Go Pro

SPDR Portfolio Treasury ETF (SPTB) Institutional Ownership

$29.64 -0.06 (-0.20%)
As of 11:26 AM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Treasury ETF (NYSEARCA:SPTB)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$21.08M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.74M
Get SPTB Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SPTB Institutional Buying and Selling by Quarter

SPDR Portfolio Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Integrated Capital Management Inc.189,076$5.68M4.0%-13.0%1.990%
5/14/2026Sei Investments Co.68,100$2.06M0.0%N/A1.154%
5/5/2026Schwallier Wealth Management LLC20,493$620K0.5%N/A0.347%
4/20/2026 Kestra Private Wealth Services LLC105,920$3.21M0.0%-6.7%1.795%
2/17/2026 Cetera Investment Advisers41,355$1.26M0.0%+16.3%0.844%
2/17/2026Osaic Holdings Inc.18,986$578K0.0%+49.8%0.387%
2/17/2026 Tower Research Capital LLC TRC 85,804$2.61M0.1%+713.9%1.751%
2/16/2026 MML Investors Services LLC81,395$2.48M0.0%N/A1.661%
2/12/2026Jane Street Group LLC71,988$2.19M0.0%+267.8%1.469%
2/12/2026 StoneX Group Inc.7,206$219K0.0%N/A0.147%
2/11/2026 LPL Financial LLC101,583$3.09M0.0%+1,341.5%2.073%
2/6/2026 Creative Financial Designs Inc. ADV2,366$72K0.0%+279.2%0.048%
2/6/2026 3EDGE Asset Management LP42,915$1.31M0.1%-2.5%0.876%
2/6/2026 GLOBALT Investments LLC GA1,560,315$47.47M1.7%-0.2%31.843%
2/2/2026 Truist Financial Corp108,480$3.30M0.0%+2.8%2.214%
1/30/2026 Simplicity Wealth LLC14,887$453K0.0%+3.8%0.304%
1/16/2026 Blue Trust Inc.1,046$32K0.0%+34,766.7%0.021%
1/14/2026 Nova R Wealth Inc.114,102$3.47M1.3%+10.5%2.329%
1/8/2026 Integrated Capital Management Inc.219,883$6.69M4.4%N/A4.487%
11/17/2025 Kestra Private Wealth Services LLC113,345$3.47M0.0%+2.7%3.656%
11/17/2025Susquehanna International Group LLP9,388$287K0.0%N/A0.303%
11/17/2025Citadel Advisors LLC32,995$1.01M0.0%-61.2%1.064%
11/7/2025Synovus Financial Corp59,169$1.81M0.0%-7.3%1.909%
11/5/2025 Envestnet Asset Management Inc.294,172$9.01M0.0%+11.1%9.489%
11/3/2025 Truist Financial Corp105,562$3.23M0.0%+2.8%3.405%
10/30/2025 3EDGE Asset Management LP44,020$1.35M0.1%-4.4%1.467%
10/30/2025 Simplicity Wealth LLC14,337$439K0.0%-49.1%0.478%
10/23/2025 Nova R Wealth Inc.103,278$3.16M1.3%-9.4%3.443%
10/14/2025 GLOBALT Investments LLC GA1,563,580$47.87M1.7%-1.8%52.119%
10/7/2025 ST Germain D J Co. Inc.486,741$14.90M0.6%-0.8%16.225%
8/14/2025Jane Street Group LLC30,536$931K0.0%-53.4%1.018%
8/13/2025Flow Traders U.S. LLC16,146$492K0.0%N/A0.538%
8/8/2025 Cetera Investment Advisers32,291$985K0.0%+4.1%1.076%
8/1/2025 Envestnet Asset Management Inc.264,762$8.08M0.0%+2.9%8.825%
7/31/2025 3EDGE Asset Management LP46,035$1.40M0.1%-22.3%1.535%
7/31/2025 GLOBALT Investments LLC GA1,591,477$48.54M1.9%-1.8%53.049%
7/22/2025 Simplicity Wealth LLC28,178$859K0.0%+115.6%0.939%
7/18/2025 Truist Financial Corp102,649$3.13M0.0%-3.8%3.422%
7/17/2025 Nova R Wealth Inc.114,032$3.48M1.6%-5.5%3.801%
7/16/2025 ST Germain D J Co. Inc.490,879$14.97M0.6%+19.3%16.363%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
5/19/2025Jane Street Group LLC65,465$2M0.0%+175.2%2.182%
5/14/2025Synovus Financial Corp68,285$2.09M0.0%+16.5%2.276%
5/7/2025GLOBALT Investments LLC GA1,621,427$49.54M2.0%-0.3%54.048%
5/6/2025Cetera Investment Advisers31,015$948K0.0%-2.4%1.034%
5/5/2025Kestra Private Wealth Services LLC118,588$3.62M0.1%+16.8%3.953%
5/2/2025Signaturefd LLC6,313$193K0.0%N/A0.210%
5/1/20253EDGE Asset Management LP59,252$1.81M0.1%-11.7%1.975%
4/29/2025Envestnet Asset Management Inc.257,424$7.87M0.0%-1.6%8.581%
4/23/2025Nova R Wealth Inc.120,610$3.69M1.8%N/A4.020%
4/15/2025Simplicity Wealth LLC13,069$399K0.0%N/A0.436%
4/9/2025ST Germain D J Co. Inc.411,382$12.57M0.6%+139.2%13.713%
2/17/2025Cetera Investment Advisers31,775$950K0.0%N/A0.000%
2/14/2025Jane Street Group LLC23,784$711K0.0%-62.7%0.000%
2/13/2025Synovus Financial Corp58,613$1.75M0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.261,674$7.83M0.0%N/A0.000%
2/12/2025JPMorgan Chase & Co.78,824$2.36M0.0%-50.7%0.000%
2/10/2025GLOBALT Investments LLC GA1,626,284$48.63M1.9%N/A0.000%
1/31/20253EDGE Asset Management LP67,100$2.01M0.1%N/A0.000%
1/31/2025Truist Financial Corp114,929$3.44M0.0%N/A0.000%
1/28/2025Kestra Private Wealth Services LLC101,564$3.04M0.1%N/A0.000%
1/10/2025ST Germain D J Co. Inc.172,008$5.14M0.2%+1,176.1%0.000%
12/26/2024JPMorgan Chase & Co.160,000$5.01M0.0%-8.6%0.000%
11/15/2024Jane Street Group LLC63,773$2.00M0.0%+172.2%0.000%
11/14/2024Flow Traders U.S. LLC36,191$1.13M0.1%N/A0.000%
10/18/2024ST Germain D J Co. Inc.13,479$422K0.0%N/A0.000%
8/9/2024Breakwater Investment Management3,183$96K0.0%N/A0.000%


