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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 %
APA
176
Astoria Portfolio Advisors
New York
$1.46M -$420K -14,382 -22%
PIFP
177
Partners in Financial Planning
Virginia
$1.46M -$29.7K -1,017 -2%
DC
178
Destiny Capital
Colorado
$1.45M -$395K -13,510 -21%
LJAC
179
L.J. Altfest & Co
New York
$1.43M -$17.9M -610,628 -93%
Luther King Capital Management (LKCM)
180
Luther King Capital Management (LKCM)
Texas
$1.41M -$1.4M – –
FAIM
181
Financial Advocates Investment Management
Washington
$1.34M +$792K +27,084 +145%
TWM
182
TCFG Wealth Management
California
$1.3M -$230K -7,858 -15%
CBA
183
Coastal Bridge Advisors
Connecticut
$1.27M +$1.27M +43,533 New
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$1.25M +$1.25M +42,684 New
WWM
185
Western Wealth Management
Colorado
$1.25M +$249K +8,500 +25%
PS
186
Principal Securities
Iowa
$1.24M – – –
LMKC
187
L.M. Kohn & Company
Ohio
$1.22M +$36.3K +1,241 +3%
BTI
188
Blue Trust Inc
Georgia
$1.22M +$729K +24,948 +149%
Creative Planning
189
Creative Planning
Kansas
$1.2M +$550K +18,810 +84%
US Bancorp
190
US Bancorp
Minnesota
$1.16M +$9.09K +311 +0.8%
GM
191
GeoWealth Management
Illinois
$1.12M -$22.1K -756 -2%
FHA
192
Flagship Harbor Advisors
Massachusetts
$1.11M +$8.19K +280 +0.7%
SC
193
Savant Capital
Illinois
$1.11M -$209K -7,150 -16%
SW
194
Simplicity Wealth
New Jersey
$1.11M +$1.11M +37,797 New
IAN
195
Integrated Advisors Network
Texas
$1.09M -$55.5K -1,897 -5%
TDC
196
Thompson Davis & Co
Virginia
$1.08M +$137K +4,700 +15%
HS
197
Horan Securities
United States
$1.07M -$49.3K -1,687 -4%
PTC
198
Private Trust Company
Ohio
$1.04M +$19.8K +678 +2%
NA
199
NewEdge Advisors
Louisiana
$1.02M +$439K +15,030 +76%
AA
200
AlphaQ Advisors
Florida
$1M +$1M +34,348 New
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