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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.

New
Increased
Maintained
Reduced
Closed
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 %
B
151
Bailard
California
$2.23M -$5.95M -203,115 -73%
AI
152
Atria Investments
North Carolina
$2.16M -$965K -32,938 -31%
BCI
153
Brinker Capital Investments
Pennsylvania
$2.1M +$2.1M +71,641 New
RWA
154
Redhawk Wealth Advisors
Minnesota
$2.01M +$2.01M +68,694 New
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$1.97M +$245K +8,355 +14%
NA
156
NewEdge Advisors
Louisiana
$1.94M +$924K +31,543 +91%
TRCT
157
Tower Research Capital (TRC)
New York
$1.8M +$1.8M +61,317 New
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$1.73M +$931K +31,781 +116%
SC
159
Slow Capital
California
$1.69M -$3.34M -114,033 -66%
VH
160
Visionary Horizons
Tennessee
$1.64M +$19.7K +673 +1%
FFG
161
Fiduciary Financial Group
California
$1.64M +$27.2K +933 +2%
ACG
162
Allen Capital Group
Nebraska
$1.6M -$143K -4,890 -8%
HF
163
HRT Financial
New York
$1.52M +$1.52M +51,803 New
PWM
164
Prosperity Wealth Management
California
$1.5M +$574K +19,600 +62%
TA
165
Tactive Advisors
Florida
$1.47M +$1.47M +50,261 New
PS
166
Principal Securities
Iowa
$1.46M +$212K +7,251 +17%
OIA
167
OneDigital Investment Advisors
Kansas
$1.46M -$184K -6,270 -11%
FAIM
168
Financial Advocates Investment Management
Washington
$1.44M +$97.3K +3,323 +7%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$1.42M -$2.09M -71,502 -60%
NWM
170
Napa Wealth Management
California
$1.42M +$1.19M +40,622 +514%
Luther King Capital Management (LKCM)
171
Luther King Capital Management (LKCM)
Texas
$1.41M -$1.41M – –
PIFP
172
Partners in Financial Planning
Virginia
$1.4M -$60.5K -2,066 -4%
DC
173
Destiny Capital
Colorado
$1.36M -$87K -2,970 -6%
IA
174
IFP Advisors
Florida
$1.36M +$1.04M +35,544 +327%
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$1.28M -$757K -25,860 -37%
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