SPDR PORT SHRT TRM CORP BND (SPSB) Institutional Shareholders
SPDR PORT SHRT TRM CORP BND (SPSB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.54B in SPSB holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of SPSB tracked by InsiderSet, reporting ownership valued at approximately $1.60B in its March 31, 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 $1.59B, representing an estimated loss of -0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed SPSB value among the investors covered in this analysis. Major shareholders include Creative Planning, Lpl Financial Llc, Valmark Advisers, Inc., and several other long-term asset managers with concentrated positions in SPDR PORT SHRT TRM CORP BND (SPSB).
This page ranks the largest institutional SPSB 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
570
Total Reported Value
$6.54B
Largest Holder
Creative Planning
Largest Position
$1.60B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 1.08% | 53,069,411 | $1,595,797,167 | $1,588,898,165 | -$6,899,002 | -0.43% | |
| Lpl Financial Llc | 0.08% | 9,509,202 | $285,941,680 | $284,705,508 | -$1,236,172 | -0.43% | |
| Valmark Advisers, Inc. | 3.26% | 9,127,167 | $274,453,903 | $273,267,380 | -$1,186,523 | -0.43% | |
| Bank Of America Corp | 0.02% | 7,436,338 | $223,610,690 | $222,643,960 | -$966,730 | -0.43% | |
| Morgan Stanley | 0.01% | 7,009,627 | $210,779,508 | $209,868,232 | -$911,276 | -0.43% | |
| Baird Financial Group, Inc. | 0.28% | 5,995,308 | $180,278,898 | $179,499,522 | -$779,376 | -0.43% | |
| Envestnet Asset Management Inc | 0.04% | 5,306,167 | $159,556,449 | $158,866,640 | -$689,809 | -0.43% | |
| Fmr Llc | 0.01% | 5,239,732 | $157,558,727 | $156,877,576 | -$681,151 | -0.43% | |
| Advisory Alpha, Llc | 4.26% | 5,184,845 | $155,909,498 | $155,234,259 | -$675,239 | -0.43% | |
| Huntington National Bank | 0.69% | 4,170,948 | $125,420,469 | $124,878,183 | -$542,286 | -0.43% | |
| Allstate Corp | 1.26% | 3,933,540 | $118,281,548 | $117,770,188 | -$511,360 | -0.43% | |
| Royal Bank Of Canada | 0.02% | 3,559,104 | $107,023,000 | $106,559,574 | -$463,426 | -0.43% | |
| Wells Fargo & Company/Mn | 0.02% | 3,500,002 | $105,245,037 | $104,790,060 | -$454,977 | -0.43% | |
| State Street Corp | 0.00% | 3,260,348 | $98,038,664 | $97,614,819 | -$423,845 | -0.43% | |
| Mcf Advisors Llc | 3.99% | 3,028,206 | $91,058,155 | $90,664,488 | -$393,667 | -0.43% | |
| Ubs Group Ag | 0.02% | 2,815,855 | $84,672,760 | $84,306,699 | -$366,061 | -0.43% | |
| Rockwood Wealth Management, Llc | 4.86% | 2,559,277 | $76,803,909 | $76,624,753 | -$179,156 | -0.23% | |
| Strategic Wealth Partners, Ltd. | 2.58% | 2,485,437 | $74,895,228 | $74,413,984 | -$481,244 | -0.64% | |
| Goldman Sachs Group Inc | 0.01% | 2,098,216 | $63,093,355 | $62,820,587 | -$272,768 | -0.43% | |
| Pnc Financial Services Group, Inc. | 0.04% | 2,067,797 | $62,178,642 | $61,909,842 | -$268,800 | -0.43% | |
| Mariner, Llc | 0.07% | 1,990,622 | $59,852,183 | $59,599,223 | -$252,960 | -0.42% | |
| Cetera Investment Advisers | 0.06% | 1,934,001 | $58,155,421 | $57,903,990 | -$251,431 | -0.43% | |
| Ameriprise Financial Inc | 0.01% | 1,819,145 | $54,640,982 | $54,465,201 | -$175,781 | -0.32% | |
