SPDR SER TR SPSB
PORTFOLIO SHORT · ETP · CUSIP 78464A474
579
institutional holders
-1 vs Q1 2026
269.7m
shares reported held*
$8.2bnreported value*
46 new
278 added
162 reduced
38 sold out
net bought ≈ $749.8m (+18.1m 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 ($38.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.54.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 531 |
| Q4 2022 | 572 |
| Q1 2023 | 552 |
| Q2 2023 | 550 |
| Q3 2023 | 531 |
| Q4 2023 | 560 |
| Q1 2024 | 523 |
| Q2 2024 | 534 |
| Q3 2024 | 532 |
| Q4 2024 | 572 |
| Q1 2025 | 555 |
| Q2 2025 | 567 |
| Q3 2025 | 554 |
| Q4 2025 | 570 |
| Q1 2026 | 580 |
| Q2 2026 | 579 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 256 | 230 |
| Q4 2024 | 258 | 209 |
| Q1 2025 | 269 | 242 |
| Q2 2025 | 265 | 256 |
| Q3 2025 | 286 | 217 |
| Q4 2025 | 293 | 214 |
| Q1 2026 | 306 | 223 |
| Q2 2026 | 324 | 200 |
Biggest buyers
| FMR LLC | Added | +5.9m |
| Creative Planning | Added | +3.2m |
| JANE STREET GROUP, LLC | Added | +3.1m |
| Valmark Advisers, Inc. | Added | +1.7m |
| PNC Financial Services Group, Inc. | Added | +1.0m |
| QUATTRO FINANCIAL ADVISORS LLC | Added | +991.1k |
| Thrivent Financial for Lutherans | Added | +968.1k |
| MORGAN STANLEY | Added | +932.7k |
| Beacon Pointe Advisors, LLC | Added | +896.3k |
| BROWN ADVISORY INC | Added | +665.7k |
Biggest sellers
| Oasis Advisors, LLC | Reduced | -6.6m |
| CAPITAL ADVISORS INC/OK | Sold out | -952.1k |
| CoreCap Advisors, LLC | Reduced | -685.8k |
| AMERIPRISE FINANCIAL INC | Reduced | -626.1k |
| JPMORGAN CHASE & CO | Reduced | -608.3k |
| Members Advisory Group LLC | Sold out | -319.6k |
| ZAZOVE ASSOCIATES LLC | Sold out | -200.0k |
| Independent Advisor Alliance | Sold out | -188.4k |
| Eagle Strategies LLC | Reduced | -174.1k |
| Impact Partnership Wealth, LLC | Reduced | -170.1k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Creative Planning 0.99% of their portfolio | 56.3m $1.7bn | Added +3.2m |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 30.4m $911.9m | Reduced -608.3k |
| FMR LLC 0.01% of their portfolio | 11.1m $333.5m | Added +5.9m |
| Valmark Advisers, Inc. 3.44% of their portfolio | 10.8m $324.5m | Added +1.7m |
| LPL Financial LLC 0.06% of their portfolio | 9.6m $288.3m | Added +98.8k |
| MORGAN STANLEY 0.01% of their portfolio | 7.9m $238.3m | Added +932.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 7.4m $221.5m | Reduced -55.7k |
| Baird Financial Group, Inc. 0.27% of their portfolio | 6.7m $199.8m | Added +663.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 5.9m $177.0m | Added +593.0k |
| Advisory Alpha, LLC 3.93% of their portfolio | 5.3m $160.1m | Added +149.2k |
| HUNTINGTON NATIONAL BANK 0.67% of their portfolio | 4.6m $137.7m | Added +419.0k |
| ALLSTATE CORP 1.25% of their portfolio | 4.2m $125.3m | Added +241.6k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 4.1m $124.0m | Added +3.1m |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 3.6m $107.6m | Added +27.2k |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $105.9m | Added +269.8k |
| MCF Advisors LLC 3.76% of their portfolio | 3.5m $105.2m | Added +475.7k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 3.4m $102.8m | Reduced -73.7k |
| PNC Financial Services Group, Inc. 0.05% of their portfolio | 3.2m $95.4m | Added +1.0m |
| UBS Group AG 0.01% of their portfolio | 3.1m $92.8m | Added +275.8k |
