UBS Group
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UBS Group’s State Street SPDR Portfolio Treasury Index 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
2026
Q3 		$137K Buy
+4,766
New +$141K ﹤0.01% 6986
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

Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Payden & Rygel
Payden & Rygel Los Angeles, California $1.28B AUM 26.24% 1-Year Est. Return
One Advisory Partners
One Advisory Partners Overland Park, Kansas $370M AUM 11.55% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Schwallier Wealth Management
Schwallier Wealth Management Grand Rapids, Michigan $157M AUM 10.94% 1-Year Est. Return
Truist Financial
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

UBS Group's SPTB Position: Q3 2026 in Review

UBS Group opened a new position in State Street SPDR Portfolio Treasury Index ETF (SPTB) in Q3 2026: 4,766 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #6986 among its holdings. This is a return to the name: UBS Group previously reported a position in SPTB as recently as Q2 2025.

UBS Group first reported a position in SPTB in Q4 2024 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold SPTB as of Q3 2026.

  • UBS Group held 4,766 shares of State Street SPDR Portfolio Treasury Index ETF worth $137K as of Q3 2026.
  • State Street SPDR Portfolio Treasury Index ETF was a new UBS Group position in Q3 2026.
  • State Street SPDR Portfolio Treasury Index ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6986 holding.
  • UBS Group first reported a position in State Street SPDR Portfolio Treasury Index ETF in Q4 2024 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury Index ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.