GI
SPTB

GLOBALT Investments’s State Street SPDR Portfolio Treasury ETF SPTB Stock Holding History

GLOBALT Investments’s Portfolio SPTB Stock Details SPTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.2M Buy
1,659,459
+99,144
+6% +$3.02M 1.79% 13
2025
Q4 		$47.5M Sell
1,560,315
-3,265
-0.2% -$100K 1.73% 16
2025
Q3 		$47.9M Sell
1,563,580
-27,897
-2% -$848K 1.75% 14
2025
Q2 		$48.5M Sell
1,591,477
-29,950
-2% -$906K 1.86% 13
2025
Q1 		$49.5M Sell
1,621,427
-4,857
-0.3% -$146K 2.02% 13
2024
Q4 		$48.6M Buy
+1,626,284
New +$49.5M 1.86% 13

Other funds holding SPTB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

GLOBALT Investments's SPTB Position: Q1 2026 in Review

GLOBALT Investments increased its State Street SPDR Portfolio Treasury ETF (SPTB) stake by 6.4% in Q1 2026, buying an estimated $3.02M and bringing the position to 1,659,459 shares worth $50.2M. The position accounts for 1.79% of the portfolio, ranked #13.

GLOBALT Investments first reported a position in SPTB in Q4 2024 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold SPTB as of Q1 2026.

  • GLOBALT Investments held 1,659,459 shares of State Street SPDR Portfolio Treasury ETF worth $50.2M as of Q1 2026.
  • GLOBALT Investments bought 99,144 State Street SPDR Portfolio Treasury ETF shares in Q1 2026, an estimated $3.02M.
  • State Street SPDR Portfolio Treasury ETF made up 1.79% of GLOBALT Investments's portfolio in Q1 2026, its #13 holding.
  • GLOBALT Investments first reported a position in State Street SPDR Portfolio Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.