SS SPDR P Long Term C ETFSPLBETF
13F holders, Q2 2024 (June 30)142holders +12
24new positions
14sold out
2famous investors
$22.27avg. 13F price*
At the end of Q2 2024, 142 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings, up 12 from Q1 2024. 24 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($62.8M), Envestnet Asset Management Inc. ($34.9M) and Rockland Trust Co. ($33.5M). 2 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P Long Term C ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A367
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $27.1M |
| Exits | 14 | $34.4M |
All 13F filers, Q1 2024 → Q2 2024: 4,242,934 shares bought and 2,153,907 shares sold, net +2,089,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| LPL Financial LLC | 0.03% | Add +19.1% | 2,785,024 | $62.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +48.0% | 1,547,805 | $34.9M |
| Rockland Trust Co. | 1.77% | Add +4.7% | 1,485,476 | $33.5M |
| NYL Investors LLC | 2.33% | Add +0.2% | 1,440,450 | $32.5M |
| Bank of America Corp. | 0.00% | Add +1.2% | 1,147,381 | $25.9M |
| Morgan Stanley | 0.00% | Add +22.0% | 1,111,129 | $25.1M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 608,496 | $13.7M |
| State Street Corp. | 0.00% | Add +8.8% | 523,770 | $11.8M |
| Twelve Points Wealth Management LLC | 3.52% | Add +16.2% | 443,379 | $10.0M |
| Clark Capital Management Group, Inc. | 0.07% | Add +67.6% | 415,360 | $9.4M |
| Capstone Wealth Management Group, LLC | 6.02% | Reduce -2.7% | 408,453 | $9.2M |
| Hedeker Wealth, LLC | 2.41% | Add +98.0% | 368,772 | $8.3M |
| Passumpsic Savings Bank | 5.33% | Reduce -1.1% | 329,384 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +18.2% | 320,255 | $7.2M |
| Gotham Asset Management | 0.09% | New | 313,253 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Add +62.9% | 299,250 | $6.7M |
| PFG Advisors | 0.44% | Add +4.4% | 286,804 | $6.5M |
| Legacy Financial Group LLC | 1.19% | Add +2.1% | 267,389 | $6.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +13.9% | 262,000 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -18.3% | 262,773 | $5.9M |
| Private Advisor Group, LLC | 0.04% | Add +13.1% | 231,968 | $5.2M |
| Collaborative Wealth Managment Inc. | 2.18% | Add +12.2% | 197,651 | $4.5M |
| UBS Group AG | 0.00% | Reduce -4.7% | 190,586 | $4.3M |
| Wayfinding Financial, LLC | 2.42% | Reduce -0.1% | 190,553 | $4.3M |
| &partners | 0.18% | New | 186,144 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1442.4% | 175,104 | $3.9M |
| Principal Securities, Inc. | 0.11% | Add +97.8% | 173,323 | $3.9M |
| Van Strum & Towne Inc. | 1.38% | Add +0.6% | 168,859 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +76.7% | 165,470 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Add +7.7% | 165,217 | $3.7M |
| Caitlin John, LLC | 2.60% | Add +5.7% | 158,044 | $3.6M |
| Strategic Advocates LLC | 1.37% | New | 153,210 | $3.5M |
| Truist Financial Corp. | 0.01% | Add +0.2% | 149,065 | $3.4M |
| Citadel Advisors | 0.00% | Add +24477.2% | 147,463 | $3.3M |
| Prudential Financial Inc. | 0.01% | Add +120.4% | 147,160 | $3.3M |
| IFP Advisors, Inc | 0.13% | Add +6.9% | 143,116 | $3.2M |
| Brookstone Capital Management | 0.05% | Add +1.3% | 120,996 | $2.8M |
| Conning Inc. | 0.10% | No change | 124,080 | $2.8M |
| Private Advisory Group LLC | 0.36% | New | 120,593 | $2.7M |
| Raymond James & Associates | 0.00% | New | 118,238 | $2.7M |
| Old Mission Capital LLC | 0.07% | Add +183.7% | 115,232 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -51.5% | 108,340 | $2.4M |
| BlackRock Inc. | 0.00% | Add +1.1% | 104,397 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +15.6% | 100,753 | $2.3M |
| Fifth Third Securities, Inc. | 0.19% | Add +22.8% | 91,853 | $2.1M |
| Good Life Advisors, LLC | 0.16% | Add +0.5% | 85,070 | $1.9M |
| Elevated Capital Advisors, LLC | 0.53% | Reduce -3.9% | 84,257 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +4.3% | 83,099 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +87.7% | 80,523 | $1.8M |
| Axiom Advisory, LLC | 0.02% | New | 78,225 | $1.8M |
| HRT Financial LP | 0.01% | Add +131.4% | 73,786 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | — | 62,112 | $1.4M |
| Boltwood Capital Management | 0.37% | No change | 52,225 | $1.2M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -8.8% | 51,672 | $1.2M |
| Assetmark, Inc. | 0.00% | Reduce -21.9% | 43,692 | $985K |
| US Bancorp \de | 0.00% | Add +49.2% | 43,165 | $973K |
| State of Wisconsin Investment Board | 0.00% | No change | 42,920 | $968K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +45.9% | 42,568 | $960K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.3% | 42,310 | $954K |
| NSI Retail Advisors, LLC | 0.15% | Reduce -2.0% | 39,100 | $882K |
| CSM Advisors, LLC | 0.06% | Reduce -2.0% | 39,100 | $882K |
| Insight Advisors, LLC/ PA | 0.15% | Add +13.8% | 37,040 | $835K |
| Truefg, LLC | 0.30% | Reduce -3.4% | 36,876 | $832K |
| Rockefeller Capital Management L.P. | 0.00% | Add +204.6% | 36,351 | $820K |
