SPIB institutional holders

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF · 618 reporting institutions · $8.8B reported value

Funds that can replace SPIB · SPIB return decomposition

Institutional holdings

Institutions reporting SPIB, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$1.9B23,4582026-06-30
American Family Investments, Inc.$489.5M02026-06-30
Envestnet Pmc$404.9M602026-06-30
Morgan Stanley$386.1M23,1852026-06-30
Creative Planning$256.8M1,1712026-06-30
Charles Schwab Investment Management Inc$250.4M372026-06-30
D.A. Davidson & Co.$223.1M6892026-06-30
Wealth Management$211.1M462026-06-30
Waverly Advisors, LLC$192.4M2312026-06-30
Assetmark, Inc$177.3M2202026-06-30
Wells Fargo & Company/mn$176.8M02026-06-30
Raymond James Financial Inc$176.7M02026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$148.9M992026-06-30
Hightower Advisors, LLC$115.7M1,0462026-06-30
Ameriprise Financial Inc$99.6M02026-06-30
Castleark Management LLC$90M02026-06-30
Osaic Holdings, Inc.$82.9M02026-06-30
State of New Jersey Common Pension Fund D$75.5M02026-06-30
Cetera Investment Advisers$73.7M10,3702026-06-30
Tower Research Capital LLC (trc)$69.7M02026-06-30
Capital Advisors Inc/ok$66.3M02026-06-30
Royal Bank of Canada$60.6M02026-06-30
Strategic Planning Group, LLC$58.4M82026-06-30
Dodds Wealth, LLC$58.4M72026-06-30
Tcv Trust & Wealth Management, Inc.$54.4M02026-06-30
Private Advisor Group, LLC$50.1M9272026-06-30
Bank of America Corp /de$49.8M02026-06-30
Point72 Asset Management, LP$47.2M02026-06-30
Zurich Insurance Group Ltd/fi$46.9M02026-06-30
UBS Group AG$46.3M02026-06-30
Gradient Investments, LLC$46.1M312026-06-30
Orange Investment Advisors, Inc.$44.8M82026-06-30
Stephens Group Asset Management, LLC$44.3M32026-06-30
Susquehanna International Group, LLP$41.3M02026-06-30
Cgn Advisors LLC$41.1M362026-06-30
Manning & Napier Advisors LLC$41M422026-06-30
Roberts Financial Services LLC$39.5M02026-06-30
Carnegie Investment Counsel$37.7M372026-06-30
Rockwood Wealth Management, LLC$35.9M462026-06-30
Advisors Capital Management, LLC$34.9M592026-06-30
Concord Wealth Partners$33.7M112026-06-30
Rosemeyer Management Group$33.4M152026-06-30
Concord Asset Management, Llc/va$32.9M22026-06-30
Nottingham Advisors, Inc.$31.7M82026-06-30
High Probability Advisors, LLC$31.4M82026-06-30
Bartlett & Co. Wealth Management LLC$31.4M322026-06-30
Dynamic$31.4M752026-06-30
Migdal Insurance & Financial Holdings Ltd.$31M02026-06-30
St Germain D J Co Inc$29.5M02026-06-30
Apella Capital, LLC$29.4M1042026-06-30
Burt Wealth Advisors$29M02025-09-30
Occidental Asset Management, LLC$28.2M122026-06-30
Merit Financial Group, LLC$26.9M2952026-06-30
Crews Bank & Trust$26.6M02026-06-30
Clark Capital Management Group, Inc.$25.9M12026-06-30
Cerity Partners LLC$25.4M7772026-06-30
Integrity Alliance, Llc.$25.4M3532026-06-30
Northwestern Mutual Wealth Management Co$25M02026-06-30
