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SPDR Portfolio Short Term Treasury ETF

382 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 49 funds opening new positions, 128 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

23% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 167

61% less call options, than puts

Call options by funds: $135M | Put options by funds: $349M

Holders
382
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$135M
Puts
$349M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Concurrent Investment Advisors
Florida
$861K
SC
202
Savant Capital
Illinois
$857K
CMMS
203
Comprehensive Money Management Services
Florida
$849K
TWM
204
TCFG Wealth Management
California
$841K
RCAG
205
Rehmann Capital Advisory Group
Michigan
$837K
KPWS
206
Kestra Private Wealth Services
Texas
$827K
CBA
207
Coastal Bridge Advisors
Connecticut
$819K
FPAS
208
Focus Partners Advisor Solutions
Missouri
$818K
SPAS
209
Spectrum Planning & Advisory Services
California
$812K
Citigroup
210
Citigroup
New York
$804K
CIC
211
Carnegie Investment Counsel
Ohio
$787K
CWM
212
Congress Wealth Management
Massachusetts
$785K
PW
213
Paladin Wealth
Minnesota
$780K
MW
214
Maia Wealth
Colorado
$777K
LA
215
Lifeworks Advisors
Michigan
$775K
BIM
216
Breakwater Investment Management
Washington
$774K
TPW
217
Transatlantique Private Wealth
New York
$760K
PWM
218
Perigon Wealth Management
California
$757K
AG
219
Ascent Group
Virginia
$732K
WAS
220
Winch Advisory Services
Wisconsin
$724K
BRWA
221
B. Riley Wealth Advisors
Florida
$714K
BTI
222
Blue Trust Inc
Georgia
$706K
AF
223
Allworth Financial
California
$696K
Betterment LLC
224
Betterment LLC
New York
$695K
GS
225
GTS Securities
New York
$647K