GLOBALT Investments LLC ETF holdings
Atlanta, GA
Reported $2.2B in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.2B
ETFs held
61
Change from prior quarter
+4.5%
With price moves
ETFs as a share of its 13F
74.7%
of $3.0B
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | $454.4M | 3,659,660 | +2,719,078 shares |
| IWD | iShares Russell 1000 Value ETF | $415.9M | 1,715,696 | −33,408 shares |
| SPTS | State Street SPDR Portfolio Short Term Treasury Index ETF | $290.9M | 10,027,856 | −108,617 shares |
| SPTI | State Street SPDR Portfolio Intermediate Term Treasury Index ETF | $166.0M | 5,846,343 | −78,031 shares |
| SPTL | State Street SPDR Portfolio Long Term Treasury Index ETF | $147.3M | 5,617,536 | +53,549 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $79.2M | 1,746,448 | +13,301 shares |
| IWM | iShares Russell 2000 ETF | $73.2M | 243,530 | −5,200 shares |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | $65.8M | 2,943,106 | −55,271 shares |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | $59.0M | 1,449,863 | −26,492 shares |
| IBTO | Ishares Ibonds Dec 2033 Term Treasury ETF | $57.1M | 2,365,635 | −45,637 shares |
51 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002011891. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does GLOBALT Investments LLC own?
GLOBALT Investments LLC reported 61 ETF positions worth $2.2B in its Form 13F for June 30, 2026. The largest was IWF, at $454.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.