Effectdossier · gearchiveerd kwartaal
SPSB
State Street SPDR Portfolio Short Term Corporate Bond ETF · Financial Services · Asset Management
61Gevolgde houders
+1Δ houders
159.19MGehouden aandelen
$4.79BGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +1.7% ·
aandelenstroom +30.0% ·
netto nieuwe posities +1.6%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passief) | 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 | Nieuw | $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 | Nieuw | $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 | Nieuw | $30 | 0.0% | New | 1 | SEC ↗ |
| 61 | BlackRock ✦ (passief) | 1 | Nieuw | $17 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $30.48M | 0.0% |
| Hrt Financial Lp | $13.62M | 0.0% |
| Russell Investments Group… | $30 | 0.0% |
| BlackRock | $17 | 0.0% |
Verlaten
| Bnp Paribas Financial Markets | $2.78M | was 0.0% |
| Millennium Management | $622,573 | was 0.0% |
| Sei Investments Co | $206,477 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 567 houders, 222.99M aandelen, $6.37B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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