SS SPDR P Corp. Bond ETFSPBOETF
13F holders, Q1 2026 (March 31)173holders +3
24new positions
18sold out
1famous investor
$29.03avg. 13F price*
At the end of Q1 2026, 173 institutions reported holding SS SPDR P Corp. Bond ETF (SPBO) in their 13F filings, up 3 from Q4 2025. 24 opened new positions and 18 sold out. The largest holders were Ameriprise Financial Inc. ($233.3M), LPL Financial LLC ($85.6M) and Bank of America Corp. ($65.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P Corp. Bond ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A144
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $31.4M |
| Exits | 18 | $16.5M |
All 13F filers, Q4 2025 → Q1 2026: 5,989,302 shares bought and 2,517,132 shares sold, net +3,472,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Ameriprise Financial Inc. | 0.05% | Add +0.1% | 8,036,950 | $233.3M |
| LPL Financial LLC | 0.02% | Reduce -2.6% | 2,950,041 | $85.6M |
| Bank of America Corp. | 0.00% | Reduce -18.7% | 2,252,492 | $65.4M |
| Assetmark, Inc. | 0.13% | Add +47.0% | 2,170,235 | $63.0M |
| AE Wealth Management LLC | 0.33% | Add +7.4% | 2,120,579 | $61.6M |
| CX Institutional | 1.82% | Add +2.1% | 2,053,033 | $59.6M |
| St Germain D J Co. Inc. | 2.27% | Reduce -7.4% | 1,975,748 | $57.4M |
| Procyon Advisors, LLC | 2.48% | Add +16.5% | 1,740,756 | $50.5M |
| Osaic Holdings, Inc. | 0.07% | Add +1.6% | 1,566,772 | $45.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.40% | Add +642.8% | 1,513,411 | $44.0M |
| Exchange Traded Concepts, LLC | 0.32% | Add +4.7% | 1,437,482 | $41.7M |
| Summit Financial Wealth Advisors, LLC | 4.64% | Add +9.6% | 1,126,788 | $32.7M |
| North Dakota State Investment Board | 1.37% | No change | 1,089,068 | $31.6M |
| Geneos Wealth Management Inc. | 0.68% | Add +2.3% | 1,014,637 | $29.5M |
| Rwa Wealth Partners, LLC | 0.30% | Reduce -9.3% | 951,457 | $27.6M |
| Arkansas Financial Group, Inc. | 3.56% | Add +6.9% | 877,107 | $25.5M |
| Morgan Stanley | 0.00% | Reduce -34.9% | 856,986 | $24.9M |
| Flaharty Asset Management, LLC | 2.69% | Add +1.3% | 746,259 | $21.7M |
| CoreCap Advisors, LLC | 0.72% | Add +7162.3% | 727,245 | $21.1M |
| Nepc LLC | 0.42% | Add +179.9% | 724,227 | $21.0M |
| Sterling Manor Financial, LLC | 12.21% | Add +6.2% | 672,350 | $19.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +2.7% | 582,061 | $16.9M |
| Mariner, LLC | 0.02% | Reduce -4.2% | 520,981 | $15.1M |
| Tradewinds Capital Management, LLC | 2.89% | Reduce -33.5% | 502,038 | $14.6M |
| Financial Gravity Asset Management, Inc. | 2.29% | Add +4.0% | 442,070 | $12.8M |
| Flagship Harbor Advisors, LLC | 0.50% | New | 393,741 | $11.4M |
| Wells Fargo & Company | 0.00% | Add +23.8% | 393,249 | $11.4M |
| IHT Wealth Management, LLC | 0.26% | Reduce -0.4% | 387,713 | $11.3M |
| Royal Bank of Canada | 0.00% | Add +29.8% | 340,386 | $9.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +6.9% | 314,391 | $9.1M |
| Valmark Advisers, Inc. | 0.11% | Reduce -13.9% | 308,596 | $9.0M |
| HighPoint Advisor Group LLC | 0.32% | Add +66.6% | 259,097 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Add +89.1% | 239,054 | $6.9M |
| Foundations Investment Advisors, LLC | 0.08% | Add +36.4% | 235,629 | $6.8M |
| Cwm, LLC | 0.02% | Reduce -6.8% | 215,712 | $6.3M |
| Breakwater Capital Group | 0.83% | Add +6.1% | 212,279 | $6.2M |
| Jane Street Group, LLC | 0.01% | New | 211,771 | $6.1M |
| Jacobi Capital Management LLC | 0.33% | Add +14.3% | 201,456 | $5.8M |
| NorthRock Partners, LLC | 0.09% | Add +17.4% | 192,498 | $5.6M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -49.7% | 177,430 | $5.2M |
| Melone Private Wealth, LLC | 1.99% | Add +0.1% | 167,806 | $4.9M |
| Tidemark, LLC | 1.16% | New | 157,503 | $4.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +38.7% | 157,191 | $4.6M |
| Cetera Investment Advisers | 0.00% | Add +19.7% | 148,925 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +4.2% | 148,144 | $4.3M |
| 5th Street Advisors, LLC | 1.49% | Reduce -12.5% | 118,039 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -20.0% | 116,530 | $3.4M |
| Banque Transatlantique SA | 0.08% | New | 107,967 | $3.1M |
