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Security record · archived quarter

SPSB

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

29.61 0.0% mkt cap $11.24B quote delayed (FMP) · as of Oct 20 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
61Tracked holders
+1Δ holders
159.19MShares held
$4.79BReported value
+4New positions
−3Exits
Strongly Rising Conviction score 63/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.7% · share flow +30.0% · net new positions +1.6% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Creative Planning 53.07M +4.2% $1.60B 1.1% ▲ Add 2 SEC ↗ ×2
2 JPMorgan Chase ✦ 30.97M +8649.9% $929.86M 0.1% ▲ Add 3 SEC ↗ ×7
3 LPL Financial LLC 9.51M +0.9% $285.94M 0.1% ▲ Add 2 SEC ↗
4 Bank Of America Corp /De/ 7.44M +52.9% $223.61M 0.0% ▲ Add 2 SEC ↗ ×5
5 Morgan Stanley ✦ 7.01M -19.5% $210.78M 0.0% ▼ Trim 3 SEC ↗ ×6
6 Baird Financial Group, Inc. 6.00M +15.8% $180.28M 0.3% ▲ Add 2 SEC ↗ ×3
7 Envestnet Asset Management Inc 5.31M -1.6% $159.56M 0.0% ▼ Trim 2 SEC ↗
8 Fidelity (FMR) ✦ 5.24M +70109.5% $157.56M 0.0% ▲ Add 4 SEC ↗
9 Royal Bank Of Canada 3.56M -8.2% $107.02M 0.0% ▼ Trim 2 SEC ↗ ×5
10 Wells Fargo & Company/Mn 3.50M -4.8% $105.25M 0.0% ▼ Trim 2 SEC ↗ ×3
11 State Street Global Advisors ✦ (passive) 3.26M -4.1% $98.04M 0.0% ▼ Trim 6 SEC ↗
12 UBS Group AG 2.82M +12.6% $84.67M 0.0% ▲ Add 2 SEC ↗
13 Pnc Financial Services Group, Inc. 2.15M -1.3% $64.77M 0.0% ▼ Trim 2 SEC ↗ ×8
14 Goldman Sachs Group ✦ 2.10M +1.4% $63.09M 0.0% ▲ Add 3 SEC ↗ ×2
15 Mariner, LLC 1.99M +11.4% $59.85M 0.1% ▲ Add 2 SEC ↗ ×4
16 Cetera Investment Advisers 1.93M +7.7% $58.16M 0.1% ▲ Add 2 SEC ↗
17 Ameriprise Financial Inc 1.82M -17.3% $54.64M 0.0% ▼ Trim 2 SEC ↗ ×3
18 Osaic Holdings, Inc. 1.48M -4.3% $44.36M 0.1% ▼ Trim 2 SEC ↗ ×2
19 Raymond James Financial Inc 1.47M +40.9% $44.28M 0.0% ▲ Add 2 SEC ↗ ×3
20 Jane Street Group, Llc 1.01M New $30.48M 0.0% New 1 SEC ↗
21 Fisher Asset Management ✦ 1.01M -3.3% $30.25M 0.0% ▼ Trim 8 SEC ↗
22 Allspring Global Investments… 992.20K +214197.6% $29.78M 0.1% ▲ Add 2 SEC ↗ ×2
23 Cwm, Llc 774.93K +9.8% $23.30M 0.1% ▲ Add 2 SEC ↗
24 Rockefeller Capital Management L.P. 668.00K +10.3% $20.09M 0.0% ▲ Add 2 SEC ↗ ×2
25 Commonwealth Equity Services, Llc 519.12K +59.1% $15.61M 0.0% ▲ Add 2 SEC ↗
26 Hrt Financial Lp 452.89K New $13.62M 0.0% New 1 SEC ↗
27 Wealth Enhancement Advisory… 416.73K -36.8% $12.51M 0.0% ▼ Trim 2 SEC ↗
28 Us Bancorp \De\ 321.54K -33.0% $9.67M 0.0% ▼ Trim 2 SEC ↗ ×3
