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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
FHC
276
First Heartland Consultants
Missouri
$386K
LFG
277
Larson Financial Group
Missouri
$385K -$5.52K -189 -1%
XPN
278
XY Planning Network
Montana
$384K +$382K +13,103 New
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$380K -$36.1K -1,236 -9%
PCA
280
Pallas Capital Advisors
Massachusetts
$371K
ODA
281
One Degree Advisors
California
$358K +$32.9K +1,128 +10%
AWM
282
AE Wealth Management
Kansas
$350K -$72.5K -2,483 -17%
CL
283
Choreo LLC
Illinois
$346K -$272K -9,316 -44%
SAS
284
SMI Advisory Services
Indiana
$339K -$68.5K -2,347 -17%
SGAM
285
Stephens Group Asset Management
Arkansas
$333K +$332K +11,366 New
CWM
286
Cranbrook Wealth Management
Michigan
$328K -$5.49K -188 -2%
SA
287
Sovran Advisors
California
$322K -$355K -12,149 -52%
VT
288
Vise Technologies
New York
$309K +$307K +10,535 New
TPCW
289
TD Private Client Wealth
New York
$308K +$24K +822 +8%
GWP
290
Gateway Wealth Partners
Wisconsin
$307K +$306K +10,473 New
WCP
291
Wealthcare Capital Partners
Pennsylvania
$306K +$305K +10,435 New
PWMG
292
Pinnacle Wealth Management Group
Michigan
$305K -$4.67K -160 -2%
MFS
293
Mattson Financial Services
Michigan
$301K -$5.43K -186 -2%
FTS
294
Fifth Third Securities
Ohio
$298K +$29.9K +1,024 +11%
LWL
295
Leo Wealth LLC
Texas
$298K +$5.02K +172 +2%
BCM
296
Brookstone Capital Management
Illinois
$295K -$289K -9,900 -50%
WCM
297
WealthTrak Capital Management
Virginia
$292K -$242K -8,278 -45%
LK
298
Lumbard & Kellner
New Hampshire
$290K
GS
299
GWN Securities
Florida
$290K +$11.9K +408 +4%
WCM
300
Wisconsin Capital Management
Wisconsin
$287K +$43.8K +1,500 +18%

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.