| Rockwood Wealth Management, LLC 4.86% of their portfolio | 2.6m $76.8m | Added +151.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.4m $73.0m | Added +333.6k |
| Mariner, LLC 0.06% of their portfolio | 2.1m $61.8m | Added +68.7k |
| Cetera Investment Advisers 0.05% of their portfolio | 2.0m $59.4m | Added +44.8k |
| Rodgers & Associates, LTD 4.81% of their portfolio | 1.8m $53.0m | Added +98.9k |
| BIP Wealth, LLC 1.48% of their portfolio | 1.7m $52.3m | Added +264.8k |
| OSAIC HOLDINGS, INC. 0.06% of their portfolio | 1.6m $47.8m | Added +117.5k |
| ARKANSAS FINANCIAL GROUP, INC. 5.78% of their portfolio | 1.5m $44.4m | Added +70.5k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 1.5m $44.0m | Reduced -6.3k |
| Strategic Wealth Partners, Ltd. 2.53% of their portfolio | 1.4m $40.8m | Added +90.6k |
| Beacon Pointe Advisors, LLC 0.18% of their portfolio | 1.3m $39.7m | Added +896.3k |
| Thrivent Financial for Lutherans 0.06% of their portfolio | 1.3m $38.6m | Added +968.1k |
| First Command Advisory Services, Inc. 0.23% of their portfolio | 1.3m $38.5m | Added +160.7k |
| Strategic Point Investment Advisors, LLC 4.85% of their portfolio | 1.2m $37.2m | Added +45.5k |
| CAPITAL WEALTH MANAGEMENT, LLC 8.86% of their portfolio | 1.2m $36.8m | Added +57.0k |
| QUATTRO FINANCIAL ADVISORS LLC 7.79% of their portfolio | 1.2m $36.5m | Added +991.1k |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.29% of their portfolio | 1.2m $36.4m | Added +42.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.2m $35.8m | Reduced -626.1k |
| Orange Investment Advisors, Inc. 4.30% of their portfolio | 1.2m $35.4m | Added +16.7k |
| Concord Wealth Partners 3.92% of their portfolio | 1.1m $34.2m | Added +29.3k |
| Concord Asset Management, LLC/VA 5.09% of their portfolio | 1.1m $32.9m | Added +18.5k |
| MANNING & NAPIER ADVISORS LLC 0.41% of their portfolio | 1.1m $32.0m | Added +450.1k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 994.6k $29.8m | Reduced -11.3k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 991.7k $29.8m | Reduced -463 |
| TIAA Wealth Investment Management LLC 0.20% of their portfolio | 976.6k $29.3m | Reduced -17.3k |
| Walker Financial Services, Inc. 9.06% of their portfolio | 975.7k $29.3m | Added +26.5k |
| Flagstone Financial Management 6.31% of their portfolio | 940.7k $28.2m | Added +28.3k |
| SoundView Advisors Inc. 9.06% of their portfolio | 926.5k $27.8m | Reduced -9.6k |
| Wealthspire Retirement, LLC 1.43% of their portfolio | 867.4k $26.0m | Reduced -24.7k |
| Occidental Asset Management, LLC 2.56% of their portfolio | 860.9k $25.8m | Added +6.5k |
| Tower Research Capital LLC (TRC) 0.62% of their portfolio | 848.7k $25.5m | Added +572.6k |
| Gemmer Asset Management LLC 1.71% of their portfolio | 848.0k $25.4m | Added +19.6k |
| Atria Investments, Inc 0.25% of their portfolio | 823.5k $24.7m | Added +119.3k |
| Waverly Advisors, LLC 0.14% of their portfolio | 812.4k $24.4m | Added +75.6k |
| SWMG, LLC 5.65% of their portfolio | 802.3k $24.0m | Added +93.3k |
| Clark Capital Management Group, Inc. 0.13% of their portfolio | 784.5k $23.5m | Added +124.6k |
| Pinnacle Financial Partners, Inc. 0.16% of their portfolio | 779.1k $23.4m | Added +110.4k |
| Geneos Wealth Management Inc. 0.45% of their portfolio | 735.9k $22.1m | Added +37.9k |
| RED CEDAR INVESTMENT MANAGEMENT, LLC 2.05% of their portfolio | 721.8k $21.7m | Reduced -50.1k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 706.2k $21.2m | Added +38.2k |
