13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SPTB

SPDR Portfolio Treasury ETF

38 institutions still hold SPDR Portfolio Treasury ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468r457·38 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.2%
vs prior quarter
13F value held
$162M
75.0% inst. owned
of float
Holders
38
-86 QoQ
filers reporting
Activity
+71 / −26
+807 added · −744 reduced
this quarter
Concentration
30.97%
GLOBALT Investments LLC / GA #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported SPTB in Q1 2026. GLOBALT Investments LLC / GA leads at 31.0% of the visible book. -86 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GLOBALT Investments LLC / GA
CIK 0002011891
$50M1.7M1.79%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M1.5M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$17M560K0.00%Q1 202604
ST GERMAIN D J CO INC
CIK 0000831571
$14M473K0.57%Q1 202605
INTEGRATED CAPITAL MANAGEMENT, INC.
CIK 0001608826
$7M217K4.37%Q1 202606
Tower Research Capital LLC (TRC)
CIK 0001533421
$5M172K0.14%Q1 202607
TRUIST FINANCIAL CORP
CIK 0000092230
$4M126K0.01%Q1 202608
Nova R Wealth, Inc.
CIK 0001729457
$3M112K1.08%Q1 202609
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M106K0.04%Q1 202610
SEI INVESTMENTS CO
CIK 0000350894
$2M68K0.00%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M64K0.01%Q1 202612
SYNOVUS FINANCIAL CORP
CIK 0000018349
$2M59K0.02%Q3 202513
Pinnacle Financial Partners, Inc.
CIK 0002082866
$2M59K0.01%Q1 202614
3EDGE Asset Management, LP
CIK 0001665605
$1M43K0.06%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$1M41K0.00%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M35K0.00%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M35K0.00%Q1 202618
CITADEL ADVISORS LLC
CIK 0001423053
$835,53127K0.00%Q4 202519
Schwallier Wealth Management LLC
CIK 0001934951
$620,20820K0.45%Q1 202620
American State Bank (Iowa)
CIK 0002122473
$467,05015K0.22%Q1 2026
Page 1 of 2
18 more holders available. Log in →