29 Mirae Asset Global Investments Co.… 301.86K +1.9% $9.08M 0.0% ▲ Add 2 SEC ↗
30 Charles Schwab Investment… 287.93K -4.3% $8.66M 0.0% ▼ Trim 2 SEC ↗
31 Focus Partners Wealth 254.87K +16.5% $8.24M 0.0% ▲ Add 2 SEC ↗
32 Mml Investors Services, Llc 221.39K -6.7% $6.66M 0.0% ▼ Trim 2 SEC ↗
33 Gotham Asset Management ✦ 166.12K 0.0% $5.00M 0.0% Held 3 SEC ↗
34 HighTower Advisors, LLC 146.43K +7.0% $4.40M 0.0% ▲ Add 2 SEC ↗
35 Stifel Financial Corp 133.85K -28.1% $4.02M 0.0% ▼ Trim 2 SEC ↗ ×2
36 Truist Financial Corp 96.84K +9.9% $2.91M 0.0% ▲ Add 2 SEC ↗ ×2
37 Northwestern Mutual Wealth… 88.63K +0.9% $2.66M 0.0% ▲ Add 2 SEC ↗
38 Cerity Partners LLC 81.50K +120.4% $2.45M 0.0% ▲ Add 2 SEC ↗ ×2
39 Jones Financial Companies Lllp 75.64K +63.3% $2.27M 0.0% ▲ Add 2 SEC ↗
40 Corient Private Wealth LP 74.99K -47.2% $2.15M 0.0% ▼ Trim 2 SEC ↗
41 Fifth Third Bancorp 68.36K +1273.4% $2.06M 0.0% ▲ Add 2 SEC ↗
42 Blair William & Co/Il 52.84K +3.5% $1.59M 0.0% ▲ Add 2 SEC ↗
43 Lido Advisors, LLC 50.83K -1.2% $1.53M 0.0% ▼ Trim 2 SEC ↗
44 Mercer Global Advisors Inc /Adv 49.80K +46.1% $1.50M 0.0% ▲ Add 2 SEC ↗
45 Captrust Financial Advisors 47.69K -16.9% $1.43M 0.0% ▼ Trim 2 SEC ↗
46 AQR Capital Management ✦ 33.29K +4.9% $1.00M 0.0% ▲ Add 3 SEC ↗
47 Soros Fund Management ✦ 30.27K 0.0% $910,159 0.0% Held 8 SEC ↗
48 Bank of New York Mellon Corp 27.73K +14.1% $833,948 0.0% ▲ Add 2 SEC ↗ ×4
49 Northern Trust Corp 26.44K -0.2% $795,051 0.0% ▼ Trim 2 SEC ↗
50 Bank Of Montreal /Can/ 25.59K +31.6% $769,646 0.0% ▲ Add 2 SEC ↗ ×3
51 Susquehanna International Group, Llp 19.97K +33.8% $600,468 0.0% ▲ Add 2 SEC ↗
52 Assetmark, Inc 15.56K -6.0% $468,009 0.0% ▼ Trim 2 SEC ↗
53 National Bank Of Canada /Fi/ 11.04K -38.0% $331,913 0.0% ▼ Trim 2 SEC ↗
54 Brown Advisory Inc 8.93K -4.5% $268,495 0.0% ▼ Trim 2 SEC ↗
55 UBS AM, a distinct business unit of… 3.18K +914.0% $95,743 0.0% ▲ Add 2 SEC ↗
56 Citigroup Inc 1.42K +1156.6% $42,699 0.0% ▲ Add 2 SEC ↗
57 TD Waterhouse Canada Inc. 543 0.0% $16,279 0.0% Held 2 SEC ↗
58 Franklin Resources Inc 68 0.0% $2,045 0.0% Held 2 SEC ↗
59 Barclays Plc 1 0.0% $30 0.0% Held 2 SEC ↗
60 Russell Investments Group, Ltd. 1 New $30 0.0% New 1 SEC ↗
61 BlackRock ✦ (passive) 1 New $17 0.0% New 1 SEC ↗

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

New buyers

Exited

Bnp Paribas Financial Markets $2.78M was 0.0%
Millennium Management $622,573 was 0.0%
Sei Investments Co $206,477 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: Q1 2026 · Methodology · Get this via the API