Security record
SPIB
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF · Financial Services · Asset Management - Bonds
57Tracked holders
-2Δ holders
139.18MShares held
$4.65BReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow -1.1% ·
net new positions -3.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | -2 | 139.18M | $4.65B | +1 | −3 |
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 58.15M | +11.9% | $1.95B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 12.10M | +4.9% | $404.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 11.54M | +117.2% | $386.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 11.54M | +117.2% | $386.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 11.54M | +117.2% | $386.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 11.54M | +117.2% | $386.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 11.54M | +117.2% | $386.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Creative Planning | 7.67M | -3.8% | $256.77M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Creative Planning | 7.67M | -3.8% | $256.77M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Charles Schwab Investment… | 7.48M | -60.9% | $250.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Assetmark, Inc | 5.30M | +1.9% | $177.31M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 5.28M | +4.1% | $176.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 5.28M | +4.1% | $176.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 5.28M | +2.8% | $176.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 5.28M | +2.8% | $176.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 5.28M | +2.8% | $176.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 3.46M | +2.4% | $115.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 2.98M | -1.2% | $99.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 2.98M | -1.2% | $99.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 2.98M | -1.2% | $99.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 2.48M | +18.4% | $82.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 2.48M | +18.4% | $82.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 2.48M | +18.4% | $82.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 2.48M | +18.4% | $82.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 2.20M | +6.4% | $73.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.81M | +15.1% | $60.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.81M | +15.1% | $60.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.81M | +15.1% | $60.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 1.81M | +15.1% | $60.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 1.81M | +15.1% | $60.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 1.49M | -3.9% | $49.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 1.49M | -3.9% | $49.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 1.49M | -3.9% | $49.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Point72 Asset Management ✦ | 1.41M | 0.0% | $47.18M | 0.1% | Held | 9 | SEC ↗ |
| 35 | UBS Group AG | 1.38M | +0.3% | $46.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 1.23M | +974.2% | $41.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 759.80K | +6.7% | $25.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 759.80K | +6.7% | $25.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 748.38K | +20.4% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Renaissance Technologies ✦ | 628.50K | +344.8% | $21.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 820.90K | -8.3% | $16.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 473.61K | +31.1% | $15.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Hrt Financial Lp | 436.81K | +546.5% | $14.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Truist Financial Corp | 432.40K | +3.0% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Truist Financial Corp | 432.40K | +3.0% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Truist Financial Corp | 432.40K | +3.0% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 430.91K | +26.5% | $14.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 430.91K | +26.5% | $14.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 430.91K | +26.5% | $14.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 403.56K | +73.1% | $13.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | State Street Global Advisors ✦ (passive) | 387.51K | -85.2% | $12.97M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 52 | Stifel Financial Corp | 340.02K | +2.0% | $11.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Stifel Financial Corp | 340.02K | +2.0% | $11.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Stifel Financial Corp | 340.02K | +2.0% | $11.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 256.47K | +10.7% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Jane Street Group, Llc | 234.37K | -84.3% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Mirae Asset Global Investments Co.… | 219.00K | +12.3% | $7.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Mariner, LLC | 192.44K | -59.9% | $6.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 149.50K | 0.0% | $5.00M | 0.0% | Held | 4 | SEC ↗ |
| 60 | Financial Engines Advisors L.L.C. | 137.56K | +1.5% | $4.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Blair William & Co/Il | 124.85K | +1.5% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 106.11K | +2.3% | $3.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 106.11K | +2.3% | $3.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 106.11K | +2.3% | $3.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 106.11K | +2.3% | $3.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 106.11K | +2.3% | $3.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 99.37K | +9.3% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Fifth Third Bancorp | 70.15K | -7.9% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 59.66K | +0.8% | $2.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 70 | Corient Private Wealth LP | 56.85K | +582.5% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Citadel Advisors ✦ | 46.26K | New | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 72 | Focus Partners Wealth | 42.91K | -0.1% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Mercer Global Advisors Inc /Adv | 41.40K | +54.4% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Qube Research & Technologies Ltd | 32.23K | +415.6% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Fisher Asset Management ✦ | 30.83K | -0.3% | $1.03M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 76 | Captrust Financial Advisors | 23.71K | -4.2% | $793,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 23.24K | -3.8% | $777,616 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 78 | Citigroup Inc | 21.76K | +186.7% | $728,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Northern Trust Corp | 18.99K | 0.0% | $635,405 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Quantinno Capital Management LP | 18.22K | +1.0% | $609,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 13.54K | -13.5% | $452,995 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 13.54K | -13.5% | $452,995 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 13.01K | -3.9% | $435,356 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 13.01K | -3.9% | $435,356 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 13.01K | -3.9% | $435,356 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 13.01K | -3.9% | $435,356 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Brown Advisory Inc | 12.57K | +1.1% | $420,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | AQR Capital Management ✦ | 12.31K | +6.4% | $412,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Us Bancorp \De\ | 4.76K | -92.6% | $159,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Us Bancorp \De\ | 4.76K | -92.6% | $159,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Barclays Plc | 2.74K | 0.0% | $91,546 | 0.0% | Held | 3 | SEC ↗ |
| 92 | Barclays Plc | 2.74K | 0.0% | $91,546 | 0.0% | Held | 3 | SEC ↗ |
| 93 | National Bank Of Canada /Fi/ | 37 | -100.0% | $1,238 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.55M | 0.0% |
Exited
| Bnp Paribas Financial Markets | $40.25M | was 0.0% |
| Simplex Trading, Llc | $55,106 | was 0.0% |
| UBS AM, a distinct business… | $3,186 | 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: Q2 2026 ·
Methodology ·
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