Security record · archived quarter
SPSB
State Street SPDR Portfolio Short Term Corporate Bond ETF · Financial Services · Asset Management
60Tracked holders
-2Δ holders
117.19MShares held
$3.54BReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.2% ·
share flow -1.2% ·
net new positions -3.3%
· 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 445.58K | $13.19M | n/a | n/a |
| Q2 2026 | 62 | +3 | 175.51M | $5.27B | +3 | −1 |
| Q1 2026 | 61 | +1 | 159.19M | $4.79B | +4 | −3 |
| Q4 2025 | 60 | -2 | 117.19M | $3.54B | n/a | −2 |
| Q3 2025 | 12 | +3 | 17.22M | $521.69M | +3 | n/a |
| Q2 2025 | 6 | 0 | 7.38M | $222.71M | n/a | n/a |
| Q1 2025 | 5 | 0 | 8.40M | $252.94M | +1 | −1 |
| Q4 2024 | 5 | 0 | 6.93M | $206.84M | n/a | n/a |
| Q3 2024 | 4 | -2 | 4.32M | $130.71M | n/a | −2 |
| Q2 2024 | 6 | n/a | 9.39M | $278.88M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 50.90M | n/a | $1.54B | 1.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 9.43M | n/a | $284.65M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.71M | +13.2% | $263.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 4 | Envestnet Asset Management Inc | 5.39M | n/a | $162.89M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 5.18M | n/a | $156.32M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 4.86M | n/a | $146.87M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Royal Bank Of Canada | 3.88M | n/a | $117.15M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Wells Fargo & Company/Mn | 3.68M | n/a | $111.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | State Street Global Advisors ✦ (passive) | 3.40M | +3.7% | $102.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | UBS Group AG | 2.50M | n/a | $75.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 2.20M | n/a | $66.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Pnc Financial Services Group, Inc. | 2.18M | n/a | $65.88M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Goldman Sachs Group ✦ | 2.07M | -4.9% | $62.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 1.80M | n/a | $54.24M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 1.79M | n/a | $53.94M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 16 | Osaic Holdings, Inc. | 1.54M | n/a | $46.55M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 17 | Raymond James Financial Inc | 1.05M | n/a | $31.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Fisher Asset Management ✦ | 1.04M | -5.9% | $31.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Cwm, Llc | 705.97K | n/a | $21.32M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 659.48K | n/a | $19.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 605.63K | n/a | $18.29M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 479.62K | n/a | $14.48M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | JPMorgan Chase ✦ | 354.00K | -43.2% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 24 | Commonwealth Equity Services, Llc | 326.30K | n/a | $9.85M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Charles Schwab Investment… | 300.74K | n/a | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mirae Asset Global Investments Co.… | 296.11K | n/a | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 237.27K | n/a | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 218.81K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 186.06K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Gotham Asset Management ✦ | 166.12K | 0.0% | $5.02M | 0.0% | Held | 2 | SEC ↗ |
| 31 | Corient Private Wealth LP | 141.99K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | HighTower Advisors, LLC | 136.89K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 92.01K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 88.12K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Northwestern Mutual Wealth… | 87.81K | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Captrust Financial Advisors | 57.39K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Lido Advisors, LLC | 51.43K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 51.08K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 46.31K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 36.98K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 34.09K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 31.75K | 0.0% | $958,699 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 43 | Soros Fund Management ✦ | 30.27K | -5.2% | $914,094 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 44 | Northern Trust Corp | 26.50K | n/a | $800,179 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 24.31K | n/a | $734,057 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Millennium Management ✦ | 20.61K | -49.5% | $622,573 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 19.45K | n/a | $587,244 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | National Bank Of Canada /Fi/ | 17.82K | n/a | $538,073 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 16.56K | n/a | $500,112 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 14.92K | n/a | $450,644 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Brown Advisory Inc | 9.35K | n/a | $282,491 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 7.46K | +103.7% | $225,387 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Sei Investments Co | 6.84K | n/a | $206,477 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fifth Third Bancorp | 4.98K | n/a | $150,305 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 543 | n/a | $16,399 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Allspring Global Investments… | 463 | n/a | $13,983 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 314 | n/a | $9,483 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Citigroup Inc | 113 | n/a | $3,413 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Franklin Resources Inc | 68 | n/a | $2,054 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Barclays Plc | 1 | n/a | $30 | 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
| Renaissance Technologies | $62.76M | was 0.1% |
| BlackRock | $15,811 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 567 holders, 222.99M shares, $6.37B 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 ·
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