13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SPBO

SPDR PORTFOLIO CORPORATE BOND

192 institutions still hold SPDR PORTFOLIO CORPORATE BOND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464a144·192 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.8%
vs prior quarter
13F value held
$983M
61.0% inst. owned
of float
Holders
192
-42 QoQ
filers reporting
Activity
+22 / −112
+830 added · −869 reduced
this quarter
Concentration
23.72%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

192 institutions reported SPBO in Q1 2026. AMERIPRISE FINANCIAL INC leads at 23.7% of the visible book. -42 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$233M8.0M0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$86M3.0M0.02%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$65M2.3M0.00%Q1 202604
AE Wealth Management LLC
CIK 0001697723
$62M2.1M0.33%Q1 202605
ST GERMAIN D J CO INC
CIK 0000831571
$57M2.0M2.27%Q1 202606
Procyon Advisors, LLC
CIK 0001804329
$51M1.7M2.48%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$45M1.6M0.07%Q1 202608
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$44M1.5M1.40%Q1 202609
ASSETMARK, INC
CIK 0001344551
$43M1.5M0.09%Q4 202510
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$42M1.4M0.30%Q1 202611
Summit Financial Wealth Advisors, LLC
CIK 0001632283
$33M1.1M4.64%Q1 202612
North Dakota State Investment Board
CIK 0002064039
$32M1.1M1.37%Q1 202613
Geneos Wealth Management Inc.
CIK 0001764754
$29M1.0M0.68%Q1 202614
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$28M951K0.30%Q1 202615
ARKANSAS FINANCIAL GROUP, INC.
CIK 0000764611
$26M877K3.56%Q1 202616
MORGAN STANLEY
CIK 0000895421
$25M857K0.00%Q1 202617
Flaharty Asset Management, LLC
CIK 0001697882
$22M746K2.69%Q1 202618
CoreCap Advisors, LLC
CIK 0001902501
$21M727K0.72%Q1 202619
NEPC LLC
CIK 0001424799
$21M724K0.42%Q1 202620
Sterling Manor Financial, LLC
CIK 0001842015
$20M672K12.21%Q1 2026
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