| Rodgers & Associates, Ltd | 4.81% | 1,764,606 | $52,955,821 | $52,832,304 | -$123,517 | -0.23% | |
| Bip Wealth, Llc | 1.81% | 1,478,176 | $44,448,758 | $44,256,589 | -$192,169 | -0.43% | |
| Arkansas Financial Group, Inc. | 5.78% | 1,479,226 | $44,391,581 | $44,288,026 | -$103,555 | -0.23% | |
| Osaic Holdings, Inc. | 0.06% | 1,475,205 | $44,359,078 | $44,167,638 | -$191,440 | -0.43% | |
| Raymond James Financial Inc | 0.01% | 1,472,559 | $44,279,850 | $44,088,416 | -$191,434 | -0.43% | |
| Strategic Point Investment Advisors, Llc | 4.85% | 1,240,756 | $37,235,100 | $37,148,235 | -$86,865 | -0.23% | |
| Capital Wealth Management, Llc | 8.86% | 1,227,718 | $36,843,812 | $36,757,877 | -$85,935 | -0.23% | |
| Quattro Financial Advisors Llc | 7.79% | 1,214,781 | $36,455,578 | $36,370,543 | -$85,035 | -0.23% | |
| Orange Investment Advisors, Inc. | 4.30% | 1,180,398 | $35,423,746 | $35,341,116 | -$82,630 | -0.23% | |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | 4.75% | 1,171,796 | $35,235,906 | $35,083,572 | -$152,334 | -0.43% | |
| Concord Wealth Partners | 3.92% | 1,140,512 | $34,226,760 | $34,146,929 | -$79,831 | -0.23% | |
| First Command Advisory Services, Inc. | 0.23% | 1,122,144 | $33,742,871 | $33,596,991 | -$145,880 | -0.43% | |
| Concord Asset Management, Llc/Va | 5.09% | 1,095,507 | $32,876,167 | $32,799,480 | -$76,687 | -0.23% | |
| Jane Street Group, Llc | 0.03% | 1,013,486 | $30,475,524 | $30,343,771 | -$131,753 | -0.43% | |
| Fisher Asset Management, Llc | 0.01% | 1,005,946 | $30,248,796 | $30,118,023 | -$130,773 | -0.43% | |
| Tiaa Wealth Investment Management Llc | 0.23% | 993,900 | $29,836,881 | $29,757,366 | -$79,515 | -0.27% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 992,198 | $29,780,823 | $29,706,408 | -$74,415 | -0.25% | |
| Walker Financial Services, Inc. | 9.06% | 975,719 | $29,281,328 | $29,213,027 | -$68,301 | -0.23% | |
| Flagstone Financial Management | 6.31% | 940,715 | $28,230,846 | $28,165,007 | -$65,839 | -0.23% | |
| Wealthspire Retirement, Llc | 1.61% | 892,159 | $26,827,221 | $26,711,240 | -$115,981 | -0.43% | |
| Occidental Asset Management, Llc | 3.04% | 854,373 | $25,690,988 | $25,579,928 | -$111,060 | -0.43% | |
| Gemmer Asset Management Llc | 1.71% | 847,978 | $25,447,823 | $25,388,461 | -$59,362 | -0.23% | |
| Atria Investments, Inc | 0.25% | 823,528 | $24,714,072 | $24,656,428 | -$57,644 | -0.23% | |
| Swmg, Llc | 5.65% | 802,312 | $23,989,116 | $24,021,221 | +$32,105 | +0.13% | |
| Cwm, Llc | 0.06% | 774,929 | $23,302,120 | $23,201,374 | -$100,746 | -0.43% | |
| Red Cedar Investment Management, Llc | 2.41% | 771,921 | $23,211,664 | $23,111,315 | -$100,349 | -0.43% | |
| Waverly Advisors, Llc | 0.17% | 736,885 | $22,158,137 | $22,062,337 | -$95,800 | -0.43% |
Frequently asked questions about SPSB
Who owns the most SPSB stock?
The largest holders of SPSB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORT SHRT TRM CORP BND (SPSB).
Is SPSB widely held by superinvestors?
Many widely followed stocks like SPSB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPSB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.