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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+19,974+1.4%1,484,913$44.64MQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+9,885+10.4%105,239$3.16MQ2 2026Sep 02, 2026
Schwallier Wealth Management LlcBuy+174,028+849.2%194,521$5.85MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+92,969—92,969$2.79MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+70,267—70,267$2.11MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+43,530+123.9%78,658$2.36MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+16,855+48.1%51,861$1.56MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+8,697—8,697$261.43KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Sell-4,467-7.6%54,455$1.64MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+2,001—2,001$60.15KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+82—82$2.46KQ2 2026Aug 14, 2026
Fmr LlcBuy+700—700$21.04KQ2 2026Aug 13, 2026
Morgan StanleySell-77-54.6%64$1.92KQ2 2026Aug 13, 2026
Adventist Health System Sunbelt Healthcare CorpBuy+2,500,000—2,500,000$75.15MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+55,897—55,897$1.69MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+11,196+27.1%52,466$1.58MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+107—107$3.22KQ2 2026Aug 12, 2026
Tower Research Capital Llc (Trc)Sell-115,312-67.0%56,684$1.70MQ2 2026Aug 11, 2026
Globalt Investments Llc / GaSell-43,508-2.6%1,615,951$48.58MQ2 2026Aug 11, 2026
Mml Investors Services, LlcBuy+14,479+22.6%78,469$2.36MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-1,960-0.3%558,046$16.77MQ2 2026Aug 07, 2026
Southstate Bank CorpBuy+207—207$6.22KQ2 2026Aug 06, 2026
Plante Moran Financial Advisors, LlcBuy+202—202$6.07KQ2 2026Aug 06, 2026
Cambridge Investment Research Advisors, Inc.Buy+56+0.4%13,328$401.00Q2 2026Jul 30, 2026
Truist Financial CorpBuy+9,693+7.7%135,272$4.07MQ2 2026Jul 28, 2026
Kestra Private Wealth Services, LlcBuy+3,005+2.8%108,925$3.27MQ2 2026Jul 28, 2026
Private Trust Co NaSell-12-17.6%56$1.68KQ2 2026Jul 28, 2026
Creative Financial Designs IncBuy+6+1.0%626$18.82KQ2 2026Jul 28, 2026
3Edge Asset Management, LpBuy+200,234+466.6%243,149$7.31MQ2 2026Jul 27, 2026
Arwa LlcBuy+10,345—10,345$308.45KQ2 2026Jul 24, 2026
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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.