SPSB Institutional Ownership & Shareholders
SPDR PORT SHRT TRM CORP BND (SPSB) is currently held by 579 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.45B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of SPSB tracked by InsiderSet, reporting ownership valued at approximately $1.78B in its September 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 $1.79B, representing an estimated gain of +0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed SPSB value among the investors covered in this analysis. Major shareholders include Creative Planning, Jpmorgan Chase & Co, Fmr Llc, 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
579
Total Reported Value
$8.45B
Largest Holder
Creative Planning
Largest Position
$1.78B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 1.00% | 60,157,696 | $1,780,066,210 | $1,789,691,456 | +$9,625,246 | +0.54% | |
| Jpmorgan Chase & Co | 0.05% | 30,366,384 | $911,902,553 | $903,399,924 | -$8,502,629 | -0.93% | |
| Fmr Llc | 0.01% | 11,114,566 | $333,548,141 | $330,658,339 | -$2,889,803 | -0.87% | |
| Valmark Advisers, Inc. | 3.44% | 10,812,015 | $324,468,585 | $321,657,446 | -$2,811,139 | -0.87% | |
| Lpl Financial Llc | 0.06% | 9,608,002 | $288,336,109 | $285,838,060 | -$2,498,050 | -0.87% | |
| Morgan Stanley | 0.01% | 7,942,328 | $238,349,275 | $236,284,258 | -$2,065,017 | -0.87% | |
| Bank Of America Corp | 0.01% | 7,380,657 | $221,493,517 | $219,574,546 | -$1,918,971 | -0.87% | |
| Baird Financial Group, Inc. | 0.27% | 6,659,159 | $199,841,375 | $198,109,980 | -$1,731,395 | -0.87% | |
| Envestnet Asset Management Inc | 0.04% | 5,899,175 | $177,034,244 | $175,500,456 | -$1,533,788 | -0.87% | |
| Advisory Alpha, Llc | 3.93% | 5,333,999 | $160,074,687 | $158,686,470 | -$1,388,217 | -0.87% | |
| Huntington National Bank | 0.67% | 4,589,973 | $137,745,146 | $136,551,697 | -$1,193,449 | -0.87% | |
| Allstate Corp | 1.25% | 4,175,145 | $125,296,101 | $124,210,564 | -$1,085,537 | -0.87% | |
| Jane Street Group, Llc | 0.08% | 4,130,776 | $123,964,588 | $122,890,586 | -$1,074,002 | -0.87% | |
| Mcf Advisors Llc | 4.11% | 3,897,187 | $115,317,762 | $115,941,313 | +$623,551 | +0.54% | |
| Royal Bank Of Canada | 0.02% | 3,586,297 | $107,626,000 | $106,692,336 | -$933,664 | -0.87% | |
| State Street Corp | 0.00% | 3,530,180 | $105,940,702 | $105,022,855 | -$917,847 | -0.87% | |
| Wells Fargo & Company/Mn | 0.02% | 3,426,269 | $102,822,342 | $101,931,503 | -$890,839 | -0.87% | |
| Ubs Group Ag | 0.01% | 3,091,636 | $92,779,996 | $91,976,171 | -$803,825 | -0.87% | |
| Pnc Financial Services Group, Inc. | 0.05% | 3,086,595 | $92,628,709 | $91,826,201 | -$802,508 | -0.87% | |
| Rockwood Wealth Management, Llc | 4.68% | 2,633,907 | $77,937,311 | $78,358,733 | +$421,422 | +0.54% | |
| Goldman Sachs Group Inc | 0.01% | 2,431,812 | $72,978,678 | $72,346,407 | -$632,271 | -0.87% | |
| Gemmer Asset Management Llc | 4.28% | 1,626,010 | $65,565,274 | $48,373,798 | -$17,191,477 | -26.22% | |
| Mariner, Llc | 0.06% | 2,059,358 | $61,802,993 | $61,265,901 | -$537,093 | -0.87% | |
| Cetera Investment Advisers | 0.05% | 1,978,779 | $59,383,178 | $58,868,675 | -$514,503 | -0.87% | |
| Bip Wealth, Llc | 1.58% | 1,965,972 | $58,173,099 | $58,487,667 | +$314,568 | +0.54% | |
| Rodgers & Associates, Ltd | 4.93% | 1,764,081 | $52,199,148 | $52,481,410 | +$282,262 | +0.54% | |
| Osaic Holdings, Inc. | 0.06% | 1,592,744 | $47,798,023 | $47,384,134 | -$413,889 | -0.87% | |
| Arkansas Financial Group, Inc. | 5.95% | 1,511,744 | $44,732,490 | $44,974,384 | +$241,894 | +0.54% | |
| Raymond James Financial Inc | 0.01% | 1,466,270 | $44,002,755 | $43,621,533 | -$381,223 | -0.87% | |
