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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

377 hedge funds and large institutions have $5.21B invested in SPDR Portfolio Short Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 134 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-14
Holders Change %
-3.58%
% of All Funds
5.12%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
42
Increased
153
Reduced
134
Closed
44
Calls
$147M
Puts
$181M
Net Calls
-$34.2M
Net Calls Change
-$93.5M

Top Buyers

1
Members Trust
Members Trust
Florida
$67.7M
2
EWM
Evermay Wealth Management
Virginia
$63.5M
3
LPL Financial
LPL Financial
California
$219M
4
Renaissance Technologies
Renaissance Technologies
New York
$70M
5
GI
Gradient Investments
Minnesota
$17.3M

Top Sellers

1
CCA
Cobblestone Capital Advisors
New York
$5.32M
2
Bank of America
Bank of America
North Carolina
$599M
3
LJAC
L.J. Altfest & Co
New York
$1.43M
4
UBS Group
UBS Group
Switzerland
$51.1M
5
M
MATAURO
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
126
Gladstone Institutional Advisory
Florida
$3.88M -$614K -20,983 -14%
PCIA
127
Prime Capital Investment Advisors
Kansas
$3.83M -$53.3K -1,823 -1%
SIM
128
Synergy Investment Management
Florida
$3.67M +$1.46M +50,017 +66%
UFA
129
US Financial Advisors
Massachusetts
$3.62M +$90K +3,077 +3%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$3.51M -$232K -7,924 -6%
NL
131
NWAM LLC
Washington
$3.4M +$407K +13,935 +14%
SWA
132
Stratos Wealth Advisors
Ohio
$3.34M +$664K +22,717 +25%
GPW
133
Genesis Private Wealth
Virginia
$3.17M +$104K +3,569 +3%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$3.15M +$156K +5,348 +5%
IWC
135
Integrated Wealth Concepts
Massachusetts
$3.13M -$696K -23,809 -18%
AI
136
Atria Investments
North Carolina
$3.12M -$124K -4,256 -4%
1IA
137
1620 Investment Advisors
Massachusetts
$3.12M +$203K +6,942 +7%
DAS
138
Dynamic Advisor Solutions
Arizona
$3.12M +$3.12M +106,634 New
SWM
139
SigFig Wealth Management
California
$3.04M -$115K -3,817 -4%
OC
140
Optima Capital
Oregon
$3.03M +$2.3M +78,663 +313%
FWM
141
Fonville Wealth Management
Virginia
$2.98M +$1.14M +38,807 +61%
RA
142
RFG Advisory
Alabama
$2.94M +$195K +6,680 +7%
Citadel Advisors
143
Citadel Advisors
Florida
$2.91M +$2.28M +78,039 +361%
T
144
Tidemark
California
$2.91M -$200K -6,823 -6%
ZF
145
Zhang Financial
Michigan
$2.89M -$965 -33 -0%
MD
146
Money Design
Japan
$2.82M -$1.4M -48,019 -33%
FIA
147
Foundations Investment Advisors
Arizona
$2.76M +$670K +22,903 +32%
WI
148
WrapManager Inc
California
$2.7M +$383K +13,108 +17%
PCA
149
Providence Capital Advisors
North Carolina
$2.65M +$28.8K +985 +1%
JSL
150
JT Stratford LLC
Georgia
$2.65M +$1.16M +39,610 +78%
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