State Street SPDR Portfolio Treasury ETF
SPTB
36 hedge funds and large institutions have $202M invested in State Street SPDR Portfolio Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
43% more capital invested
Capital invested by funds: $141M → $202M (+$60.9M)
20% more funds holding
Funds holding: 30 → 36 (+6)
18.49% more ownership
Funds ownership: 94.42% → 112.91% (+18%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAS
Park Avenue Securities
New York
|
+$30M |
| 2 |
LPL Financial
San Diego,
California
|
+$14M |
| 3 |
PR
Payden & Rygel
Los Angeles,
California
|
+$7.95M |
| 4 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
+$3.02M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.23M |
| 2 |
Jane Street
New York
|
-$1.12M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$530K |
| 4 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$423K |
| 5 |
KG
Kilter Group
Rhinebeck,
New York
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $63.6K | +$64K | +2,100 | New |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $18.8K | -$53.2K | -1,746 | -74% |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $18.1K | -$487 | -16 | -3% |
|
|
ACA
29
Aptus Capital Advisors
Fairhope,
Alabama
| $8.75K | +$8.8K | +289 | New |
|
|
AWM
30
AE Wealth Management
Topeka,
Kansas
| $7.11K | -$10.9K | -358 | -60% |
|
|
NWM
31
Nova Wealth Management
Bonita Springs,
Florida
| $5.81K | +$5.85K | +192 | New |
|
32
Morgan Stanley
New York
| $4.27K | +$1.95K | +64 | +83% |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| $3.21K | – | – | – |
|
|
BTI
34
Blue Trust Inc
Alpharetta,
Georgia
| $2.94K | -$28.9K | -949 | -91% |
|
|
PTC
35
Private Trust Company
Cleveland,
Ohio
| $2.06K | +$2.07K | +68 | New |
|
36
William Blair & Company
Chicago,
Illinois
| $1.82K | – | – | – |
|
|
FTUS
37
Flow Traders U.S.
New York
| – | -$1.23M | -40,532 | Closed |
|
|
KG
38
Kilter Group
Rhinebeck,
New York
| – | -$293K | -9,637 | Closed |
|
SPTB Hedge Fund Activity: Q1 2026 in Review
36 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Treasury ETF (SPTB) for Q1 2026, worth a combined $202M — up 43% from $141M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPTB positions and 2 closed out — a net gain of 6 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Park Avenue Securities, opening a new position worth an estimated $30M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.23M sold.
- 36 institutional investors held State Street SPDR Portfolio Treasury ETF (SPTB) as of Q1 2026, up from 30 in Q4 2025.
- Funds reported $202M of State Street SPDR Portfolio Treasury ETF stock for Q1 2026, up 43% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio Treasury ETF positions in Q1 2026 and 2 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio Treasury ETF buyer in Q1 2026 was Park Avenue Securities, an estimated $30M added.
- The largest State Street SPDR Portfolio Treasury ETF seller in Q1 2026 was Flow Traders U.S., an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2026.