| Strategic Wealth Partners, Ltd. | 2.53% | 1,359,676 | $40,803,885 | $40,450,361 | -$353,524 | -0.87% | |
| Beacon Pointe Advisors, Llc | 0.18% | 1,321,897 | $39,670,117 | $39,326,436 | -$343,681 | -0.87% | |
| Capital Wealth Management, Llc | 8.87% | 1,314,656 | $38,900,664 | $39,111,016 | +$210,352 | +0.54% | |
| Thrivent Financial For Lutherans | 0.06% | 1,285,377 | $38,574,000 | $38,239,966 | -$334,034 | -0.87% | |
| First Command Advisory Services, Inc. | 0.23% | 1,282,848 | $38,498,258 | $38,164,728 | -$333,530 | -0.87% | |
| Strategic Point Investment Advisors, Llc | 4.84% | 1,263,258 | $37,379,811 | $37,581,926 | +$202,115 | +0.54% | |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | 4.29% | 1,214,246 | $36,439,522 | $36,123,819 | -$315,704 | -0.87% | |
| Quattro Financial Advisors Llc | 7.53% | 1,226,205 | $36,283,406 | $36,479,599 | +$196,193 | +0.54% | |
| Orange Investment Advisors, Inc. | 4.49% | 1,216,752 | $36,003,690 | $36,198,372 | +$194,682 | +0.54% | |
| Ameriprise Financial Inc | 0.01% | 1,193,025 | $35,798,340 | $35,492,494 | -$305,846 | -0.85% | |
| Concord Wealth Partners | 4.04% | 1,173,487 | $34,723,483 | $34,911,238 | +$187,755 | +0.54% | |
| Concord Asset Management, Llc/Va | 5.14% | 1,133,127 | $33,529,226 | $33,710,528 | +$181,302 | +0.54% | |
| Manning & Napier Advisors Llc | 0.41% | 1,065,439 | $31,973,824 | $31,696,810 | -$277,014 | -0.87% | |
| Commonwealth Equity Services, Llc | 0.04% | 1,043,641 | $30,881,339 | $31,048,320 | +$166,981 | +0.54% | |
| Walker Financial Services, Inc. | 8.77% | 1,011,818 | $29,939,696 | $30,101,586 | +$161,890 | +0.54% | |
| Fisher Asset Management, Llc | 0.01% | 994,610 | $29,848,257 | $29,589,648 | -$258,610 | -0.87% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 991,735 | $29,761,967 | $29,504,116 | -$257,851 | -0.87% | |
| Tiaa Wealth Investment Management Llc | 0.20% | 976,586 | $29,326,863 | $29,053,434 | -$273,430 | -0.93% | |
| Flagstone Financial Management | 6.31% | 940,715 | $28,230,846 | $27,986,271 | -$244,575 | -0.87% | |
| Soundview Advisors Inc. | 9.06% | 926,495 | $27,804,000 | $27,563,226 | -$240,774 | -0.87% | |
| Wealthspire Retirement, Llc | 1.43% | 867,445 | $26,032,020 | $25,806,489 | -$225,531 | -0.87% |
Frequently asked questions about SPSB
Who are the largest institutional holders of SPSB?
The largest institutional holders of SPSB reported in the latest SEC Form 13F filings include Creative Planning, Jpmorgan Chase & Co, Fmr Llc, Valmark Advisers, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported SPSB position.
What is SPSB institutional ownership?
This page tracks SPSB positions reported by institutional investment managers through SEC Form 13F. SPDR PORT SHRT TRM CORP BND (SPSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPSB?
InsiderSet currently tracks 579 institutional managers reporting SPSB 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 SPSB shareholders.
How much SPSB stock do institutions own?
Institutional investment managers disclosed approximately $8.45B in SPSB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPSB institutional ownership last updated?
The latest SPSB 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 SPSB 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 SPSB position after the reporting date.
Are institutions buying or selling SPSB?
Institutional buying and selling can be analyzed by comparing SPSB positions across consecutive 13F reporting periods. InsiderSet's SPSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPSB ownership changes.
How has SPSB institutional ownership changed over time?
InsiderSet tracks SPSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.