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State Street SPDR Portfolio Short Term Treasury ETF

417 hedge funds and large institutions have $4.99B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 178 increasing their positions, 127 reducing their positions, and 26 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.83% more ownership

Funds ownership: 82.78%84.61% (+1.8%)

4% more capital invested

Capital invested by funds: $4.79B → $4.99B (+$203M)

8% less call options, than puts

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

Holders
417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$205M
Puts
$222M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
251
Optima Capital
Oregon
$676K
SWA
252
Sightline Wealth Advisors
Connecticut
$676K
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$675K
PW
254
Paladin Wealth
Minnesota
$663K
GFG
255
Goldstone Financial Group
Illinois
$661K
BRWA
256
B. Riley Wealth Advisors
Florida
$661K
Comerica Bank
257
Comerica Bank
Texas
$659K
APW
258
Austin Private Wealth
Texas
$634K
AG
259
Ascent Group
Virginia
$632K
ODA
260
One Degree Advisors
California
$609K
BFA
261
Brown Financial Advisors
Ohio
$591K
PFA
262
Portland Financial Advisors
New York
$590K
SC
263
Savant Capital
Illinois
$577K
BWM
264
BAM Wealth Management
Colorado
$572K
KFGK
265
Keystone Financial Group (Kentucky)
Kentucky
$551K
AC
266
ASB Consultores
Florida
$547K
JBC
267
Jefferson Bridge Capital
Tennessee
$541K
MFA
268
Mayflower Financial Advisors
Massachusetts
$528K
EK
269
Evensky & Katz
Florida
$527K
XPN
270
XY Planning Network
Montana
$519K
LJAC
271
L.J. Altfest & Co
New York
$518K
SFA
272
Sequoia Financial Advisors
Ohio
$516K
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$515K
RCS
274
Retirement Capital Strategies
California
$504K
AWM
275
AE Wealth Management
Kansas
$494K