Funds holding State Street Spdr Portfolio Intermediate Term Corporate Bond Etf
6 funds declare a position · 4 ETFs and 2 other funds · 90.4M $ · US78464A3757
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| State Street(R) Fixed Income Sector Rotation ETF SSGA Active Trust | 2,131,609 | 71.5M $ | 15.68 % | as of Mar 31, 2026 · Original filing |
| Leuthold Core Investment Fund Managed Portfolio Series | 412,770 | 13.8M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| Morningstar Balanced ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 51,125 | 1.7M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Morningstar Income and Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 47,225 | 1.6M $ | 3.07 % | as of Mar 31, 2026 · Original filing |
| Morningstar Conservative ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 45,640 | 1.5M $ | 5.01 % | as of Mar 31, 2026 · Original filing |
| Leuthold Global Fund Managed Portfolio Series | 7,455 | 250K $ | 1.14 % | as of Mar 31, 2026 · Original filing |
Institutional managers
570 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 51,974,915 | 1.7B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19,130,340 | 641.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 11,533,906 | 386.8M $ | as of Mar 31, 2026 |
| American Family Investments, Inc. | 10,179,000 | 341.4M $ | as of Mar 31, 2026 |
| Creative Planning | 7,975,443 | 267.5M $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 6,479,879 | 217.3M $ | as of Mar 31, 2026 |
| Wealth Management Nebraska | 5,842,882 | 196M $ | as of Mar 31, 2026 |
| Waverly Advisors, LLC | 5,395,712 | 181M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 5,312,528 | 178.2M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 5,199,762 | 174.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 5,137,474 | 172.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 5,077,795 | 170.3M $ | as of Mar 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4,277,029 | 143.5M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 3,377,457 | 113.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 3,011,804 | 101M $ | as of Mar 31, 2026 |
| CASTLEARK MANAGEMENT LLC | 2,688,380 | 90.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,621,127 | 87.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 2,092,244 | 70.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 2,068,970 | 69.4M $ | as of Mar 31, 2026 |
| CAPITAL ADVISORS INC/OK | 1,738,545 | 58.3M $ | as of Mar 31, 2026 |
| Dodds Wealth, LLC | 1,675,813 | 56.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,572,644 | 52.7M $ | as of Mar 31, 2026 |
| TCV Trust & Wealth Management, Inc. | 1,563,451 | 52.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,547,321 | 51.9M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 1,492,236 | 50M $ | as of Mar 31, 2026 |