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State Street SPDR Portfolio Short Term Treasury ETF

380 hedge funds and large institutions have $5.22B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 136 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 136

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

5% more capital invested

Capital invested by funds: $4.98B → $5.22B (+$243M)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

1.65% less ownership

Funds ownership: 88.63%86.98% (-1.6%)

3% less funds holding

Funds holding: 393380 (-13)

19% less call options, than puts

Call options by funds: $147M | Put options by funds: $181M

Holders
380
Holders Change
-13
Holders Change %
-3.31%
% of All Funds
5.1%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.5%
New
42
Increased
154
Reduced
136
Closed
45
Calls
$147M
Puts
$181M
Net Calls
-$34.2M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$6.69M -$17.8K -612 -0.3%
CCFM
102
Clear Creek Financial Management
Washington
$6.66M +$5.57M +191,438 +529%
TCA
103
Transcend Capital Advisors
New Jersey
$6.59M -$20.6K -707 -0.3%
FAFN
104
First Affirmative Financial Network
Colorado
$6.48M +$274K +9,415 +4%
PWG
105
Private Wealth Group
Florida
$6.28M -$873K -30,035 -12%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$6.22M +$200K +6,867 +3%
SA
107
Sanctuary Advisors
Indiana
$6.16M -$114K -3,938 -2%
E
108
EntreWealth
Texas
$5.92M +$469K +16,141 +9%
TFA
109
TPG Financial Advisors
Oregon
$5.88M +$115K +3,947 +2%
CCA
110
Cobblestone Capital Advisors
New York
$5.32M -$39.9M -1,372,556 -88%
CWMS
111
Cannon Wealth Management Services
North Carolina
$5.29M +$132K +4,551 +3%
Fisher Asset Management
112
Fisher Asset Management
Washington
$5.22M -$795K -27,333 -13%
SC
113
Slow Capital
California
$5.02M +$669K +23,003 +15%
MADFP
114
Michael A Dubis Financial Planning
Wisconsin
$4.93M +$23.2K +799 +0.5%
BAM
115
Berkshire Asset Management
Pennsylvania
$4.87M +$783K +26,935 +19%
TF
116
Theory Financial
Colorado
$4.82M +$233K +8,022 +5%
SWP
117
Stratos Wealth Partners
Ohio
$4.77M -$1.08M -37,054 -19%
AAS
118
Avantax Advisory Services
Texas
$4.72M +$615K +21,161 +15%
FA
119
Faithward Advisors
Pennsylvania
$4.52M +$1.16M +39,897 +35%
WA
120
Waverly Advisors
Alabama
$4.52M +$897K +30,847 +25%
FDW
121
Fourth Dimension Wealth
Ohio
$4.41M +$1.36M +46,848 +45%
MBTD
122
Mechanics Bank - Trust Department
California
$4.36M +$77.2K +2,656 +2%
HGA
123
Hobbs Group Advisors
South Carolina
$4.24M +$4.21M +144,863 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$4.15M +$1.86M +63,927 +82%
RC
125
Roundview Capital
New Jersey
$4.05M -$621K -21,378 -13%

SPTS Hedge Fund Activity: Q1 2025 in Review

380 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q1 2025, worth a combined $5.22B — up 4.9% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SPTS and 42 opened new positions — a net loss of 3 holders — while 136 trimmed existing stakes and 154 added.

The largest buyer was Members Trust, opening a new position worth an estimated $67.3M. The largest seller was Cobblestone Capital Advisors, cutting an estimated $39.9M.

  • 380 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q1 2025, down from 393 in Q4 2024.
  • Funds reported $5.22B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q1 2025, up 4.9% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q1 2025 and 45 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q1 2025 was Members Trust, an estimated $67.3M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q1 2025 was Cobblestone Capital Advisors, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2025.