LPL Financial
SPTB

LPL Financial’s State Street SPDR Portfolio Treasury ETF SPTB Stock Holding History

LPL Financial’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 		$16.9M Buy
560,006
+458,423
+451% +$14M ﹤0.01% 1584
2025
Q4 		$3.09M Buy
101,583
+94,536
+1,342% +$2.9M ﹤0.01% 2987
2025
Q3 		$216K Buy
+7,047
New +$214K ﹤0.01% 5296

Other funds holding SPTB

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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 28.32% 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 $74.2B AUM 21.09% 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 $8.11B AUM 24.74% 1-Year Est. Return

LPL Financial's SPTB Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR Portfolio Treasury ETF (SPTB) stake by 451% in Q1 2026, buying an estimated $14M and bringing the position to 560,006 shares worth $16.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

LPL Financial first reported a position in SPTB in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold SPTB as of Q1 2026.

  • LPL Financial held 560,006 shares of State Street SPDR Portfolio Treasury ETF worth $16.9M as of Q1 2026.
  • LPL Financial bought 458,423 State Street SPDR Portfolio Treasury ETF shares in Q1 2026, an estimated $14M.
  • State Street SPDR Portfolio Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1584 holding.
  • LPL Financial first reported a position in State Street SPDR Portfolio Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.