SS SPDR P TREASURY ETF (SPTB) Institutional Ownership Changes & 13F Activity
SS SPDR P TREASURY ETF (SPTB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Adventist Health System Sunbelt Healthcare Corp, 3Edge Asset Management, Lp, Schwallier Wealth Management Llc, Tower Research Capital Llc (Trc), and Iht Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +19,974 | +1.4% | 1,484,913 | $44.64M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +9,885 | +10.4% | 105,239 | $3.16M | Q2 2026 | Sep 02, 2026 |
| Schwallier Wealth Management Llc | Buy | +174,028 | +849.2% | 194,521 | $5.85M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +92,969 | — | 92,969 | $2.79M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +70,267 | — | 70,267 | $2.11M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +43,530 | +123.9% | 78,658 | $2.36M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +16,855 | +48.1% | 51,861 | $1.56M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +8,697 | — | 8,697 | $261.43K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -4,467 | -7.6% | 54,455 | $1.64M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +2,001 | — | 2,001 | $60.15K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +82 | — | 82 | $2.46K | Q2 2026 | Aug 14, 2026 |
| Fmr Llc | Buy | +700 | — | 700 | $21.04K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -77 | -54.6% | 64 | $1.92K | Q2 2026 | Aug 13, 2026 |
| Adventist Health System Sunbelt Healthcare Corp | Buy | +2,500,000 | — | 2,500,000 | $75.15M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +55,897 | — | 55,897 | $1.69M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +11,196 | +27.1% | 52,466 | $1.58M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +107 | — | 107 | $3.22K | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -115,312 | -67.0% | 56,684 | $1.70M | Q2 2026 | Aug 11, 2026 |
| Globalt Investments Llc / Ga | Sell | -43,508 | -2.6% | 1,615,951 | $48.58M | Q2 2026 | Aug 11, 2026 |
| Mml Investors Services, Llc | Buy | +14,479 | +22.6% | 78,469 | $2.36M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -1,960 | -0.3% | 558,046 | $16.77M | Q2 2026 | Aug 07, 2026 |
| Southstate Bank Corp | Buy | +207 | — | 207 | $6.22K | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, Llc | Buy | +202 | — | 202 | $6.07K | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +56 | +0.4% | 13,328 | $401.00 | Q2 2026 | Jul 30, 2026 |
| Truist Financial Corp | Buy | +9,693 | +7.7% | 135,272 | $4.07M | Q2 2026 | Jul 28, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +3,005 | +2.8% | 108,925 | $3.27M | Q2 2026 | Jul 28, 2026 |
| Private Trust Co Na | Sell | -12 | -17.6% | 56 | $1.68K | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +6 | +1.0% | 626 | $18.82K | Q2 2026 | Jul 28, 2026 |
| 3Edge Asset Management, Lp | Buy | +200,234 | +466.6% | 243,149 | $7.31M | Q2 2026 | Jul 27, 2026 |
| Arwa Llc | Buy | +10,345 | — | 10,345 | $308.45K | Q2 2026 | Jul 24, 2026 |
Frequently asked questions about SPTB activity
Which institutional owners are buying SPTB?
Institutional owners buying SPTB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPTB activity?
"Buy" means an investor increased their reported position in SPTB compared to the prior reporting period. This reflects growing exposure to SS SPDR P TREASURY ETF (SPTB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPTB increasing?
Institutional interest in SPTB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.