| Ritholtz Wealth Management | 0.05% | Add +24.1% | 100,235 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +87.1% | 99,917 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.5% | 83,800 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +255.3% | 79,809 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +10.1% | 77,283 | $2.2M |
| State Street Corp. | 0.00% | Add +37.1% | 73,953 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 73,653 | $2.1M |
| Tounjian Advisory Partners, LLC | 0.77% | Reduce -2.8% | 73,430 | $2.1M |
| Independent Advisor Alliance | 0.02% | New | 71,673 | $2.1M |
| Center For Asset Management LLC | 0.83% | Add +49.6% | 57,392 | $1.7M |
| David Kennon Inc | 0.58% | Reduce -0.6% | 55,946 | $1.6M |
| Strategic Investment Advisors / MI | 0.11% | Add +60.9% | 53,190 | $1.5M |
| World Investment Advisors | 0.02% | Add +9.1% | 52,777 | $1.5M |
| Compound Planning, Inc. | 0.05% | Add +104.6% | 52,623 | $1.5M |
| Transamerica Financial Advisors, LLC | 0.12% | Reduce -5.4% | 50,127 | $1.5M |
| National Wealth Management Group, LLC | 0.54% | Add +148.1% | 49,942 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | Add +3.6% | 49,169 | $1.4M |
| AQR Capital Management | 0.00% | No change | 46,893 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +58.3% | 44,396 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.18% | Reduce -1.7% | 40,856 | $1.2M |
| Advisor Resource Council | 0.44% | Add +17.7% | 38,030 | $1.1M |
| Elevated Capital Advisors, LLC | 0.27% | Reduce -15.8% | 36,880 | $1.1M |
| Zacks Investment Management | 0.01% | Reduce -23.7% | 36,043 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -5.4% | 35,610 | $1.0M |
| US Bancorp \de | 0.00% | Add +1.8% | 34,804 | $1.0M |
| Keystone Wealth Services, LLC | 0.21% | New | 33,828 | $982K |
| Corient Private Wealth LP | 0.00% | Add +0.9% | 32,772 | $951K |
| Florida Trust Wealth Management Co | 0.02% | No change | 30,000 | $871K |
| CreativeOne Wealth, LLC | 0.02% | Add +6.1% | 29,305 | $851K |
| ShoreHaven Wealth Partners, LLC | 0.29% | Reduce -1.8% | 27,528 | $799K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.6% | 26,142 | $759K |
| Susquehanna International Group, LLP | 0.00% | New | 25,831 | $750K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -2.7% | 24,410 | $709K |
| Invenio Wealth Partners LLC | 0.25% | No change | 21,377 | $621K |
| Betterment LLC | 0.00% | Add +125.4% | 20,184 | $586K |
| Laraway Financial Advisors Inc | 0.41% | Add +0.5% | 20,104 | $584K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -8.8% | 19,886 | $577K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.6% | 19,524 | $567K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 19,520 | $567K |
| Creative Planning | 0.00% | Add +28.9% | 18,452 | $536K |
| Detalus Advisors, LLC | 0.11% | Reduce -8.7% | 16,035 | $465K |
| Gateway Wealth Partners, LLC | 0.02% | New | 15,820 | $459K |
| Sanchez Levi Garrett | 0.29% | — | 15,692 | $456K |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 15,505 | $450K |
| Ascent Group, LLC | 0.01% | Add +19.3% | 14,561 | $423K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -24.7% | 14,552 | $422K |
| Breakwater Investment Management | 0.15% | Add +13.3% | 13,966 | $405K |
| Arrien Investments, Inc. | 0.22% | Add +4.7% | 13,785 | $400K |
| Citigroup Inc. | 0.00% | Add +4.4% | 13,358 | $388K |
| Rice Partnership, LLC | 0.05% | No change | 13,356 | $388K |
| Keystone Financial Group | 0.03% | Add +15.7% | 13,308 | $386K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 12,995 | $377K |
| First Heartland Consultants, Inc. | 0.03% | Add +1.2% | 12,837 | $373K |
| Ameritas Advisory Services, LLC | 0.01% | Add +31.3% | 12,826 | $372K |
| Triad Wealth Partners, LLC | 0.03% | New | 12,452 | $361K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -18.6% | 11,489 | $332K |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 10,973 | $319K |
| Visionary Horizons, LLC | 0.15% | New | 10,403 | $302K |
| Aire Advisors, LLC | 0.05% | Add +0.2% | 9,852 | $286K |
| Sovran Advisors, LLC | 0.02% | Reduce -0.7% | 9,858 | $286K |
| 1832 Asset Management L.P. | 0.00% | Add +18.3% | 9,814 | $285K |
| Parallel Advisors, LLC | 0.01% | Reduce -51.6% | 9,794 | $284K |
