First reported at 2,345,000 shares this quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2026-03-31 | 52105900 |
| 2026-06-30 | 0 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 0 | -2,345,000 (-100.0%) | 0 | $0 | 2026-08-14 | |
| Q1 2026 | New | 2,345,000 | +2,345,000 (0.0%) | 1.1% | $52,105,900 | 2026-05-15 |
Who else reported the position
200 managers reported STATE STREET SPDR PORTFOLIO LO for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| STATE STREET CORPORATION | Added | 7,080,029 | +3,848,998 | < 0.01% | $157,318,245 | 52 qtrs |
| LPL Financial LLC | Added | 4,231,971 | +1,829,592 | 0.02% | $94,034,401 | 52 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 3,246,052 | +2,238,029 | 0.02% | $72,127,265 | 43 qtrs |
| SONA ASSET MANAGEMENT US LLC This report | New | 2,345,000 | +2,345,000 | 1.1% | $52,105,900 | 1 qtr |
| ROCKLAND TRUST CO | Added | 1,939,392 | +115,212 | 1.73% | $43,093,290 | 11 qtrs |
| Bramshill Investments LLC | Added | 1,781,208 | +1,281,208 | 3.41% | $39,578,442 | 2 qtrs |
| NYL Investors LLC | Unchanged | 1,456,598 | 0 | 12.23% | $32,365,608 | 33 qtrs |
| Thrivent Financial for Lutherans | Added | 1,121,090 | +82,982 | 0.05% | $24,911,000 | 10 qtrs |
| Bank of America Corporation | Reduced | 961,700 | -940,179 | < 0.01% | $21,368,985 | 52 qtrs |
| MORGAN STANLEY | Added | 949,369 | +15,761 | < 0.01% | $21,095,001 | 52 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 15, 2026
- Filing type
- 13F-HR
- Position type
- STATE STREET SPD
Voting authority reported
- Sole
- 0
- Shared
- 2,274,650
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.