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State Street SPDR Portfolio Short Term Treasury ETF

421 hedge funds and large institutions have $5B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 179 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 128

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

7% more funds holding

Funds holding: 392421 (+29)

1.95% more ownership

Funds ownership: 82.78%84.73% (+2%)

4% more capital invested

Capital invested by funds: $4.79B → $5B (+$211M)

8% less call options, than puts

Call options by funds: $205M | Put options by funds: $222M

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.12%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.44%
New
66
Increased
179
Reduced
128
Closed
26
Calls
$205M
Puts
$222M
Net Calls
-$16.9M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
201
Ehrlich Financial Group
California
$1.21M -$27.5K -940 -2%
SP
202
Successful Portfolios
Florida
$1.21M +$117 +4 +0%
DI
203
Diligent Investors
California
$1.17M +$1.17M +40,000 New
GWM
204
Geneos Wealth Management
Colorado
$1.13M +$660K +22,523 +139%
IAN
205
Integrated Advisors Network
Texas
$1.09M +$63.9K +2,181 +6%
IWM
206
IHT Wealth Management
Illinois
$1.09M -$1.32M -45,195 -55%
PWM
207
Perigon Wealth Management
California
$1.08M -$13.9K -473 -1%
GVAG
208
Great Valley Advisor Group
Delaware
$1.07M -$214K -7,321 -17%
TIP
209
Tandem Investment Partners
New Jersey
$1.02M -$164K -5,585 -14%
Jones Financial Companies
210
Jones Financial Companies
Missouri
$1.01M +$753K +25,687 +291%
HW
211
HORAN Wealth
Ohio
$1.01M -$55K -1,877 -5%
ACG
212
Allen Capital Group
Nebraska
$993K -$581K -19,831 -37%
TC
213
Trilogy Capital
California
$970K -$8.06M -275,287 -89%
SPAS
214
Spectrum Planning & Advisory Services
California
$956K +$41.2K +1,406 +4%
FHA
215
Flagship Harbor Advisors
Massachusetts
$955K -$153K -5,230 -14%
EAM
216
Evanson Asset Management
California
$952K -$85.8K -2,928 -8%
PWM
217
Prosperity Wealth Management
California
$942K -$354K -12,076 -27%
MW
218
Maia Wealth
Colorado
$938K +$59.7K +2,038 +7%
PTC
219
Private Trust Company
Ohio
$932K -$36.3K -1,238 -4%
GSWM
220
Golden State Wealth Management
California
$914K +$278K +9,496 +44%
DC
221
Destiny Capital
Colorado
$900K -$443K -15,110 -33%
CBA
222
Coastal Bridge Advisors
Connecticut
$893K +$47.1K +1,609 +6%
DF
223
Downshift Financial
Colorado
$887K +$888K +30,315 New
APC
224
Aspire Private Capital
North Carolina
$882K -$14.1K -481 -2%
ASN
225
Advisory Services Network
Georgia
$857K +$816K +27,841 +1,970%