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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

379 hedge funds and large institutions have $4.74B invested in SPDR Portfolio Short Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 166 reducing their positions, and 33 closing their positions.

Holders
379
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.09%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
47
Increased
128
Reduced
166
Closed
33
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$151M
2
Members Trust
2
Members Trust
Florida
$99.2M
3
LPL Financial
3
LPL Financial
California
$249M
4
CM
4
Castleark Management
Illinois
$39.1M
5
MWM
5
Modern Wealth Management
Kansas
$29.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
RBA
2
Richard Bernstein Advisors
New York
$213M
3
Bank of America
3
Bank of America
North Carolina
$487M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
301
Latitude Advisors
Florida
$245K +$245K +8,374 New
GRP
302
Global Retirement Partners
California
$243K +$243K +8,304 New
WIA
303
World Investment Advisors
California
$241K -$8.26K -282 -3%
CTA
304
Chesley Taft & Associates
Illinois
$239K – – –
PWAC
305
Private Wealth Advisors (California)
California
$238K -$11.3K -386 -5%
WANY
306
Wealthspire Advisors (New York)
New York
$235K – – –
IA
307
IFG Advisory
Georgia
$235K -$205 -7 -0.1%
AQR Capital Management
308
AQR Capital Management
Connecticut
$235K – – –
MKA
309
M. Kulyk & Associates
Georgia
$232K +$232K +7,928 New
B
310
BetterWealth
California
$228K – – –
WAM
311
WNY Asset Management
New York
$225K -$40.2K -1,372 -15%
ONB
312
Old National Bancorp
Indiana
$220K – – –
HR
313
Howe & Rusling
New York
$220K +$2.26K +77 +1%
NS
314
NBC Securities
Alabama
$216K +$43.1K +1,478 +25%
VWM
315
Venturi Wealth Management
Texas
$216K -$54.3K -1,855 -20%
M1FG
316
Mach-1 Financial Group
Arkansas
$214K +$214K +7,302 New
PA
317
Parallel Advisors
California
$211K +$7.12K +243 +3%
WWM
318
WJ Wealth Management
Arizona
$209K – – –
MHB
319
Midwest Heritage Bank
Iowa
$206K – – –
ESB
320
Essex Savings Bank
Connecticut
$206K – – –
BJL
321
Brighton Jones LLC
Washington
$206K -$11.9K -407 -5%
NI
322
Natural Investments
California
$205K +$205K +7,017 New
LF
323
LifeSteps Financial
California
$203K – – –
SWP
324
Strategic Wealth Partners
Ohio
$177K +$177K +6,027 New
CA
325
CoreCap Advisors
Michigan
$164K +$9.37K +320 +6%
11 12
13
14 15