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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
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$643M +$399K +13,661 +0.1%
Bank of America
2
Bank of America
North Carolina
$487M -$113M -3,866,754 -19%
State Street
3
State Street
Massachusetts
$364M +$11.7M +400,533 +3%
LPL Financial
4
LPL Financial
California
$249M +$30M +1,026,949 +14%
RBA
5
Richard Bernstein Advisors
New York
$213M -$154M -5,285,355 -42%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$162M -$25.8M -883,283 -14%
MFG
7
Merit Financial Group
Georgia
$151M +$59.4M +2,034,138 +65%
GI
8
GLOBALT Investments
Georgia
$133M +$11.6M +397,817 +10%
Ameriprise
9
Ameriprise
Minnesota
$126M -$159M -5,458,146 -56%
Members Trust
10
Members Trust
Florida
$99.2M +$31.3M +1,071,568 +46%
Cerity Partners
11
Cerity Partners
New York
$81.1M -$2.09M -71,764 -3%
Wells Fargo
12
Wells Fargo
California
$80.9M -$3.1M -106,206 -4%
EWM
13
Evermay Wealth Management
Virginia
$67.8M +$4.2M +143,786 +7%
HighTower Advisors
14
HighTower Advisors
Illinois
$63M +$8.44M +289,285 +16%
GAG
15
GM Advisory Group
New York
$58.6M -$816K -27,969 -1%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$53.8M +$13.1M +447,339 +32%
Morgan Stanley
17
Morgan Stanley
New York
$51.8M +$2.64M +90,348 +5%
Renaissance Technologies
18
Renaissance Technologies
New York
$48M -$22.1M -757,100 -32%
AssetMark Inc
19
AssetMark Inc
California
$42.6M +$18M +617,176 +74%
CCFCSB
20
Cape Cod Five Cents Savings Bank
Massachusetts
$40.6M
Truist Financial
21
Truist Financial
North Carolina
$40.5M -$7.59M -260,114 -16%
PGA
22
Portland Global Advisors
Maine
$40.4M +$2.38M +81,549 +6%
CM
23
Castleark Management
Illinois
$39.1M +$21.2M +726,290 +119%
Osaic Holdings
24
Osaic Holdings
Arizona
$37.4M +$3.72M +127,419 +11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$35.8M -$10.9M -371,775 -23%

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.