SPTB Institutional Ownership & Shareholders
SS SPDR P TREASURY ETF (SPTB) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $254.93M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Adventist Health System Sunbelt Healthcare Corp is currently the largest disclosed institutional shareholder of SPTB tracked by InsiderSet, reporting ownership valued at approximately $236.03M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $240.11M, representing an estimated gain of +1.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SPTB value among the investors covered in this analysis. Major shareholders include Adventist Health System Sunbelt Healthcare Corp, Globalt Investments Llc / Ga, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SS SPDR P TREASURY ETF (SPTB).
This page ranks the largest institutional SPTB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$254.93M
Largest Holder
Adventist Health System Sunbelt Healthcare Corp
Largest Position
$236.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Adventist Health System Sunbelt Healthcare Corp | 5.58% | 8,186,797 | $236,025,445 | $240,111,388 | +$4,085,943 | +1.73% | |
| Globalt Investments Llc / Ga | 1.57% | 1,578,570 | $45,510,166 | $46,298,037 | +$787,871 | +1.73% | |
| Envestnet Asset Management Inc | 0.01% | 1,484,913 | $44,636,479 | $43,551,162 | -$1,085,317 | -2.43% | |
| Lpl Financial Llc | 0.00% | 558,046 | $16,774,870 | $16,366,987 | -$407,883 | -2.43% | |
| St Germain D J Co Inc | 0.50% | 460,901 | $13,854,691 | $13,517,812 | -$336,879 | -2.43% | |
| One Advisory Partners, Llc | 2.43% | 311,992 | $8,994,724 | $9,150,445 | +$155,721 | +1.73% | |
| 3Edge Asset Management, Lp | 0.30% | 241,702 | $6,968,269 | $7,088,902 | +$120,633 | +1.73% | |
| Schwallier Wealth Management Llc | 3.69% | 194,521 | $5,847,292 | $5,705,126 | -$142,166 | -2.43% | |
| Truist Financial Corp | 0.01% | 149,256 | $4,303,037 | $4,377,544 | +$74,507 | +1.73% | |
| Integrated Capital Management, Inc. | 2.67% | 129,098 | $3,721,904 | $3,786,328 | +$64,424 | +1.73% | |
| Citadel Advisors Llc | 0.00% | 105,239 | $3,163,484 | $3,086,565 | -$76,919 | -2.43% | |
| Kestra Private Wealth Services, Llc | 0.03% | 105,030 | $3,028,028 | $3,080,435 | +$52,407 | +1.73% | |
| Iht Wealth Management, Llc | 0.06% | 92,969 | $2,794,657 | $2,726,697 | -$67,960 | -2.43% | |
| Jane Street Group, Llc | 0.00% | 78,658 | $2,364,459 | $2,306,968 | -$57,491 | -2.43% | |
| Mml Investors Services, Llc | 0.00% | 78,469 | $2,358,780 | $2,301,425 | -$57,355 | -2.43% | |
| Bank Of America Corp | 0.00% | 70,267 | $2,112,226 | $2,060,868 | -$51,358 | -2.43% | |
| Sei Investments Co | 0.00% | 68,100 | $2,047,086 | $1,997,312 | -$49,774 | -2.43% | |
| Tower Research Capital Llc (Trc) | 0.04% | 56,684 | $1,703,921 | $1,662,491 | -$41,430 | -2.43% | |
| Jpmorgan Chase & Co | 0.00% | 55,897 | $1,687,530 | $1,639,409 | -$48,121 | -2.85% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 54,455 | $1,636,934 | $1,597,116 | -$39,818 | -2.43% | |
| Cetera Investment Advisers | 0.00% | 52,466 | $1,577,140 | $1,538,781 | -$38,359 | -2.43% | |
| Osaic Holdings, Inc. | 0.00% | 51,861 | $1,558,880 | $1,521,036 | -$37,844 | -2.43% | |
| American State Bank (Iowa) | 0.30% | 25,963 | $748,513 | $761,471 | +$12,958 | +1.73% | |
| International Assets Investment Management, Llc | 0.04% | 21,990 | $632,982 | $644,947 | +$11,965 | +1.89% | |
| Simplicity Wealth,Llc | 0.02% | 18,147 | $523,186 | $532,235 | +$9,049 | +1.73% | |
| Stonex Group Inc. | 0.01% | 12,906 | $372,080 | $378,521 | +$6,441 | +1.73% | |
| Cerity Partners Llc | 0.00% | 8,697 | $261,432 | $255,075 | -$6,357 | -2.43% | |
| Breakwater Investment Management | 0.03% | 3,183 | $91,766 | $93,355 | +$1,589 | +1.73% | |
| Ifp Advisors, Inc | 0.00% | 2,833 | $81,675 | $83,089 | +$1,414 | +1.73% | |
| Cwm, Llc | 0.00% | 2,100 | $63,557 | $61,591 | -$1,966 | -3.09% | |
| Action Point Financial Planning, Llc | 0.01% | 2,001 | $60,150 | $58,688 | -$1,462 | -2.43% | |
| Park Avenue Securities Llc | 0.15% | 850,435 | $24,518 | $24,942,493 | +$24,917,975 | +101631.35% | |
| Fmr Llc | 0.00% | 700 | $21,042 | $20,530 | -$512 | -2.43% | |
| Creative Financial Designs Inc | 0.00% | 626 | $18,823 | $18,360 | -$463 | -2.46% | |
| Corecap Advisors, Llc | 0.00% | 606 | $17,471 | $17,773 | +$302 | +1.73% | |
| Payden & Rygel | 0.71% | 314,300 | $9,061 | $9,218,136 | +$9,209,075 | +101634.20% | |
| Southstate Bank Corp | 0.00% | 207 | $6,222 | $6,071 | -$151 | -2.42% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 202 | $6,072 | $5,924 | -$148 | -2.43% | |
| Nova Wealth Management, Inc. | 0.00% | 192 | $5,772 | $5,631 | -$141 | -2.44% | |
| Newedge Advisors, Llc | 0.00% | 107 | $3,219 | $3,138 | -$81 | -2.51% | |
| Wells Fargo & Company/Mn | 0.00% | 82 | $2,465 | $2,405 | -$60 | -2.43% | |
| Morgan Stanley | 0.00% | 64 | $1,924 | $1,877 | -$47 | -2.44% | |
| Private Trust Co Na | 0.00% | 56 | $1,614 | $1,642 | +$28 | +1.76% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,122 | $349 | $355,527 | +$355,178 | +101770.30% |
Frequently asked questions about SPTB
Who are the largest institutional holders of SPTB?
The largest institutional holders of SPTB reported in the latest SEC Form 13F filings include Adventist Health System Sunbelt Healthcare Corp, Globalt Investments Llc / Ga, Envestnet Asset Management Inc, Lpl Financial Llc, and St Germain D J Co Inc. InsiderSet ranks institutional holders by their latest reported SPTB position.
What is SPTB institutional ownership?
This page tracks SPTB positions reported by institutional investment managers through SEC Form 13F. SS SPDR P TREASURY ETF (SPTB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPTB?
InsiderSet currently tracks 44 institutional managers reporting SPTB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPTB shareholders.
How much SPTB stock do institutions own?
Institutional investment managers disclosed approximately $254.93M in SPTB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPTB institutional ownership last updated?
The latest SPTB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPTB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPTB position after the reporting date.
Are institutions buying or selling SPTB?
Institutional buying and selling can be analyzed by comparing SPTB positions across consecutive 13F reporting periods. InsiderSet's SPTB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPTB ownership changes.
How has SPTB institutional ownership changed over time?
InsiderSet tracks SPTB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.