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State Street SPDR Portfolio Short Term Treasury ETF

385 hedge funds and large institutions have $4.8B 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, 129 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 3632 (-4)

23% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 167

61% less call options, than puts

Call options by funds: $135M | Put options by funds: $349M

Holders
385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$135M
Puts
$349M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
HHM Wealth Advisors
Tennessee
$32.1M
MWM
27
Modern Wealth Management
Kansas
$29.2M
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$28.6M
AFAS
29
Acorn Financial Advisory Services
Virginia
$28.5M
PAS
30
Park Avenue Securities
New York
$27.4M
CA
31
Crane Advisory
California
$26.7M
TC
32
Trilogy Capital
California
$26.4M
CFD
33
Creative Financial Designs
Indiana
$26.3M
PAG
34
Private Advisor Group
New Jersey
$26.1M
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$25.2M
WIC
36
Woodmont Investment Counsel
Tennessee
$25M
ECM
37
Evergreen Capital Management
Washington
$24.8M
DI
38
DAGCO Inc
Ohio
$24.8M
HWA
39
Heartwood Wealth Advisors
Virginia
$24.5M
NCM
40
Nelson Capital Management
California
$23.5M
Raymond James Financial
41
Raymond James Financial
Florida
$23.2M
BSWM
42
Boston Standard Wealth Management
Massachusetts
$21.9M
WCWM
43
Willow Creek Wealth Management
California
$21.3M
UBS Group
44
UBS Group
Switzerland
$21M
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$20.3M
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$19.5M
JP Morgan Chase
47
JP Morgan Chase
New York
$17.5M
GI
48
Gradient Investments
Minnesota
$17.3M
SPIA
49
Steward Partners Investment Advisory
New York
$17.1M
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$16.9M