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SPDR Portfolio Short Term Treasury ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TPW
201
Transatlantique Private Wealth
New York
$970K +$970K +33,173 New
WT
202
Whittier Trust
California
$936K
PWM
203
Prosperity Wealth Management
California
$929K -$62.5K -2,136 -6%
WTFG
204
Wells Trecaso Financial Group
Ohio
$886K -$23.5K -804 -3%
AAS
205
Ameritas Advisory Services
Nebraska
$870K -$1.15M -39,533 -57%
APC
206
Aspire Private Capital
North Carolina
$869K +$359K +12,291 +71%
PW
207
Paladin Wealth
Minnesota
$842K +$842K +28,807 New
RCAG
208
Rehmann Capital Advisory Group
Michigan
$836K +$836K +28,589 New
CIA
209
Concurrent Investment Advisors
Florida
$814K +$254K +8,701 +45%
CSP
210
Cary Street Partners
Virginia
$802K -$1.03M -35,329 -56%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$801K +$801K +27,392 +342,400%
SL
212
SWMG LLC
Texas
$800K +$800K +27,308 New
CIC
213
Carnegie Investment Counsel
Ohio
$789K +$482K +16,482 +157%
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$787K -$84.2K -2,878 -10%
MW
215
Maia Wealth
Colorado
$786K +$157K +5,390 +25%
Citigroup
216
Citigroup
New York
$783K
BIM
217
Breakwater Investment Management
Washington
$781K
LA
218
Lifeworks Advisors
Michigan
$779K -$176K -6,024 -18%
CMMS
219
Comprehensive Money Management Services
Florida
$772K -$52.6K -1,800 -6%
GWM
220
Geneos Wealth Management
Colorado
$770K +$448K +15,307 +139%
W
221
WorthPointe
California
$755K +$342K +11,712 +83%
CA
222
Calton & Associates
Florida
$731K
WAS
223
Winch Advisory Services
Wisconsin
$716K -$8.19K -280 -1%
Betterment LLC
224
Betterment LLC
New York
$705K +$195K +6,666 +38%
AF
225
Allworth Financial
California
$688K -$7.02K -240 -1%