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State Street SPDR Portfolio Short Term Treasury ETF

380 hedge funds and large institutions have $5.22B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 136 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 136

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

5% more capital invested

Capital invested by funds: $4.98B → $5.22B (+$243M)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

1.65% less ownership

Funds ownership: 88.63%86.98% (-1.6%)

3% less funds holding

Funds holding: 393380 (-13)

19% less call options, than puts

Call options by funds: $147M | Put options by funds: $181M

Holders
380
Holders Change
-13
Holders Change %
-3.31%
% of All Funds
5.1%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.5%
New
42
Increased
154
Reduced
136
Closed
45
Calls
$147M
Puts
$181M
Net Calls
-$34.2M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$34.6M +$9.43M +324,401 +38%
Osaic Holdings
27
Osaic Holdings
Arizona
$33.6M +$2.78M +95,553 +9%
HWA
28
HHM Wealth Advisors
Tennessee
$33.1M +$575K +19,778 +2%
PAG
29
Private Advisor Group
New Jersey
$29M -$8.18M -281,350 -22%
PAS
30
Park Avenue Securities
New York
$28.4M -$743K -25,566 -3%
AFAS
31
Acorn Financial Advisory Services
Virginia
$27.6M -$833K -28,642 -3%
TC
32
Trilogy Capital
California
$27.5M +$12M +411,996 +78%
ECM
33
Evergreen Capital Management
Washington
$27.3M -$5.59M -192,378 -17%
CFD
34
Creative Financial Designs
Indiana
$27M +$329K +11,330 +1%
AssetMark Inc
35
AssetMark Inc
California
$24.5M -$4.81M -165,572 -16%
HWA
36
Heartwood Wealth Advisors
Virginia
$24.5M +$1.12M +38,697 +5%
NCM
37
Nelson Capital Management
California
$23.6M +$775K +26,658 +3%
WIC
38
Woodmont Investment Counsel
Tennessee
$23.4M +$2.63M +90,418 +13%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$22.2M +$1.64M +56,375 +8%
ODIJL
40
One Day In July LLC
Vermont
$21.5M +$1.31M +45,086 +7%
BSWM
41
Boston Standard Wealth Management
Massachusetts
$20.9M -$57.2K -1,969 -0.3%
WCWM
42
Willow Creek Wealth Management
California
$20.4M +$431K +14,816 +2%
DI
43
DAGCO Inc
Ohio
$20.1M +$5.19M +178,617 +35%
GKWIM
44
Gerber Kawasaki Wealth & Investment Management
California
$19.2M +$2.08M +71,398 +12%
IPW
45
Impact Partnership Wealth
Georgia
$19M +$7.8M +268,263 +70%
QC
46
Quent Capital
New York
$18.6M -$2.42M -83,241 -12%
Raymond James Financial
47
Raymond James Financial
Florida
$18.2M +$3.47M +119,489 +24%
CM
48
Castleark Management
Illinois
$17.8M
GI
49
Gradient Investments
Minnesota
$17.3M +$17.2M +590,659 New
CGPCS
50
Capital Group Private Client Services
California
$16.5M +$109K +3,757 +0.7%

SPTS Hedge Fund Activity: Q1 2025 in Review

380 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q1 2025, worth a combined $5.22B — up 4.9% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SPTS and 42 opened new positions — a net loss of 3 holders — while 136 trimmed existing stakes and 154 added.

The largest buyer was Members Trust, opening a new position worth an estimated $67.3M. The largest seller was Cobblestone Capital Advisors, cutting an estimated $39.9M.

  • 380 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q1 2025, down from 393 in Q4 2024.
  • Funds reported $5.22B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q1 2025, up 4.9% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q1 2025 and 45 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q1 2025 was Members Trust, an estimated $67.3M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q1 2025 was Cobblestone Capital Advisors, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2025.