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SPDR Portfolio Treasury ETF (SPTB) Institutional Ownership

$29.99 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Treasury ETF (NYSEARCA:SPTB)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$24.72M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.60M
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SPTB Institutional Buying and Selling by Quarter

SPDR Portfolio Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/20/2026Kestra Private Wealth Services LLC105,920$3.21M0.0%-6.7%1.795%
2/17/2026Cetera Investment Advisers41,355$1.26M0.0%+16.3%0.844%
2/17/2026Osaic Holdings Inc.18,986$578K0.0%+49.8%0.387%
2/17/2026Tower Research Capital LLC TRC 85,804$2.61M0.1%+713.9%1.751%
2/16/2026MML Investors Services LLC81,395$2.48M0.0%N/A1.661%
2/12/2026Jane Street Group LLC71,988$2.19M0.0%+267.8%1.469%
2/12/2026StoneX Group Inc.7,206$219K0.0%N/A0.147%
2/11/2026LPL Financial LLC101,583$3.09M0.0%+1,341.5%2.073%
2/6/2026Creative Financial Designs Inc. ADV2,366$72K0.0%+279.2%0.048%
2/6/20263EDGE Asset Management LP42,915$1.31M0.1%-2.5%0.876%
2/6/2026GLOBALT Investments LLC GA1,560,315$47.47M1.7%-0.2%31.843%
2/2/2026Truist Financial Corp108,480$3.30M0.0%+2.8%2.214%
1/30/2026Simplicity Wealth LLC14,887$453K0.0%+3.8%0.304%
1/16/2026Blue Trust Inc.1,046$32K0.0%+34,766.7%0.021%
1/14/2026Nova R Wealth Inc.114,102$3.47M1.3%+10.5%2.329%
1/8/2026Integrated Capital Management Inc.219,883$6.69M4.4%N/A4.487%
11/17/2025Kestra 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%
11/5/2025Envestnet Asset Management Inc.294,172$9.01M0.0%+11.1%9.489%
11/3/2025Truist Financial Corp105,562$3.23M0.0%+2.8%3.405%
10/30/20253EDGE Asset Management LP44,020$1.35M0.1%-4.4%1.467%
10/30/2025Simplicity Wealth LLC14,337$439K0.0%-49.1%0.478%
10/23/2025Nova R Wealth Inc.103,278$3.16M1.3%-9.4%3.443%
10/14/2025GLOBALT Investments LLC GA1,563,580$47.87M1.7%-1.8%52.119%
10/7/2025ST 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%
8/8/2025Cetera Investment Advisers32,291$985K0.0%+4.1%1.076%
8/1/2025Envestnet Asset Management Inc.264,762$8.08M0.0%+2.9%8.825%
7/31/20253EDGE Asset Management LP46,035$1.40M0.1%-22.3%1.535%
7/31/2025GLOBALT Investments LLC GA1,591,477$48.54M1.9%-1.8%53.049%
7/22/2025Simplicity Wealth LLC28,178$859K0.0%+115.6%0.939%
7/18/2025Truist Financial Corp102,649$3.13M0.0%-3.8%3.422%
7/17/2025Nova R Wealth Inc.114,032$3.48M1.6%-5.5%3.801%
7/16/2025ST Germain D J Co. Inc.490,879$14.97M0.6%+19.3%16.363%
5/19/2025Jane Street Group LLC65,465$2M0.0%+175.2%2.182%
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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, 27 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. ($6.69M), 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 25 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 812,506 shares in the last 24 months. This purchase volume represents approximately $24.72M in transactions.

Of the 10 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: GLOBALT Investments LLC GA ($61.11K), Citadel Advisors LLC ($51.96K), Jane Street Group LLC ($34.93K), Nova R Wealth Inc. ($17.33K), 3EDGE Asset Management LP ($16.34K), Simplicity Wealth LLC ($13.84K), and Kestra Private Wealth Services LLC ($7.57K).

Institutional investors have sold a total of 215,924 shares in the last 24 months. This volume of shares sold represents approximately $6.60M in transactions.


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This page (NYSEARCA:SPTB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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