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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
RF
376
Rossby Financial
Florida
$3.37K -$24.8K -850 -88%
AIM
377
Anchor Investment Management
South Carolina
$3.16K
CMBA
378
C.M. Bidwell & Associates
Hawaii
$3.08K -$173K -5,920 -98%
AGWCA
379
Annis Gardner Whiting Capital Advisors
Florida
$2.81K -$117 -4 -4%
SC
380
SouthState Corp
Florida
$2.29K +$2.28K +78 New
MWA
381
Medallion Wealth Advisors
Connecticut
$2.05K
AC
382
AlphaCore Capital
California
$1.32K
T
383
Transce3nd
Texas
$937
DF
384
Dunhill Financial
United Kingdom
$820 +$817 +28 New
FFA
385
Founders Financial Alliance
North Carolina
$791
SAS
386
Spurstone Advisory Services
Connecticut
$702
DWM
387
Darwin Wealth Management
Florida
$404 -$905 -31 -70%
VFIA
388
Virtus Fixed Income Advisers
Connecticut
$264 +$263 +9 New
EB
389
Eastern Bank
Massachusetts
$29
DWM
390
Dogwood Wealth Management
Kansas
$27
ASN
391
Advisory Services Network
Georgia
-$9.71M -332,060 Closed
PWA
392
Principia Wealth Advisory
Texas
-$9.46M -324,297 Closed
TCA
393
Transcend Capital Advisors
New Jersey
-$6.59M -225,400 Closed
SFC
394
Strategic Financial Concepts
Texas
-$3.94M -134,880 Closed
Citadel Advisors
395
Citadel Advisors
Florida
-$2.91M -99,658 Closed
TC
396
TownSquare Capital
Utah
-$1.86M -63,462 Closed
IA
397
Integrity Alliance
Iowa
-$1.83M -62,744 Closed
ARC
398
Advisor Resource Council
Texas
-$1.61M -60,458 Closed
Corient Private Wealth
399
Corient Private Wealth
Florida
-$1.7M -58,292 Closed
Jane Street
400
Jane Street
New York
-$1.61M -54,933 Closed

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.