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SS Spdr P Treasury ETF (SPTB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares8,186,797 from 2,500,000
Change+5,686,797 (+227%)
Value$236.0M (+$160.9M)
Filed 2026-11-02
Globalt Investments LLC / GA
DECREASED
Shares1,578,570 from 1,615,951
Change-37,381 (-2%)
Value$45.5M (-$3.1M)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares850,435 from 975,018
Change-124,583 (-13%)
Value$24.5K (-$29.3M)
Filed 2026-10-26
Payden & Rygel
INCREASED
Shares314,300 from 261,000
Change+53,300 (+20%)
Value$9.1K (-$7.8M)
Filed 2026-10-28
One Advisory Partners, LLC
NEW
Shares311,992
Change+311,992
Value$9.0M
Filed 2026-10-22
3Edge Asset Management, LP
DECREASED
Shares241,702 from 243,149
Change-1,447 (-1%)
Value$7.0M (-$340.8K)
Filed 2026-10-30
Schwallier Wealth Management LLC
INCREASED
Shares212,326 from 194,521
Change+17,805 (+9%)
Value$6.1M (+$274.1K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares149,256 from 135,272
Change+13,984 (+10%)
Value$4.3M (+$236.8K)
Filed 2026-10-30
Integrated Capital Management, Inc.
DECREASED
Shares129,098 from 189,076
Change-59,978 (-32%)
Value$3.7M (-$2.0M)
Filed 2026-10-09
Kestra Private Wealth Services, LLC
DECREASED
Shares105,030 from 108,925
Change-3,895 (-4%)
Value$3.0M (-$246.2K)
Filed 2026-10-30
American State Bank (Iowa)
INCREASED
Shares25,963 from 19,042
Change+6,921 (+36%)
Value$748.5K (+$176.1K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares21,990 from 17,334
Change+4,656 (+27%)
Value$633.0K (+$114.5K)
Filed 2026-11-02
Simplicity Wealth,LLC
DECREASED
Shares18,147 from 18,180
Change-33 (0%)
Value$523.2K (-$23.3K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
NEW
Shares12,906
Change+12,906
Value$372.1K
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares12,906 from 12,706
Change+200 (+2%)
Value$372.1K (-$9.9K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,122 from 13,328
Change-1,206 (-9%)
Value$349 (-$400.7K)
Filed 2026-11-02
DWM Financial Group, Inc.
NEW
Shares10,772
Change+10,772
Value$310.6K
Filed 2026-10-28
Breakwater Investment Management
UNCHANGED
Shares3,183 from 3,183
Change0 (0%)
Value$91.8K (-$3.9K)
Filed 2026-10-20
IFP Advisors, Inc
NEW
Shares2,833
Change+2,833
Value$81.7K
Filed 2026-10-16
CoreCap Advisors, LLC
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$17.5K (-$745)
Filed 2026-10-08
Creative Financial Designs Inc
DECREASED
Shares395 from 626
Change-231 (-37%)
Value$11.4K (-$7.4K)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.6K (-$69)
Filed 2026-10-20
Arwa LLC
CLOSED
Shares0 from 10,345
Change-10,345 (-100%)
Value$0 (-$308.5K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-04
Envestnet Asset Management Inc
N/A
Shares— from 1,484,913
Change-1,484,913 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 558,046
Change-558,046 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 460,901
Change-460,901 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 105,239
Change-105,239 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 92,969
Change-92,969 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 78,658
Change-78,658 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 78,469
Change-78,469 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 70,267
Change-70,267 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 68,100
Change-68,100 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 56,684
Change-56,684 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 55,897
Change-55,897 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 54,455
Change-54,455 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 52,466
Change-52,466 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 51,861
Change-51,861 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,697
Change-8,697 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
FMR LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 207
Change-207 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 82
Change-82 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 64
Change-64 (-100%)
Value—
Status
Adventist Health System Sunbelt Healthcare Corp
INCREASED8,186,7972,500,000+5,686,797+227%$75.2M$236.0M+$160.9M2026-11-02
Globalt Investments LLC / GA
DECREASED1,578,5701,615,951-37,381-2%$48.6M$45.5M-$3.1M2026-10-27
Park Avenue Securities LLC
DECREASED850,435975,018-124,583-13%$29.3M$24.5K-$29.3M2026-10-26
Payden & Rygel
INCREASED314,300261,000+53,300+20%$7.8M$9.1K-$7.8M2026-10-28
One Advisory Partners, LLC
NEW311,992—+311,992——$9.0M—2026-10-22
3Edge Asset Management, LP
DECREASED241,702243,149-1,447-1%$7.3M$7.0M-$340.8K2026-10-30
Schwallier Wealth Management LLC
INCREASED212,326194,521+17,805+9%$5.8M$6.1M+$274.1K2026-11-05
Truist Financial Corp
INCREASED149,256135,272+13,984+10%$4.1M$4.3M+$236.8K2026-10-30
Integrated Capital Management, Inc.