| KKM Financial LLC | 0.39% | Add +2.2% | 34,354 | $815K |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.3% | 32,466 | $732K |
| Flow Traders U.S. LLC | 0.03% | New | 29,749 | $671K |
| Eldridge Investment Advisors, Inc. | 0.15% | New | 27,000 | $609K |
| Squarepoint Ops LLC | 0.00% | New | 25,446 | $574K |
| Private Trust Co. NA | 0.06% | Reduce -23.0% | 25,149 | $567K |
| Advisory Alpha, LLC | 0.02% | Add +2.5% | 24,846 | $560K |
| Ally Invest Advisors Inc. | 0.05% | Add +17.8% | 24,313 | $548K |
| RMR Capital Management, LLC | 0.49% | No change | 23,971 | $541K |
| RiverFront Investment Group, LLC | 0.01% | New | 22,246 | $502K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.1% | 21,361 | $482K |
| Kestra Advisory Services, LLC | 0.00% | New | 20,704 | $467K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -91.7% | 19,046 | $430K |
| Banco Santander, S.A. | 0.01% | No change | 18,435 | $416K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,548 | $396K |
| NewEdge Advisors, LLC | 0.00% | Add +11.0% | 16,028 | $361K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.1% | 15,817 | $357K |
| HF Advisory Group, LLC | 0.17% | Add +7.3% | 14,995 | $338K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.4% | 14,611 | $329K |
| Two Sigma Securities, LLC | 0.02% | New | 14,371 | $324K |
| Equitable Holdings, Inc. | 0.00% | New | 13,361 | $301K |
| Mutual Advisors, LLC | 0.01% | New | 12,963 | $298K |
| Raleigh Capital Management Inc. | 0.13% | Add +62.9% | 13,197 | $298K |
| Atria Investments, Inc | 0.00% | New | 13,034 | $294K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 12,899 | $291K |
| CoreCap Advisors, LLC | 0.03% | Reduce -10.7% | 12,117 | $273K |
| Valmark Advisers, Inc. | 0.00% | Add +2.2% | 12,018 | $271K |
| HBW Advisory Services LLC | 0.04% | Add +12.3% | 10,852 | $245K |
| Prospera Financial Services Inc | 0.01% | Reduce -33.7% | 10,154 | $229K |
| Sowell Financial Services LLC | 0.01% | New | 10,114 | $228K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -93.8% | 10,042 | $226K |
| WealthShield Partners, LLC | 0.03% | Add +75.8% | 9,990 | $225K |
| Global Financial Private Client, LLC | 0.09% | No change | 9,800 | $221K |
| City Center Advisors, LLC | 0.24% | No change | 8,635 | $201K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.3% | 8,158 | $184K |
| Archer Investment Corp | 0.04% | No change | 6,554 | $148K |
| Westside Investment Management, Inc. | 0.03% | Add +29.1% | 5,141 | $116K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -31.7% | 4,855 | $109K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,800 | $108K |
| Jones Financial Companies LLLP | 0.00% | New | 4,488 | $101K |
| National Bank of Canada | 0.00% | No change | 3,674 | $82K |
| NFSG Corp | 0.03% | Add +97.8% | 3,012 | $68K |
| New England Asset Management Inc. | 0.01% | New | 3,000 | $68K |
| Cwm, LLC | 0.00% | Reduce -64.9% | 2,435 | $55K |
| Northwest Capital Management Inc | 0.02% | Reduce -41.4% | 2,434 | $55K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,362 | $53K |
| Global Retirement Partners, LLC | 0.00% | Add +161.3% | 1,853 | $42K |
| International Assets Investment Management, LLC | 0.00% | New | 1,778 | $40K |
| Transcendent Capital Group LLC | 0.02% | Add +1.1% | 1,770 | $40K |
| Sound Income Strategies, LLC | 0.00% | Reduce -8.5% | 1,763 | $40K |
| Pineridge Advisors LLC | 0.01% | Reduce -83.7% | 1,595 | $36K |
| Strategic Financial Concepts, LLC | 0.02% | Add +1737.0% | 258,115 | $35K |
| Kelly Financial Services LLC | 0.01% | Add +69.3% | 1,319 | $30K |
| Richardson Financial Services Inc. | 0.02% | Add +23.3% | 1,173 | $26K |
| Comerica Bank | 0.00% | Reduce -8.3% | 1,100 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,086 | $24K |
| Tucker Asset Management LLC | 0.00% | No change | 875 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -46.2% | 864 | $19K |
| Simplex Trading, LLC | 0.00% | Reduce -45.7% | 820 | $18K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +6.2% | 549 | $12K |
| Creative Financial Designs Inc. | 0.00% | Reduce -35.1% | 533 | $12K |
| Gradient Investments LLC | 0.00% | Reduce -6.4% | 514 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 351 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 280 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.4% | 224 | $5K |
| Castleview Partners, LLC | 0.00% | Reduce -63.6% | 207 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 154 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | — | 114 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 89 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 88 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +2.4% | 42 | $945 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 36 | $812 |
| Citigroup Inc. | 0.00% | New | 36 | $812 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 9 | $206 |
| Aspire Wealth Management Corp | 0.00% | Reduce -83.7% | 8 | $170 |
| Aspire Private Capital, LLC | 0.00% | Reduce -98.1% | 1 | $23 |
| Farther Finance Advisors, LLC | 0.00% | New | 1 | $19 |
"% 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.