SPTS icon

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 %
WWM
176
Western Wealth Management
Colorado
$1.28M +$29.3K +1,000 +2%
W
177
WorthPointe
California
$1.27M +$517K +17,654 +68%
EFG
178
Ehrlich Financial Group
California
$1.25M -$842K -28,734 -40%
TDC
179
Thompson Davis & Co
Virginia
$1.24M +$161K +5,500 +15%
LMKC
180
L.M. Kohn & Company
Ohio
$1.22M -$6.39K -218 -0.5%
FHA
181
Flagship Harbor Advisors
Massachusetts
$1.18M +$62.6K +2,136 +6%
ISFAN
182
Investor's Fiduciary Advisor Network
Washington
$1.13M +$1.13M +38,575 New
IAN
183
Integrated Advisors Network
Texas
$1.09M – – –
GM
184
GeoWealth Management
Illinois
$1.08M -$38.3K -1,307 -3%
GVAG
185
Great Valley Advisor Group
Delaware
$1.08M -$5.7M -194,617 -84%
HS
186
Horan Securities
United States
$1.03M -$36.2K -1,236 -3%
CA
187
Continuum Advisory
Idaho
$1M +$993K +33,889 +9,013%
WTFG
188
Wells Trecaso Financial Group
Ohio
$978K +$90.5K +3,090 +10%
CCFM
189
Clear Creek Financial Management
Washington
$977K -$5.69M -194,270 -85%
PTC
190
Private Trust Company
Ohio
$967K -$77.8K -2,655 -7%
Creative Planning
191
Creative Planning
Kansas
$948K -$259K -8,832 -21%
CTFG
192
Capstone Triton Financial Group
Oklahoma
$942K +$942K +16,635 New
TGAM
193
TBH Global Asset Management
Tennessee
$918K +$918K +31,372 New
GFG
194
Goldstone Financial Group
Illinois
$912K -$1.01M -34,723 -53%
WT
195
Whittier Trust
California
$911K -$27.4K -935 -3%
US Bancorp
196
US Bancorp
Minnesota
$889K -$275K -9,375 -24%
LJAC
197
L.J. Altfest & Co
New York
$881K -$547K -18,690 -38%
PA
198
Perennial Advisors
New York
$879K +$879K +30,000 New
PP
199
Patron Partners
Texas
$877K -$595K -20,327 -40%
APC
200
Aspire Private Capital
North Carolina
$873K +$2.64K +90 +0.3%
6 7
8
9 10