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State Street SPDR Portfolio Short Term Treasury ETF

386 hedge funds and large institutions have $4.77B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 166 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $4.8B → $4.77B (-$25M)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

59% less call options, than puts

Call options by funds: $124M | Put options by funds: $303M

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$124M
Puts
$303M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
26
DAGCO Inc
Ohio
$33.5M
GKWIM
27
Gerber Kawasaki Wealth & Investment Management
California
$32.8M
HWA
28
HHM Wealth Advisors
Tennessee
$32.7M
AFAS
29
Acorn Financial Advisory Services
Virginia
$29.5M
Renaissance Technologies
30
Renaissance Technologies
New York
$28.2M
CA
31
Crane Advisory
California
$27.8M
CFD
32
Creative Financial Designs
Indiana
$27.7M
WIC
33
Woodmont Investment Counsel
Tennessee
$27.6M
Raymond James Financial
34
Raymond James Financial
Florida
$27M
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$26.1M
PAS
36
Park Avenue Securities
New York
$24.9M
HWA
37
Heartwood Wealth Advisors
Virginia
$24.9M
NCM
38
Nelson Capital Management
California
$24.4M
ECM
39
Evergreen Capital Management
Washington
$24.3M
AssetMark Inc
40
AssetMark Inc
California
$23.2M
BSWM
41
Boston Standard Wealth Management
Massachusetts
$23M
QC
42
Quent Capital
New York
$22.3M
PAG
43
Private Advisor Group
New Jersey
$22.1M
WCWM
44
Willow Creek Wealth Management
California
$21.9M
UBS Group
45
UBS Group
Switzerland
$20.8M
SPIA
46
Steward Partners Investment Advisory
New York
$19.2M
EH
47
Equitable Holdings
New York
$19.2M
JP Morgan Chase
48
JP Morgan Chase
New York
$17.6M
GPWA
49
Great Point Wealth Advisors
Massachusetts
$17.3M
TRCT
50
Tower Research Capital (TRC)
New York
$17M