| BROWN ADVISORY INC 0.03% of their portfolio | 674.6k $20.2m | Added +665.7k |
| Winthrop Capital Management, LLC 4.87% of their portfolio | 671.6k $20.2m | Reduced -5.4k |
| HORIZON FINANCIAL SERVICES, LLC 7.62% of their portfolio | 661.8k $19.9m | Added +27.2k |
| Advisory Services Network, LLC 0.22% of their portfolio | 642.6k $19.3m | Added +94.9k |
| Cedar Mountain Advisors, LLC 3.27% of their portfolio | 632.9k $19.0m | Added +1.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 629.2k $18.9m | Added +110.1k |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 624.8k $18.8m | Added +334.0k |
| COHEN & STEERS, INC. 0.03% of their portfolio | 600.7k $18.0m | Added +34.5k |
| Hardy Reed LLC 1.11% of their portfolio | 577.5k $17.3m | Reduced -1.4k |
| Equitable Holdings, Inc. 0.09% of their portfolio | 518.7k $15.6m | Added +28.6k |
| Woodside Wealth Management LLC 10.63% of their portfolio | 508.5k $15.3m | Added +3.2k |
| ROGCO, LP 4.61% of their portfolio | 501.7k $15.1m | Added +19.0k |
| TrueMark Investments, LLC 1.88% of their portfolio | 500.4k $15.0m | Reduced -58.4k |
| Modern Wealth Management, LLC 0.17% of their portfolio | 483.9k $14.5m | Reduced -147.7k |
| GAMMA Investing LLC 0.53% of their portfolio | 476.6k $14.3m | Added +105.0k |
| Cornerstone Management, Inc. 2.03% of their portfolio | 471.2k $14.1m | Reduced -60.7k |
| Kingsview Wealth Management, LLC 0.17% of their portfolio | 467.3k $14.0m | Reduced -20.7k |
| Sanctuary Advisors, LLC 0.06% of their portfolio | 463.2k $13.9m | Reduced -17.9k |
| Private Advisor Group, LLC 0.06% of their portfolio | 461.0k $13.8m | Added +136.7k |
| Smithfield Trust Co 0.54% of their portfolio | 451.7k $13.6m | Added +758 |
| RFG Advisory, LLC 0.21% of their portfolio | 441.1k $13.2m | Added +27.9k |
| HRT FINANCIAL LP 0.03% of their portfolio | 431.5k $12.9m | Reduced -21.3k |
| Certified Advisory Corp 1.04% of their portfolio | 431.0k $12.9m | Added +26.1k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio | 424.2k $12.7m | Added +7.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 417.0k $12.5m | Added +397.1k |
| Timonier Family Office, LTD. 3.43% of their portfolio | 404.3k $12.1m | First filing |
| Summit Financial, LLC 0.13% of their portfolio | 395.6k $11.9m | Added +11.7k |
| Kraft, Davis & Associates, LLC 2.45% of their portfolio | 392.2k $11.7m | Reduced -10.6k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 366.6k $11.0m | Added +64.8k |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.49% of their portfolio | 341.4k $10.2m | Reduced -11.9k |
| SOUTHERN MICHIGAN BANK & TRUST 3.61% of their portfolio | 338.7k $10.2m | Added +1.2k |
| US BANCORP \DE\ 0.01% of their portfolio | 321.6k $9.6m | Added +8 |
| Impact Partnership Wealth, LLC 0.94% of their portfolio | 321.3k $9.6m | Reduced -170.1k |
| Saiph Capital, LLC 2.88% of their portfolio | 320.9k $9.6m | Added +7.6k |
| TRUEFG, LLC 2.22% of their portfolio | 317.4k $9.5m | Added +6.6k |
| GSA CAPITAL PARTNERS LLP 0.59% of their portfolio | 312.2k $9.4m | Reduced -13.8k |
| COURIER CAPITAL LLC 0.46% of their portfolio | 308.5k $9.3m | Added +30.0k |
| Midwest Trust Co 0.10% of their portfolio | 307.5k $9.2m | Added +60.2k |
| Wellington Grp LLC 2.41% of their portfolio | 303.5k $9.1m | Added +6.5k |
| ARRIEN INVESTMENTS, INC. 4.59% of their portfolio | 303.0k $9.1m | Reduced -563 |
| INTEGRITY ALLIANCE, LLC. 0.28% of their portfolio | 301.5k $9.0m | Added +18.0k |