Your Advocates Ltd., LLP$23.9M42026-06-30
Willow Creek Wealth Management Inc.$23.7M102025-09-30
Obsidian Personal Planning Solutions LLC$22.6M02025-09-30
Cherry Tree Wealth Management, LLC$21.8M92026-03-31
Cantor Fitzgerald Investment Advisors LP$21.8M322026-06-30
Goalvest Advisory LLC$21.1M62026-06-30
Renaissance Technologies LLC$21M02026-06-30
Gladstone Institutional Advisory LLC$20.7M1082026-06-30
Capitolis Liquid Global Markets LLC$20.6M02025-12-31
Rational Advisors, Inc.$19.9M02026-06-30
Cornerstone Wealth Management, LLC$19.6M02026-06-30
Financial Gravity Companies, Inc.$19.3M02026-06-30
Financial Gravity Asset Management, Inc.$19M12026-03-31
Compton Financial Group, LLC$19M02026-06-30
True Financial Group$18.7M22026-06-30
Evergreen Wealth Partners LLC$18.7M52026-06-30
Cwm, LLC$17.8M6672026-03-31
Allgen Financial Advisors, Inc.$17.4M132026-06-30
Symphony Financial, Ltd. Co.$17.3M462026-06-30
Wealth Enhancement Advisory Services, LLC$16.9M1,0262026-06-30
Assembly Wealth$16.8M62026-06-30
Walker Financial Services, Inc.$16.7M52026-06-30
Fortune 45 LLC$16.6M32026-06-30
Summit Financial, LLC$16.5M2292026-06-30
Three Arch Wealth Management LLC$16M42026-06-30
MML Investors Services, LLC$15.8M5,1202026-06-30
Principal Securities, Inc.$15.3M1,4632026-06-30
&partners$14.9M5552026-06-30
Leicht Financial Planning & Wealth Management, Inc.$14.7M12026-06-30
Truist Financial Corp$14.5M02026-06-30
Bank of New York Mellon Corp$14.4M02026-06-30
Kwb Wealth$14.2M102026-06-30
Union Bancaire Privee, Ubp SA$13.9M02026-06-30
Integral Wealth Management$13.9M52026-06-30
Commonwealth Equity Services, LLC$13.5M2,8632026-06-30
Etf Architect$13.4M62026-06-30
Spartan Wealth Advisory Services LLC$13.1M212026-06-30
State Street Corp$13M02026-06-30
Allstate Corp$12.5M02026-06-30
Flagship Harbor Advisors, LLC$12.2M602026-06-30
Burns Matteson Capital Management, LLC$11.7M62026-06-30
Stifel Financial Corp$11.4M02026-06-30
Leuthold Weeden Capital Management$11.3M32026-06-30
True Blue Financial, LLC$11.3M32026-06-30
Phoenix Financial Ltd.$11.2M02026-06-30
Flatrock Wealth Partners LLC$10.7M22026-06-30
Banque Transatlantique SA$10.6M02026-06-30
Collier Financial, Inc$10.6M12026-06-30
Northcrest Asset Manangement, LLC$10.4M02026-06-30
Shilanski & Associates, Inc.$10.4M02025-09-30
Auour Investments LLC$10.3M42026-06-30
Mcf Advisors LLC$10.3M332026-06-30
Two Sigma Securities, LLC$10.2M02026-06-30
Pinion Wealth Management, LLC$10.1M82026-06-30
Equitable Holdings, Inc.$10M02026-06-30
Sheets Smith Wealth Management$9.8M102026-06-30
Rice Partnership, LLC$9.6M92026-06-30
Lanark Financial, Inc.$9.4M692026-06-30
Financial Planning Navigators Corp$9.3M52026-06-30
Roundview Capital, LLC$9.3M52026-06-30
Kagan Cocozza Asset Management$9.2M22026-06-30
Amtrust Financial Services, Inc.$9M02026-06-30
Vista Investment Management$8.8M42026-06-30
