SPIB Institutional Ownership & Shareholders
SPDR PORT INT CORP BOND ETF (SPIB) is currently held by 582 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.68B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPIB tracked by InsiderSet, reporting ownership valued at approximately $1.95B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.90B, representing an estimated loss of -2.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed SPIB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, American Family Investments, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SPDR PORT INT CORP BOND ETF (SPIB).
This page ranks the largest institutional SPIB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
582
Total Reported Value
$8.68B
Largest Holder
Lpl Financial Llc
Largest Position
$1.95B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.44% | 58,146,645 | $1,945,586,668 | $1,899,650,892 | -$45,935,776 | -2.36% | |
| American Family Investments, Inc. | 8.83% | 14,630,218 | $489,527,094 | $477,969,222 | -$11,557,872 | -2.36% | |
| Envestnet Asset Management Inc | 0.10% | 12,100,501 | $404,867,724 | $395,323,368 | -$9,544,356 | -2.36% | |
| Morgan Stanley | 0.02% | 11,540,116 | $386,132,292 | $377,015,590 | -$9,116,702 | -2.36% | |
| Charles Schwab Investment Management Inc | 0.03% | 7,483,543 | $250,399,349 | $244,487,350 | -$5,911,999 | -2.36% | |
| Creative Planning | 0.14% | 7,672,334 | $247,662,933 | $250,655,152 | +$2,992,219 | +1.21% | |
| D.A. Davidson & Co. | 1.26% | 7,246,398 | $233,913,736 | $236,739,823 | +$2,826,087 | +1.21% | |
| Wealth Management Nebraska | 20.00% | 7,069,823 | $228,213,896 | $230,971,117 | +$2,757,221 | +1.21% | |
| Waverly Advisors, Llc | 1.12% | 5,749,007 | $192,361,790 | $187,820,059 | -$4,541,731 | -2.36% | |
| Wells Fargo & Company/Mn | 0.03% | 5,284,688 | $176,825,637 | $172,650,757 | -$4,174,880 | -2.36% | |
| Raymond James Financial Inc | 0.05% | 5,281,512 | $176,719,368 | $172,546,997 | -$4,172,371 | -2.36% | |
| Assetmark, Inc | 0.28% | 5,092,280 | $164,378,813 | $166,364,788 | +$1,985,975 | +1.21% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 2.01% | 4,764,034 | $153,783,006 | $155,640,991 | +$1,857,985 | +1.21% | |
| Ameriprise Financial Inc | 0.02% | 2,976,767 | $99,584,406 | $97,250,978 | -$2,333,428 | -2.34% | |
| Castleark Management Llc | 2.43% | 2,688,380 | $89,953,195 | $87,829,375 | -$2,123,820 | -2.36% | |
| Capital Analysts, Llc | 2.03% | 2,637,621 | $88,255,000 | $86,171,078 | -$2,083,922 | -2.36% | |
| Osaic Holdings, Inc. | 0.10% | 2,477,234 | $82,887,960 | $80,931,235 | -$1,956,725 | -2.36% | |
| State Of New Jersey Common Pension Fund D | 0.26% | 2,255,766 | $75,477,930 | $73,695,875 | -$1,782,055 | -2.36% | |
| Cetera Investment Advisers | 0.07% | 2,201,262 | $73,654,192 | $71,915,230 | -$1,738,962 | -2.36% | |
| Tower Research Capital Llc (Trc) | 1.71% | 2,083,008 | $69,697,447 | $68,051,871 | -$1,645,576 | -2.36% | |
| Capital Advisors Inc/Ok | 0.97% | 1,980,361 | $66,262,895 | $64,698,394 | -$1,564,501 | -2.36% | |
| Royal Bank Of Canada | 0.01% | 1,810,684 | $60,586,000 | $59,155,046 | -$1,430,954 | -2.36% | |
| Dodds Wealth, Llc | 12.48% | 1,716,411 | $55,405,739 | $56,075,147 | +$669,408 | +1.21% | |
| Tcv Trust & Wealth Management, Inc. | 4.21% | 1,685,935 | $54,421,981 | $55,079,496 | +$657,515 | +1.21% | |
| Private Advisor Group, Llc | 0.23% | 1,497,559 | $50,108,359 | $48,925,253 | -$1,183,106 | -2.36% | |
| Bank Of America Corp | 0.00% | 1,487,597 | $49,775,000 | $48,599,794 | -$1,175,206 | -2.36% | |
| Point72 Asset Management, L.P. | 0.07% | 1,410,000 | $47,178,600 | $46,064,700 | -$1,113,900 | -2.36% | |
| Zurich Insurance Group Ltd/Fi | 0.33% | 1,402,903 | $46,927,105 | $45,832,841 | -$1,094,264 | -2.33% | |
