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State Street SPDR Portfolio Short Term Treasury ETF

388 hedge funds and large institutions have $4.81B 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, 130 increasing their positions, 168 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

2% more funds holding

Funds holding: 380388 (+8)

3.81% less ownership

Funds ownership: 86.98%83.17% (-3.8%)

8% less capital invested

Capital invested by funds: $5.22B → $4.81B (-$412M)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

23% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 168

61% less call options, than puts

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

Holders
388
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.11%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.43%
New
50
Increased
130
Reduced
168
Closed
34
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
HHM Wealth Advisors
Tennessee
$32.1M -$1.02M -34,940 -3%
MWM
27
Modern Wealth Management
Kansas
$29.2M +$18.5M +635,365 +175%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$28.6M -$31.9M -1,093,634 -53%
AFAS
29
Acorn Financial Advisory Services
Virginia
$28.5M +$829K +28,416 +3%
PAS
30
Park Avenue Securities
New York
$27.4M -$1.06M -36,249 -4%
CA
31
Crane Advisory
California
$26.7M -$10.9M -371,911 -29%
TC
32
Trilogy Capital
California
$26.4M -$1.17M -39,992 -4%
CFD
33
Creative Financial Designs
Indiana
$26.3M -$815K -27,923 -3%
PAG
34
Private Advisor Group
New Jersey
$26.1M -$2.95M -101,003 -10%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$25.2M -$9.42M -322,810 -27%
WIC
36
Woodmont Investment Counsel
Tennessee
$25M +$1.55M +53,194 +7%
ECM
37
Evergreen Capital Management
Washington
$24.8M -$2.58M -88,228 -9%
DI
38
DAGCO Inc
Ohio
$24.8M +$4.63M +158,551 +23%
HWA
39
Heartwood Wealth Advisors
Virginia
$24.5M -$41.4K -1,420 -0.2%
NCM
40
Nelson Capital Management
California
$23.5M -$129K -4,413 -0.5%
Raymond James Financial
41
Raymond James Financial
Florida
$23.2M +$4.9M +167,797 +27%
BSWM
42
Boston Standard Wealth Management
Massachusetts
$21.9M +$669K +22,916 +3%
WCWM
43
Willow Creek Wealth Management
California
$21.3M +$796K +27,261 +4%
UBS Group
44
UBS Group
Switzerland
$21M -$30.1M -1,032,947 -59%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$20.3M -$1.95M -66,927 -9%
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$19.5M +$260K +8,895 +1%
JP Morgan Chase
47
JP Morgan Chase
New York
$17.5M +$2.21M +75,758 +15%
GI
48
Gradient Investments
Minnesota
$17.3M -$18.3K -628 -0.1%
SPIA
49
Steward Partners Investment Advisory
New York
$17.1M +$16.4M +562,251 +2,417%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$16.9M +$1.84M +62,970 +12%

SPTS Hedge Fund Activity: Q2 2025 in Review

388 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q2 2025, worth a combined $4.81B — down 7.9% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPTS positions and 34 closed out — a net gain of 16 holders — while 130 added to existing stakes and 168 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $59.4M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 388 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q2 2025, up from 380 in Q1 2025.
  • Funds reported $4.81B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q2 2025, down 7.9% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q2 2025 and 34 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q2 2025 was Merit Financial Group, an estimated $59.4M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q2 2025 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.