Global Retirement Partners LLC$8.7M4912026-06-30
Forum Private Client Group LLC$8.7M72026-06-30
Arq Wealth Advisors, LLC$8.6M152026-06-30
Ignite Planners LLC$8.6M242026-06-30
Jones Financial Companies LLLP$8.6M02026-06-30
Integrated Wealth Concepts LLC$8.6M4802026-06-30
Nilsine Partners, LLC$8.5M152026-06-30
Forbes Financial Planning, Inc.$8.4M12026-06-30
Mfa Wealth Advisors, LLC$8.2M82026-06-30
Columbus MacRo, LLC$8.2M52026-06-30
Snowden Capital Advisors LLC$8.2M1222026-06-30
Towercrest Capital Management, LLC$8M12026-06-30
Cascade Financial Partners, LLC$8M72026-06-30
Jane Street Group, LLC$7.8M02026-06-30
Guardian Asset Advisors, LLC$7.8M92026-06-30
Sigma Planning Corp$7.8M4742026-06-30
Mgo One Seven LLC$7.8M1182026-06-30
Gentry Private Wealth, LLC$7.7M42026-06-30
Fidelity D & D Bancorp Inc$7.7M02026-06-30
Mirae Asset Global Investments Co., Ltd.$7.3M02026-06-30
Courier Capital LLC$7.3M142026-06-30
Zacks Investment Management$7.3M832026-06-30
Leslie Global Wealth, LLC$7.3M32026-06-30
Mai Capital Management$7.3M3082026-06-30
Western Wealth Management, LLC$7.2M1122026-06-30
Orion Porfolio Solutions, LLC$7.1M1992026-06-30
Strategic Investment Advisors / Mi$7M02026-06-30
Hm Payson & Co$6.9M02026-06-30
Ifg Advisory, LLC$6.7M1102026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$6.7M02026-06-30
Alps Advisors Inc$6.7M152026-06-30
Koshinski Asset Management, Inc.$6.6M692026-06-30
Farther Finance Advisors, LLC$6.5M3342026-06-30
Foster Victor Wealth Advisors, LLC$6.4M202026-06-30
Mariner, LLC$6.4M02026-06-30
Visionary Horizons, LLC$6.3M162026-06-30
Transatlantique Private Wealth LLC$6.1M112025-12-31
Stratos Wealth Partners, Ltd.$6M3862026-06-30
Allianz Investment Management U.S. LLC$5.9M02025-09-30
Impact Partnership Wealth, LLC$5.9M922026-06-30
Gateway Wealth Partners, LLC$5.9M1012026-06-30
Alliance Wealth Management Group, LLC$5.7M52026-06-30
Geowealth Management, LLC$5.7M02026-06-30
Aquire Wealth Advisors, LLC$5.6M82026-06-30
Breakwater Capital Group$5.3M52026-06-30
Allianz Se$5.2M02026-06-30
Allworth Financial, LP$5.2M3172026-06-30
Gts Securities LLC$5.2M02026-06-30
Freestate Advisors LLC$5.2M92026-06-30
Focus Partners Advisor Solutions, LLC$5.1M422026-06-30
Saiph Capital, LLC$5.1M22026-06-30
Gotham Asset Management, LLC$5M52026-06-30
1620 Investment Advisors, Inc.$5M42026-06-30
Jpl Wealth Management, LLC$4.9M22026-06-30
M&T Bank Corp$4.9M02026-06-30
Bookends Financial Planning$4.8M62026-06-30
Perigon Wealth Management, LLC$4.7M922026-06-30
Diversify Advisory Services, LLC$4.7M1162026-06-30
Diversify Wealth Management, LLC$4.7M782026-06-30
Cornerstone Financial Group, LLC /ne$4.7M52026-06-30
Edgestream Partners, LP$4.7M02026-06-30
Steward Partners Investment Advisory, LLC$4.7M4812026-06-30
My Portfolio Guide, LLC$4.6M32026-03-31
Interactive Financial Advisors, Inc.$4.6M342026-06-30
