Vault-13

SPDR SER TR SPSB

PORTFOLIO SHORT · ETP · CUSIP 78464A474

580 institutional holders +10 vs Q4 2025
253,432,345253.4m shares reported held*
$7.6bnreported value*
48 new 258 added 184 reduced 39 sold out net bought ≈ $1.4bn (+51.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($37.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.82.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 531Q4 22: 572Q1 23: 552Q2 23: 550Q3 23: 531Q4 23: 560Q1 24: 523Q2 24: 534Q3 24: 532Q4 24: 572Q1 25: 555Q2 25: 567Q3 25: 554Q4 25: 570Q1 26: 580580Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022531
Q4 2022572
Q1 2023552
Q2 2023550
Q3 2023531
Q4 2023560
Q1 2024523
Q2 2024534
Q3 2024532
Q4 2024572
Q1 2025555
Q2 2025567
Q3 2025554
Q4 2025570
Q1 2026580

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 250 bought or addedQ2 24: 234 cut or sold outQ3 24: 256 bought or addedQ3 24: 230 cut or sold outQ3 24Q4 24: 258 bought or addedQ4 24: 209 cut or sold outQ1 25: 269 bought or addedQ1 25: 242 cut or sold outQ1 25Q2 25: 265 bought or addedQ2 25: 256 cut or sold outQ3 25: 286 bought or addedQ3 25: 217 cut or sold outQ3 25Q4 25: 293 bought or addedQ4 25: 214 cut or sold outQ1 26: 306 bought or addedQ1 26: 223 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024250234
Q3 2024256230
Q4 2024258209
Q1 2025269242
Q2 2025265256
Q3 2025286217
Q4 2025293214
Q1 2026306223

Biggest buyers

JPMORGAN CHASE & CO Added +30,620,728+30.6m
Oasis Advisors, LLC Added +6,613,690+6.6m
FMR LLC Added +5,232,269+5.2m
BANK OF AMERICA CORP /DE/ Added +2,573,239+2.6m
Creative Planning Added +2,164,798+2.2m
JANE STREET GROUP, LLC New +1,013,486+1.0m
Allspring Global Investments Holdings, LLC Added +991,735+991.7k
Baird Financial Group, Inc. Added +819,038+819.0k
Advisory Alpha, LLC Added +818,979+819.0k
CoreCap Advisors, LLC Added +692,394+692.4k

