We are live on ! Find out more
SPTS icon

State Street SPDR Portfolio Short Term Treasury ETF

421 hedge funds and large institutions have $5B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 179 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 128

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7% more funds holding

Funds holding: 392421 (+29)

1.95% more ownership

Funds ownership: 82.78%84.73% (+2%)

4% more capital invested

Capital invested by funds: $4.79B → $5B (+$211M)

8% less call options, than puts

Call options by funds: $205M | Put options by funds: $222M

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.44%
New
66
Increased
179
Reduced
128
Closed
26
Calls
$205M
Puts
$222M
Net Calls
-$16.9M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
MNA
51
Manning & Napier Advisors
New York
$17.7M +$3.38M +115,403 +24%
CIA
52
Concurrent Investment Advisors
Florida
$17.2M +$16.2M +553,249 +1,666%
DJSG
53
D.J. St. Germain
Massachusetts
$17.1M +$1.56M +53,102 +10%
GI
54
Gradient Investments
Minnesota
$17M +$704K +24,040 +4%
Stifel Financial
55
Stifel Financial
Missouri
$16.5M +$467K +15,939 +3%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$173K +5,919 +1%
CGPCS
57
Capital Group Private Client Services
California
$15.8M -$999K -34,089 -6%
W
58
WorthPointe
California
$15.7M +$12.7M +434,911 +426%
MMA
59
Miracle Mile Advisors
California
$15.2M +$1.96M +66,914 +15%
SIA
60
SeaBridge Investment Advisors
New Jersey
$14.9M +$4.02M +137,359 +37%
FG
61
Fiduciary Group
Georgia
$14.7M +$1.75M +59,707 +14%
OWA
62
OakTrust Wealth Advisors
Connecticut
$14.2M +$14.2M +484,422 New
MCM
63
MAI Capital Management
Ohio
$13.8M +$13.6M +464,377 +6,002%
SFM
64
Signet Financial Management
New Jersey
$13.1M +$672K +22,935 +5%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$12.3M +$540K +18,423 +5%
AWAU
66
Alliance Wealth Advisors (Utah)
Utah
$12.1M +$11.5M +391,549 +1,673%
RI
67
Rinkey Investments
California
$11.9M -$29.5K -1,007 -0.2%
OBWP
68
O'Brien Wealth Partners
Massachusetts
$11.9M +$246K +8,409 +2%
PWG
69
Private Wealth Group
Florida
$11.8M +$1.32M +45,152 +13%
MWAM
70
Manhattan West Asset Management
California
$11.8M +$2.5M +85,357 +27%
LFS
71
Lighthouse Financial Services
California
$11.7M +$11.7M +400,433 New
EWA
72
EP Wealth Advisors
California
$11.2M +$11.2M +381,567 New
TCFP
73
Treasure Coast Financial Planning
Florida
$10.7M +$515K +17,593 +5%
MFG
74
Merit Financial Group
Georgia
$10.7M -$2.05M -69,957 -16%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$10.7M +$1.32M +44,901 +14%