SPTB Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 institutional investors and hedge funds held shares of SPDR Portfolio Treasury ETF. The most heavily invested institutionals were GLOBALT Investments LLC GA ($47.47M), ST Germain D J Co. Inc. ($14.90M), Envestnet Asset Management Inc. ($9.01M), Integrated Capital Management Inc. ($5.68M), Nova R Wealth Inc. ($3.47M), Truist Financial Corp ($3.30M), and Kestra Private Wealth Services LLC ($3.21M).Learn more on SPDR Portfolio Treasury ETF's institutional investors.

Of the 24 institutional investors that purchased SPDR Portfolio Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GLOBALT Investments LLC GA ($1.63M), ST Germain D J Co. Inc. ($490.88K), Envestnet Asset Management Inc. ($298.42K), Integrated Capital Management Inc. ($219.88K), Jane Street Group LLC ($134.44K), Nova R Wealth Inc. ($131.43K), and Kestra Private Wealth Services LLC ($121.53K).

Institutional investors have bought a total of 693,140 shares in the last 24 months. This purchase volume represents approximately $21.08M in transactions.

Of the 9 institutional investors that sold SPDR Portfolio Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($51.96K), GLOBALT Investments LLC GA ($31.16K), Integrated Capital Management Inc. ($28.17K), Simplicity Wealth LLC ($13.84K), Nova R Wealth Inc. ($10.75K), Kestra Private Wealth Services LLC ($7.57K), and Synovus Financial Corp ($4.64K).

Institutional investors have sold a total of 155,349 shares in the last 24 months. This volume of shares sold represents approximately $4.74M in transactions.



Institutional ownership data for NYSEARCA:SPTB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners