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State Street SPDR Portfolio Short Term Treasury ETF

380 hedge funds and large institutions have $5.22B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 136 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 136

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

5% more capital invested

Capital invested by funds: $4.98B → $5.22B (+$243M)

7% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 45

1.65% less ownership

Funds ownership: 88.63%86.98% (-1.6%)

3% less funds holding

Funds holding: 393380 (-13)

19% less call options, than puts

Call options by funds: $147M | Put options by funds: $181M

Holders
380
Holders Change
-13
Holders Change %
-3.31%
% of All Funds
5.1%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.5%
New
42
Increased
154
Reduced
136
Closed
45
Calls
$147M
Puts
$181M
Net Calls
-$34.2M
Net Calls Change
-$93.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$641M +$3.66M +126,031 +0.6%
Bank of America
2
Bank of America
North Carolina
$599M -$35.2M -1,210,803 -6%
RBA
3
Richard Bernstein Advisors
New York
$367M -$10.6M -364,249 -3%
State Street
4
State Street
Massachusetts
$351M +$561K +19,315 +0.2%
Ameriprise
5
Ameriprise
Minnesota
$285M -$9.87M -339,675 -3%
LPL Financial
6
LPL Financial
California
$219M +$31.2M +1,071,879 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$187M -$9.15M -314,685 -5%
GI
8
GLOBALT Investments
Georgia
$121M +$403K +13,875 +0.3%
MFG
9
Merit Financial Group
Georgia
$91.6M +$12.8M +440,229 +16%
Wells Fargo
10
Wells Fargo
California
$83.8M +$11.9M +410,686 +17%
Cerity Partners
11
Cerity Partners
New York
$83M -$2.17M -74,765 -3%
Renaissance Technologies
12
Renaissance Technologies
New York
$70M +$26M +893,100 +59%
Members Trust
13
Members Trust
Florida
$67.7M +$67.3M +2,316,748 New
EWM
14
Evermay Wealth Management
Virginia
$63.5M +$53.3M +1,832,328 +542%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$60.5M +$15.1M +518,906 +33%
GAG
16
GM Advisory Group
New York
$59.3M -$1.51M -51,844 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$54.5M -$375K -12,911 -0.7%
UBS Group
18
UBS Group
Switzerland
$51.1M -$17.6M -606,590 -26%
Morgan Stanley
19
Morgan Stanley
New York
$49M +$2.16M +74,363 +5%
Truist Financial
20
Truist Financial
North Carolina
$48.1M -$9.39M -322,984 -16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$46.6M -$14.6M -503,476 -24%
FLPIM
22
F.L. Putnam Investment Management
Massachusetts
$40.6M +$4.54M +156,242 +13%
CCFCSB
23
Cape Cod Five Cents Savings Bank
Massachusetts
$40.6M
PGA
24
Portland Global Advisors
Maine
$38M +$3.04M +104,612 +9%
CA
25
Crane Advisory
California
$37.6M -$4.53M -155,767 -11%

SPTS Hedge Fund Activity: Q1 2025 in Review

380 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Treasury ETF (SPTS) for Q1 2025, worth a combined $5.22B — up 4.9% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SPTS and 42 opened new positions — a net loss of 3 holders — while 136 trimmed existing stakes and 154 added.

The largest buyer was Members Trust, opening a new position worth an estimated $67.3M. The largest seller was Cobblestone Capital Advisors, cutting an estimated $39.9M.

  • 380 institutional investors held State Street SPDR Portfolio Short Term Treasury ETF (SPTS) as of Q1 2025, down from 393 in Q4 2024.
  • Funds reported $5.22B of State Street SPDR Portfolio Short Term Treasury ETF stock for Q1 2025, up 4.9% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio Short Term Treasury ETF positions in Q1 2025 and 45 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF buyer in Q1 2025 was Members Trust, an estimated $67.3M added.
  • The largest State Street SPDR Portfolio Short Term Treasury ETF seller in Q1 2025 was Cobblestone Capital Advisors, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2025.