Who Owns State Street SPDR Portfolio Short Term Treasury ETF (SPTS)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$7.57335390000356e+248T
% of Float Held
—
QoQ Change in Holders
+14 / -4
Price History
SPTS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | New Position | +5.7M | +$168.0M |
| Municipal Employees' Retirement System of Michigan | Increased | +3.9M | +$114.4M |
| Cerity Partners LLC | New Position | +3.0M | +$88.0M |
| EVERMAY WEALTH MANAGEMENT LLC | New Position | +2.7M | +$79.7M |
| DAGCO, INC. | New Position | +1.5M | +$44.3M |
| TRUIST FINANCIAL CORP | New Position | +1.4M | +$42.3M |
| CWM, LLC | New Position | +1.4M | +$42.3M |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | New Position | +1.2M | +$34.2M |
| HHM Wealth Advisors, LLC | New Position | +1.1M | +$32.1M |
| Quent Long Short Global Small Cap Fund, LP | New Position | +1.0M | +$29.9M |
| Quent Capital, LLC | New Position | +1.0M | +$29.9M |
| WOODMONT INVESTMENT COUNSEL LLC | New Position | +985K | +$28.8M |
| Impact Partnership Wealth, LLC | New Position | +933K | +$27.3M |
| PARK AVENUE SECURITIES LLC | New Position | +878K | +$25.7M |
| EVERGREEN CAPITAL MANAGEMENT LLC | New Position | +761K | +$22.3M |
SPTS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Decreased | -2.7M | -$473.7B |
| LPL Financial LLC | Decreased | -168K | -$252.4B |
| WELLS FARGO & COMPANY/MN | Decreased | -272K | -$83.3B |
| HighTower Advisors, LLC | Decreased | -98K | -$62.3B |
| GM Advisory Group, LLC | Decreased | -274K | -$55.9B |
| OSAIC HOLDINGS, INC. | Decreased | -138K | -$38.8B |
| BANK OF NOVA SCOTIA | Decreased | -81K | -$36.3B |
| RENAISSANCE TECHNOLOGIES LLC | Closed Position | -962K | -$28.2B |
| RAYMOND JAMES FINANCIAL INC | Decreased | -2K | -$27.0B |
| ASSETMARK, INC | Decreased | -53K | -$23.1B |
| Private Advisor Group, LLC | Decreased | -43K | -$22.1B |
| Willow Creek Wealth Management Inc. | Closed Position | -745K | -$21.9B |
| Tower Research Capital LLC (TRC) | Closed Position | -581K | -$17.0B |
| Capital Group Private Client Services, Inc. | Decreased | -34K | -$16.8B |
| First Affirmative Financial Network | Closed Position | -535K | -$15.7B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Municipal Employees' Retirement System of Michigan | 25,865,260 | $757.3M | 8.57% | Share |
| 2 | STATE STREET CORP | 13,321,666 | $390.0M | 0.01% | Share |
| 3 | BANK OF AMERICA CORP /DE/ | 12,179,399 | $356.0M | 0.03% | Share |
| 4 | LPL Financial LLC | 8,447,629 | $247.0M | 0.07% | Share |
| 5 | Richard Bernstein Advisors LLC | 7,109,860 | $208.2M | 6.12% | Share |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 5,738,831 | $168.0M | 0.05% | Share |
| 7 | AMERIPRISE FINANCIAL INC | 4,385,427 | $128.0M | 0.03% | Share |
| 8 | Members Trust Co | 3,516,925 | $103.0M | 3.36% | Share |
| 9 | Cerity Partners LLC | 3,025,602 | $88.0M | 0.13% | Share |
| 10 | EVERMAY WEALTH MANAGEMENT LLC | 2,721,333 | $79.7M | 8.94% | Share |
| 11 | WELLS FARGO & COMPANY/MN | 2,480,525 | $72.0M | 0.01% | Share |
| 12 | FLPUTNAM INVESTMENT MANAGEMENT CO | 2,236,214 | $65.0M | 0.95% | Share |
| 13 | HighTower Advisors, LLC | 2,028,225 | $59.0M | 0.06% | Share |
| 14 | Modern Wealth Management, LLC | 1,829,236 | $53.6M | 0.98% | Share |
| 15 | Portland Global Advisors LLC | 1,643,042 | $48.1M | 5.16% | Share |
| 16 | GM Advisory Group, LLC | 1,634,344 | $47.0M | 1.84% | Share |
