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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

380 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 48 funds opening new positions, 128 increasing their positions, 166 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
5.1%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
48
Increased
128
Reduced
166
Closed
33
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M

Top Buyers

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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$126M
2
RBA
Richard Bernstein Advisors
New York
$213M
3
Bank of America
Bank of America
North Carolina
$487M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$28.6M
5
UBS Group
UBS Group
Switzerland
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
351
Investors Research Corp
Georgia
$21.5K – – –
FGC
352
Financial Gravity Companies
Texas
$19.4K +$19.4K +664 New
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$16.8K – – –
ITIM
354
Indiana Trust & Investment Management
Indiana
$16.1K +$16.1K +550 New
S
355
SignatureFD
Georgia
$13.9K -$360K -12,291 -96%
CA
356
Clearstead Advisors
Ohio
$12K – – –
CT
357
Colonial Trust
South Carolina
$10.2K -$31.3K -1,069 -75%
MBFW
358
Morton Brown Family Wealth
Pennsylvania
$10.1K – – –
BCWM
359
Bartlett & Co Wealth Management
Ohio
$9.52K – – –
JHCP
360
Jackson Hole Capital Partners
Oklahoma
$9.23K – – –
PFM
361
Phillips Financial Management
Indiana
$8.29K +$8.29K +283 New
YAL
362
Your Advocates Ltd
Texas
$7.53K +$1.73K +59 +30%
OCM
363
Orion Capital Management
California
$7.35K – – –
SAM
364
Smartleaf Asset Management
Massachusetts
$7.29K – – –
NEAM
365
New England Asset Management
Connecticut
$5.86K – – –
PP
366
Pacifica Partners
Canada
$5.27K – – –
AA
367
Addison Advisors
Vermont
$4.57K -$4.54K -155 -50%
PSFG
368
Park Square Financial Group
Georgia
$3.72K -$1.03K -35 -22%
RF
369
Rossby Financial
Florida
$3.37K -$24.9K -850 -88%
AIM
370
Anchor Investment Management
South Carolina
$3.16K – – –
CMBA
371
C.M. Bidwell & Associates
Hawaii
$3.08K -$173K -5,920 -98%
AGWCA
372
Annis Gardner Whiting Capital Advisors
Florida
$2.81K -$117 -4 -4%
SC
373
SouthState Corp
Florida
$2.29K +$2.29K +78 New
AC
374
AlphaCore Capital
California
$1.32K – – –
T
375
Transce3nd
Texas
$937 – – –
13 14
15
16 17