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State Street SPDR Portfolio Short Term Treasury ETF

388 hedge funds and large institutions have $4.81B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 168 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

2% more funds holding

Funds holding: 380388 (+8)

3.81% less ownership

Funds ownership: 86.98%83.17% (-3.8%)

8% less capital invested

Capital invested by funds: $5.22B → $4.81B (-$412M)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

23% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 168

61% less call options, than puts

Call options by funds: $135M | Put options by funds: $349M

Holders
388
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.11%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.43%
New
50
Increased
130
Reduced
168
Closed
34
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
151
Roberts Wealth Advisors
California
$2.26M -$228K -7,801 -9%
WFS
152
Walker Financial Services
Kentucky
$2.26M +$2.25M +77,160 New
MD
153
Money Design
Japan
$2.25M -$572K -19,612 -20%
SPA
154
Sentinel Pension Advisors
Massachusetts
$2.25M +$3.85K +132 +0.2%
PFPT
155
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.24M -$6.07K -208 -0.3%
B
156
Bailard
California
$2.23M -$5.93M -203,115 -73%
AI
157
Atria Investments
North Carolina
$2.16M -$961K -32,938 -31%
BCI
158
Brinker Capital Investments
Pennsylvania
$2.1M +$2.09M +71,641 New
RWA
159
Redhawk Wealth Advisors
Minnesota
$2.01M +$2M +68,694 New
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$1.97M +$244K +8,355 +14%
NA
161
NewEdge Advisors
Louisiana
$1.94M +$921K +31,543 +91%
TRCT
162
Tower Research Capital (TRC)
New York
$1.8M +$1.79M +61,317 New
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$1.73M +$928K +31,781 +116%
SC
164
Slow Capital
California
$1.69M -$3.33M -114,033 -66%
VH
165
Visionary Horizons
Tennessee
$1.64M +$19.6K +673 +1%
FFG
166
Fiduciary Financial Group
California
$1.64M +$27.2K +933 +2%
ACG
167
Allen Capital Group
Nebraska
$1.6M -$143K -4,890 -8%
HF
168
HRT Financial
New York
$1.52M +$1.51M +51,803 New
PWM
169
Prosperity Wealth Management
California
$1.5M +$572K +19,600 +62%
TA
170
Tactive Advisors
Florida
$1.47M +$1.47M +50,261 New
PS
171
Principal Securities
Iowa
$1.46M +$212K +7,251 +17%
OIA
172
OneDigital Investment Advisors
Kansas
$1.46M -$183K -6,270 -11%
FAIM
173
Financial Advocates Investment Management
Washington
$1.44M +$97K +3,323 +7%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$1.42M -$2.09M -71,502 -60%
NWM
175
Napa Wealth Management
California
$1.42M +$1.19M +40,622 +514%

SPTS Hedge Fund Activity: Q2 2025 in Review

388 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q2 2025, worth a combined $4.81B — down 7.9% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPTS positions and 34 closed out — a net gain of 16 holders — while 130 added to existing stakes and 168 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $59.4M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 388 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q2 2025, up from 380 in Q1 2025.
  • Funds reported $4.81B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q2 2025, down 7.9% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q2 2025 and 34 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q2 2025 was Merit Financial Group, an estimated $59.4M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q2 2025 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2025.