IFP Advisors’s State Street SPDR Portfolio Treasury Index ETF SPTB Stock Holding History

IFP Advisors’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 Q3	$81.7K	Buy	+2,833	New	+$83.7K	﹤0.01%	2091

Other funds holding SPTB

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Payden & Rygel Los Angeles, California $1.28B AUM 26.24% 1-Year Est. Return

One Advisory Partners Overland Park, Kansas $370M AUM 11.55% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Schwallier Wealth Management Grand Rapids, Michigan $157M AUM 10.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.72% 1-Year Est. Return

IFP Advisors's SPTB Position: Q3 2026 in Review

IFP Advisors opened a new position in State Street SPDR Portfolio Treasury Index ETF (SPTB) in Q3 2026: 2,833 shares worth $81.7K. The stake represents ﹤0.01% of the portfolio and ranks #2091 among its holdings.

25 funds tracked by Wall St. Rank hold SPTB as of Q3 2026.

IFP Advisors held 2,833 shares of State Street SPDR Portfolio Treasury Index ETF worth $81.7K as of Q3 2026.
State Street SPDR Portfolio Treasury Index ETF was a new IFP Advisors position in Q3 2026.
State Street SPDR Portfolio Treasury Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2091 holding.
25 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury Index ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.