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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
IIM
126
IFC & Insurance Marketing
California
$3.9M +$3.9M +133,022 New
SWM
127
Silverlake Wealth Management
Vermont
$3.76M +$1.7M +58,186 +83%
NF
128
Napier Financial
Massachusetts
$3.73M +$3.73M +127,443 New
HPC
129
Hobart Private Capital
North Carolina
$3.72M +$384K +13,094 +11%
AWM
130
Avior Wealth Management
Nebraska
$3.71M -$27K -920 -0.7%
MYIA
131
Mount Yale Investment Advisors
Colorado
$3.7M +$43.1K +1,470 +1%
RC
132
Roundview Capital
New Jersey
$3.66M -$264K -9,022 -7%
SWP
133
Stratos Wealth Partners
Ohio
$3.61M -$10.7M -366,776 -75%
NL
134
NWAM LLC
Washington
$3.48M +$81.4K +2,779 +2%
M
135
MATAURO
New York
$3.38M -$17.1K -582 -0.5%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$3.36M +$555K +18,947 +20%
MA
137
MKT Advisors
California
$3.36M +$419K +14,301 +14%
SWA
138
Stratos Wealth Advisors
Ohio
$3.31M +$19.8K +677 +0.6%
WFS
139
Walker Financial Services
Kentucky
$3.29M +$443K +15,110 +16%
ZF
140
Zhang Financial
Michigan
$3.27M +$371K +12,648 +13%
SA
141
Sanctuary Advisors
Indiana
$3.22M -$62K -2,116 -2%
RA
142
RFG Advisory
Alabama
$3.22M +$128K +4,364 +4%
ZWA
143
Zinnia Wealth Advisory
Florida
$3.21M +$3.21M +109,516 New
1IA
144
1620 Investment Advisors
Massachusetts
$3.1M +$10.8K +368 +0.3%
Fisher Asset Management
145
Fisher Asset Management
Washington
$3.08M -$823K -28,082 -21%
IWAO
146
Independence Wealth Advisors (Ohio)
Ohio
$2.85M +$2.85M +97,297 New
SFC
147
Strategic Financial Concepts
Texas
$2.83M +$2.83M +96,721 New
TIA
148
Teucrium Investment Advisors
Vermont
$2.78M +$2.78M +94,907 New
GIA
149
Gladstone Institutional Advisory
Florida
$2.77M -$393K -13,421 -12%
DAS
150
Dynamic Advisor Solutions
Arizona
$2.67M +$523K +17,853 +24%