SWM
SPTB

Schwallier Wealth Management’s State Street SPDR Portfolio Treasury ETF SPTB Stock Holding History

Schwallier Wealth Management’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 		$620K Buy
+20,493
New +$624K 0.45% 28

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 $12.8B AUM 19.38% 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 $2.53B AUM 17.43% 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

Schwallier Wealth Management's SPTB Position: Q1 2026 in Review

Schwallier Wealth Management opened a new position in State Street SPDR Portfolio Treasury ETF (SPTB) in Q1 2026: 20,493 shares worth $620K. The stake represents 0.45% of the portfolio and ranks #28 among its holdings.

36 funds tracked by Wall St. Rank hold SPTB as of Q1 2026.

  • Schwallier Wealth Management held 20,493 shares of State Street SPDR Portfolio Treasury ETF worth $620K as of Q1 2026.
  • State Street SPDR Portfolio Treasury ETF was a new Schwallier Wealth Management position in Q1 2026.
  • State Street SPDR Portfolio Treasury ETF made up 0.45% of Schwallier Wealth Management's portfolio in Q1 2026, its #28 holding.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.