Who owns SPTB?
State Street SPDR Portfolio Treasury Index ETF · State Street
44 institutions reported holding SPTB, worth $289.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPTB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Adventist Health System Sunbelt Healthcare Corp. | Altamonte Springs, FL | $75.2M | 2,500,000 | New position |
| GLOBALT Investments LLC | Atlanta, GA | $48.6M | 1,615,951 | −43,508 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $44.6M | 1,484,913 | +19,974 shares |
| Park Avenue Securities LLC | New York, NY | $29.3M | 975,018 | −10,654 shares |
| LPL Financial LLC | Fort Mill, SC | $16.8M | 558,046 | −1,960 shares |
| St Germain D J Co Inc. | Springfield, MA | $13.9M | 460,901 | −12,018 shares |
| Payden & Rygel | Los Angeles, CA | $7.8M | 261,000 | No change |
| 3EDGE Asset Management, LP | Naples, FL | $7.3M | 243,149 | +200,234 shares |
| Schwallier Wealth Management LLC | Grand Rapids, MI | $5.8M | 194,521 | +174,028 shares |
| Integrated Capital Management, Inc. | Jessup, PA | $5.7M | 189,076 | −28,172 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPTB?
44 institutional managers reported holding SPTB in Form 13F filings for June 30, 2026, worth $289.4M in total. The largest reported position was held by Adventist Health System Sunbelt Healthcare Corp., at $75.2M.
Did institutions buy or sell SPTB last quarter?
Reported 13F value rose 43.6% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPTB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.