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State Street SPDR Portfolio Short Term Treasury ETF

380 hedge funds and large institutions have $5.22B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 136 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 136

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

5% more capital invested

Capital invested by funds: $4.98B → $5.22B (+$243M)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

1.65% less ownership

Funds ownership: 88.63%86.98% (-1.6%)

3% less funds holding

Funds holding: 393380 (-13)

19% less call options, than puts

Call options by funds: $147M | Put options by funds: $181M

Holders
380
Holders Change
-13
Holders Change %
-3.31%
% of All Funds
5.1%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.5%
New
42
Increased
154
Reduced
136
Closed
45
Calls
$147M
Puts
$181M
Net Calls
-$34.2M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$16.1M +$13.8M +475,844 +648%
M
52
MATAURO
New York
$16M -$14.9M -511,344 -48%
CWM
53
Centric Wealth Management
Illinois
$15.4M +$14M +481,843 +1,089%
JP Morgan Chase
54
JP Morgan Chase
New York
$15.2M +$9.47M +325,626 +166%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$15.1M -$290K -9,960 -2%
GPWA
56
Great Point Wealth Advisors
Massachusetts
$15.1M -$77.3K -2,658 -0.5%
Mariner
57
Mariner
Kansas
$14.5M +$12.8M +439,616 +782%
BMD
58
Better Money Decisions
New Mexico
$14M +$437K +15,020 +3%
Stifel Financial
59
Stifel Financial
Missouri
$13.5M +$255K +8,758 +2%
Kovitz Investment Group Partners
60
Kovitz Investment Group Partners
Illinois
$13.5M +$657K +22,585 +5%
SIA
61
SeaBridge Investment Advisors
New Jersey
$13.3M +$13.2M +453,712 New
DJSG
62
D.J. St. Germain
Massachusetts
$13.1M +$1.77M +60,755 +16%
LWA
63
Lowe Wealth Advisors
Maryland
$11.6M +$750K +25,795 +7%
SFM
64
Signet Financial Management
New Jersey
$11.5M -$931K -32,009 -7%
OBWP
65
O'Brien Wealth Partners
Massachusetts
$11.5M -$67.6K -2,325 -0.6%
RI
66
Rinkey Investments
California
$11.2M +$1.29M +44,510 +13%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$11.2M +$8M +275,188 +259%
GLA
68
Good Life Advisors
Pennsylvania
$11.1M +$6.97M +239,864 +170%
MWM
69
Modern Wealth Management
Kansas
$10.6M +$1.13M +38,959 +12%
MMA
70
Miracle Mile Advisors
California
$10.6M +$658K +22,633 +7%
MAM
71
Madison Asset Management
Wisconsin
$10.4M -$2.02M -69,367 -16%
FG
72
Fiduciary Group
Georgia
$10.1M +$1.37M +47,278 +16%
TCFP
73
Treasure Coast Financial Planning
Florida
$9.93M +$410K +14,120 +4%
ASN
74
Advisory Services Network
Georgia
$9.71M +$9.65M +332,060 New
CW
75
CreativeOne Wealth
Kansas
$9.7M -$768K -26,417 -7%

SPTS Hedge Fund Activity: Q1 2025 in Review

380 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q1 2025, worth a combined $5.22B — up 4.9% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SPTS and 42 opened new positions — a net loss of 3 holders — while 136 trimmed existing stakes and 154 added.

The largest buyer was Members Trust, opening a new position worth an estimated $67.3M. The largest seller was Cobblestone Capital Advisors, cutting an estimated $39.9M.

  • 380 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q1 2025, down from 393 in Q4 2024.
  • Funds reported $5.22B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q1 2025, up 4.9% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q1 2025 and 45 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q1 2025 was Members Trust, an estimated $67.3M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q1 2025 was Cobblestone Capital Advisors, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2025.