Biggest sellers

MORGAN STANLEY Reduced -1,702,716-1.7m
TIAA TRUST, NATIONAL ASSOCIATION Reduced -1,285,575-1.3m
Horizon Investments, LLC Reduced -747,395-747.4k
AMERIPRISE FINANCIAL INC Reduced -381,081-381.1k
Gemmer Asset Management LLC Reduced -358,655-358.7k
ROYAL BANK OF CANADA Reduced -320,147-320.1k
COHEN & STEERS, INC. Reduced -268,656-268.7k
Fortune 45 LLC Sold out -259,640-259.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -242,746-242.7k
Municipal Employees' Retirement System of Michigan Sold out -228,061-228.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 1.08% of their portfolio OVERLAND PARK, KS 53,069,41153.1m $1.6bn $1.6bn 1.08% Added +2.2m +2,164,798
2 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 30,974,72831.0m $929.9m $929.9m 0.06% Added +30.6m +30,620,728
3 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 9,509,2029.5m $285.9m $285.9m 0.08% Added +83.7k +83,722
4 Valmark Advisers, Inc. 3.26% of their portfolio AKRON, OH 9,127,1679.1m $274.5m $274.5m 3.26% Added +390.0k +389,971
5 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 7,436,3387.4m $223.6m $223.6m 0.02% Added +2.6m +2,573,239
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 7,009,6277.0m $210.8m $210.8m 0.01% Reduced -1.7m -1,702,716
7 Oasis Advisors, LLC 1.86% of their portfolio FOREST CITY, IA 6,737,3376.7m $9.4m $9.4m 1.86% Added +6.6m +6,613,690
8 Baird Financial Group, Inc. 0.28% of their portfolio MILWAUKEE, WI 5,995,3086.0m $180.3m $180.3m 0.28% Added +819.0k +819,038
9 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 5,306,1675.3m $159.6m $159.6m 0.04% Reduced -87.5k -87,519
10 FMR LLC 0.01% of their portfolio BOSTON, MA 5,239,7325.2m $157.6m $157.6m 0.01% Added +5.2m +5,232,269
11 Advisory Alpha, LLC 4.26% of their portfolio HOLLAND, MI 5,184,8455.2m $155.9m $155.9m 4.26% Added +819.0k +818,979
12 HUNTINGTON NATIONAL BANK 0.69% of their portfolio COLUMBUS, OH 4,170,9484.2m $125.4m $125.4m 0.69% Added +629.6k +629,598
13 ALLSTATE CORP 1.26% of their portfolio NORTHBROOK, IL 3,933,5403.9m $118.3m $118.3m 1.26% Added +200.0k +200,000
14 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 3,559,1043.6m $107.0m $107.0m 0.02% Reduced -320.1k -320,147
15 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 3,500,0023.5m $105.2m $105.2m 0.02% Reduced -177.6k -177,608
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 3,260,3483.3m $98.0m $98.0m 0.00% Reduced -139.3k -139,260
17 MCF Advisors LLC 3.99% of their portfolio LEXINGTON, KY 3,028,2063.0m $91.1m $91.1m 3.99% Added +30.6k +30,645
18 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,815,8552.8m $84.7m $84.7m 0.02% Added +315.1k +315,074
19 Rockwood Wealth Management, LLC 5.18% of their portfolio New Hope, PA 2,408,1552.4m $72.4m $72.4m 5.18% Added +167.6k +167,613
20 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 2,154,0072.2m $64.8m $64.8m 0.04% Reduced -27.6k -27,559
21 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,098,2162.1m $63.1m $63.1m 0.01% Added +29.0k +28,952
22 Mariner, LLC 0.07% of their portfolio Overland Park, KS 1,990,6222.0m $59.9m $59.9m 0.07% Added +204.5k +204,522
23 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,934,0011.9m $58.2m $58.2m 0.06% Added +137.9k +137,851
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,819,1451.8m $54.6m $54.6m 0.01% Reduced -381.1k -381,081
25 Rodgers & Associates, LTD 5.10% of their portfolio Lancaster, PA 1,665,7151.7m $50.1m $50.1m 5.10% Added +14.9k +14,904
26 BIP Wealth, LLC 1.81% of their portfolio ATLANTA, GA 1,478,1761.5m $44.4m $44.4m 1.81% Added +27.5k +27,514
27 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 1,475,2051.5m $44.4m $44.4m 0.06% Reduced -66.2k -66,188
28 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,472,5591.5m $44.3m $44.3m 0.01% Added +427.3k +427,341
29 ARKANSAS FINANCIAL GROUP, INC. 5.90% of their portfolio LITTLE ROCK, AR 1,408,7181.4m $42.3m $42.3m 5.90% Added +53.6k +53,633
30 Strategic Wealth Partners, Ltd. 2.65% of their portfolio INDEPENDENCE, OH 1,269,0781.3m $38.2m $38.2m 2.65% Added +52.7k +52,719
31 Strategic Point Investment Advisors, LLC 5.22% of their portfolio PROVIDENCE, RI 1,195,2191.2m $35.9m $35.9m 5.22% Added +67.1k +67,107
