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State Street SPDR Portfolio Short Term Treasury ETF

392 hedge funds and large institutions have $4.79B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 169 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 131

1% more funds holding

Funds holding: 388392 (+4)

0.39% less ownership

Funds ownership: 83.17%82.78% (-0.39%)

0% less capital invested

Capital invested by funds: $4.81B → $4.79B (-$23.5M)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

59% less call options, than puts

Call options by funds: $124M | Put options by funds: $303M

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.15%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.39%
New
48
Increased
169
Reduced
131
Closed
36
Calls
$124M
Puts
$303M
Net Calls
-$178M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$643M
Bank of America
2
Bank of America
North Carolina
$474M -$12.9M -442,430 -3%
State Street
3
State Street
Massachusetts
$376M +$11.8M +404,327 +3%
LPL Financial
4
LPL Financial
California
$253M +$3.12M +106,685 +1%
RBA
5
Richard Bernstein Advisors
New York
$208M -$5.24M -179,127 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$162M +$682K +23,320 +0.4%
GI
7
GLOBALT Investments
Georgia
$131M -$2.39M -81,629 -2%
Ameriprise
8
Ameriprise
Minnesota
$121M -$4.82M -164,828 -4%
Members Trust
9
Members Trust
Florida
$101M +$1.82M +62,252 +2%
Wells Fargo
10
Wells Fargo
California
$83.3M +$2.36M +80,762 +3%
Cerity Partners
11
Cerity Partners
New York
$81.6M +$399K +13,661 +0.5%
EWM
12
Evermay Wealth Management
Virginia
$75.4M +$7.53M +257,507 +11%
HighTower Advisors
13
HighTower Advisors
Illinois
$62.4M -$744K -25,459 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$61.9M +$26M +888,809 +73%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$59.7M +$5.84M +199,708 +11%
GAG
16
GM Advisory Group
New York
$56M -$2.69M -92,085 -5%
MWM
17
Modern Wealth Management
Kansas
$51.2M +$21.9M +747,653 +75%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$47.6M +$22.4M +764,809 +89%
PGA
19
Portland Global Advisors
Maine
$43.9M +$3.43M +117,155 +8%
Morgan Stanley
20
Morgan Stanley
New York
$43.9M -$7.88M -269,616 -15%
CCFCSB
21
Cape Cod Five Cents Savings Bank
Massachusetts
$40.6M
Truist Financial
22
Truist Financial
North Carolina
$40.1M -$465K -15,915 -1%
CM
23
Castleark Management
Illinois
$39.1M
Osaic Holdings
24
Osaic Holdings
Arizona
$38.9M +$1.43M +49,020 +4%
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$36.4M +$7.72M +264,094 +27%