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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.

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 %
CCFM
101
Clear Creek Financial Management
Washington
$6.66M +$5.6M +191,438 +529%
TCA
102
Transcend Capital Advisors
New Jersey
$6.59M -$20.7K -707 -0.3%
FAFN
103
First Affirmative Financial Network
Colorado
$6.48M +$275K +9,415 +4%
PWG
104
Private Wealth Group
Florida
$6.28M -$878K -30,035 -12%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$6.22M +$201K +6,867 +3%
E
106
EntreWealth
Texas
$5.92M +$472K +16,141 +9%
TFA
107
TPG Financial Advisors
Oregon
$5.88M +$115K +3,947 +2%
CCA
108
Cobblestone Capital Advisors
New York
$5.32M -$40.1M -1,372,556 -88%
CWMS
109
Cannon Wealth Management Services
North Carolina
$5.29M +$133K +4,551 +3%
Fisher Asset Management
110
Fisher Asset Management
Washington
$5.22M -$799K -27,333 -13%
SC
111
Slow Capital
California
$5.02M +$673K +23,003 +15%
MADFP
112
Michael A Dubis Financial Planning
Wisconsin
$4.93M +$23.4K +799 +0.5%
BAM
113
Berkshire Asset Management
Pennsylvania
$4.87M +$785K +26,935 +19%
TF
114
Theory Financial
Colorado
$4.82M +$235K +8,022 +5%
SWP
115
Stratos Wealth Partners
Ohio
$4.77M -$1.08M -37,054 -19%
AAS
116
Avantax Advisory Services
Texas
$4.72M +$619K +21,161 +15%
FA
117
Faithward Advisors
Pennsylvania
$4.52M +$1.17M +39,897 +35%
WA
118
Waverly Advisors
Alabama
$4.52M +$902K +30,847 +25%
FDW
119
Fourth Dimension Wealth
Ohio
$4.41M +$1.37M +46,848 +45%
MBTD
120
Mechanics Bank - Trust Department
California
$4.36M +$77.7K +2,656 +2%
HGA
121
Hobbs Group Advisors
South Carolina
$4.24M +$4.24M +144,863 New
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$4.15M +$1.87M +63,927 +82%
RC
123
Roundview Capital
New Jersey
$4.05M -$625K -21,378 -13%
SFC
124
Strategic Financial Concepts
Texas
$3.94M +$406K +13,883 +11%
AWM
125
Avior Wealth Management
Nebraska
$3.89M +$85.2K +2,914 +2%
3 4
5
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