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SPDR Portfolio Short Term Treasury ETF

381 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 48 funds opening new positions, 128 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

23% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 167

61% less call options, than puts

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

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$135M
Puts
$349M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Centric Wealth Management
Illinois
$4.92M
BAM
102
Berkshire Asset Management
Pennsylvania
$4.89M
WA
103
Waverly Advisors
Alabama
$4.71M
TFA
104
TPG Financial Advisors
Oregon
$4.56M
SIM
105
Synergy Investment Management
Florida
$4.53M
AAS
106
Avantax Advisory Services
Texas
$4.49M
Fisher Asset Management
107
Fisher Asset Management
Washington
$4.49M
MBTD
108
Mechanics Bank - Trust Department
California
$4.34M
HGA
109
Hobbs Group Advisors
South Carolina
$4.23M
MWM
110
MY Wealth Management
Maryland
$4.22M
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$4.08M
EF
112
Empowered Funds
Pennsylvania
$4.07M
RC
113
Roundview Capital
New Jersey
$4.04M
TF
114
Theory Financial
Colorado
$4M
AWM
115
Avior Wealth Management
Nebraska
$3.82M
FWM
116
Fonville Wealth Management
Virginia
$3.79M
M
117
MATAURO
New York
$3.67M
FA
118
Faithward Advisors
Pennsylvania
$3.6M
PCIA
119
Prime Capital Investment Advisors
Kansas
$3.53M
SHM
120
Sagard Holdings Management
Ontario, Canada
$3.45M
WA
121
WBH Advisory
Maryland
$3.45M
GIA
122
Gladstone Institutional Advisory
Florida
$3.38M
NL
123
NWAM LLC
Washington
$3.3M
SWA
124
Stratos Wealth Advisors
Ohio
$3.26M
GPW
125
Genesis Private Wealth
Virginia
$3.2M