Edelman Financial Engines$4.6M7222026-06-30
Kestra Advisory Services, LLC$4.4M1,4792026-06-30
Roan Capital Partners$4.3M42026-06-30
Rothschild Wealth LLC$4.3M312026-06-30
Aureum Wealth Management, LLC$4.2M32026-06-30
Asl Financial, LLC$4.2M12026-06-30
Blair William & Co/il$4.2M3292026-06-30
Hobbs Group Advisors LLC$4.1M72026-06-30
Freestone Capital Holdings, LLC$4.1M662026-06-30
Mission Wealth Management, LP$4M1382026-06-30
Accurate Wealth Management, LLC$3.9M492026-06-30
Wealth Advisory Solutions, LLC$3.8M92026-06-30
Advisory Services Network$3.8M2532026-06-30
Climber Capital SA$3.8M02026-06-30
Entelevest, LLC$3.8M32026-06-30
Hofer & Associates Wealth Management$3.7M32026-06-30
Dlk Investment Management, LLC$3.7M52026-06-30
Jpmorgan Chase & Co$3.6M02026-06-30
Newedge Advisors$3.5M6012026-06-30
Onyx Bridge Wealth Group LLC$3.5M222026-06-30
United Advisor Group, LLC$3.5M582026-06-30
Pfg Advisors$3.5M832026-06-30
Abound Financial, LLC$3.5M32026-06-30
Ep Wealth Advisors, LLC$3.4M3382026-06-30
Rockefeller Capital Management LP$3.3M3462026-06-30
Texas Capital Bank Private Wealth Advisors$3.3M552026-06-30
Kingsview Wealth Management, LLC$3.1M1152026-06-30
Harbour Investments, Inc.$3.1M2472026-06-30
Inspire Advisors, LLC$3.1M752026-06-30
Sanctuary Advisors, LLC$3.1M4012026-06-30
Geneos Wealth Management, Inc.$3.1M1932026-06-30
Swiftwater Capital$3M12026-06-30
Dynamic Wealth Strategies, LLC$3M42026-06-30
Wilkerson Advisory Group LLC$3M52026-06-30
Clear Creek Financial Management, LLC$2.9M442026-06-30
Continental Investors Services, Inc.$2.9M92026-06-30
Private Trust Co NA$2.9M02026-06-30
Wealthcare Advisory Partners LLC$2.8M1702026-06-30
Aspetuck Financial Management LLC$2.8M12026-06-30
Fourth Dimension Wealth, LLC$2.8M92026-06-30
Trilogy Capital, Inc.$2.8M722026-06-30
TD Private Client Wealth LLC$2.7M5352026-06-30
Pacific Financial Group Inc$2.7M02026-06-30
Gilpin Wealth Management, LLC$2.6M42026-06-30
Hibernia Wealth Partners, LLC$2.6M72026-06-30
Winch Financial$2.6M72026-06-30
Centennial Bank/ar$2.6M02026-06-30
Verus Wealth Management, LLC$2.5M12026-06-30
Integrated Capital Management, Inc.$2.5M52026-06-30
Modern Wealth Management, LLC$2.5M1612026-06-30
Parsons Capital Management Inc/ri$2.4M142026-06-30
Arrien Investments, Inc.$2.4M42026-06-30
Fifth Third Bancorp$2.3M02026-06-30
Comerica Bank$2.3M02025-12-31
Meitav Investment House Ltd$2.3M02026-06-30
Highpoint Advisor Group LLC$2.3M1142026-06-30
Brown Financial Advisors$2.2M32026-06-30
Beacon Pointe Advisors, LLC$2.2M4662026-06-30
Crestwood Advisors Group, LLC$2.1M402026-06-30
Golden State Wealth Management, LLC$2.1M472026-06-30
Umb Bank, N.A.$2M02026-06-30
Rinkey Investments$2M102026-06-30
Vise Technologies, Inc.$2M02026-06-30
Goldman Sachs Group Inc$2M02026-06-30
Jt Stratford, LLC$2M182026-06-30

The 250 largest of 618 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30