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Security record · archived quarter

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF · Financial Services · Asset Management

29.98 +0.1% mkt cap $10.68B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
60Tracked holders
-2Δ holders
117.19MShares held
$3.54BReported value
+0New positions
−2Exits
Falling Conviction score 40/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 63 +3 175.65M $5.27B +3
Q1 2026 61 +1 159.19M $4.79B +4 −3
Q4 2025 60 -2 117.19M $3.54B −2
Q3 2025 12 +3 17.22M $521.69M +3
Q2 2025 6 0 7.38M $222.71M
Q1 2025 5 0 8.40M $252.94M +1 −1
Q4 2024 5 0 6.93M $206.84M
Q3 2024 4 -2 4.32M $130.71M −2
Q2 2024 6 9.39M $278.88M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Creative Planning 50.90M $1.54B 1.1% n/c 1 SEC ↗
2 Creative Planning 50.90M $1.54B 1.1% n/c 1 SEC ↗
3 LPL Financial LLC 9.43M $284.65M 0.1% n/c 1 SEC ↗
4 Morgan Stanley 8.71M +13.2% $263.11M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 8.71M +13.2% $263.11M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 8.71M +13.2% $263.11M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 8.71M +13.2% $263.11M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 8.71M +13.2% $263.11M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 8.71M +13.2% $263.11M 0.0% ▲ Add 2 SEC ↗
10 Envestnet Asset Management Inc 5.39M $162.89M 0.0% n/c 1 SEC ↗
11 Baird Financial Group, Inc. 5.18M $156.32M 0.2% n/c 1 SEC ↗
12 Baird Financial Group, Inc. 5.18M $156.32M 0.2% n/c 1 SEC ↗
13 Bank Of America Corp /De/ 4.86M $146.87M 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 4.86M $146.87M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 4.86M $146.87M 0.0% n/c 1 SEC ↗
16 Bank Of America Corp /De/ 4.86M $146.87M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 3.88M $117.15M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 3.88M $117.15M 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 3.88M $117.15M 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 3.88M $117.15M 0.0% n/c 1 SEC ↗
21 Wells Fargo & Company/Mn 3.68M $111.06M 0.0% n/c 1 SEC ↗
22 Wells Fargo & Company/Mn 3.68M $111.06M 0.0% n/c 1 SEC ↗
23 Wells Fargo & Company/Mn 3.68M $111.06M 0.0% n/c 1 SEC ↗
24 State Street Global Advisors (passive) 3.40M +3.7% $102.67M 0.0% ▲ Add 5 SEC ↗
25 UBS Group AG 2.50M $75.52M 0.0% n/c 1 SEC ↗
26 Ameriprise Financial Inc 2.20M $66.44M 0.0% n/c 1 SEC ↗
27 Ameriprise Financial Inc 2.20M $66.44M 0.0% n/c 1 SEC ↗
28 Ameriprise Financial Inc 2.20M $66.44M 0.0% n/c 1 SEC ↗
29 Pnc Financial Services Group, Inc. 2.18M $65.88M 0.0% n/c 1 SEC ↗
30 Pnc Financial Services Group, Inc. 2.18M $65.88M 0.0% n/c 1 SEC ↗
31 Pnc Financial Services Group, Inc. 2.18M $65.88M 0.0% n/c 1 SEC ↗
32 Pnc Financial Services Group, Inc. 2.18M $65.88M 0.0% n/c 1 SEC ↗
33 Pnc Financial Services Group, Inc. 2.18M $65.88M 0.0% n/c 1 SEC ↗
34 Pnc Financial Services Group, Inc. 2.18M $65.88M 0.0% n/c 1 SEC ↗
35 Pnc Financial Services Group, Inc. 2.18M $65.88M 0.0% n/c 1 SEC ↗
36 Pnc Financial Services Group, Inc. 2.18M $65.88M 0.0% n/c 1 SEC ↗
37 Goldman Sachs Group 2.07M -4.9% $62.49M 0.0% ▼ Trim 2 SEC ↗
38 Goldman Sachs Group 2.07M -4.9% $62.49M 0.0% ▼ Trim 2 SEC ↗
39 Cetera Investment Advisers 1.80M $54.24M 0.1% n/c 1 SEC ↗
40 Mariner, LLC 1.79M $53.94M 0.1% n/c 1 SEC ↗
41 Mariner, LLC 1.79M $53.94M 0.1% n/c 1 SEC ↗
42 Mariner, LLC 1.79M $53.94M 0.1% n/c 1 SEC ↗
43 Mariner, LLC 1.79M $53.94M 0.1% n/c 1 SEC ↗
