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State Street SPDR Portfolio Short Term Treasury ETF

421 hedge funds and large institutions have $5B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 179 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 128

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7% more funds holding

Funds holding: 392421 (+29)

1.95% more ownership

Funds ownership: 82.78%84.73% (+2%)

4% more capital invested

Capital invested by funds: $4.79B → $5B (+$211M)

8% less call options, than puts

Call options by funds: $205M | Put options by funds: $222M

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.44%
New
66
Increased
179
Reduced
128
Closed
26
Calls
$205M
Puts
$222M
Net Calls
-$16.9M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Austin Wealth Management
Texas
$6.81M -$632K -21,556 -8%
EF
102
Empowered Funds
Pennsylvania
$6.42M +$896K +30,600 +16%
KFI
103
Key Financial Inc
Pennsylvania
$6.17M -$247K -8,443 -4%
TFA
104
TPG Financial Advisors
Oregon
$5.88M +$852K +29,089 +17%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$5.81M +$94K +3,209 +2%
FDW
106
Fourth Dimension Wealth
Ohio
$5.62M +$123K +4,197 +2%
IWC
107
Integrated Wealth Concepts
Massachusetts
$5.62M -$25.3K -863 -0.4%
TWM
108
Troutman Wealth Management
Pennsylvania
$5.62M +$5.62M +191,845 New
CWMS
109
Cannon Wealth Management Services
North Carolina
$5.4M +$49.9K +1,702 +0.9%
E
110
EntreWealth
Texas
$5.34M -$383K -13,063 -7%
FIA
111
Foundations Investment Advisors
Arizona
$5.16M +$2.3M +78,375 +80%
SIM
112
Synergy Investment Management
Florida
$4.91M +$32.2K +1,099 +0.7%
WA
113
WBH Advisory
Maryland
$4.82M +$244K +8,328 +5%
MBTD
114
Mechanics Bank - Trust Department
California
$4.82M -$122K -4,176 -2%
CWM
115
Centric Wealth Management
Illinois
$4.8M -$108K -3,675 -2%
VCP
116
Verus Capital Partners
Arizona
$4.75M +$4.76M +162,372 New
BPA
117
Beacon Pointe Advisors
California
$4.66M +$96.9K +3,308 +2%
HGA
118
Hobbs Group Advisors
South Carolina
$4.58M +$79.1K +2,700 +2%
GIM
119
Guild Investment Management
California
$4.54M +$4.54M +155,000 New
FFA
120
Farther Finance Advisors
California
$4.37M +$4.25M +145,034 +3,577%
AFS
121
Axiom Financial Strategies
Indiana
$4.24M +$62K +2,117 +1%
MWM
122
MY Wealth Management
Maryland
$4.2M -$46.6K -1,591 -1%
FA
123
Faithward Advisors
Pennsylvania
$4.16M +$275K +9,377 +7%
JSL
124
JT Stratford LLC
Georgia
$4M +$134K +4,584 +3%
VAS
125
Vestmark Advisory Solutions
Massachusetts
$3.92M +$2.61M +88,966 +199%