20,493 Shares in SPDR Portfolio Treasury ETF $SPTB Purchased by Schwallier Wealth Management LLC

Schwallier Wealth Management LLC purchased a new stake in SPDR Portfolio Treasury ETF (NYSEARCA:SPTB) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 20,493 shares of the company’s stock, valued at approximately $620,000. SPDR Portfolio Treasury ETF accounts for about 0.5% of Schwallier Wealth Management LLC’s portfolio, making the stock its 28th largest position. Schwallier Wealth Management LLC owned 0.35% of SPDR Portfolio Treasury ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SPTB. Integrated Capital Management Inc. acquired a new position in shares of SPDR Portfolio Treasury ETF in the fourth quarter valued at approximately $6,690,000. Nova R Wealth Inc. lifted its holdings in shares of SPDR Portfolio Treasury ETF by 10.5% during the fourth quarter. Nova R Wealth Inc. now owns 114,102 shares of the company’s stock worth $3,472,000 after purchasing an additional 10,824 shares during the period. Kestra Private Wealth Services LLC grew its position in SPDR Portfolio Treasury ETF by 2.7% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 113,345 shares of the company’s stock valued at $3,470,000 after buying an additional 2,939 shares during the last quarter. Truist Financial Corp grew its position in SPDR Portfolio Treasury ETF by 2.8% in the 4th quarter. Truist Financial Corp now owns 108,480 shares of the company’s stock valued at $3,301,000 after buying an additional 2,918 shares during the last quarter. Finally, LPL Financial LLC increased its stake in SPDR Portfolio Treasury ETF by 1,341.5% in the 4th quarter. LPL Financial LLC now owns 101,583 shares of the company’s stock valued at $3,091,000 after buying an additional 94,536 shares during the period.

SPDR Portfolio Treasury ETF Stock Performance

Shares of SPDR Portfolio Treasury ETF stock opened at $29.83 on Thursday. SPDR Portfolio Treasury ETF has a one year low of $29.68 and a one year high of $30.96. The firm has a fifty day moving average of $29.94 and a two-hundred day moving average of $30.24.

SPDR Portfolio Treasury ETF Company Profile

The SPDR Portfolio Treasury ETF (SPTB) is an exchange-traded fund that is based on the Bloomberg U.S. Treasury index. The fund tracks a market value-weighted index of investment-grade US Treasury securities with various maturities, not less than one year. minimum maturity of one year SPTB was launched on May 20, 2024 and is issued by State Street.