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State Street SPDR Portfolio Short Term Treasury ETF

388 hedge funds and large institutions have $4.81B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 168 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

2% more funds holding

Funds holding: 380388 (+8)

3.81% less ownership

Funds ownership: 86.98%83.17% (-3.8%)

8% less capital invested

Capital invested by funds: $5.22B → $4.81B (-$412M)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

23% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 168

61% less call options, than puts

Call options by funds: $135M | Put options by funds: $349M

Holders
388
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.11%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.43%
New
50
Increased
130
Reduced
168
Closed
34
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$5.15M +$2M +68,539 +64%
FIA
102
Foundations Investment Advisors
Arizona
$5.14M +$2.36M +80,936 +86%
FDW
103
Fourth Dimension Wealth
Ohio
$5.05M +$631K +21,605 +14%
CWM
104
Centric Wealth Management
Illinois
$4.92M -$10.4M -357,596 -68%
BAM
105
Berkshire Asset Management
Pennsylvania
$4.89M -$5.49K -188 -0.1%
WA
106
Waverly Advisors
Alabama
$4.71M +$182K +6,228 +4%
TFA
107
TPG Financial Advisors
Oregon
$4.56M -$1.32M -45,299 -23%
SIM
108
Synergy Investment Management
Florida
$4.53M +$858K +29,409 +23%
AAS
109
Avantax Advisory Services
Texas
$4.49M -$239K -8,188 -5%
Fisher Asset Management
110
Fisher Asset Management
Washington
$4.49M -$737K -25,249 -14%
MBTD
111
Mechanics Bank - Trust Department
California
$4.34M -$29.1K -997 -0.7%
HGA
112
Hobbs Group Advisors
South Carolina
$4.23M -$12K -411 -0.3%
MWM
113
MY Wealth Management
Maryland
$4.22M -$3.99M -136,790 -49%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$4.08M -$84.4K -2,892 -2%
EF
115
Empowered Funds
Pennsylvania
$4.07M +$4.07M +139,400 New
RC
116
Roundview Capital
New Jersey
$4.04M -$20.1K -688 -0.5%
TF
117
Theory Financial
Colorado
$4M -$806K -27,609 -17%
AWM
118
Avior Wealth Management
Nebraska
$3.82M -$68.8K -2,356 -2%
FWM
119
Fonville Wealth Management
Virginia
$3.79M +$802K +27,462 +27%
M
120
MATAURO
New York
$3.67M -$12.3M -420,558 -77%
FA
121
Faithward Advisors
Pennsylvania
$3.6M -$927K -31,776 -21%
PCIA
122
Prime Capital Investment Advisors
Kansas
$3.53M -$300K -10,292 -8%
SHM
123
Sagard Holdings Management
Ontario, Canada
$3.45M +$3.44M +117,745 New
WA
124
WBH Advisory
Maryland
$3.45M +$3.44M +117,727 New
GIA
125
Gladstone Institutional Advisory
Florida
$3.38M -$497K -17,030 -13%

SPTS Hedge Fund Activity: Q2 2025 in Review

388 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q2 2025, worth a combined $4.81B — down 7.9% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPTS positions and 34 closed out — a net gain of 16 holders — while 130 added to existing stakes and 168 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $59.4M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 388 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q2 2025, up from 380 in Q1 2025.
  • Funds reported $4.81B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q2 2025, down 7.9% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q2 2025 and 34 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q2 2025 was Merit Financial Group, an estimated $59.4M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q2 2025 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.