SS SPDR P ST C CORP ETF SPSB
$29.93
+0.1% 52w: $28.78 – $29.96
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data28.7829.3729.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
571
+7 QoQ
13F value
$7.46B
+22.0% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns SPSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 53.1M | $1.60B | 1.1% | +4.3% |
| JPMORGAN CHASE & CO | Bank broker | 31.0M | $929.9M | 0.1% | +8649.9% |
| LPL Financial LLC | Bank broker | 9.5M | $285.9M | 0.1% | +0.9% |
| Valmark Advisers, Inc. | Wealth advisor | 9.1M | $274.5M | 3.3% | +4.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.4M | $223.6M | 0.0% | +52.9% |
| MORGAN STANLEY | Bank broker | 7.0M | $210.8M | 0.0% | -19.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 6.0M | $180.3M | 0.3% | +15.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.3M | $159.6M | 0.0% | -1.6% |
| FMR LLC | Long only active | 5.2M | $157.6M | 0.0% | +70109.5% |
| Advisory Alpha, LLC | Wealth advisor | 5.2M | $155.9M | 4.3% | +18.8% |
| ALLSTATE CORP | Insurance | 3.9M | $118.3M | 1.3% | +5.4% |
| ROYAL BANK OF CANADA | Bank broker | 3.6M | $107.0M | 0.0% | -8.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.5M | $105.2M | 0.0% | -4.8% |
| STATE STREET CORP | Index provider | 3.3M | $98.0M | 0.0% | -4.1% |
| MCF Advisors LLC | Wealth advisor | 3.0M | $91.1M | 4.0% | +1.0% |
| UBS Group AG | Bank broker | 2.8M | $84.7M | 0.0% | +12.6% |
| Rockwood Wealth Management, LLC | Wealth advisor | 2.4M | $72.4M | 5.2% | +7.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.2M | $64.8M | 0.0% | -1.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.1M | $63.1M | 0.0% | +1.4% |
| Mariner, LLC | Diversified mechanical | 2.0M | $59.9M | 0.1% | +11.5% |
| Cetera Investment Advisers | Wealth advisor | 1.9M | $58.2M | 0.1% | +7.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.8M | $54.6M | 0.0% | -17.3% |
| Rodgers & Associates, LTD | Wealth advisor | 1.7M | $50.1M | 5.1% | +0.9% |
| BIP Wealth, LLC | Wealth advisor | 1.5M | $44.4M | 1.8% | +1.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.5M | $44.4M | 0.1% | -4.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $44.3M | 0.0% | +40.9% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 1.4M | $42.3M | 5.9% | +4.0% |
| Strategic Wealth Partners, Ltd. | Other | 1.3M | $38.2M | 2.6% | +4.3% |
| Strategic Point Investment Advisors, LLC | Wealth advisor | 1.2M | $35.9M | 5.2% | +5.9% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | Wealth advisor | 1.2M | $35.2M | 4.7% | +4.0% |
| CAPITAL WEALTH MANAGEMENT, LLC | Wealth advisor | 1.2M | $35.2M | 9.5% | +6.6% |
| Orange Investment Advisors, Inc. | Other | 1.2M | $35.0M | 4.5% | +2.5% |
| First Command Advisory Services, Inc. | Wealth advisor | 1.1M | $33.7M | 0.2% | +14.9% |
| Concord Wealth Partners | Wealth advisor | 1.1M | $33.4M | 4.3% | +4.6% |
| Concord Asset Management, LLC/VA | Wealth advisor | 1.1M | $32.4M | 5.5% | +4.3% |
| JANE STREET GROUP, LLC | Market maker | 1.0M | $30.5M | 0.0% | New |
| Fisher Asset Management, LLC | Long only active | 1.0M | $30.2M | 0.0% | -3.3% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 993.9K | $29.8M | 0.2% | — |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 992.2K | $29.8M | 0.0% | +214197.6% |
| CAPITAL ADVISORS INC/OK | Other | 952.1K | $28.6M | 0.5% | +1.5% |
| Walker Financial Services, Inc. | Wealth advisor | 949.2K | $28.5M | 9.8% | -0.1% |
| SoundView Advisors Inc. | Wealth advisor | 936.1K | $28.1M | 10.0% | -8.2% |
| Flagstone Financial Management | Wealth advisor | 912.5K | $27.4M | 6.8% | +7.1% |
| Wealthspire Retirement, LLC | Wealth advisor | 892.2K | $26.8M | 1.6% | +17.7% |
| Occidental Asset Management, LLC | Other | 854.4K | $25.7M | 3.0% | +6.6% |
| Gemmer Asset Management LLC | Wealth advisor | 828.4K | $24.9M | 2.0% | -30.2% |
| CWM, LLC | Wealth advisor | 774.9K | $23.3M | 0.1% | +9.8% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | Wealth advisor | 771.9K | $23.2M | 2.4% | +71.3% |
| Waverly Advisors, LLC | Wealth advisor | 736.9K | $22.2M | 0.2% | +0.4% |
| CoreCap Advisors, LLC | Wealth advisor | 723.7K | $21.8M | 0.7% | +2209.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.