SS SPDR P Long Term C ETFSPLBETF
13F holders, Q3 2024 (September 30)141holders −1
22new positions
24sold out
2famous investors
$24.37avg. 13F price*
At the end of Q3 2024, 141 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings, down 1 from Q2 2024. 22 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($60.6M), Rockland Trust Co. ($36.6M) and NYL Investors LLC ($34.8M). 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 (Q3 2024)
- CUSIP
- 78464A367
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $54.5M |
| Exits | 24 | $23.7M |
All 13F filers, Q2 2024 → Q3 2024: 5,791,122 shares bought and 4,410,625 shares sold, net +1,380,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| LPL Financial LLC | 0.03% | Reduce -9.9% | 2,508,657 | $60.6M |
| Rockland Trust Co. | 1.80% | Add +1.9% | 1,513,533 | $36.6M |
| NYL Investors LLC | 2.21% | Add +0.1% | 1,441,950 | $34.8M |
| Morgan Stanley | 0.00% | Reduce -16.8% | 924,157 | $22.3M |
| Thrivent Financial for Lutherans | 0.04% | New | 796,594 | $19.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +352.4% | 792,075 | $19.1M |
| State Street Corp. | 0.00% | Add +36.3% | 714,083 | $17.3M |
| Wells Fargo & Company | 0.00% | Add +17.1% | 712,651 | $17.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -56.6% | 672,405 | $16.2M |
| Strategic Advocates LLC | 5.62% | Add +324.0% | 649,591 | $15.7M |
| Goldstone Financial Group, LLC | 2.30% | New | 547,039 | $13.2M |
| Bank of America Corp. | 0.00% | Reduce -54.4% | 523,645 | $12.7M |
| Twelve Points Wealth Management LLC | 3.70% | Add +9.9% | 487,400 | $11.8M |
| Capstone Wealth Management Group, LLC | 6.16% | Add +5.3% | 430,302 | $10.4M |
| Hedeker Wealth, LLC | 2.60% | Add +9.9% | 405,356 | $9.8M |
| International Assets Investment Management, LLC | 0.75% | Add +9819.3% | 176,365 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Add +234.5% | 362,418 | $8.8M |
| Passumpsic Savings Bank | 5.69% | Add +8.9% | 358,575 | $8.7M |
| Ameriprise Financial Inc. | 0.00% | Add +922.4% | 331,916 | $8.0M |
| NewSquare Capital LLC | 0.64% | New | 331,356 | $8.0M |
| Private Advisor Group, LLC | 0.05% | Add +36.0% | 315,526 | $7.6M |
| Gotham Asset Management | 0.08% | Add +0.6% | 315,165 | $7.6M |
| PFG Advisors | 0.46% | Add +5.9% | 303,772 | $7.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +12.6% | 295,000 | $7.1M |
| Legacy Financial Group LLC | 1.26% | Add +1.1% | 270,351 | $6.5M |
| Bank of New York Mellon Corp | 0.00% | Add +58.3% | 261,577 | $6.3M |
| Royal Bank of Canada | 0.00% | Reduce -21.0% | 252,956 | $6.1M |
| IFP Advisors, Inc | 0.20% | Add +62.5% | 232,549 | $5.6M |
| Raymond James & Associates | 0.00% | Add +81.0% | 214,010 | $5.2M |
| Squarepoint Ops LLC | 0.02% | Add +717.0% | 207,889 | $5.0M |
| Collaborative Wealth Managment Inc. | 2.24% | Add +3.6% | 204,779 | $4.9M |
| Van Strum & Towne Inc. | 1.68% | Add +19.3% | 201,447 | $4.9M |
| Synovus Financial Corp. | 0.05% | Add +126.3% | 188,022 | $4.5M |
| Citadel Advisors | 0.00% | Add +14.2% | 168,330 | $4.1M |
| BlackRock, Inc. | 0.00% | — | 167,386 | $4.0M |
| &partners | 0.08% | Reduce -10.9% | 165,920 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +747.6% | 148,730 | $3.6M |
| Caitlin John, LLC | 2.10% | Reduce -8.9% | 143,952 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | New | 134,100 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -12.7% | 130,182 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +27.7% | 128,689 | $3.1M |
| Conning Inc. | 0.10% | No change | 124,080 | $3.0M |
| Prospera Financial Services Inc | 0.08% | Add +1108.2% | 122,678 | $3.0M |
| Brookstone Capital Management | 0.04% | Reduce -1.2% | 119,567 | $2.9M |
| UBS Group AG | 0.00% | Reduce -37.5% | 119,120 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -62.5% | 98,501 | $2.4M |
| Axiom Advisory, LLC | 0.02% | Add +28.4% | 100,435 | $2.4M |
| Good Life Advisors, LLC | 0.14% | Add +14.3% | 97,268 | $2.3M |
| Private Advisory Group LLC | 0.30% | Reduce -19.5% | 97,128 | $2.3M |
| Fifth Third Securities, Inc. | 0.20% | Reduce -3.3% | 88,838 | $2.1M |
| Nilsine Partners, LLC | 0.27% | New | 86,278 | $2.1M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -79.3% | 86,142 | $2.1M |
| Elevated Capital Advisors, LLC | 0.51% | Reduce -5.0% | 80,056 | $1.9M |
| First Trust Advisors LP | 0.00% | New | 69,658 | $1.7M |
| Cary Street Partners Investment Advisory LLC | 0.06% | New | 63,993 | $1.5M |
| Principal Securities, Inc. | 0.04% | Reduce -63.7% | 62,986 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 57,641 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.3% | 56,365 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +2.7% | 53,070 | $1.3M |
| Boltwood Capital Management | 0.37% | Reduce -1.5% | 51,450 | $1.2M |
| Mariner, LLC | 0.00% | New | 49,081 | $1.2M |
| Assetmark, Inc. | 0.00% | Reduce -0.6% | 43,411 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.3% | 43,296 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | No change | 42,920 | $1.0M |