32 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.75% of their portfolio FORT WORTH, TX 1,171,7961.2m $35.2m $35.2m 4.75% Added +45.5k +45,500
33 CAPITAL WEALTH MANAGEMENT, LLC 9.52% of their portfolio W. WARWICK, RI 1,170,7451.2m $35.2m $35.2m 9.52% Added +72.5k +72,471
34 Orange Investment Advisors, Inc. 4.54% of their portfolio GOSHEN, NY 1,163,7291.2m $35.0m $35.0m 4.54% Added +28.5k +28,466
35 First Command Advisory Services, Inc. 0.23% of their portfolio FORT WORTH, TX 1,122,1441.1m $33.7m $33.7m 0.23% Added +145.7k +145,734
36 Concord Wealth Partners 4.34% of their portfolio ABINGDON, VA 1,111,2121.1m $33.4m $33.4m 4.34% Added +48.9k +48,877
37 Concord Asset Management, LLC/VA 5.47% of their portfolio ABINGDON, VA 1,077,0151.1m $32.4m $32.4m 5.47% Added +44.0k +44,013
38 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 1,013,4861.0m $30.5m $30.5m 0.03% New
39 Fisher Asset Management, LLC 0.01% of their portfolio PLANO, TX 1,005,9461.0m $30.2m $30.2m 0.01% Reduced -34.2k -34,204
40 TIAA Wealth Investment Management LLC 0.23% of their portfolio New York, NY 993,900993.9k $29.8m $29.8m 0.23% First filing
41 Allspring Global Investments Holdings, LLC 0.05% of their portfolio CHARLOTTE, NC 992,198992.2k $29.8m $29.8m 0.05% Added +991.7k +991,735
42 CAPITAL ADVISORS INC/OK 0.46% of their portfolio TULSA, OK 952,098952.1k $28.6m $28.6m 0.46% Added +13.8k +13,806
43 Walker Financial Services, Inc. 9.76% of their portfolio BOWLING GREEN, KY 949,179949.2k $28.5m $28.5m 9.76% Reduced -1.3k -1,288
44 SoundView Advisors Inc. 10.02% of their portfolio OLYMPIA, WA 936,129936.1k $28.1m $28.1m 10.02% Reduced -84.0k -83,979
45 Flagstone Financial Management 6.81% of their portfolio LINCOLN, NE 912,452912.5k $27.4m $27.4m 6.81% Added +60.3k +60,277
46 Wealthspire Retirement, LLC 1.61% of their portfolio ALISO VIEJO, CA 892,159892.2k $26.8m $26.8m 1.61% Added +134.3k +134,277
47 Occidental Asset Management, LLC 3.04% of their portfolio Burlingame, CA 854,373854.4k $25.7m $25.7m 3.04% Added +52.7k +52,731
48 Gemmer Asset Management LLC 1.97% of their portfolio WALNUT CREEK, CA 828,388828.4k $24.9m $24.9m 1.97% Reduced -358.7k -358,655
49 CWM, LLC 0.06% of their portfolio OMAHA, NE 774,929774.9k $23.3m $23.3m 0.06% Added +69.0k +68,955
50 RED CEDAR INVESTMENT MANAGEMENT, LLC 2.41% of their portfolio GRAND RAPIDS, MI 771,921771.9k $23.2m $23.2m 2.41% Added +321.4k +321,353
51 Waverly Advisors, LLC 0.17% of their portfolio BIRMINGHAM, AL 736,885736.9k $22.2m $22.2m 0.17% Added +3.0k +2,984
52 CoreCap Advisors, LLC 0.74% of their portfolio SOUTHFIELD, MI 723,729723.7k $21.8m $21.8m 0.74% Added +692.4k +692,394
53 SWMG, LLC 6.09% of their portfolio FORT WORTH, TX 709,019709.0k $21.3m $21.3m 6.09% Added +33.8k +33,835
54 Atria Investments, Inc 0.24% of their portfolio Charlotte, NC 704,271704.3k $21.2m $21.2m 0.24% Added +65.6k +65,638
55 Cherry Tree Wealth Management, LLC 4.46% of their portfolio MINNETONKA, MN 701,304701.3k $21.1m $21.1m 4.46% Added +35.7k +35,687
56 Geneos Wealth Management Inc. 0.49% of their portfolio ENGLEWOOD, CO 698,064698.1k $21.0m $21.0m 0.49% Added +30.2k +30,250
57 Winthrop Capital Management, LLC 5.23% of their portfolio Carmel, IN 676,963677.0k $20.4m $20.4m 5.23% Reduced -10.9k -10,924
58 Pinnacle Financial Partners, Inc. 0.15% of their portfolio ATLANTA, GA 668,703668.7k $20.1m $20.1m 0.15% Added +183.3k +183,267
59 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 668,001668.0k $20.1m $20.1m 0.04% Added +62.4k +62,368
60 Clark Capital Management Group, Inc. 0.12% of their portfolio PHILADELPHIA, PA 659,862659.9k $19.8m $19.8m 0.12% Reduced -209.0k -208,957
61 HORIZON FINANCIAL SERVICES, LLC 8.43% of their portfolio WINSTON SALEM, NC 634,547634.5k $19.1m $19.1m 8.43% Added +84.6k +84,587
62 Modern Wealth Management, LLC 0.33% of their portfolio KANSAS CITY, MO 631,578631.6k $18.9m $18.9m 0.33% Reduced -184.3k -184,280
63 Cedar Mountain Advisors, LLC 3.71% of their portfolio LAKE OSWEGO, OR 631,291631.3k $19.0m $19.0m 3.71% Reduced -6.9k -6,890
64 MANNING & NAPIER ADVISORS LLC 0.26% of their portfolio Fairport, NY 615,348615.3k $18.5m $18.5m 0.26% Added +176.9k +176,872
