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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
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$758M +$115M +3,937,024 +18%
Bank of America
2
Bank of America
North Carolina
$395M -$78.2M -2,670,795 -17%
State Street
3
State Street
Massachusetts
$390M +$14.6M +498,279 +4%
LPL Financial
4
LPL Financial
California
$247M -$4.91M -167,615 -2%
RBA
5
Richard Bernstein Advisors
New York
$208M +$181K +6,182 +0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$168M +$5.84M +199,176 +4%
GI
7
GLOBALT Investments
Georgia
$130M -$485K -16,558 -0.4%
Ameriprise
8
Ameriprise
Minnesota
$128M +$7.55M +257,691 +6%
Members Trust
9
Members Trust
Florida
$103M +$1.99M +68,056 +2%
Cerity Partners
10
Cerity Partners
New York
$89.3M +$7.81M +266,521 +10%
EWM
11
Evermay Wealth Management
Virginia
$79.7M +$4.39M +149,931 +6%
Wells Fargo
12
Wells Fargo
California
$75.2M -$7.98M -272,225 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$67M +$5.19M +177,287 +8%
FLPIM
14
F.L. Putnam Investment Management
Massachusetts
$65.5M +$5.88M +200,620 +10%
HighTower Advisors
15
HighTower Advisors
Illinois
$59.4M -$2.88M -98,436 -5%
MWM
16
Modern Wealth Management
Kansas
$53.6M +$2.53M +86,260 +5%
PGA
17
Portland Global Advisors
Maine
$48.1M +$4.25M +144,936 +10%
GAG
18
GM Advisory Group
New York
$47.9M -$8.04M -274,355 -14%
DI
19
DAGCO Inc
Ohio
$44.3M +$10.9M +371,484 +33%
Morgan Stanley
20
Morgan Stanley
New York
$44.2M +$318K +10,868 +0.7%
Truist Financial
21
Truist Financial
North Carolina
$42.3M +$2.25M +76,823 +6%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$42.3M -$5.32M -181,455 -11%
CCFCSB
23
Cape Cod Five Cents Savings Bank
Massachusetts
$40.6M
CM
24
Castleark Management
Illinois
$39.1M
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$35.4M +$2.61M +88,939 +8%