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State Street SPDR Portfolio Short Term Treasury ETF

391 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, 168 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

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
391
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
$124M
Puts
$303M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$5.65M
EF
102
Empowered Funds
Pennsylvania
$5.51M
FDW
103
Fourth Dimension Wealth
Ohio
$5.51M
CWMS
104
Cannon Wealth Management Services
North Carolina
$5.36M
CCA
105
Cobblestone Capital Advisors
New York
$5.23M
TFA
106
TPG Financial Advisors
Oregon
$5.03M
MBTD
107
Mechanics Bank - Trust Department
California
$4.94M
CWM
108
Centric Wealth Management
Illinois
$4.92M
SIM
109
Synergy Investment Management
Florida
$4.89M
BAM
110
Berkshire Asset Management
Pennsylvania
$4.86M
ODIJL
111
One Day In July LLC
Vermont
$4.59M
WA
112
WBH Advisory
Maryland
$4.58M
BPA
113
Beacon Pointe Advisors
California
$4.56M
HGA
114
Hobbs Group Advisors
South Carolina
$4.51M
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$4.33M
MWM
116
MY Wealth Management
Maryland
$4.25M
AFS
117
Axiom Financial Strategies
Indiana
$4.18M
TF
118
Theory Financial
Colorado
$4.02M
RC
119
Roundview Capital
New Jersey
$3.93M
Fisher Asset Management
120
Fisher Asset Management
Washington
$3.9M
FA
121
Faithward Advisors
Pennsylvania
$3.89M
JSL
122
JT Stratford LLC
Georgia
$3.87M
OC
123
Optima Capital
Oregon
$3.79M
AWM
124
Avior Wealth Management
Nebraska
$3.75M
MYIA
125
Mount Yale Investment Advisors
Colorado
$3.66M