65 Hardy Reed LLC 1.27% of their portfolio TUPELO, MS 578,912578.9k $17.4m $17.4m 1.27% Added +10.0k +10,034
66 COHEN & STEERS, INC. 0.03% of their portfolio NEW YORK, NY 566,191566.2k $17.0m $17.0m 0.03% Reduced -268.7k -268,656
67 TrueMark Investments, LLC 3.27% of their portfolio CHICAGO, IL 558,724558.7k $16.8m $16.8m 3.27% Added +52.8k +52,816
68 Advisory Services Network, LLC 0.22% of their portfolio ATLANTA, GA 547,685547.7k $16.5m $16.5m 0.22% Added +57.3k +57,278
69 Cornerstone Management, Inc. 2.55% of their portfolio DULUTH, GA 531,884531.9k $16.0m $16.0m 2.55% Added +56.2k +56,193
70 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 519,116519.1k $15.6m $15.6m 0.02% Added +192.8k +192,821
71 Woodside Wealth Management LLC 11.87% of their portfolio FRAMINGHAM, MA 505,290505.3k $15.2m $15.2m 11.87% Added +25.5k +25,485
72 Impact Partnership Wealth, LLC 1.82% of their portfolio MARIETTA, GA 491,406491.4k $14.8m $14.8m 1.82% Added +38.4k +38,440
73 Equitable Holdings, Inc. 0.10% of their portfolio NEW YORK, NY 490,145490.1k $14.8m $14.8m 0.10% Added +38.6k +38,646
74 Kingsview Wealth Management, LLC 0.20% of their portfolio GRANTS PASS, OR 488,008488.0k $14.7m $14.7m 0.20% Added +8.6k +8,569
75 ROGCO, LP 4.85% of their portfolio CLAREMORE, OK 482,735482.7k $14.5m $14.5m 4.85% Added +39.5k +39,549
76 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 481,070481.1k $14.5m $14.5m 0.08% Added +51.3k +51,335
77 HRT FINANCIAL LP 0.05% of their portfolio NEW YORK, NY 452,886452.9k $13.6m $13.6m 0.05% New
78 Smithfield Trust Co 0.59% of their portfolio PITTSBURGH, PA 450,913450.9k $13.6m $13.6m 0.59% Reduced -8.5k -8,525
79 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 425,572425.6k $12.8m $12.8m 0.07% New
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 416,729416.7k $12.5m $12.5m 0.03% Reduced -242.7k -242,746
81 RFG Advisory, LLC 0.23% of their portfolio BIRMINGHAM, AL 413,288413.3k $12.4m $12.4m 0.23% Reduced -5.0k -5,018
82 Certified Advisory Corp 1.09% of their portfolio ALTAMONTE SPRINGS, FL 404,924404.9k $12.2m $12.2m 1.09% Added +29.3k +29,305
83 Kraft, Davis & Associates, LLC 2.58% of their portfolio St. Louis, MO 402,772402.8k $12.1m $12.1m 2.58% Reduced -2.7k -2,748
84 Summit Financial, LLC 0.15% of their portfolio PARSIPPANY, NJ 383,975384.0k $11.5m $11.5m 0.15% Added +138.2k +138,170
85 GAMMA Investing LLC 0.52% of their portfolio FOSTER CITY, CA 371,561371.6k $11.2m $11.2m 0.52% Added +139.1k +139,061
86 CREATIVE FINANCIAL DESIGNS INC /ADV 0.65% of their portfolio KOKOMO, IN 353,292353.3k $10.6m $10.6m 0.65% Added +12.5k +12,532
87 SOUTHERN MICHIGAN BANK & TRUST 3.89% of their portfolio COLDWATER, MI 337,503337.5k $10.1m $10.1m 3.89% First filing
88 GSA CAPITAL PARTNERS LLP 0.61% of their portfolio LONDON, X0 326,039326.0k $9.8m $9.8m 0.61% Added +301.3k +301,345
89 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 324,293324.3k $9.8m $9.8m 0.05% Reduced -13.5k -13,459
90 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 321,544321.5k $9.7m $9.7m 0.01% Reduced -158.1k -158,071
91 Members Advisory Group LLC 3.30% of their portfolio WILLIAMSVILLE, NY 319,598319.6k $9.6m $9.6m 3.30% New
92 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 317,308317.3k $9.5m $9.5m 0.02% Added +49.7k +49,684
93 Saiph Capital, LLC 3.56% of their portfolio WYCKOFF, NJ 313,238313.2k $9.4m $9.4m 3.56% Reduced -152.0k -152,037
94 TRUEFG, LLC 2.48% of their portfolio CEDAR PARK, TX 310,765310.8k $9.3m $9.3m 2.48% Added +9.6k +9,622
95 ARRIEN INVESTMENTS, INC. 4.95% of their portfolio BOISE, ID 303,552303.6k $9.1m $9.1m 4.95% Added +108.5k +108,533
96 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 301,860301.9k $9.1m $9.1m 0.03% Added +5.8k +5,750
97 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2.05% of their portfolio BREA, CA 301,618301.6k $9.1m $9.1m 2.05% Added +7.6k +7,621
98 Allen Investment Management, LLC 0.11% of their portfolio NEW YORK, NY 300,971301.0k $9.1m $9.1m 0.11% Added +56.3k +56,290
99 Wellington Grp LLC 2.75% of their portfolio INDIANAPOLIS, IN 297,005297.0k $8.9m $8.9m 2.75% Added +25.4k +25,417
100 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.48% of their portfolio Greenbrae, CA 295,779295.8k $8.9m $8.9m 0.48% Added +2.7k +2,725