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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
Luther King Capital Management (LKCM)
176
Luther King Capital Management (LKCM)
Texas
$1.41M
PIFP
177
Partners in Financial Planning
Virginia
$1.4M -$60.3K -2,066 -4%
DC
178
Destiny Capital
Colorado
$1.36M -$86.7K -2,970 -6%
IA
179
IFP Advisors
Florida
$1.36M +$1.04M +35,544 +327%
KBFS
180
Kohmann Bosshard Financial Services
Ohio
$1.28M -$755K -25,860 -37%
WWM
181
Western Wealth Management
Colorado
$1.28M +$29.2K +1,000 +2%
W
182
WorthPointe
California
$1.27M +$515K +17,654 +68%
EFG
183
Ehrlich Financial Group
California
$1.25M -$839K -28,734 -40%
TDC
184
Thompson Davis & Co
Virginia
$1.24M +$161K +5,500 +15%
LMKC
185
L.M. Kohn & Company
Ohio
$1.22M -$6.36K -218 -0.5%
FHA
186
Flagship Harbor Advisors
Massachusetts
$1.18M +$62.3K +2,136 +6%
ISFAN
187
Investor's Fiduciary Advisor Network
Washington
$1.13M +$1.13M +38,575 New
IAN
188
Integrated Advisors Network
Texas
$1.09M
GM
189
GeoWealth Management
Illinois
$1.08M -$38.1K -1,307 -3%
GVAG
190
Great Valley Advisor Group
Delaware
$1.08M -$5.68M -194,617 -84%
HS
191
Horan Securities
United States
$1.03M -$36.1K -1,236 -3%
CA
192
Continuum Advisory
Idaho
$1M +$989K +33,889 +9,013%
WTFG
193
Wells Trecaso Financial Group
Ohio
$978K +$90.2K +3,090 +10%
CCFM
194
Clear Creek Financial Management
Washington
$977K -$5.67M -194,270 -85%
PTC
195
Private Trust Company
Ohio
$967K -$77.5K -2,655 -7%
Creative Planning
196
Creative Planning
Kansas
$948K -$258K -8,832 -21%
CTFG
197
Capstone Triton Financial Group
Oklahoma
$942K +$486K +16,635 New
TGAM
198
TBH Global Asset Management
Tennessee
$918K +$916K +31,372 New
GFG
199
Goldstone Financial Group
Illinois
$912K -$1.01M -34,723 -53%
WT
200
Whittier Trust
California
$911K -$27.3K -935 -3%

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.