We are live on ! Find out more
SPTS icon

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
US Bancorp
201
US Bancorp
Minnesota
$889K -$274K -9,375 -24%
LJAC
202
L.J. Altfest & Co
New York
$881K -$545K -18,690 -38%
PA
203
Perennial Advisors
New York
$879K +$876K +30,000 New
PP
204
Patron Partners
Texas
$877K -$593K -20,327 -40%
APC
205
Aspire Private Capital
North Carolina
$873K +$2.63K +90 +0.3%
CIA
206
Concurrent Investment Advisors
Florida
$861K +$45.5K +1,558 +6%
CMMS
207
Comprehensive Money Management Services
Florida
$849K +$75.9K +2,600 +10%
TWM
208
TCFG Wealth Management
California
$841K -$464K -15,899 -36%
SC
209
Savant Capital
Illinois
$841K -$259K -8,867 -24%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$837K
KPWS
211
Kestra Private Wealth Services
Texas
$827K +$546K +18,691 +196%
CBA
212
Coastal Bridge Advisors
Connecticut
$819K -$455K -15,575 -36%
FPAS
213
Focus Partners Advisor Solutions
Missouri
$818K +$285K +9,778 +54%
SPAS
214
Spectrum Planning & Advisory Services
California
$812K +$809K +27,718 New
Citigroup
215
Citigroup
New York
$804K +$19.1K +653 +2%
BW
216
Blalock Williams
Alabama
$794K +$791K +27,104 New
CIC
217
Carnegie Investment Counsel
Ohio
$787K -$3.94K -135 -0.5%
CWM
218
Congress Wealth Management
Massachusetts
$785K +$455K +15,596 +139%
PW
219
Paladin Wealth
Minnesota
$780K -$63.6K -2,180 -8%
MW
220
Maia Wealth
Colorado
$777K -$11.8K -406 -2%
LA
221
Lifeworks Advisors
Michigan
$775K -$5.05K -173 -0.6%
BIM
222
Breakwater Investment Management
Washington
$774K -$8.55K -293 -1%
TPW
223
Transatlantique Private Wealth
New York
$760K -$211K -7,242 -22%
PWM
224
Perigon Wealth Management
California
$757K +$201K +6,891 +36%
AG
225
Ascent Group
Virginia
$732K +$285K +9,780 +64%

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.