SS SPDR P TREASURY ETF SPTB
$29.99
+0.3% 52w: $28.92 – $30.50
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data28.9229.7130.50
Jun 20, 2025 Jul 2, 2026
Institutional holders
35
+5 QoQ
13F value
$201.6M
+43.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SPTB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GLOBALT Investments LLC / GA | Wealth advisor | 1.7M | $50.2M | 1.8% | +6.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.5M | $44.3M | 0.0% | +5.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 985.7K | $29.8M | 0.2% | New |
| LPL Financial LLC | Bank broker | 560.0K | $16.9M | 0.0% | +451.3% |
| ST GERMAIN D J CO INC | Other | 472.9K | $14.3M | 0.6% | -2.9% |
| PAYDEN & RYGEL | Other | 261.0K | $7.9M | 0.6% | New |
| INTEGRATED CAPITAL MANAGEMENT, INC. | Wealth advisor | 217.2K | $6.6M | 4.4% | -1.2% |
| Tower Research Capital LLC (TRC) | Market maker | 172.0K | $5.2M | 0.1% | +100.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 125.6K | $3.8M | 0.0% | +15.8% |
| Nova R Wealth, Inc. | Wealth advisor | 111.9K | $3.4M | 1.1% | -2.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 105.9K | $3.2M | 0.0% | -6.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 95.4K | $2.9M | 0.0% | +247.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 68.1K | $2.1M | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 64.0K | $1.9M | 0.0% | -21.4% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 58.9K | $1.8M | 0.0% | +0.5% |
| 3EDGE Asset Management, LP | Wealth advisor | 42.9K | $1.3M | 0.1% | Held |
| Cetera Investment Advisers | Wealth advisor | 41.3K | $1.2M | 0.0% | -0.2% |
| JANE STREET GROUP, LLC | Market maker | 35.1K | $1.1M | 0.0% | -51.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 35.0K | $1.1M | 0.0% | +84.4% |
| Schwallier Wealth Management LLC | Wealth advisor | 20.5K | $620K | 0.5% | New |
| American State Bank (Iowa) | Other | 15.4K | $467K | 0.2% | +18.1% |
| Simplicity Wealth,LLC | Wealth advisor | 14.8K | $449K | 0.0% | -0.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 13.3K | $402K | 0.0% | +20.5% |
| StoneX Group Inc. | Wealth advisor | 12.7K | $385K | 0.0% | +76.3% |
| Breakwater Investment Management | Wealth advisor | 3.2K | $96K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 2.1K | $64K | 0.0% | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 620 | $19K | 0.0% | -73.8% |
| CoreCap Advisors, LLC | Wealth advisor | 599 | $18K | 0.0% | -2.6% |
| Aptus Capital Advisors, LLC | Wealth advisor | 289 | $9K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 235 | $7K | 0.0% | -60.4% |
| MORGAN STANLEY | Bank broker | 141 | $4K | 0.0% | +83.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 106 | $3K | 0.0% | Held |
| Blue Trust, Inc. | Wealth advisor | 97 | $3K | 0.0% | -90.7% |
| PRIVATE TRUST CO NA | Diversified mechanical | 68 | $2K | 0.0% | New |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 60 | $2K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.