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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
QC
51
Quent Capital
New York
$16.7M -$1.86M -63,768 -10%
CGPCS
52
Capital Group Private Client Services
California
$16.7M +$171K +5,863 +1%
AWS
53
Atria Wealth Solutions
New York
$15M -$1.05M -36,049 -7%
BMD
54
Better Money Decisions
New Mexico
$14.8M +$706K +24,181 +5%
Stifel Financial
55
Stifel Financial
Missouri
$14.6M +$1.08M +36,866 +8%
DJSG
56
D.J. St. Germain
Massachusetts
$14.4M +$1.3M +44,470 +10%
SWP
57
Stratos Wealth Partners
Ohio
$14M +$9.18M +314,383 +193%
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$13.5M +$8.23K +282 +0.1%
SIA
59
SeaBridge Investment Advisors
New Jersey
$13.4M +$90.4K +3,097 +0.7%
MMA
60
Miracle Mile Advisors
California
$12.5M +$1.92M +65,689 +18%
LWA
61
Lowe Wealth Advisors
Maryland
$12.5M +$899K +30,812 +8%
IPW
62
Impact Partnership Wealth
Georgia
$12.5M -$6.55M -224,269 -34%
MNA
63
Manning & Napier Advisors
New York
$12.3M +$3.03M +103,666 +33%
RI
64
Rinkey Investments
California
$11.8M +$648K +22,203 +6%
ODIJL
65
One Day In July LLC
Vermont
$11.8M -$9.68M -331,593 -45%
SFM
66
Signet Financial Management
New Jersey
$11.7M +$90.8K +3,112 +0.8%
OBWP
67
O'Brien Wealth Partners
Massachusetts
$11.5M -$46.7K -1,601 -0.4%
GLA
68
Good Life Advisors
Pennsylvania
$11.4M +$229K +7,840 +2%
FG
69
Fiduciary Group
Georgia
$11M +$940K +32,204 +9%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$10.3M -$835K -28,613 -8%
TCFP
71
Treasure Coast Financial Planning
Florida
$10M +$84.8K +2,904 +0.9%
GEA
72
Glen Eagle Advisors
New Jersey
$9.73M +$780K +26,730 +9%
CW
73
CreativeOne Wealth
Kansas
$9.67M -$44.9K -1,538 -0.5%
MAM
74
Madison Asset Management
Wisconsin
$9.36M -$1.03M -35,306 -10%
Mariner
75
Mariner
Kansas
$9.27M -$5.24M -179,486 -36%

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.