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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 %
CGPCS
51
Capital Group Private Client Services
California
$16.7M +$172K +5,863 +1%
AWS
52
Atria Wealth Solutions
New York
$15M -$1.06M -36,049 -7%
BMD
53
Better Money Decisions
New Mexico
$14.8M +$708K +24,181 +5%
Stifel Financial
54
Stifel Financial
Missouri
$14.6M +$1.08M +36,866 +8%
DJSG
55
D.J. St. Germain
Massachusetts
$14.4M +$1.3M +44,470 +10%
SWP
56
Stratos Wealth Partners
Ohio
$14M +$9.21M +314,383 +193%
Kovitz Investment Group Partners
57
Kovitz Investment Group Partners
Illinois
$13.5M +$8.26K +282 +0.1%
SIA
58
SeaBridge Investment Advisors
New Jersey
$13.4M +$90.7K +3,097 +0.7%
MMA
59
Miracle Mile Advisors
California
$12.5M +$1.92M +65,689 +18%
LWA
60
Lowe Wealth Advisors
Maryland
$12.5M +$902K +30,812 +8%
IPW
61
Impact Partnership Wealth
Georgia
$12.5M -$6.57M -224,269 -34%
MNA
62
Manning & Napier Advisors
New York
$12.3M +$3.04M +103,666 +33%
RI
63
Rinkey Investments
California
$11.8M +$650K +22,203 +6%
ODIJL
64
One Day In July LLC
Vermont
$11.8M -$9.71M -331,593 -45%
SFM
65
Signet Financial Management
New Jersey
$11.7M +$91.2K +3,112 +0.8%
OBWP
66
O'Brien Wealth Partners
Massachusetts
$11.5M -$46.9K -1,601 -0.4%
GLA
67
Good Life Advisors
Pennsylvania
$11.4M +$230K +7,840 +2%
FG
68
Fiduciary Group
Georgia
$11M +$943K +32,204 +9%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$10.3M -$838K -28,613 -8%
TCFP
70
Treasure Coast Financial Planning
Florida
$10M +$85.1K +2,904 +0.9%
GEA
71
Glen Eagle Advisors
New Jersey
$9.73M +$783K +26,730 +9%
CW
72
CreativeOne Wealth
Kansas
$9.67M -$45K -1,538 -0.5%
MAM
73
Madison Asset Management
Wisconsin
$9.36M -$1.03M -35,306 -10%
Mariner
74
Mariner
Kansas
$9.27M -$5.26M -179,486 -36%
MWAM
75
Manhattan West Asset Management
California
$8.81M -$782K -26,682 -8%
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