| Stephens Group Asset Management, Llc | 2.66% | 1,440,070 | $46,485,460 | $47,047,087 | +$561,627 | +1.21% | |
| Ubs Group Ag | 0.01% | 1,384,957 | $46,340,661 | $45,246,545 | -$1,094,116 | -2.36% | |
| Mfa Wealth Advisors, Llc | 7.80% | 1,422,899 | $45,931,182 | $46,486,110 | +$554,928 | +1.21% | |
| Orange Investment Advisors, Inc. | 5.57% | 1,382,436 | $44,625,032 | $45,164,184 | +$539,152 | +1.21% | |
| Gradient Investments Llc | 0.63% | 1,370,913 | $44,253,076 | $44,787,728 | +$534,652 | +1.21% | |
| Susquehanna International Group, Llp | 0.04% | 1,233,608 | $41,276,524 | $40,301,973 | -$974,551 | -2.36% | |
| Manning & Napier Advisors Llc | 0.53% | 1,224,700 | $40,978,462 | $40,010,949 | -$967,513 | -2.36% | |
| Roberts Financial Services Llc | 11.54% | 1,213,977 | $39,187,159 | $39,660,629 | +$473,470 | +1.21% | |
| Cgn Advisors Llc | 2.99% | 1,196,689 | $38,629,125 | $39,095,830 | +$466,705 | +1.21% | |
| Carnegie Investment Counsel | 0.73% | 1,135,649 | $36,658,750 | $37,101,653 | +$442,903 | +1.21% | |
| Rockwood Wealth Management, Llc | 2.13% | 1,098,547 | $35,461,103 | $35,889,530 | +$428,427 | +1.21% | |
| Advisors Capital Management, Llc | 0.37% | 1,042,579 | $34,884,722 | $34,061,056 | -$823,666 | -2.36% | |
| Concord Wealth Partners | 3.94% | 1,049,597 | $33,881,001 | $34,290,334 | +$409,333 | +1.21% | |
| Apella Capital, Llc | 0.43% | 1,040,999 | $33,613,870 | $34,009,437 | +$395,567 | +1.18% | |
| Concord Asset Management, Llc/Va | 5.10% | 1,029,096 | $33,219,210 | $33,620,566 | +$401,356 | +1.21% | |
| High Probability Advisors, Llc | 3.55% | 981,970 | $31,697,991 | $32,080,960 | +$382,969 | +1.21% | |
| Bartlett & Co. Wealth Management Llc | 0.39% | 937,863 | $31,380,919 | $30,639,984 | -$740,935 | -2.36% | |
| Dynamic Advisor Solutions Llc | 0.89% | 967,952 | $31,245,495 | $31,622,992 | +$377,497 | +1.21% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.20% | 927,502 | $31,034,217 | $30,301,490 | -$732,727 | -2.36% | |
| Nottingham Advisors, Inc. | 3.76% | 953,764 | $30,756,776 | $31,159,470 | +$402,694 | +1.31% | |
| St Germain D J Co Inc | 1.06% | 880,809 | $29,471,859 | $28,776,030 | -$695,829 | -2.36% | |
| Occidental Asset Management, Llc | 2.80% | 842,398 | $28,186,642 | $27,521,143 | -$665,499 | -2.36% |
Frequently asked questions about SPIB
Who are the largest institutional holders of SPIB?
The largest institutional holders of SPIB reported in the latest SEC Form 13F filings include Lpl Financial Llc, American Family Investments, Inc., Envestnet Asset Management Inc, Morgan Stanley, and Charles Schwab Investment Management Inc. InsiderSet ranks institutional holders by their latest reported SPIB position.
What is SPIB institutional ownership?
This page tracks SPIB positions reported by institutional investment managers through SEC Form 13F. SPDR PORT INT CORP BOND ETF (SPIB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPIB?
InsiderSet currently tracks 582 institutional managers reporting SPIB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPIB shareholders.
How much SPIB stock do institutions own?
Institutional investment managers disclosed approximately $8.68B in SPIB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPIB institutional ownership last updated?
The latest SPIB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPIB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPIB position after the reporting date.
Are institutions buying or selling SPIB?
Institutional buying and selling can be analyzed by comparing SPIB positions across consecutive 13F reporting periods. InsiderSet's SPIB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPIB ownership changes.
How has SPIB institutional ownership changed over time?
InsiderSet tracks SPIB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.