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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

380 hedge funds and large institutions have $4.74B invested in SPDR Portfolio Short Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 166 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
5.1%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
48
Increased
128
Reduced
166
Closed
33
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M

Top Buyers

1
MFG
Merit Financial Group
Georgia
$151M
2
Members Trust
Members Trust
Florida
$99.2M
3
LPL Financial
LPL Financial
California
$249M
4
CM
Castleark Management
Illinois
$39.1M
5
MWM
Modern Wealth Management
Kansas
$29.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$126M
2
RBA
Richard Bernstein Advisors
New York
$213M
3
Bank of America
Bank of America
North Carolina
$487M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$28.6M
5
UBS Group
UBS Group
Switzerland
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modern Wealth Management
Kansas
$29.2M +$18.6M +633,977 +175%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$28.6M -$32M -1,093,634 -53%
AFAS
28
Acorn Financial Advisory Services
Virginia
$28.5M +$832K +28,416 +3%
PAS
29
Park Avenue Securities
New York
$27.4M -$1.06M -36,249 -4%
CA
30
Crane Advisory
California
$26.7M -$10.8M -371,911 -29%
TC
31
Trilogy Capital
California
$26.4M -$1.17M -39,992 -4%
CFD
32
Creative Financial Designs
Indiana
$26.3M -$818K -27,923 -3%
PAG
33
Private Advisor Group
New Jersey
$26.1M -$2.96M -101,003 -10%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$25.2M -$9.46M -322,810 -27%
WIC
35
Woodmont Investment Counsel
Tennessee
$25M +$1.56M +53,194 +7%
ECM
36
Evergreen Capital Management
Washington
$24.8M -$2.58M -88,228 -9%
DI
37
DAGCO Inc
Ohio
$24.8M +$4.64M +158,551 +23%
HWA
38
Heartwood Wealth Advisors
Virginia
$24.5M -$41.6K -1,420 -0.2%
NCM
39
Nelson Capital Management
California
$23.5M -$129K -4,413 -0.5%
Raymond James Financial
40
Raymond James Financial
Florida
$23.2M +$4.91M +167,797 +27%
BSWM
41
Boston Standard Wealth Management
Massachusetts
$21.9M +$671K +22,916 +3%
WCWM
42
Willow Creek Wealth Management
California
$21.3M +$798K +27,261 +4%
UBS Group
43
UBS Group
Switzerland
$21M -$30.3M -1,032,947 -59%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$20.3M -$1.96M -66,927 -9%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$19.5M +$261K +8,895 +1%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$17.5M +$2.22M +75,758 +15%
GI
47
Gradient Investments
Minnesota
$17.3M -$18.4K -628 -0.1%
SPIA
48
Steward Partners Investment Advisory
New York
$17.1M +$16.5M +562,251 +2,417%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$16.9M +$1.83M +62,970 +12%
QC
50
Quent Capital
New York
$16.7M -$1.87M -63,768 -10%
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