GLOBALT Investments LLC / GA quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, GLOBALT Investments LLC / GA opened 12 positions, added to 2, reduced 37, sold out of 10 and left 7 unchanged. The largest increase in value was SPTS (+$290,908,104); the largest decrease was SPTS (-$295,782,283).
- SPTS: Country of operation —; Class ST SHO TREAS ETF; Shares 2026-03-31 0; Shares 2026-06-30 10,027,856.
- SPTI: Country of operation —; Class ST INTER ETF; Shares 2026-03-31 0; Shares 2026-06-30 5,846,343.
- SPTL: Country of operation —; Class ST LON TREAS ETF; Shares 2026-03-31 0; Shares 2026-06-30 5,617,536.
- XLU: Country of operation —; Class ST STR UTIL ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,746,448.
Two Form 13F-HR filings compared (SEC CIK 2011891): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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