SPTB institutional holders

State Street SPDR Portfolio Treasury ETF · 45 reporting institutions · $253.3M reported value

Institutional holdings

Institutions reporting SPTB, largest first
InstitutionReported positionAdvisors at firmReport period
Adventist Health System Sunbelt Healthcare Corp$75.2M02026-06-30
Globalt Investments LLC / Ga$48.6M122026-06-30
Envestnet Pmc$44.6M602026-06-30
Lpl Financial LLC$16.8M23,4582026-06-30
St Germain D J Co Inc$13.9M02026-06-30
3edge Asset Management, LP$7.3M152026-06-30
Schwallier Wealth Management LLC$5.8M42026-06-30
Integrated Capital Management, Inc.$5.7M52026-06-30
Truist Financial Corp$4.1M02026-06-30
Kestra Private Wealth Services, LLC$3.3M2062026-06-30
Citadel Advisors LLC$3.2M02026-06-30
Iht Wealth Management LLC$2.8M1592026-06-30
Jane Street Group, LLC$2.4M02026-06-30
MML Investors Services, LLC$2.4M5,1202026-06-30
Bank of America Corp /de$2.1M02026-06-30
Sei Investments Co$2M02026-06-30
Synovus Financial Corp$1.8M02025-09-30
Tower Research Capital LLC (trc)$1.7M02026-06-30
Jpmorgan Chase & Co$1.7M02026-06-30
Pinnacle Financial Partners, Inc.$1.6M02026-06-30
Cetera Investment Advisers$1.6M10,3702026-06-30
Osaic Holdings, Inc.$1.6M02026-06-30
American State Bank (iowa)$572.4K02026-06-30
Simplicity Wealth, LLC$546.5K02026-06-30
International Assets Investment Management, LLC$518.5K1222026-06-30
Global Retirement Partners LLC$400.6K4912026-06-30
Stonex Group Inc.$381.9K02026-06-30
Aspenridge Wealth Advisors$308.5K32026-06-30
Cerity Partners LLC$261.4K7772026-06-30
Breakwater Investment Management$95.7K32026-06-30
Cwm, LLC$63.6K6672026-03-31
Fiduciary Financial Advisors$60.2K512026-06-30
Park Avenue Securities LLC$29.3K1,9082026-06-30
Fmr LLC$21K02026-06-30
Creative Financial Designs Inc /adv$18.8K02026-06-30
Corecap Advisors, LLC$18.2K1182026-06-30
Payden & Rygel$7.8K122026-06-30
Southstate Bank Corp$6.2K02026-06-30
Plante Moran Financial Advisors$6.1K1312026-06-30
Ae Wealth Management LLC$5.1K4712026-06-30
Newedge Advisors$3.2K6012026-06-30
Wells Fargo & Company/mn$2.5K02026-06-30
Morgan Stanley$1.9K23,1852026-06-30
Private Trust Co NA$1.7K02026-06-30
Cambridge Investment Research Advisors, Inc.$4023,9402026-03-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30