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State Street SPDR Portfolio Short Term Treasury ETF

421 hedge funds and large institutions have $5B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 179 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 128

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7% more funds holding

Funds holding: 392421 (+29)

1.95% more ownership

Funds ownership: 82.78%84.73% (+2%)

4% more capital invested

Capital invested by funds: $4.79B → $5B (+$211M)

8% less call options, than puts

Call options by funds: $205M | Put options by funds: $222M

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.44%
New
66
Increased
179
Reduced
128
Closed
26
Calls
$205M
Puts
$222M
Net Calls
-$16.9M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
251
Sowell Financial Services
Arkansas
$680K -$149K -5,069 -18%
OC
252
Optima Capital
Oregon
$676K -$3.11M -106,195 -82%
SWA
253
Sightline Wealth Advisors
Connecticut
$676K -$151K -5,143 -18%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$675K +$218K +7,434 +48%
PW
255
Paladin Wealth
Minnesota
$663K -$3.22K -110 -0.5%
GFG
256
Goldstone Financial Group
Illinois
$661K -$18.8K -643 -3%
BRWA
257
B. Riley Wealth Advisors
Florida
$661K +$7.68K +262 +1%
Comerica Bank
258
Comerica Bank
Texas
$659K -$726K -24,768 -52%
APW
259
Austin Private Wealth
Texas
$634K +$103K +3,522 +19%
AG
260
Ascent Group
Virginia
$632K -$81.9K -2,795 -11%
ODA
261
One Degree Advisors
California
$609K -$8.03K -274 -1%
BFA
262
Brown Financial Advisors
Ohio
$591K -$15.5K -528 -3%
PFA
263
Portland Financial Advisors
New York
$590K +$142K +4,838 +32%
SC
264
Savant Capital
Illinois
$577K -$139K -4,744 -19%
BWM
265
BAM Wealth Management
Colorado
$572K -$53.1K -1,811 -8%
KFGK
266
Keystone Financial Group (Kentucky)
Kentucky
$551K +$73.3K +2,501 +15%
AC
267
ASB Consultores
Florida
$547K
JBC
268
Jefferson Bridge Capital
Tennessee
$541K +$542K +18,488 New
MFA
269
Mayflower Financial Advisors
Massachusetts
$528K
EK
270
Evensky & Katz
Florida
$527K +$6.77K +231 +1%
XPN
271
XY Planning Network
Montana
$519K +$136K +4,635 +35%
LJAC
272
L.J. Altfest & Co
New York
$518K -$113K -3,869 -18%
SFA
273
Sequoia Financial Advisors
Ohio
$516K +$516K +17,630 New
Janney Montgomery Scott
274
Janney Montgomery Scott
Pennsylvania
$515K -$32.9K -1,123 -6%
RCS
275
Retirement Capital Strategies
California
$504K