SS SPDR P Long Term C ETFSPLBETF
13F holders, Q1 2024 (March 31)130holders
1famous investor
$23.23avg. 13F price*
At the end of Q1 2024, 130 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings. The largest holders were LPL Financial LLC ($54.3M), NYL Investors LLC ($33.4M) and Rockland Trust Co. ($33.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P Long Term C ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A367
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $33.7M |
| Exits | 19 | $11.8M |
Ownership 130 holders
| LPL Financial LLC | 0.03% | Add +33.5% | 2,338,478 | $54.3M |
| NYL Investors LLC | 1.21% | Add +0.1% | 1,437,650 | $33.4M |
| Rockland Trust Co. | 1.74% | Add +4.8% | 1,418,332 | $33.0M |
| Bank of America Corp. | 0.00% | Reduce -66.4% | 1,134,171 | $26.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.2% | 1,046,044 | $24.3M |
| Morgan Stanley | 0.00% | Reduce -14.4% | 910,905 | $21.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +17.1% | 768,644 | $17.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 640,679 | $14.9M |
| State Street Corp. | 0.00% | Add +23.2% | 481,377 | $11.2M |
| Capstone Wealth Management Group, LLC | 7.00% | Add +12.9% | 419,630 | $9.8M |
| Twelve Points Wealth Management LLC | 3.25% | Add +20.9% | 381,531 | $8.9M |
| Passumpsic Savings Bank | 4.95% | — | 333,213 | $7.7M |
| Jane Street Group, LLC | 0.01% | New | 321,427 | $7.5M |
| PFG Advisors | 0.47% | Add +3.9% | 274,750 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +61.7% | 270,888 | $6.3M |
| Milestone Asset Management, LLC | 1.79% | New | 270,033 | $6.3M |
| Legacy Financial Group LLC | 1.23% | Add +1248.4% | 261,972 | $6.1M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -27.6% | 247,856 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +922.4% | 230,677 | $5.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 230,000 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.7% | 223,589 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Add +16.0% | 205,078 | $4.8M |
| UBS Group AG | 0.00% | Reduce -22.8% | 200,057 | $4.6M |
| Hedeker Wealth, LLC | 1.25% | Add +9.9% | 186,228 | $4.3M |
| Wayfinding Financial, LLC | 2.50% | Add +79.4% | 190,848 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | New | 183,718 | $4.3M |
| Collaborative Wealth Managment Inc. | 2.05% | Add +7.5% | 176,114 | $4.1M |
| Van Strum & Towne Inc. | 1.43% | Add +15.5% | 167,909 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1023.3% | 162,546 | $3.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | New | 156,006 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -85.0% | 153,414 | $3.6M |
| Caitlin John, LLC | 2.63% | Add +83.9% | 149,489 | $3.5M |
| Truist Financial Corp. | 0.01% | Add +553.0% | 148,709 | $3.5M |
| IFP Advisors, Inc | 0.14% | Add +22.1% | 133,870 | $3.1M |
| Conning Inc. | 0.10% | No change | 124,080 | $2.9M |
| Brookstone Capital Management | 0.05% | Add +45.3% | 119,505 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | New | 110,925 | $2.6M |
| Flagship Harbor Advisors, LLC | 0.16% | New | 109,623 | $2.5M |
| BlackRock Inc. | 0.00% | Add +2.0% | 103,220 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +253.1% | 93,650 | $2.2M |
| Elevated Capital Advisors, LLC | 0.58% | Reduce -1.3% | 87,669 | $2.0M |
| Principal Securities, Inc. | 0.06% | Add +104.1% | 87,603 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +31.6% | 87,159 | $2.0M |
| Good Life Advisors, LLC | 0.17% | Add +10.1% | 84,673 | $2.0M |
| Synovus Financial Corp. | 0.02% | Add +15.8% | 79,688 | $1.9M |
| Fifth Third Securities, Inc. | 0.17% | New | 74,783 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +19.2% | 66,761 | $1.6M |
