealth
256
Corient Private Wealth
Florida
$478K
FRA
257
Front Row Advisors
California
$476K
GWM
258
Geneos Wealth Management
Colorado
$475K
SWA
259
Sax Wealth Advisors
New Jersey
$469K
CTFG
260
Capstone Triton Financial Group
Oklahoma
$465K
MCC
261
Money Concepts Capital
Florida
$464K
TWM
262
TCFG Wealth Management
California
$460K
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$458K
Jane Street
264
Jane Street
New York
$452K
PFA
265
Portland Financial Advisors
New York
$449K
APA
266
Astoria Portfolio Advisors
New York
$448K
WB
267
WesBanco Bank
West Virginia
$441K
AIM
268
Acropolis Investment Management
Missouri
$422K
HPC
269
HM Payson & Co
Maine
$421K
CWM
270
Cranbrook Wealth Management
Michigan
$420K
JWCA
271
J.W. Cole Advisors
Florida
$417K
CFG
272
Cornerstone Financial Group
Nebraska
$412K
KAS
273
Kestra Advisory Services
Texas
$410K
FEG
274
Financial Enhancement Group
Indiana
$399K
FWP
275
Falcon Wealth Planning
California
$398K