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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 %
CIA
201
Concurrent Investment Advisors
Florida
$861K +$45.6K +1,558 +6%
SC
202
Savant Capital
Illinois
$857K -$260K -8,866 -23%
CMMS
203
Comprehensive Money Management Services
Florida
$849K +$76.2K +2,600 +10%
TWM
204
TCFG Wealth Management
California
$841K -$466K -15,899 -36%
RCAG
205
Rehmann Capital Advisory Group
Michigan
$837K – – –
KPWS
206
Kestra Private Wealth Services
Texas
$827K +$547K +18,691 +196%
CBA
207
Coastal Bridge Advisors
Connecticut
$819K -$456K -15,575 -36%
FPAS
208
Focus Partners Advisor Solutions
Missouri
$818K +$286K +9,778 +54%
SPAS
209
Spectrum Planning & Advisory Services
California
$812K +$812K +27,718 New
Citigroup
210
Citigroup
New York
$804K +$19.1K +653 +2%
CIC
211
Carnegie Investment Counsel
Ohio
$787K -$3.95K -135 -0.5%
CWM
212
Congress Wealth Management
Massachusetts
$785K +$457K +15,596 +139%
PW
213
Paladin Wealth
Minnesota
$780K -$63.9K -2,180 -8%
MW
214
Maia Wealth
Colorado
$777K -$11.9K -406 -2%
LA
215
Lifeworks Advisors
Michigan
$775K -$5.07K -173 -0.6%
BIM
216
Breakwater Investment Management
Washington
$774K -$8.58K -293 -1%
TPW
217
Transatlantique Private Wealth
New York
$760K -$212K -7,242 -22%
PWM
218
Perigon Wealth Management
California
$757K +$202K +6,891 +36%
AG
219
Ascent Group
Virginia
$732K +$286K +9,780 +64%
WAS
220
Winch Advisory Services
Wisconsin
$724K +$7.44K +254 +1%
BRWA
221
B. Riley Wealth Advisors
Florida
$714K +$714K +24,363 New
BTI
222
Blue Trust Inc
Georgia
$706K -$514K -17,546 -42%
AF
223
Allworth Financial
California
$696K +$7.47K +255 +1%
Betterment LLC
224
Betterment LLC
New York
$695K -$10.5K -357 -1%
GS
225
GTS Securities
New York
$647K +$647K +22,100 New
7 8
9
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