| Insight Advisors, LLC/ PA | 0.16% | Add +3.1% | 38,189 | $923K |
| Truefg, LLC | 0.30% | Add +2.2% | 37,693 | $911K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.7% | 37,687 | $910K |
| Transamerica Financial Advisors, LLC | 0.09% | Add +930675.0% | 37,231 | $900K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +262.8% | 36,431 | $880K |
| Cetera Investment Advisers | 0.00% | Reduce -79.2% | 34,457 | $832K |
| Two Sigma Securities, LLC | 0.06% | Add +133.7% | 33,578 | $811K |
| Private Trust Co. NA | 0.08% | Add +30.1% | 32,723 | $791K |
| Equitable Holdings, Inc. | 0.01% | Add +141.9% | 32,320 | $781K |
| Advisory Alpha, LLC | 0.03% | Add +25.3% | 31,130 | $752K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 28,946 | $699K |
| Geneos Wealth Management Inc. | 0.03% | Add +35.0% | 28,837 | $697K |
| Ally Invest Advisors Inc. | 0.06% | Add +5.6% | 25,685 | $621K |
| RMR Capital Management, LLC | 0.49% | No change | 23,971 | $579K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.9% | 21,893 | $529K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -4.9% | 21,156 | $511K |
| IHT Wealth Management, LLC | 0.01% | Add +43.5% | 20,965 | $507K |
| Level Four Advisory Services, LLC | 0.02% | New | 20,803 | $479K |
| Banco Santander, S.A. | 0.01% | Reduce -3.3% | 17,822 | $431K |
| PFG Investments, LLC | 0.03% | New | 17,119 | $414K |
| Harbour Investments, Inc. | 0.01% | No change | 15,817 | $382K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 15,463 | $374K |
| D.A. Davidson & Co. | 0.00% | New | 14,965 | $362K |
| Prudential Financial Inc. | 0.00% | Reduce -90.0% | 14,712 | $355K |
| CoreCap Advisors, LLC | 0.01% | Add +1.7% | 12,320 | $298K |
| Valmark Advisers, Inc. | 0.00% | No change | 12,018 | $290K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -95.5% | 11,705 | $283K |
| HF Advisory Group, LLC | 0.13% | Reduce -23.6% | 11,458 | $277K |
| Revere Asset Management, Inc | 0.22% | New | 11,417 | $276K |
| HBW Advisory Services LLC | 0.04% | Add +4.6% | 11,353 | $274K |
| Atria Investments, Inc | 0.00% | Reduce -16.6% | 10,866 | $263K |
| City Center Advisors, LLC | 0.28% | Add +19.4% | 10,310 | $249K |
| Cwm, LLC | 0.00% | Add +318.7% | 10,195 | $246K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.3% | 9,956 | $241K |
| Global Financial Private Client, LLC | 0.09% | No change | 9,800 | $237K |
| Joseph P. Lucia & Associates, LLC | 0.10% | New | 9,187 | $222K |
| Westside Investment Management, Inc. | 0.04% | Add +63.8% | 8,423 | $204K |
| Kaizen Financial Strategies | 0.12% | New | 8,350 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +592.9% | 7,525 | $182K |
| Matrix Trust Co | 0.03% | New | 7,177 | $173K |
| Archer Investment Corp | 0.04% | No change | 6,554 | $158K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -41.0% | 4,809 | $116K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -8.8% | 4,430 | $107K |
| Transcendent Capital Group LLC | 0.05% | Add +130.0% | 4,071 | $98K |
| Jones Financial Companies LLLP | 0.00% | Reduce -17.8% | 3,689 | $89K |
| National Bank of Canada | 0.00% | No change | 3,674 | $89K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +8888.9% | 3,236 | $78K |
| US Bancorp \de | 0.00% | Reduce -92.8% | 3,116 | $75K |
| NFSG Corp | 0.03% | Add +1.3% | 3,050 | $74K |
| New England Asset Management Inc. | 0.01% | No change | 3,000 | $72K |
| Northwest Capital Management Inc | 0.02% | No change | 2,434 | $59K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,362 | $57K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.1% | 1,762 | $43K |
| Pineridge Advisors LLC | 0.01% | Add +0.2% | 1,598 | $39K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.3% | 1,551 | $37K |
| Comerica Bank | 0.00% | No change | 1,100 | $27K |
| Richardson Financial Services Inc. | 0.02% | No change | 1,173 | $26K |
| Talon Private Wealth, LLC | 0.00% | — | 954 | $23K |
| Blue Trust, Inc. | 0.00% | New | 888 | $20K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 549 | $13K |
| Creative Financial Designs Inc. | 0.00% | Reduce -26.8% | 390 | $9K |
| FMR LLC | 0.00% | New | 390 | $9K |
| Tucker Asset Management LLC | 0.00% | Reduce -56.6% | 380 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 280 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 224 | $5K |
| Blair William & Co. | 0.00% | New | 174 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 154 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 114 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 89 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.1% | 87 | $2K |
| Franklin Resources Inc. | 0.00% | New | 70 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 42 | $1K |
| Darwin Wealth Management, LLC | 0.00% | New | 18 | $435 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 9 | $223 |
| Aspire Wealth Management Corp | 0.00% | Reduce -12.5% | 7 | $177 |
| Aspire Private Capital, LLC | 0.00% | No change | 1 | $24 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $21 |
"% 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.