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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

377 hedge funds and large institutions have $5.21B invested in SPDR Portfolio Short Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 134 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-14
Holders Change %
-3.58%
% of All Funds
5.12%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
42
Increased
153
Reduced
134
Closed
44
Calls
$147M
Puts
$181M
Net Calls
-$34.2M
Net Calls Change
-$93.5M

Top Buyers

1
Members Trust
1
Members Trust
Florida
$67.7M
2
EWM
2
Evermay Wealth Management
Virginia
$63.5M
3
LPL Financial
3
LPL Financial
California
$219M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$70M
5
GI
5
Gradient Investments
Minnesota
$17.3M

Top Sellers

1
CCA
1
Cobblestone Capital Advisors
New York
$5.32M
2
Bank of America
2
Bank of America
North Carolina
$599M
3
LJAC
3
L.J. Altfest & Co
New York
$1.43M
4
UBS Group
4
UBS Group
Switzerland
$51.1M
5
M
5
MATAURO
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$34.6M +$9.49M +324,401 +38%
Osaic Holdings
27
Osaic Holdings
Arizona
$33.6M +$2.79M +95,553 +9%
HWA
28
HHM Wealth Advisors
Tennessee
$33.1M +$578K +19,778 +2%
PAG
29
Private Advisor Group
New Jersey
$29M -$8.23M -281,350 -22%
PAS
30
Park Avenue Securities
New York
$28.4M -$748K -25,566 -3%
AFAS
31
Acorn Financial Advisory Services
Virginia
$27.6M -$837K -28,642 -3%
TC
32
Trilogy Capital
California
$27.5M +$12M +411,996 +78%
ECM
33
Evergreen Capital Management
Washington
$27.3M -$5.63M -192,378 -17%
CFD
34
Creative Financial Designs
Indiana
$27M +$331K +11,330 +1%
AssetMark Inc
35
AssetMark Inc
California
$24.5M -$4.84M -165,572 -16%
HWA
36
Heartwood Wealth Advisors
Virginia
$24.5M +$1.13M +38,697 +5%
NCM
37
Nelson Capital Management
California
$23.6M +$779K +26,658 +3%
WIC
38
Woodmont Investment Counsel
Tennessee
$23.4M +$2.64M +90,418 +13%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$22.2M +$1.65M +56,375 +8%
ODIJL
40
One Day In July LLC
Vermont
$21.5M +$1.32M +45,086 +7%
BSWM
41
Boston Standard Wealth Management
Massachusetts
$20.9M -$56.8K -1,969 -0.3%
WCWM
42
Willow Creek Wealth Management
California
$20.4M +$433K +14,816 +2%
DI
43
DAGCO Inc
Ohio
$20.1M +$5.22M +178,617 +35%
GKWIM
44
Gerber Kawasaki Wealth & Investment Management
California
$19.2M +$2.09M +71,398 +12%
IPW
45
Impact Partnership Wealth
Georgia
$19M +$7.84M +268,263 +70%
QC
46
Quent Capital
New York
$18.6M -$2.43M -83,241 -12%
Raymond James Financial
47
Raymond James Financial
Florida
$18.2M +$3.49M +119,489 +24%
CM
48
Castleark Management
Illinois
$17.8M – – –
GI
49
Gradient Investments
Minnesota
$17.3M +$17.3M +590,659 New
CGPCS
50
Capital Group Private Client Services
California
$16.5M +$110K +3,757 +0.7%
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