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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

379 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 47 funds opening new positions, 128 increasing their positions, 166 reducing their positions, and 33 closing their positions.

Holders
379
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
5.09%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
47
Increased
128
Reduced
166
Closed
33
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M

Top Buyers

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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
RBA
2
Richard Bernstein Advisors
New York
$213M
3
Bank of America
3
Bank of America
North Carolina
$487M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$3.14M +$21.3K +726 +0.7%
1IA
127
1620 Investment Advisors
Massachusetts
$3.14M +$12.4K +422 +0.4%
JSL
128
JT Stratford LLC
Georgia
$3.11M +$453K +15,477 +17%
RA
129
RFG Advisory
Alabama
$3.09M +$145K +4,938 +5%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$3.09M -$69.3K -2,366 -2%
WI
131
WrapManager Inc
California
$3.07M +$366K +12,480 +14%
HPC
132
Hobart Private Capital
North Carolina
$2.98M +$412K +14,077 +16%
ZF
133
Zhang Financial
Michigan
$2.84M -$57.8K -1,975 -2%
SWM
134
SigFig Wealth Management
California
$2.81M -$140K -4,769 -5%
TWP
135
Tempus Wealth Planning
California
$2.71M +$133K +4,546 +5%
Goldman Sachs
136
Goldman Sachs
New York
$2.69M -$4.23M -144,413 -61%
SW
137
Simplicity Wealth
New Jersey
$2.65M +$1.55M +52,799 +140%
SOS
138
Silver Oak Securities
Tennessee
$2.65M -$4.39M -149,906 -62%
OC
139
Optima Capital
Oregon
$2.55M -$491K -16,769 -16%
VCM
140
Vivaldi Capital Management
Illinois
$2.52M -$77.9K -2,659 -3%
VAS
141
Vestmark Advisory Solutions
Massachusetts
$2.52M +$2.52M +85,922 New
MA
142
MKT Advisors
California
$2.49M +$621K +21,289 +33%
IWM
143
IHT Wealth Management
Illinois
$2.38M +$698K +23,829 +41%
AAP
144
Arax Advisory Partners
Colorado
$2.38M -$3.34K -114 -0.1%
T
145
Tidemark
California
$2.34M -$568K -19,393 -20%
AFG
146
Altiora Financial Group
Ohio
$2.28M +$5.86K +200 +0.3%
RWA
147
Roberts Wealth Advisors
California
$2.26M -$228K -7,801 -9%
WFS
148
Walker Financial Services
Kentucky
$2.26M +$2.26M +77,160 New
MD
149
Money Design
Japan
$2.25M -$574K -19,612 -20%
SPA
150
Sentinel Pension Advisors
Massachusetts
$2.25M +$3.87K +132 +0.2%
4 5
6
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