We are live on ! Find out more
SPTS icon

State Street SPDR Portfolio Short Term Treasury ETF

418 hedge funds and large institutions have $5.03B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $5B → $5.03B (+$34.8M)

1% less funds holding

Funds holding: 421418 (-3)

75% less call options, than puts

Call options by funds: $296M | Put options by funds: $1.17B

Holders
418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$296M
Puts
$1.17B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$42.5M
GKWIM
27
Gerber Kawasaki Wealth & Investment Management
California
$41.3M
CM
28
Castleark Management
Illinois
$38.9M
HWA
29
HHM Wealth Advisors
Tennessee
$38.2M
AFAS
30
Acorn Financial Advisory Services
Virginia
$38M
QC
31
Quent Capital
New York
$37.8M
IWAO
32
Independence Wealth Advisors (Ohio)
Ohio
$33.6M
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$32.4M
AssetMark Inc
34
AssetMark Inc
California
$31.9M
WIC
35
Woodmont Investment Counsel
Tennessee
$31.3M
EH
36
Equitable Holdings
New York
$30.4M
CFD
37
Creative Financial Designs
Indiana
$30.1M
HWA
38
Heartwood Wealth Advisors
Virginia
$29.4M
IPW
39
Impact Partnership Wealth
Georgia
$29.2M
CA
40
Crane Advisory
California
$28.8M
Raymond James Financial
41
Raymond James Financial
Florida
$25.9M
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$25.7M
JP Morgan Chase
43
JP Morgan Chase
New York
$25.7M
NCM
44
Nelson Capital Management
California
$25.7M
PAS
45
Park Avenue Securities
New York
$25.1M
BSWM
46
Boston Standard Wealth Management
Massachusetts
$24.8M
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$23.8M
UBS Group
48
UBS Group
Switzerland
$22.7M
AWAU
49
Alliance Wealth Advisors (Utah)
Utah
$22.3M
ECM
50
Evergreen Capital Management
Washington
$21.3M