DECREASED129,098189,076-59,978-32%$5.7M$3.7M-$2.0M2026-10-09
Kestra Private Wealth Services, LLC
DECREASED105,030108,925-3,895-4%$3.3M$3.0M-$246.2K2026-10-30
American State Bank (Iowa)
INCREASED25,96319,042+6,921+36%$572.4K$748.5K+$176.1K2026-11-03
International Assets Investment Management, LLC
INCREASED21,99017,334+4,656+27%$518.5K$633.0K+$114.5K2026-11-02
Simplicity Wealth,LLC
DECREASED18,14718,180-330%$546.5K$523.2K-$23.3K2026-10-23
Elevation Point Wealth Partners, LLC
NEW12,906—+12,906——$372.1K—2026-11-05
StoneX Group Inc.
INCREASED12,90612,706+200+2%$381.9K$372.1K-$9.9K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED12,12213,328-1,206-9%$401.0K$349-$400.7K2026-11-02
DWM Financial Group, Inc.
NEW10,772—+10,772——$310.6K—2026-10-28
Breakwater Investment Management
UNCHANGED3,1833,18300%$95.7K$91.8K-$3.9K2026-10-20
IFP Advisors, Inc
NEW2,833—+2,833——$81.7K—2026-10-16
CoreCap Advisors, LLC
UNCHANGED60660600%$18.2K$17.5K-$7452026-10-08
Creative Financial Designs Inc
DECREASED395626-231-37%$18.8K$11.4K-$7.4K2026-11-04
Private Trust Co NA
UNCHANGED565600%$1.7K$1.6K-$692026-10-20
Arwa LLC
CLOSED010,345-10,345-100%$308.5K$0-$308.5K2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED0202-202-100%$6.1K$0-$6.1K2026-11-04
Envestnet Asset Management Inc
N/A—1,484,913-1,484,913-100%$44.6M———
LPL Financial LLC
N/A—558,046-558,046-100%$16.8M———
ST Germain D J Co Inc
N/A—460,901-460,901-100%$13.9M———
Citadel Advisors LLC
N/A—105,239-105,239-100%$3.2M———
IHT Wealth Management, LLC
N/A—92,969-92,969-100%$2.8M———
Jane Street Group, LLC
N/A—78,658-78,658-100%$2.4M———
MML Investors Services, LLC
N/A—78,469-78,469-100%$2.4M———
Bank of America Corp
N/A—70,267-70,267-100%$2.1M———
SEI Investments Co
N/A—68,100-68,100-100%$2.0M———
Tower Research Capital LLC (TRC)
N/A—56,684-56,684-100%$1.7M———
JPMorgan Chase & Co
N/A—55,897-55,897-100%$1.7M———
Pinnacle Financial Partners, Inc.
N/A—54,455-54,455-100%$1.6M———
Cetera Investment Advisers
N/A—52,466-52,466-100%$1.6M———
Osaic Holdings, Inc.
N/A—51,861-51,861-100%$1.6M———
Global Retirement Partners, LLC
N/A—13,325-13,325-100%$400.6K———
Cerity Partners LLC
N/A—8,697-8,697-100%$261.4K———
Fiduciary Financial Advisors
N/A—2,001-2,001-100%$60.2K———
FMR LLC
N/A—700-700-100%$21.0K———
SouthState Bank Corp
N/A—207-207-100%$6.2K———
Nova Wealth Management, Inc.
N/A—192-192-100%$5.8K———
AE Wealth Management LLC
N/A—171-171-100%$5.1K———
NewEdge Advisors, LLC
N/A—107-107-100%$3.2K———
Wells Fargo & Company
N/A—82-82-100%$2.5K———
Morgan Stanley
N/A—64-64-100%$1.9K———
Showing 48 of 48 institutions