44 Osaic Holdings, Inc. 1.54M $46.55M 0.1% n/c 1 SEC ↗
45 Osaic Holdings, Inc. 1.54M $46.55M 0.1% n/c 1 SEC ↗
46 Osaic Holdings, Inc. 1.54M $46.55M 0.1% n/c 1 SEC ↗
47 Raymond James Financial Inc 1.05M $31.57M 0.0% n/c 1 SEC ↗
48 Raymond James Financial Inc 1.05M $31.57M 0.0% n/c 1 SEC ↗
49 Raymond James Financial Inc 1.05M $31.57M 0.0% n/c 1 SEC ↗
50 Fisher Asset Management 1.04M -5.9% $31.41M 0.0% ▼ Trim 7 SEC ↗
51 Cwm, Llc 705.97K $21.32M 0.1% n/c 1 SEC ↗
52 Wealth Enhancement Advisory… 659.48K $19.94M 0.0% n/c 1 SEC ↗
53 Rockefeller Capital Management L.P. 605.63K $18.29M 0.0% n/c 1 SEC ↗
54 Us Bancorp \De\ 479.62K $14.48M 0.0% n/c 1 SEC ↗
55 Us Bancorp \De\ 479.62K $14.48M 0.0% n/c 1 SEC ↗
56 Us Bancorp \De\ 479.62K $14.48M 0.0% n/c 1 SEC ↗
57 Us Bancorp \De\ 479.62K $14.48M 0.0% n/c 1 SEC ↗
58 JPMorgan Chase 354.00K -43.2% $10.69M 0.0% ▼ Trim 2 SEC ↗
59 JPMorgan Chase 354.00K -43.2% $10.69M 0.0% ▼ Trim 2 SEC ↗
60 JPMorgan Chase 354.00K -43.2% $10.69M 0.0% ▼ Trim 2 SEC ↗
61 JPMorgan Chase 354.00K -43.2% $10.69M 0.0% ▼ Trim 2 SEC ↗
62 JPMorgan Chase 354.00K -43.2% $10.69M 0.0% ▼ Trim 2 SEC ↗
63 JPMorgan Chase 354.00K -43.2% $10.69M 0.0% ▼ Trim 2 SEC ↗
64 Commonwealth Equity Services, Llc 326.30K $9.85M 0.0% n/c 1 SEC ↗
65 Charles Schwab Investment… 300.74K $9.08M 0.0% n/c 1 SEC ↗
66 Mirae Asset Global Investments Co.… 296.11K $8.94M 0.0% n/c 1 SEC ↗
67 Mml Investors Services, Llc 237.27K $7.17M 0.0% n/c 1 SEC ↗
68 Focus Partners Wealth 218.81K $6.61M 0.0% n/c 1 SEC ↗
69 Stifel Financial Corp 186.06K $5.62M 0.0% n/c 1 SEC ↗
70 Stifel Financial Corp 186.06K $5.62M 0.0% n/c 1 SEC ↗
71 Gotham Asset Management 166.12K 0.0% $5.02M 0.0% Held 2 SEC ↗
72 Corient Private Wealth LP 141.99K $4.29M 0.0% n/c 1 SEC ↗
73 Corient Private Wealth LP 141.99K $4.29M 0.0% n/c 1 SEC ↗
74 HighTower Advisors, LLC 136.89K $4.13M 0.0% n/c 1 SEC ↗
75 Bnp Paribas Financial Markets 92.01K $2.78M 0.0% n/c 1 SEC ↗
76 Truist Financial Corp 88.12K $2.66M 0.0% n/c 1 SEC ↗
77 Truist Financial Corp 88.12K $2.66M 0.0% n/c 1 SEC ↗
78 Northwestern Mutual Wealth… 87.81K $2.65M 0.0% n/c 1 SEC ↗
79 Captrust Financial Advisors 57.39K $1.73M 0.0% n/c 1 SEC ↗
80 Lido Advisors, LLC 51.43K $1.56M 0.0% n/c 1 SEC ↗
81 Blair William & Co/Il 51.08K $1.54M 0.0% n/c 1 SEC ↗
82 Jones Financial Companies Lllp 46.31K $1.40M 0.0% n/c 1 SEC ↗
83 Cerity Partners LLC 36.98K $1.12M 0.0% n/c 1 SEC ↗
84 Mercer Global Advisors Inc /Adv 34.09K $1.03M 0.0% n/c 1 SEC ↗
85 AQR Capital Management 31.75K 0.0% $958,699 0.0% Held 2 SEC ↗
86 AQR Capital Management 31.75K 0.0% $958,699 0.0% Held 2 SEC ↗
87 Soros Fund Management 30.27K -5.2% $914,094 0.0% ▼ Trim 7 SEC ↗
88 Northern Trust Corp 26.50K $800,179 0.0% n/c 1 SEC ↗
89 Bank of New York Mellon Corp 24.31K $734,057 0.0% n/c 1 SEC ↗
90 Bank of New York Mellon Corp 24.31K $734,057 0.0% n/c 1 SEC ↗
91 Bank of New York Mellon Corp 24.31K $734,057 0.0% n/c 1 SEC ↗
92 Millennium Management 20.61K -49.5% $622,573 0.0% ▼ Trim 4 SEC ↗
93 Bank Of Montreal /Can/ 19.45K $587,244 0.0% n/c 1 SEC ↗
94 Bank Of Montreal /Can/ 19.45K $587,244 0.0% n/c 1 SEC ↗
95 Bank Of Montreal /Can/ 19.45K $587,244 0.0% n/c 1 SEC ↗
96 National Bank Of Canada /Fi/ 17.82K $538,073 0.0% n/c 1 SEC ↗
97 Assetmark, Inc 16.56K $500,112 0.0% n/c 1 SEC ↗
98 Susquehanna International Group, Llp 14.92K $450,644 0.0% n/c 1 SEC ↗
99 Brown Advisory Inc 9.35K $282,491 0.0% n/c 1 SEC ↗
100 Fidelity (FMR) 7.46K +103.7% $225,387 0.0% ▲ Add 3 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 · Get this via the API