Funds holding State Street SPDR Portfolio Ag
8 funds declare a position · 5 ETFs and 3 other funds · 518.1M $ · US78464A6495
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Horizon Core Bond ETF Horizon Funds | 7,140,551 | 186.8M $ | 98.04 % | as of Feb 28, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 5,287,151 | 135.5M $ | 13.22 % | as of Mar 31, 2026 · Original filing |
| Return Stacked Bonds & Managed Futures ETF Tidal Trust II | 3,726,233 | 95.2M $ | 74.95 % | as of Apr 30, 2026 · Original filing |
| Return Stacked Bonds & Futures Yield ETF Tidal Trust II | 2,254,518 | 57.6M $ | 73.94 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Global Allocation ETF SSGA Active Trust | 1,186,027 | 30.4M $ | 10.56 % | as of Mar 31, 2026 · Original filing |
| Brookstone Active ETF Northern Lights Fund Trust IV | 350,277 | 9.2M $ | 19.59 % | as of Feb 28, 2026 · Original filing |
| Timber Point Alternative Income Fund 360 Funds | 120,000 | 3.1M $ | 11.45 % | as of Mar 31, 2026 · Original filing |
| GuidePath Multi-Asset Income Allocation Fund GPS Funds II | 16,913 | 433.3K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
Institutional managers
541 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 | 24,716,908 | 633.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 15,769,631 | 404M $ | as of Mar 31, 2026 |
| CWM, LLC | 14,001,534 | 358.7M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 12,700,878 | 325.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 9,790,652 | 250.8M $ | as of Mar 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9,329,661 | 239M $ | as of Mar 31, 2026 |
| RiverFront Investment Group, LLC | 7,785,255 | 199.5M $ | as of Mar 31, 2026 |
| Horizon Investments, LLC | 7,169,907 | 183.7M $ | as of Mar 31, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | 7,160,221 | 183.4M $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 5,964,025 | 152.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 5,842,790 | 149.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 4,348,451 | 111.4M $ | as of Mar 31, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | 4,178,789 | 107.1M $ | as of Mar 31, 2026 |
| Gradient Investments LLC | 3,699,377 | 94.8M $ | as of Mar 31, 2026 |
| Baker Avenue Asset Management, LP | 3,386,410 | 86.8M $ | as of Mar 31, 2026 |
| Wealthcare Advisory Partners LLC | 3,015,178 | 77.2M $ | as of Mar 31, 2026 |
| Convergence Financial, LLC | 2,817,632 | 72.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,754,377 | 70.6M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 2,695,425 | 69.1M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,673,437 | 68.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,549,293 | 65.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,460,825 | 62.9M $ | as of Mar 31, 2026 |
| UNIVEST FINANCIAL Corp | 2,415,915 | 61.9M $ | as of Mar 31, 2026 |
| Great Lakes Retirement, Inc. | 2,358,002 | 60.4M $ | as of Mar 31, 2026 |
| Stratos Investment Management, LLC | 2,269,728 | 58.2M $ | as of Mar 31, 2026 |