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Security record · archived quarter

SPIB

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF · Financial Services · Asset Management - Bonds

32.33 0.0% mkt cap $11.29B quote delayed (FMP) · as of Oct 14 22:09 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
56Tracked holders
-2Δ holders
150.55MShares held
$5.09BReported value
+0New positions
−2Exits
Falling Conviction score 38/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.4% · share flow -5.3% · net new positions -3.6% — formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 56 -2 135.72M $4.53B +1 −4
Q1 2026 60 +4 141.20M $4.73B +7 −3
Q4 2025 56 -2 150.55M $5.09B — −2
Q3 2025 11 0 21.22M $719.11M +1 −1
Q2 2025 8 -1 8.88M $298.08M — −1
Q1 2025 7 0 9.36M $311.16M +1 −1
Q4 2024 7 -1 12.92M $423.17M — −1
Q3 2024 7 +3 7.45M $251.25M +3 —
Q2 2024 4 — 4.47M $145.52M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 49.06M — $1.66B 0.5% n/c 1 SEC ↗
2 Charles Schwab Investment… 29.91M — $1.01B 0.2% n/c 1 SEC ↗
3 Envestnet Asset Management Inc 10.90M — $368.36M 0.1% n/c 1 SEC ↗
4 Creative Planning 8.06M — $272.45M 0.2% n/c 1 SEC ↗ ×2
5 Morgan Stanley ✦ 5.92M +11.8% $200.14M 0.0% ▲ Add 2 SEC ↗ ×6
6 Ameriprise Financial Inc 5.73M — $193.70M 0.0% n/c 1 SEC ↗ ×3
7 Wells Fargo & Company/Mn 5.49M — $185.62M 0.0% n/c 1 SEC ↗ ×3
8 Assetmark, Inc 5.18M — $175.18M 0.4% n/c 1 SEC ↗
9 Raymond James Financial Inc 5.00M — $169.12M 0.1% n/c 1 SEC ↗ ×3
10 Point72 Asset Management ✦ 3.48M -14.1% $117.66M 0.2% ▼ Trim 7 SEC ↗
11 HighTower Advisors, LLC 3.26M — $110.25M 0.1% n/c 1 SEC ↗
12 State Street Global Advisors ✦ (passive) 2.65M -44.0% $89.58M 0.0% ▼ Trim 5 SEC ↗
13 Osaic Holdings, Inc. 2.18M — $73.73M 0.1% n/c 1 SEC ↗ ×3
14 Cetera Investment Advisers 1.85M — $62.39M 0.1% n/c 1 SEC ↗
15 Royal Bank Of Canada 1.70M — $57.59M 0.0% n/c 1 SEC ↗ ×5
16 Bank Of America Corp /De/ 1.54M — $52.03M 0.0% n/c 1 SEC ↗ ×3
17 UBS Group AG 1.33M — $45.10M 0.0% n/c 1 SEC ↗
18 Wealth Enhancement Advisory… 867.77K — $29.39M 0.0% n/c 1 SEC ↗
19 Cerity Partners LLC 710.92K — $24.04M 0.0% n/c 1 SEC ↗
20 Cwm, Llc 564.34K — $19.08M 0.1% n/c 1 SEC ↗
21 Bank Of Nova Scotia 487.56K — $16.48M 0.0% n/c 1 SEC ↗
22 Mariner, LLC 463.34K — $15.67M 0.0% n/c 1 SEC ↗ ×2
23 Truist Financial Corp 449.59K — $15.20M 0.0% n/c 1 SEC ↗ ×2
24 Mml Investors Services, Llc 381.75K — $12.91M 0.0% n/c 1 SEC ↗
25 Goldman Sachs Group ✦ 371.62K +263.6% $12.56M 0.0% ▲ Add 2 SEC ↗
26 Northwestern Mutual Wealth… 365.70K — $12.36M 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 310.93K — $10.51M 0.0% n/c 1 SEC ↗ ×4
28 Jane Street Group, Llc 301.64K — $10.20M 0.0% n/c 1 SEC ↗
29 Commonwealth Equity Services, Llc 241.96K — $8.18M 0.0% n/c 1 SEC ↗
30 Jones Financial Companies Lllp 214.18K — $7.24M 0.0% n/c 1 SEC ↗
31 Bank of New York Mellon Corp 188.07K — $6.36M 0.0% n/c 1 SEC ↗ ×3
32 Susquehanna International Group, Llp 164.96K — $5.58M 0.0% n/c 1 SEC ↗
33 Mirae Asset Global Investments Co.… 161.00K — $5.44M 0.0% n/c 1 SEC ↗
34 Gotham Asset Management ✦ 149.50K 0.0% $5.05M 0.0% Held 2 SEC ↗
35 Financial Engines Advisors L.L.C. 147.27K — $4.98M 0.0% n/c 1 SEC ↗
36 Corient Private Wealth LP 122.29K — $4.14M 0.0% n/c 1 SEC ↗ ×2
37 Blair William & Co/Il 121.10K — $4.09M 0.0% n/c 1 SEC ↗
38 JPMorgan Chase ✦ 109.24K -93.1% $3.69M 0.0% ▼ Trim 2 SEC ↗ ×5
39 Rockefeller Capital Management L.P. 82.77K — $2.80M 0.0% n/c 1 SEC ↗
40 Us Bancorp \De\ 81.38K — $2.75M 0.0% n/c 1 SEC ↗ ×3
41 Focus Partners Wealth 44.66K — $1.51M 0.0% n/c 1 SEC ↗
42 Qube Research & Technologies Ltd 29.72K — $1.00M 0.0% n/c 1 SEC ↗
43 Fisher Asset Management ✦ 29.06K -7.7% $982,450 0.0% ▼ Trim 7 SEC ↗
44 Captrust Financial Advisors 23.16K — $783,036 0.0% n/c 1 SEC ↗
45 Mercer Global Advisors Inc /Adv 22.82K — $771,478 0.0% n/c 1 SEC ↗
46 Northern Trust Corp 19.39K — $655,711 0.0% n/c 1 SEC ↗
47 Fidelity (FMR) ✦ 18.25K +0.1% $617,217 0.0% ▲ Add 3 SEC ↗
48 Baird Financial Group, Inc. 16.00K — $541,028 0.0% n/c 1 SEC ↗
49 Pnc Financial Services Group, Inc. 13.09K — $442,711 0.0% n/c 1 SEC ↗ ×4
50 Millennium Management ✦ 13.01K -64.4% $439,970 0.0% ▼ Trim 6 SEC ↗
51 Bank Of Montreal /Can/ 12.77K — $431,794 0.0% n/c 1 SEC ↗ ×2
52 Brown Advisory Inc 11.91K — $402,825 0.0% n/c 1 SEC ↗
53 Citigroup Inc 5.39K — $182,304 0.0% n/c 1 SEC ↗
54 Barclays Plc 2.74K — $92,504 0.0% n/c 1 SEC ↗ ×2
55 UBS AM, a distinct business unit of… 95 — $3,212 0.0% n/c 1 SEC ↗
56 National Bank Of Canada /Fi/ 37 — $1,251 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

D. E. Shaw & Co. $170.61M was 0.1%
Renaissance Technologies $6.31M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 571 holders, 263.70M shares, $8.27B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API