| Koshinski Asset Management, Inc. | 0.13% | New | 56,629 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +14.2% | 55,908 | $1.3M |
| Boltwood Capital Management | 0.38% | Reduce -4.7% | 52,225 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | No change | 42,920 | $997K |
| Park Avenue Securities LLC | 0.01% | Add +3.7% | 42,899 | $997K |
| Integrated Wealth Concepts LLC | 0.01% | Add +15.8% | 42,205 | $981K |
| Old Mission Capital LLC | 0.02% | New | 40,622 | $944K |
| Ameriprise Financial Inc. | 0.00% | Reduce -48.3% | 40,244 | $935K |
| NSI Retail Advisors, LLC | 0.14% | Reduce -4.8% | 39,900 | $927K |
| CSM Advisors, LLC | 0.06% | Reduce -4.8% | 39,900 | $927K |
| Truefg, LLC | 0.32% | Add +3.0% | 38,154 | $887K |
| KKM Financial LLC | 0.38% | New | 33,603 | $781K |
| Private Trust Co. NA | 0.08% | Add +8.3% | 32,649 | $759K |
| Insight Advisors, LLC/ PA | 0.15% | Reduce -0.0% | 32,548 | $756K |
| HRT Financial LP | 0.00% | New | 31,883 | $740K |
| Norris Financial Group, LLC | 0.40% | Reduce -13.1% | 31,499 | $732K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.4% | 29,168 | $678K |
| US Bancorp \de | 0.00% | Add +17.6% | 28,929 | $672K |
| Advisory Alpha, LLC | 0.02% | Add +0.2% | 24,249 | $564K |
| RMR Capital Management, LLC | 0.55% | No change | 23,971 | $557K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.2% | 21,336 | $496K |
| Ally Invest Advisors Inc. | 0.05% | Add +22.8% | 20,641 | $480K |
| Banco Santander, S.A. | 0.01% | Reduce -14.8% | 18,435 | $428K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.2% | 15,837 | $368K |
| Prospera Financial Services Inc | 0.01% | Add +17.4% | 15,305 | $356K |
| IHT Wealth Management, LLC | 0.01% | Add +14.2% | 14,816 | $344K |
| MML Investors Services, LLC | 0.00% | New | 14,767 | $343K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.8% | 14,441 | $336K |
| Qube Research & Technologies Ltd | 0.00% | No change | 14,373 | $334K |
| Strategic Financial Concepts, LLC | 0.08% | New | 14,051 | $327K |
| HF Advisory Group, LLC | 0.18% | Add +11.8% | 13,970 | $325K |
| CoreCap Advisors, LLC | 0.02% | Reduce -8.6% | 13,561 | $315K |
| Rockefeller Capital Management L.P. | 0.00% | New | 11,935 | $277K |
| Valmark Advisers, Inc. | 0.00% | No change | 11,758 | $273K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.6% | 11,353 | $264K |
| HBW Advisory Services LLC | 0.04% | No change | 9,660 | $230K |
| Pineridge Advisors LLC | 0.08% | Reduce -77.0% | 9,788 | $227K |
| Global Financial Private Client, LLC | 0.10% | New | 9,800 | $223K |
| Farrell Financial LLC | 0.17% | New | 8,898 | $207K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 8,726 | $203K |
| City Center Advisors, LLC | 0.24% | — | 8,635 | $201K |
| Raleigh Capital Management Inc. | 0.08% | Add +3633.6% | 8,102 | $188K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.5% | 8,056 | $187K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 7,112 | $165K |
| Cwm, LLC | 0.00% | Reduce -37.7% | 6,935 | $161K |
| Archer Investment Corp | 0.05% | No change | 6,554 | $152K |
| WealthShield Partners, LLC | 0.02% | Add +7686.3% | 5,684 | $132K |
| Clearstead Advisors, LLC | 0.01% | No change | 4,800 | $108K |
| Northwest Capital Management Inc | 0.03% | Reduce -11.3% | 4,151 | $96K |
| Westside Investment Management, Inc. | 0.02% | Add +18.9% | 3,982 | $93K |
| National Bank of Canada | 0.00% | Reduce -12.2% | 3,674 | $82K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -20.6% | 2,362 | $55K |
| Sound Income Strategies, LLC | 0.00% | Reduce -3.8% | 1,926 | $45K |
"% of holder's portfolio" is SPLB's weight in each manager's 13F, not the share of SS SPDR P Long Term C ETF the manager owns.