SPTS icon

State Street SPDR Portfolio Short Term Treasury ETF

417 hedge funds and large institutions have $4.93B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 178 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

1% less funds holding

Funds holding: 421417 (-4)

1% less capital invested

Capital invested by funds: $5B → $4.93B (-$68.9M)

75% less call options, than puts

Call options by funds: $296M | Put options by funds: $1.17B

Holders
417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$296M
Puts
$1.17B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
26
Gerber Kawasaki Wealth & Investment Management
California
$41.3M
CM
27
Castleark Management
Illinois
$38.9M
HWA
28
HHM Wealth Advisors
Tennessee
$38.2M
AFAS
29
Acorn Financial Advisory Services
Virginia
$38M
QC
30
Quent Capital
New York
$37.8M
IWAO
31
Independence Wealth Advisors (Ohio)
Ohio
$33.6M
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$32.4M
AssetMark Inc
33
AssetMark Inc
California
$31.9M
WIC
34
Woodmont Investment Counsel
Tennessee
$31.3M
EH
35
Equitable Holdings
New York
$30.4M
CFD
36
Creative Financial Designs
Indiana
$30.1M
HWA
37
Heartwood Wealth Advisors
Virginia
$29.4M
IPW
38
Impact Partnership Wealth
Georgia
$29.2M
CA
39
Crane Advisory
California
$28.8M
Raymond James Financial
40
Raymond James Financial
Florida
$25.9M
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$25.7M
JP Morgan Chase
42
JP Morgan Chase
New York
$25.7M
NCM
43
Nelson Capital Management
California
$25.7M
PAS
44
Park Avenue Securities
New York
$25.1M
BSWM
45
Boston Standard Wealth Management
Massachusetts
$24.8M
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$23.8M
UBS Group
47
UBS Group
Switzerland
$22.7M
AWAU
48
Alliance Wealth Advisors (Utah)
Utah
$22.3M
ECM
49
Evergreen Capital Management
Washington
$21.3M
SPIA
50
Steward Partners Investment Advisory
New York
$20.8M