| 17 | DAGCO, INC. | 1,513,995 | $44.3M | 10.24% | Share |
| 18 | MORGAN STANLEY | 1,508,700 | $44.0M | 0.00% | Share |
| 19 | TRUIST FINANCIAL CORP | 1,445,128 | $42.3M | 0.06% | Share |
| 20 | CWM, LLC | 1,443,445 | $42.3M | 0.11% | Share |
| 21 | ROYAL BANK OF CANADA | 1,409,195 | $41.0M | 0.01% | Share |
| 22 | CAPE COD FIVE CENTS SAVINGS BANK | 1,376,477 | $40.5M | 3.71% | Share |
| 23 | CASTLEARK MANAGEMENT LLC | 1,334,080 | $39.0M | 1.15% | Share |
| 24 | BANK OF AMERICA CORP /DE/ | 1,316,256 | $38.0M | 0.00% | Share |
| 25 | Gerber Kawasaki Wealth & Investment Management | 1,208,147 | $35.4M | 1.23% | Share |
| 26 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1,167,954 | $34.2M | 5.05% | Share |
| 27 | HHM Wealth Advisors, LLC | 1,093,787 | $32.0M | 3.77% | Share |
| 28 | BANK OF NOVA SCOTIA | 1,121,485 | $32.0M | 0.05% | Share |
| 29 | OSAIC HOLDINGS, INC. | 1,116,708 | $32.0M | 0.05% | Share |
| 30 | Quent Long Short Global Small Cap Fund, LP | 1,019,790 | $29.9M | 2.42% | Share |
| 31 | Quent Capital, LLC | 1,019,790 | $29.9M | 2.15% | Share |
| 32 | CREATIVE FINANCIAL DESIGNS INC /ADV | 998,947 | $29.2M | 1.84% | Share |
| 33 | WOODMONT INVESTMENT COUNSEL LLC | 984,643 | $28.8M | 1.81% | Share |
| 34 | Crane Advisory, LLC | 978,112 | $28.6M | 4.33% | Share |
| 35 | Impact Partnership Wealth, LLC | 933,179 | $27.3M | 3.50% | Share |
| 36 | Cetera Investment Advisers | 911,216 | $26.0M | 0.03% | Share |
| 37 | PARK AVENUE SECURITIES LLC | 877,665 | $25.7M | 0.22% | Share |
| 38 | Heartwood Wealth Advisors LLC | 859,179 | $25.2M | 2.32% | Share |
| 39 | Nelson Capital Management, LLC | 865,293 | $25.0M | 2.93% | Share |
| 40 | Boston Standard Wealth Management, LLC | 824,795 | $24.1M | 3.99% | Share |
| 41 | EVERGREEN CAPITAL MANAGEMENT LLC | 760,572 | $22.3M | 0.50% | Share |
| 42 | ASSETMARK, INC | 736,546 | $21.6M | 0.04% | Share |
| 43 | UBS Group AG | 728,077 | $21.3M | 0.00% | Share |
| 44 | Focus Partners Wealth | 700,462 | $20.0M | 0.02% | Share |
| 45 | Private Advisor Group, LLC | 710,258 | $20.0M | 0.09% | Share |
| 46 | Equitable Holdings, Inc. | 697,947 | $20.0M | 0.14% | Share |
| 47 | Steward Partners Investment Advisory, LLC | 698,442 | $20.0M | 0.11% | Share |
| 48 | RAYMOND JAMES FINANCIAL INC | 703,671 | $20.0M | 0.01% | Share |
| 49 | JPMORGAN CHASE & CO | 702,682 | $20.0M | 0.00% | Share |
| 50 | ROYAL BANK OF CANADA | 662,678 | $19.0M | 0.00% | Share |
SPTS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 413 | $4.8B | +187 |
| Q3 2025 | 226 | $3.0T | -126 |
| Q2 2025 | 352 | $3.2T | -21 |
| Q1 2025 | 373 | $4.3T | +45 |
| Q4 2024 | 328 | $113.5T | +70 |
| Q3 2024 | 258 | $2797.3T | +11 |
| Q2 2024 | 247 | $1782.8T | +22 |
| Q1 2024 | 225 | $3012.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold SPTS (State Street SPDR Portfolio Short Term Treasury ETF). The largest holder is Municipal Employees' Retirement System of Michigan with $757.3M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own SPTS?
As of Q4 2025, 50 institutional investors report holding SPTS (State Street SPDR Portfolio Short Term Treasury ETF) in their 13F filings.
Who is the largest institutional holder of SPTS?
The largest institutional holder of SPTS is Municipal Employees' Retirement System of Michigan with $757.3M in shares.
Is institutional ownership of SPTS increasing or decreasing?
This quarter, 14 institutions opened new positions in SPTS and 4 closed their positions.