SPSB — SPDR SER TR
As of Q2 2026, 17 SEC-registered investment managers reported holding SPSB (SPDR SER TR) in their latest 13F filings, with a combined reported value of $2.10B across 69.82M shares. That is +127.7% by share count (+39.16M shares) versus the previous quarter, while reported value moved +127.3%. Ownership is concentrated: the five largest holders account for 86.3% of reported value and the top ten for 99.5%.
Compared with the prior quarter, 2 opened new positions, 10 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 30.37M | $911.90M | 0.10% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 11.11M | $333.55M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 7.94M | $238.35M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 7.38M | $221.49M | 0.01% | Reduce |
| Manulife Financial history | Q2 2023 | 3.95M | $116.37M | 0.11% | Add |
| Citadel Advisors history | Q2 2024 | 3.63M | $107.85M | 0.02% | Add |
| Wells Fargo & Co history | Q2 2026 | 3.43M | $102.82M | 0.02% | Reduce |
| PNC Financial Services history | Q2 2026 | 3.18M | $95.41M | 0.05% | Add |
| UBS Group AG history | Q2 2026 | 3.09M | $92.78M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 2.43M | $72.98M | 0.01% | Add |
| Deutsche Bank AG history | Q2 2025 | 365.00K | $11.02M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 294.50K | $8.84M | 0.01% | New |
| Charles Schwab Investment Management history | Q2 2026 | 269.15K | $8.08M | 0.00% | Reduce |
| Principal Global Investors history | Q4 2024 | 220.85K | $6.59M | 0.00% | Hold |
| BNY Mellon history | Q2 2026 | 210.25K | $6.31M | 0.00% | Add |
| Marshall Wace history | Q4 2024 | 200.10K | $5.97M | 0.01% | Reduce |
| T. Rowe Price Associates history | Q2 2022 | 172.67K | $5.13M | 0.00% | New |
| Prudential Financial history | Q1 2024 | 96.81K | $2.88M | 0.00% | Add |
| Soros Fund Management history | Q2 2026 | 46.98K | $1.41M | 0.02% | Add |
| AQR Capital Management history | Q2 2026 | 32.97K | $989.31K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 30.37M sh · $911.90M
- Renaissance Technologies 294.50K sh · $8.84M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 424.13K | 728.00K | 1.10M | 1.49M | 1.15M | 1.97M | 14.85K | 4.84M | 250.26K | 7.99M | 29.09M | 17.86M | 19.11M | 37.58M | 25.04M | 32.11M | 311.70K | 354.00K | — | 30.37M |
| Fidelity Management & Research (FMR) | 10.42K | 11.34K | 7.62K | 2.21K | 2.38K | 1.49K | 3.27K | 1.49K | 1.20K | 1.68K | 1.89K | 7.02K | 4.63K | 6.43K | 4.96K | 27.43K | 3.66K | 7.46K | 5.24M | 11.11M |
| Morgan Stanley | 3.70M | 3.62M | 3.39M | 3.47M | 7.41M | 9.19M | 10.40M | 10.25M | 6.46M | 5.21M | 4.37M | 4.87M | 4.28M | 5.16M | 6.32M | 7.52M | 7.69M | 8.71M | 7.01M | 7.94M |
| Bank of America Corp | 11.23M | 14.22M | 13.47M | 10.72M | 8.81M | 10.82M | 7.53M | 6.72M | 6.09M | 5.41M | 5.28M | 5.13M | 5.02M | 4.96M | 4.91M | 4.92M | 4.92M | 4.86M | 7.44M | 7.38M |
| Wells Fargo & Co | 3.62M | 3.27M | 2.21M | 4.27M | 4.72M | 4.11M | 4.10M | 3.58M | 1.90M | 2.18M | 2.28M | 2.32M | 2.13M | 2.52M | 2.36M | 2.39M | 2.41M | 3.68M | 3.50M | 3.43M |
| PNC Financial Services | 1.78M | 1.96M | 2.20M | 1.71M | 1.80M | 1.58M | 1.62M | 1.59M | 1.63M | 1.71M | 1.61M | 1.53M | 1.57M | 1.65M | 1.61M | 1.87M | 1.98M | 2.18M | 2.15M | 3.18M |
| UBS Group AG | 1.17M | 1.23M | 1.41M | 3.99M | 4.27M | 4.37M | 4.18M | 4.07M | 3.86M | 2.08M | 2.02M | 1.83M | 1.51M | 1.49M | 1.87M | 1.77M | 2.07M | 2.50M | 2.82M | 3.09M |
| Goldman Sachs Group | 2.38M | 2.44M | 2.39M | 3.26M | 3.29M | 3.07M | 3.03M | 3.22M | 2.16M | 1.89M | 1.99M | 2.02M | 2.04M | 2.10M | 1.88M | 1.79M | 2.18M | 2.07M | 2.10M | 2.43M |
| Renaissance Technologies | — | — | — | — | — | 73.80K | — | 105.80K | 496.40K | 2.09M | 1.68M | 2.16M | 2.15M | 1.78M | 3.65M | 2.46M | 2.07M | — | — | 294.50K |
| Charles Schwab Investment Management | 37.76K | 37.92K | 37.22K | 10.19M | 10.45M | 10.58M | 11.84M | 11.89M | 12.34M | 545.18K | 470.73K | 412.65K | 393.44K | 377.36K | 348.34K | 330.03K | 312.89K | 300.74K | 287.93K | 269.15K |
| BNY Mellon | — | — | 306.73K | 105.01K | 102.82K | 132.38K | 87.07K | 75.44K | 405.65K | 395.51K | 1.32M | 1.82M | 1.82M | 1.16M | 737.08K | 721.72K | 24.88K | 24.31K | 27.73K | 210.25K |
| Soros Fund Management | 1.11M | 1.11M | 1.11M | 1.11M | 1.11M | 1.17M | 127.00K | 55.80K | 55.80K | 55.80K | 55.80K | 32.00K | 50.28K | 50.28K | 65.34K | 31.93K | 31.93K | 30.27K | 30.27K | 46.98K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 31.75K | 31.75K | 33.29K | 32.97K |
| Northern Trust Corp | 28.20K | 28.35K | 29.71K | 15.83K | — | — | — | — | — | 25.61K | 28.91K | 28.91K | 28.91K | 28.91K | 27.66K | 26.50K | 26.51K | 26.50K | 26.44K | 28.84K |
| Citigroup Inc | 3.74K | 1.78K | 1.21K | 1.21K | 1.21K | 710 | 2 | 7 | 3.27K | 2 | — | 467 | 4 | 64 | 174 | 128 | 91 | 113 | 1.42K | 6.69K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 522 | — | 1 | 185 |
| Franklin Resources | 20.98K | 20.98K | 6.23K | 3.00K | 3.00K | 3.00K | 3.00K | 3.00K | 1.15K | 1.15K | 1.15K | 1.15K | 1.29K | 1.29K | 1.29K | 136 | 136 | 68 | 68 | 68 |
| Millennium Management | — | 32.24K | — | 18.25K | — | — | 154.52K | 23.07K | 12.08K | 13.73K | 30.42K | 8.52K | — | — | 31.05K | 25.70K | 40.86K | 20.61K | — | — |
| Citadel Advisors | — | — | 996.45K | 18.34K | 375.76K | — | 24.54K | 178.90K | 91.11K | — | 22.66K | 3.63M | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | 226.10K | 226.10K | 232.65K | 284.50K | 284.50K | 284.50K | 284.50K | 284.50K | 284.50K | 315.50K | 315.50K | 315.50K | 190.00K | 190.00K | 287.11K | 365.00K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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