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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

377 hedge funds and large institutions have $5.21B invested in SPDR Portfolio Short Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 134 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-14
Holders Change %
-3.58%
% of All Funds
5.12%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
42
Increased
153
Reduced
134
Closed
44
Calls
$147M
Puts
$181M
Net Calls
-$34.2M
Net Calls Change
-$93.5M

Top Buyers

1
Members Trust
1
Members Trust
Florida
$67.7M
2
EWM
2
Evermay Wealth Management
Virginia
$63.5M
3
LPL Financial
3
LPL Financial
California
$219M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$70M
5
GI
5
Gradient Investments
Minnesota
$17.3M

Top Sellers

1
CCA
1
Cobblestone Capital Advisors
New York
$5.32M
2
Bank of America
2
Bank of America
North Carolina
$599M
3
LJAC
3
L.J. Altfest & Co
New York
$1.43M
4
UBS Group
4
UBS Group
Switzerland
$51.1M
5
M
5
MATAURO
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$16.1M +$13.9M +475,844 +648%
M
52
MATAURO
New York
$16M -$15M -511,344 -48%
CWM
53
Centric Wealth Management
Illinois
$15.4M +$14.1M +481,843 +1,089%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$15.2M +$9.52M +325,626 +166%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$15.1M -$291K -9,960 -2%
GPWA
56
Great Point Wealth Advisors
Massachusetts
$15.1M -$77.7K -2,658 -0.5%
Mariner
57
Mariner
Kansas
$14.5M +$12.9M +439,616 +782%
BMD
58
Better Money Decisions
New Mexico
$14M +$439K +15,020 +3%
Stifel Financial
59
Stifel Financial
Missouri
$13.5M +$256K +8,758 +2%
Kovitz Investment Group Partners
60
Kovitz Investment Group Partners
Illinois
$13.5M +$660K +22,585 +5%
SIA
61
SeaBridge Investment Advisors
New Jersey
$13.3M +$13.3M +453,712 New
DJSG
62
D.J. St. Germain
Massachusetts
$13.1M +$1.78M +60,755 +16%
LWA
63
Lowe Wealth Advisors
Maryland
$11.6M +$754K +25,795 +7%
SFM
64
Signet Financial Management
New Jersey
$11.5M -$936K -32,009 -7%
OBWP
65
O'Brien Wealth Partners
Massachusetts
$11.5M -$68K -2,325 -0.6%
RI
66
Rinkey Investments
California
$11.2M +$1.3M +44,510 +13%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$11.2M +$8.05M +275,188 +259%
GLA
68
Good Life Advisors
Pennsylvania
$11.1M +$7.01M +239,864 +170%
MWM
69
Modern Wealth Management
Kansas
$10.6M +$1.14M +38,959 +12%
MMA
70
Miracle Mile Advisors
California
$10.6M +$662K +22,633 +7%
MAM
71
Madison Asset Management
Wisconsin
$10.4M -$2.03M -69,367 -16%
FG
72
Fiduciary Group
Georgia
$10.1M +$1.38M +47,278 +16%
TCFP
73
Treasure Coast Financial Planning
Florida
$9.93M +$413K +14,120 +4%
ASN
74
Advisory Services Network
Georgia
$9.71M +$9.71M +332,060 New
CW
75
CreativeOne Wealth
Kansas
$9.7M -$772K -26,417 -7%
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