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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

380 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 48 funds opening new positions, 128 increasing their positions, 166 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
5.1%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
48
Increased
128
Reduced
166
Closed
33
Calls
$135M
Puts
$349M
Net Calls
-$214M
Net Calls Change
-$180M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$151M
2
Members Trust
2
Members Trust
Florida
$99.2M
3
LPL Financial
3
LPL Financial
California
$249M
4
CM
4
Castleark Management
Illinois
$39.1M
5
MWM
5
Modern Wealth Management
Kansas
$29.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
RBA
2
Richard Bernstein Advisors
New York
$213M
3
Bank of America
3
Bank of America
North Carolina
$487M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$28.6M
5
UBS Group
5
UBS Group
Switzerland
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$643M +$400K +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 +$30.1M +1,026,949 +14%
RBA
5
Richard Bernstein Advisors
New York
$213M -$155M -5,285,355 -42%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$162M -$25.9M -883,283 -14%
MFG
7
Merit Financial Group
Georgia
$151M +$59.6M +2,034,138 +65%
GI
8
GLOBALT Investments
Georgia
$133M +$11.7M +397,817 +10%
Ameriprise
9
Ameriprise
Minnesota
$126M -$160M -5,458,146 -56%
Members Trust
10
Members Trust
Florida
$99.2M +$31.4M +1,071,568 +46%
Cerity Partners
11
Cerity Partners
New York
$81.1M -$2.1M -71,764 -3%
Wells Fargo
12
Wells Fargo
California
$80.9M -$3.11M -106,206 -4%
EWM
13
Evermay Wealth Management
Virginia
$67.8M +$4.21M +143,786 +7%
HighTower Advisors
14
HighTower Advisors
Illinois
$63M +$8.47M +289,285 +16%
GAG
15
GM Advisory Group
New York
$58.6M -$819K -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 +$2.65M +90,348 +5%
Renaissance Technologies
18
Renaissance Technologies
New York
$48M -$22.2M -757,100 -32%
AssetMark Inc
19
AssetMark Inc
California
$42.6M +$18.1M +617,176 +74%
Truist Financial
20
Truist Financial
North Carolina
$40.5M -$7.62M -260,114 -16%
PGA
21
Portland Global Advisors
Maine
$40.4M +$2.39M +81,549 +6%
CM
22
Castleark Management
Illinois
$39.1M +$21.3M +726,290 +119%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$35.8M -$10.9M -371,775 -23%
Osaic Holdings
24
Osaic Holdings
Arizona
$32.4M -$921K -31,701 -3%
HWA
25
HHM Wealth Advisors
Tennessee
$32.1M -$1.02M -34,940 -3%
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