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State Street SPDR Portfolio Short Term Treasury ETF

392 hedge funds and large institutions have $4.79B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 169 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 131

1% more funds holding

Funds holding: 388392 (+4)

0.39% less ownership

Funds ownership: 83.17%82.78% (-0.39%)

0% less capital invested

Capital invested by funds: $4.81B → $4.79B (-$23.5M)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

59% less call options, than puts

Call options by funds: $124M | Put options by funds: $303M

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.15%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.39%
New
48
Increased
169
Reduced
131
Closed
36
Calls
$124M
Puts
$303M
Net Calls
-$178M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$5.65M +$497K +17,007 +10%
EF
102
Empowered Funds
Pennsylvania
$5.51M +$1.44M +49,300 +35%
FDW
103
Fourth Dimension Wealth
Ohio
$5.51M +$451K +15,419 +9%
CWMS
104
Cannon Wealth Management Services
North Carolina
$5.36M -$198K -6,780 -4%
CCA
105
Cobblestone Capital Advisors
New York
$5.23M +$78.5K +2,685 +2%
TFA
106
TPG Financial Advisors
Oregon
$5.03M +$466K +15,946 +10%
MBTD
107
Mechanics Bank - Trust Department
California
$4.94M +$597K +20,425 +14%
CWM
108
Centric Wealth Management
Illinois
$4.92M -$17.4K -595 -0.4%
SIM
109
Synergy Investment Management
Florida
$4.89M +$348K +11,914 +8%
BAM
110
Berkshire Asset Management
Pennsylvania
$4.86M -$34.4K -1,177 -0.7%
ODIJL
111
One Day In July LLC
Vermont
$4.59M -$7.24M -247,676 -61%
WA
112
WBH Advisory
Maryland
$4.58M +$1.12M +38,472 +33%
BPA
113
Beacon Pointe Advisors
California
$4.56M +$4.55M +155,682 New
HGA
114
Hobbs Group Advisors
South Carolina
$4.51M +$269K +9,213 +6%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$4.33M +$253K +8,638 +6%
MWM
116
MY Wealth Management
Maryland
$4.25M +$26.8K +918 +0.6%
AFS
117
Axiom Financial Strategies
Indiana
$4.18M +$4.17M +142,672 New
TF
118
Theory Financial
Colorado
$4.02M +$380 +13 +0%
RC
119
Roundview Capital
New Jersey
$3.93M -$110K -3,766 -3%
Fisher Asset Management
120
Fisher Asset Management
Washington
$3.9M -$589K -20,148 -13%
FA
121
Faithward Advisors
Pennsylvania
$3.89M +$284K +9,697 +8%
JSL
122
JT Stratford LLC
Georgia
$3.87M +$758K +25,918 +24%
OC
123
Optima Capital
Oregon
$3.79M +$1.24M +42,280 +49%
AWM
124
Avior Wealth Management
Nebraska
$3.75M -$80.8K -2,764 -2%
MYIA
125
Mount Yale Investment Advisors
Colorado
$3.66M +$3.65M +124,759 New