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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

377 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 47 funds opening new positions, 128 increasing their positions, 165 reducing their positions, and 33 closing their positions.

Holders
377
Holders Change
–
Holders Change %
0%
% of All Funds
5.06%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
47
Increased
128
Reduced
165
Closed
33
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$151M
2
Members Trust
2
Members Trust
Florida
$99.2M
3
LPL Financial
3
LPL Financial
California
$249M
4
CM
4
Castleark Management
Illinois
$39.1M
5
MWM
5
Modern Wealth Management
Kansas
$29.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
RBA
2
Richard Bernstein Advisors
New York
$213M
3
Bank of America
3
Bank of America
North Carolina
$487M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$21M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
101
Centric Wealth Management
Illinois
$4.92M 168,504 -357,596 -68%
BAM
102
Berkshire Asset Management
Pennsylvania
$4.89M 166,823 -188 -0.1%
WA
103
Waverly Advisors
Alabama
$4.71M 160,823 +6,228 +4%
TFA
104
TPG Financial Advisors
Oregon
$4.56M 155,668 -45,299 -23%
SIM
105
Synergy Investment Management
Florida
$4.53M 154,792 +29,409 +23%
AAS
106
Avantax Advisory Services
Texas
$4.49M 153,331 -8,188 -5%
Fisher Asset Management
107
Fisher Asset Management
Washington
$4.49M 153,295 -25,249 -14%
MBTD
108
Mechanics Bank - Trust Department
California
$4.34M 148,203 -997 -0.7%
HGA
109
Hobbs Group Advisors
South Carolina
$4.23M 144,452 -411 -0.3%
MWM
110
MY Wealth Management
Maryland
$4.22M 144,032 -136,790 -49%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$4.08M 139,144 -2,892 -2%
EF
112
Empowered Funds
Pennsylvania
$4.07M 139,400 +139,400 New
RC
113
Roundview Capital
New Jersey
$4.04M 137,865 -688 -0.5%
TF
114
Theory Financial
Colorado
$4M 137,065 -27,609 -17%
AWM
115
Avior Wealth Management
Nebraska
$3.82M 130,543 -2,356 -2%
FWM
116
Fonville Wealth Management
Virginia
$3.79M 129,462 +27,462 +27%
M
117
MATAURO
New York
$3.67M 125,152 -420,558 -77%
FA
118
Faithward Advisors
Pennsylvania
$3.6M 122,856 -31,776 -21%
PCIA
119
Prime Capital Investment Advisors
Kansas
$3.53M 120,575 -10,292 -8%
SHM
120
Sagard Holdings Management
Ontario, Canada
$3.45M 117,745 +117,745 New
WA
121
WBH Advisory
Maryland
$3.45M 117,727 +117,727 New
GIA
122
Gladstone Institutional Advisory
Florida
$3.38M 115,546 -17,030 -13%
NL
123
NWAM LLC
Washington
$3.3M 113,252 -3,038 -3%
SWA
124
Stratos Wealth Advisors
Ohio
$3.26M 111,357 -2,708 -2%
GPW
125
Genesis Private Wealth
Virginia
$3.2M 109,400 +859 +0.8%
3 4
5
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