Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | 0.99% | 1.08% | #76 | $1.69B | 56.3M | $1.60B | 53.1M | +3.2M+6.11% | Add | |
| JPMORGAN CHASE & CO | 0.05% | 0.06% | #296 | $911.9M | 30.4M | $929.9M | 31.0M | -608,344-1.96% | Reduce | |
| FMR LLC | 0.01% | 0.01% | #398 | $333.5M | 11.1M | $157.6M | 5.2M | +5.9M+112.12% | Add | |
| Valmark Advisers, Inc. | 3.44% | 3.26% | #28 | $324.5M | 10.8M | $274.5M | 9.1M | +1.7M+18.46% | Add | |
| LPL Financial LLC | 0.06% | 0.08% | #272 | $288.3M | 9.6M | $285.9M | 9.5M | +98,800+1.04% | Add | |
| MORGAN STANLEY | 0.01% | 0.01% | #415 | $238.3M | 7.9M | $233.1M | 7.7M | +247,960+3.22% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.02% | #401 | $221.5M | 7.4M | $223.6M | 7.4M | -55,681-0.75% | Reduce | |
| Baird Financial Group, Inc. | 0.27% | 0.28% | #145 | $199.8M | 6.7M | $180.3M | 6.0M | +663,851+11.07% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.04% | 0.04% | #314 | $177.0M | 5.9M | $159.6M | 5.3M | +593,008+11.18% | Add | |
| Advisory Alpha, LLC | 3.93% | 4.26% | #22 | $160.1M | 5.3M | $155.9M | 5.2M | +149,154+2.88% | Add | |
| HUNTINGTON NATIONAL BANK | 0.67% | 0.69% | #91 | $137.7M | 4.6M | $125.4M | 4.2M | +419,025+10.05% | Add | |
| ALLSTATE CORP | 1.25% | 1.26% | #66 | $125.3M | 4.2M | $118.3M | 3.9M | +241,605+6.14% | Add | |
| JANE STREET GROUP, LLC | 0.01% | <0.01% | #426 | $124.0M | 4.1M | $30.5M | 1.0M | +3.1M+307.58% | Add | |
| ROYAL BANK OF CANADA | 0.02% | 0.02% | #386 | $107.6M | 3.6M | $107.0M | 3.6M | +27,193+0.76% | Add | |
| STATE STREET CORP | <0.01% | <0.01% | #492 | $105.9M | 3.5M | $98.0M | 3.3M | +269,832+8.28% | Add | |
| MCF Advisors LLC | 3.76% | 3.99% | #24 | $105.2M | 3.5M | $91.1M | 3.0M | +475,713+15.71% | Add | |
| WELLS FARGO & COMPANY/MN | 0.02% | 0.02% | #381 | $102.8M | 3.4M | $105.2M | 3.5M | -73,733-2.11% | Reduce | |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.05% | 0.04% | #300 | $95.4M | 3.2M | $64.8M | 2.2M | +1.0M+47.60% | Add | |
| UBS Group AG | 0.01% | 0.01% | #420 | $92.8M | 3.1M | $84.7M | 2.8M | +275,781+9.79% | Add | |
| Rockwood Wealth Management, LLC | 4.85% | 5.18% | #15 | $76.8M | 2.6M | $72.4M | 2.4M | +151,122+6.28% | Add | |
| GOLDMAN SACHS GROUP INC | 0.01% | 0.01% | #464 | $73.0M | 2.4M | $63.1M | 2.1M | +333,596+15.90% | Add | |
| Mariner, LLC | 0.06% | 0.07% | #274 | $61.8M | 2.1M | $59.9M | 2.0M | +68,736+3.45% | Add | |
| Cetera Investment Advisers | 0.05% | 0.06% | #290 | $59.4M | 2.0M | $58.2M | 1.9M | +44,778+2.32% | Add | |
| Rodgers & Associates, LTD | 4.81% | 5.1% | #17 | $53.0M | 1.8M | $50.1M | 1.7M | +98,891+5.94% | Add | |
| BIP Wealth, LLC | 1.48% | 1.81% | #58 | $52.3M | 1.7M | $44.4M | 1.5M | +264,822+17.92% | Add | |
| OSAIC HOLDINGS, INC. | 0.06% | 0.06% | #285 | $47.8M | 1.6M | $44.4M | 1.5M | +117,539+7.97% | Add | |
