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SPTB

State Street SPDR Portfolio Treasury ETF

30 hedge funds and large institutions have $141M invested in State Street SPDR Portfolio Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

57% more capital invested

Capital invested by funds: $89.6M → $141M (+$51.2M)

25% more funds holding

Funds holding: 2430 (+6)

3.11% less ownership

Funds ownership: 97.53%94.42% (-3.1%)

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
15
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GLOBALT Investments
Georgia
$47.5M -$100K -3,265 -0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.3M +$33.5M +1,094,800 +372%
DJSG
3
D.J. St. Germain
Massachusetts
$14.8M +$1.84K +60 +0%
ICMP
4
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.69M +$6.74M +219,883 New
NRW
5
Nova R Wealth
Kansas
$3.47M +$332K +10,824 +10%
KPWS
6
Kestra Private Wealth Services
Texas
$3.45M +$4.38K +143 +0.1%
Truist Financial
7
Truist Financial
North Carolina
$3.3M +$89.4K +2,918 +3%
LPL Financial
8
LPL Financial
California
$3.09M +$2.9M +94,536 +1,342%
TRCT
9
Tower Research Capital (TRC)
New York
$2.61M +$2.31M +75,262 +714%
MML Investors Services
10
MML Investors Services
Massachusetts
$2.48M +$2.49M +81,395 New
Jane Street
11
Jane Street
New York
$2.19M +$1.61M +52,416 +268%
PFPG
12
Pinnacle Financial Partners (Georgia)
Georgia
$1.78M +$1.8M +58,657 New
3AM
13
3EDGE Asset Management
Florida
$1.31M -$33.8K -1,105 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.26M +$178K +5,808 +16%
FTUS
15
Flow Traders U.S.
New York
$1.23M +$1.24M +40,532 New
Citadel Advisors
16
Citadel Advisors
Florida
$836K -$169K -5,533 -17%
Osaic Holdings
17
Osaic Holdings
Arizona
$578K +$193K +6,314 +50%
SW
18
Simplicity Wealth
New Jersey
$453K +$16.8K +550 +4%
ASBI
19
American State Bank (Iowa)
Iowa
$398K +$400K +13,072 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$335K +$58.5K +1,911 +21%
KG
21
Kilter Group
New York
$293K +$295K +9,637 New
SG
22
StoneX Group
New York
$219K +$221K +7,206 New
BIM
23
Breakwater Investment Management
Washington
$96.8K
CFD
24
Creative Financial Designs
Indiana
$72K +$53.4K +1,742 +279%
BTI
25
Blue Trust Inc
Georgia
$31.8K +$31.9K +1,043 +34,767%

SPTB Hedge Fund Activity: Q4 2025 in Review

30 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Treasury ETF (SPTB) for Q4 2025, worth a combined $141M — up 57% from $89.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPTB positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $33.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $287K sold.

  • 30 institutional investors held State Street SPDR Portfolio Treasury ETF (SPTB) as of Q4 2025, up from 24 in Q3 2025.
  • Funds reported $141M of State Street SPDR Portfolio Treasury ETF stock for Q4 2025, up 57% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio Treasury ETF positions in Q4 2025 and 1 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio Treasury ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $33.5M added.
  • The largest State Street SPDR Portfolio Treasury ETF seller in Q4 2025 was Susquehanna International Group, an estimated $287K sold.

Based on aggregated 13F filings for Q4 2025.