UBS Group
SPTB

UBS Group’s State Street SPDR Portfolio Treasury ETF SPTB Stock Holding History

UBS Group’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
2025
Q3 		– Sell
-414
Closed -$12.6K – 11102
2025
Q2 		$12.6K Buy
414
+40
+11% +$1.21K ﹤0.01% 8732
2025
Q1 		$11.4K Sell
374
-252
-40% -$7.6K ﹤0.01% 8557
2024
Q4 		$18.7K Buy
+626
New +$19K ﹤0.01% 7922

Other funds holding SPTB

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's SPTB Position: Q3 2025 in Review

UBS Group sold out of State Street SPDR Portfolio Treasury ETF (SPTB) in Q3 2025, closing a stake of 414 shares — an estimated $12.6K sold.

UBS Group first reported a position in SPTB in Q4 2024 and held it in 3 quarters. The position peaked at $18.7K in Q4 2024. 24 funds tracked by Wall St. Rank hold SPTB as of Q3 2025.

  • UBS Group reported no remaining State Street SPDR Portfolio Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 414 State Street SPDR Portfolio Treasury ETF shares in Q3 2025, an estimated $12.6K.
  • UBS Group first reported a position in State Street SPDR Portfolio Treasury ETF in Q4 2024 and held it in 3 quarters.
  • UBS Group's State Street SPDR Portfolio Treasury ETF position peaked at $18.7K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.