SW
SPTB

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

Simplicity Wealth’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
Q2 		$546K Buy
18,180
+3,349
+23% +$101K 0.02% 605
2026
Q1 		$449K Sell
14,831
-56
-0.4% -$1.71K 0.03% 477
2025
Q4 		$453K Buy
14,887
+550
+4% +$16.8K 0.03% 457
2025
Q3 		$439K Sell
14,337
-13,841
-49% -$421K 0.03% 474
2025
Q2 		$859K Buy
28,178
+15,109
+116% +$457K 0.04% 358
2025
Q1 		$399K Buy
+13,069
New +$394K 0.03% 376

Other funds holding SPTB

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $445B AUM 25.58% 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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SWM
Schwallier Wealth Management Grand Rapids, Michigan $158M AUM 16.81% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Simplicity Wealth's SPTB Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Treasury ETF (SPTB) stake by 23% in Q2 2026, buying an estimated $101K and bringing the position to 18,180 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #605.

Simplicity Wealth first reported a position in SPTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $859K in Q2 2025. 44 funds tracked by Wall St. Rank hold SPTB as of Q2 2026.

  • Simplicity Wealth held 18,180 shares of State Street SPDR Portfolio Treasury ETF worth $546K as of Q2 2026.
  • Simplicity Wealth bought 3,349 State Street SPDR Portfolio Treasury ETF shares in Q2 2026, an estimated $101K.
  • State Street SPDR Portfolio Treasury ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #605 holding.
  • Simplicity Wealth first reported a position in State Street SPDR Portfolio Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Simplicity Wealth's State Street SPDR Portfolio Treasury ETF position peaked at $859K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.