SPTS icon

SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

380 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, 166 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
5.1%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
48
Increased
128
Reduced
166
Closed
33
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M

Top Buyers

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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$126M
2
RBA
Richard Bernstein Advisors
New York
$213M
3
Bank of America
Bank of America
North Carolina
$487M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$28.6M
5
UBS Group
UBS Group
Switzerland
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Centric Wealth Management
Illinois
$4.92M -$10.4M -357,596 -68%
BAM
102
Berkshire Asset Management
Pennsylvania
$4.89M -$5.51K -188 -0.1%
WA
103
Waverly Advisors
Alabama
$4.71M +$182K +6,228 +4%
TFA
104
TPG Financial Advisors
Oregon
$4.56M -$1.33M -45,299 -23%
SIM
105
Synergy Investment Management
Florida
$4.53M +$861K +29,409 +23%
AAS
106
Avantax Advisory Services
Texas
$4.49M -$240K -8,188 -5%
Fisher Asset Management
107
Fisher Asset Management
Washington
$4.49M -$740K -25,249 -14%
MBTD
108
Mechanics Bank - Trust Department
California
$4.34M -$29.2K -997 -0.7%
HGA
109
Hobbs Group Advisors
South Carolina
$4.23M -$12K -411 -0.3%
MWM
110
MY Wealth Management
Maryland
$4.22M -$4.01M -136,790 -49%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$4.08M -$84.7K -2,892 -2%
EF
112
Empowered Funds
Pennsylvania
$4.07M +$4.07M +139,400 New
RC
113
Roundview Capital
New Jersey
$4.04M -$20.2K -688 -0.5%
TF
114
Theory Financial
Colorado
$4M -$805K -27,609 -17%
AWM
115
Avior Wealth Management
Nebraska
$3.82M -$69K -2,356 -2%
FWM
116
Fonville Wealth Management
Virginia
$3.79M +$804K +27,462 +27%
M
117
MATAURO
New York
$3.67M -$12.3M -420,558 -77%
FA
118
Faithward Advisors
Pennsylvania
$3.6M -$931K -31,776 -21%
PCIA
119
Prime Capital Investment Advisors
Kansas
$3.53M -$301K -10,292 -8%
SHM
120
Sagard Holdings Management
Ontario, Canada
$3.45M +$3.45M +117,745 New
WA
121
WBH Advisory
Maryland
$3.45M +$3.45M +117,727 New
GIA
122
Gladstone Institutional Advisory
Florida
$3.38M -$499K -17,030 -13%
NL
123
NWAM LLC
Washington
$3.3M -$88.6K -3,038 -3%
SWA
124
Stratos Wealth Advisors
Ohio
$3.26M -$79.3K -2,708 -2%
GPW
125
Genesis Private Wealth
Virginia
$3.2M +$25.2K +859 +0.8%
3 4
5
6 7