| Next Level Wealth Planning, LLC | 0.14% | Add +0.6% | 9,390 | $273K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +205.6% | 9,385 | $272K |
| Caldwell Trust Co | 0.02% | No change | 9,303 | $270K |
| APS Management Group, Inc. | 0.23% | Reduce -55.6% | 9,212 | $267K |
| Principal Securities, Inc. | 0.00% | Add +0.5% | 8,933 | $259K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -3.1% | 8,467 | $246K |
| Arlington Financial Advisors, LLC | 0.03% | No change | 8,264 | $240K |
| Wedmont Private Capital | 0.01% | Add +1.3% | 8,186 | $238K |
| Summit Financial, LLC | 0.00% | Add +4.3% | 8,182 | $238K |
| Mutual Advisors, LLC | 0.01% | No change | 8,166 | $237K |
| American State Bank (Iowa) | 0.11% | New | 7,900 | $229K |
| Bank of Montreal | 0.00% | Add +3.4% | 7,824 | $227K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -2.0% | 7,636 | $222K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 7,181 | $208K |
| Sanchez Gaunt Capital Management, LLC | 0.13% | — | 7,113 | $206K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 7,000 | $203K |
| Fifth Third Bancorp | 0.00% | Add +4339.5% | 6,748 | $196K |
| Private Trust Co. NA | 0.01% | Reduce -23.9% | 5,640 | $164K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -41.4% | 4,283 | $124K |
| Synergy Investment Management, LLC | 0.04% | New | 4,060 | $118K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 3,332 | $97K |
| UBS Group AG | 0.00% | Reduce -33.4% | 3,332 | $97K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.0% | 3,077 | $89K |
| Westside Investment Management, Inc. | 0.01% | New | 2,500 | $73K |
| Archer Investment Corp | 0.01% | No change | 2,352 | $68K |
| Front Row Advisors LLC | 0.02% | No change | 2,335 | $68K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,264 | $66K |
| Root Financial Partners, LLC | 0.00% | New | 2,170 | $63K |
| Decker Retirement Planning Inc. | 0.03% | No change | 2,047 | $59K |
| Eastern Bank | 0.00% | No change | 1,798 | $52K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +117.5% | 1,714 | $50K |
| Collier Financial | 0.04% | Add +0.1% | 1,696 | $49K |
| Advisory Services Network, LLC | 0.00% | New | 1,658 | $48K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,659 | $48K |
| Richardson Financial Services Inc. | 0.03% | Add +44.2% | 1,426 | $41K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 1,389 | $40K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.3% | 1,381 | $40K |
| Creative Capital Management Investments LLC | 0.01% | New | 1,333 | $39K |
| SHP Wealth Management | 0.00% | No change | 1,292 | $38K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 1,201 | $35K |
| FMR LLC | 0.00% | Reduce -84.5% | 1,044 | $30K |
| Harbour Investments, Inc. | 0.00% | No change | 1,000 | $29K |
| Rossby Financial, LCC | 0.01% | Add +40.7% | 851 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +2851.8% | 797 | $23K |
| MAI Capital Management | 0.00% | Reduce -63.7% | 591 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 530 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +31.8% | 431 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 356 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $9K |
| Graney & King, LLC | 0.00% | Reduce -19.6% | 295 | $9K |
| Nova Wealth Management, Inc. | 0.01% | New | 294 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.8% | 257 | $7K |
| Virtus Fixed Income Advisers, LLC | 0.01% | Reduce -0.4% | 239 | $7K |
| Pflug Koory, LLC | 0.00% | Add +0.9% | 212 | $6K |
| Spire Wealth Management | 0.00% | No change | 167 | $5K |
| AlphaCore Capital LLC | 0.00% | No change | 138 | $4K |
| Triumph Capital Management | 0.00% | New | 135 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +0.8% | 121 | $4K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.4% | 74 | $2K |
| Signaturefd, LLC | 0.00% | New | 54 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $581 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 7 | $203 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +66.7% | 5 | $146 |
"% of holder's portfolio" is SPBO's weight in each manager's 13F, not the share of SS SPDR P Corp. Bond ETF the manager owns.