| ARKANSAS FINANCIAL GROUP, INC. | 5.78% | 5.9% | #10 | $44.4M | 1.5M | $42.3M | 1.4M | +70,508+5.01% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #419 | $44.0M | 1.5M | $44.3M | 1.5M | -6,289-0.43% | Reduce | |
| Strategic Wealth Partners, Ltd. | 2.53% | 2.65% | #38 | $40.8M | 1.4M | $38.2M | 1.3M | +90,598+7.14% | Add | |
| Beacon Pointe Advisors, LLC | 0.18% | 0.07% | #179 | $39.7M | 1.3M | $12.8M | 425,572 | +896,325+210.62% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.06% | 0.02% | #279 | $38.6M | 1.3M | $9.5M | 317,308 | +968,069+305.09% | Add | |
| First Command Advisory Services, Inc. | 0.23% | 0.23% | #155 | $38.5M | 1.3M | $33.7M | 1.1M | +160,704+14.32% | Add | |
| Strategic Point Investment Advisors, LLC | 4.85% | 5.22% | #16 | $37.2M | 1.2M | $35.9M | 1.2M | +45,537+3.81% | Add | |
| CAPITAL WEALTH MANAGEMENT, LLC | 8.86% | 9.52% | #4 | $36.8M | 1.2M | $35.2M | 1.2M | +56,973+4.87% | Add | |
| QUATTRO FINANCIAL ADVISORS LLC | 7.79% | 2.03% | #5 | $36.5M | 1.2M | $6.7M | 223,699 | +991,082+443.04% | Add | |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4.29% | 4.75% | #21 | $36.4M | 1.2M | $35.2M | 1.2M | +42,450+3.62% | Add | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #454 | $35.8M | 1.2M | $54.6M | 1.8M | -626,120-34.42% | Reduce | |
| Orange Investment Advisors, Inc. | 4.3% | 4.54% | #20 | $35.4M | 1.2M | $35.0M | 1.2M | +16,669+1.43% | Add | |
| Concord Wealth Partners | 3.92% | 4.34% | #23 | $34.2M | 1.1M | $33.4M | 1.1M | +29,300+2.64% | Add | |
| Concord Asset Management, LLC/VA | 5.09% | 5.47% | #13 | $32.9M | 1.1M | $32.4M | 1.1M | +18,492+1.72% | Add | |
| MANNING & NAPIER ADVISORS LLC | 0.41% | 0.26% | #115 | $32.0M | 1.1M | $18.5M | 615,348 | +450,091+73.14% | Add | |
| Fisher Asset Management, LLC | 0.01% | 0.01% | #437 | $29.8M | 994,610 | $30.2M | 1.0M | -11,336-1.13% | Reduce | |
| Allspring Global Investments Holdings, LLC | 0.05% | 0.05% | #306 | $29.8M | 991,735 | $29.8M | 992,198 | -463-0.05% | Reduce | |
| TIAA Wealth Investment Management LLC | 0.2% | 0.23% | #174 | $29.3M | 976,586 | $29.8M | 993,900 | -17,314-1.74% | Reduce | |
| Walker Financial Services, Inc. | 9.06% | 9.76% | #3 | $29.3M | 975,719 | $28.5M | 949,179 | +26,540+2.80% | Add | |
| Flagstone Financial Management | 6.31% | 6.81% | #9 | $28.2M | 940,715 | $27.4M | 912,452 | +28,263+3.10% | Add | |
| SoundView Advisors Inc. | 9.06% | 10.02% | #2 | $27.8M | 926,495 | $28.1M | 936,129 | -9,634-1.03% | Reduce | |
| Wealthspire Retirement, LLC | 1.43% | 1.61% | #61 | $26.0M | 867,445 | $26.8M | 892,159 | -24,714-2.77% | Reduce | |
| Occidental Asset Management, LLC | 2.56% | 3.04% | #37 | $25.8M | 860,897 | $25.7M | 854,373 | +6,524+0.76% | Add | |
| Tower Research Capital LLC (TRC) | 0.62% | 0.22% | #94 | $25.5M | 848,721 | $8.3M | 276,085 | +572,636+207.41% | Add |