SS SPDR P Long Term C ETFSPLBETF
13F holders, Q4 2024 (December 31)145holders +4
18new positions
21sold out
2famous investors
$22.27avg. 13F price*
At the end of Q4 2024, 145 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings, up 4 from Q3 2024. 18 opened new positions and 21 sold out. The largest holders were LPL Financial LLC ($54.4M), Rockland Trust Co. ($35.3M) and NYL Investors LLC ($32.1M). 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 (Q4 2024)
- CUSIP
- 78464A367
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $34.7M |
| Exits | 21 | $33.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,918,419 shares bought and 3,133,813 shares sold, net −215,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| LPL Financial LLC | 0.02% | Reduce -2.4% | 2,447,707 | $54.4M |
| Rockland Trust Co. | 1.79% | Add +4.8% | 1,586,747 | $35.3M |
| NYL Investors LLC | 2.94% | Add +0.2% | 1,444,550 | $32.1M |
| Morgan Stanley | 0.00% | Add +7.1% | 989,801 | $22.0M |
| Thrivent Financial for Lutherans | 0.04% | Add +7.1% | 853,084 | $19.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +7.8% | 853,597 | $19.0M |
| Sterling Financial Group, Inc. | 6.74% | New | 815,305 | $18.1M |
| Wells Fargo & Company | 0.00% | Add +12.8% | 804,224 | $17.9M |
| Strategic Advocates LLC | 5.68% | Add +16.4% | 756,287 | $16.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 656,235 | $14.6M |
| State Street Corp. | 0.00% | Reduce -9.8% | 643,806 | $14.3M |
| Goldstone Financial Group, LLC | 2.19% | Add +14.8% | 628,071 | $14.0M |
| Bank of America Corp. | 0.00% | Add +4.9% | 549,306 | $12.2M |
| Raymond James Financial Inc. | 0.00% | — | 461,854 | $10.3M |
| Capstone Wealth Management Group, LLC | 4.84% | Reduce -5.5% | 406,738 | $9.0M |
| Hedeker Wealth, LLC | 2.12% | Reduce -5.5% | 383,171 | $8.5M |
| Passumpsic Savings Bank | 4.99% | Add +0.3% | 359,766 | $8.0M |
| Private Advisor Group, LLC | 0.04% | Add +10.9% | 349,968 | $7.8M |
| Gotham Asset Management | 0.07% | Add +7.4% | 338,461 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +31.4% | 332,443 | $7.4M |
| Milestone Asset Management, LLC | 1.56% | New | 318,280 | $7.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.6% | 313,062 | $7.0M |
| PFG Advisors | 0.42% | Add +2.6% | 311,550 | $6.9M |
| White & Co Financial Planning Inc | 5.84% | — | 309,695 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.5% | 273,787 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 262,194 | $5.8M |
| IFP Advisors, Inc | 0.18% | Add +5.7% | 245,799 | $5.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -24.4% | 223,000 | $5.0M |
| Collaborative Wealth Managment Inc. | 2.15% | Add +4.2% | 213,402 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +114.8% | 211,602 | $4.7M |
| Van Strum & Towne Inc. | 1.50% | Reduce -4.9% | 191,618 | $4.3M |
| BlackRock, Inc. | 0.00% | Add +3.1% | 172,639 | $3.8M |
| Truist Financial Corp. | 0.01% | Add +22.3% | 159,173 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +326.6% | 155,412 | $3.5M |
| Aspetuck Financial Management LLC | 2.58% | — | 148,732 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +11.5% | 143,507 | $3.2M |
| Graney & King, LLC | 2.28% | — | 135,819 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +478.4% | 126,631 | $2.8M |
| Caitlin John, LLC | 1.91% | Reduce -12.2% | 126,391 | $2.8M |
| Conning Inc. | 0.10% | No change | 124,080 | $2.8M |
| UBS Group AG | 0.00% | Reduce -1.3% | 117,579 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | New | 113,632 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +270.3% | 107,195 | $2.4M |
| Brookstone Capital Management | 0.03% | Reduce -14.0% | 102,779 | $2.3M |
| Synovus Financial Corp. | 0.03% | Reduce -47.7% | 98,396 | $2.2M |
| Nilsine Partners, LLC | 0.23% | Add +12.9% | 97,430 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -44.0% | 94,237 | $2.1M |
| Fifth Third Securities, Inc. | 0.17% | Add +3.9% | 92,335 | $2.1M |
| Cary Street Partners Financial LLC | 0.06% | — | 83,471 | $1.9M |
| Principal Securities, Inc. | 0.04% | Add +28.2% | 80,751 | $1.8M |
| Prospera Financial Services Inc | 0.04% | Reduce -42.7% | 70,260 | $1.6M |
| MML Investors Services, LLC | 0.00% | New | 61,122 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.7% | 59,003 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 56,304 | $1.3M |
| Advyzon Investment Management, LLC | 0.47% | — | 54,742 | $1.2M |
| Twelve Points Wealth Management LLC | 0.35% | Reduce -88.9% | 54,022 | $1.2M |
| Matrix Trust Co | 0.20% | Add +636.9% | 52,887 | $1.2M |
| Boltwood Capital Management | 0.35% | Reduce -0.3% | 51,300 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -3.9% | 51,007 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.8% | 45,132 | $1.0M |
| &partners | 0.01% | Reduce -72.8% | 45,163 | $1.0M |
| Assetmark, Inc. | 0.00% | Add +3.0% | 44,698 | $994K |
| State of Wisconsin Investment Board | 0.00% | No change | 42,920 | $954K |
| Cetera Investment Advisers | 0.00% | Add +21.3% | 41,797 | $929K |
| Truefg, LLC | 0.30% | Add +9.3% | 41,197 | $916K |
| Novem Group | 0.13% | — | 39,999 | $889K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.7% | 39,532 | $879K |
| Equitable Holdings, Inc. | 0.01% | Add +21.5% | 39,282 | $873K |
| Insight Advisors, LLC/ PA | 0.15% | Add +0.6% | 38,427 | $858K |
| KKM Financial LLC | 0.34% | New | 36,313 | $813K |
| Fourth Dimension Wealth, LLC | 0.41% | — | 34,956 | $777K |
| Ameritas Investment Partners, Inc. | 0.02% | New | 34,214 | $761K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 32,360 | $719K |
| AE Wealth Management LLC | 0.01% | New | 32,000 | $711K |
| Ally Invest Advisors Inc. | 0.06% | Add +13.7% | 29,204 | $649K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.1% | 29,160 | $648K |
| Advisory Alpha, LLC | 0.02% | Reduce -14.4% | 26,657 | $593K |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.5% | 24,806 | $551K |
| RMR Capital Management, LLC | 0.40% | No change | 23,971 | $533K |
| Private Trust Co. NA | 0.05% | Reduce -30.6% | 22,723 | $505K |
| Jones Financial Companies LLLP | 0.00% | Add +507.7% | 22,419 | $498K |
| IHT Wealth Management, LLC | 0.02% | Add +2.5% | 21,498 | $478K |
| RiverFront Investment Group, LLC | 0.01% | No change | 21,156 | $470K |
| Level Four Advisory Services, LLC | 0.02% | No change | 20,803 | $462K |
| Banco Santander, S.A. | 0.00% | No change | 17,822 | $396K |
| HRT Financial LP | 0.00% | New | 17,745 | $394K |
| Westside Investment Management, Inc. | 0.07% | Add +88.6% | 15,887 | $353K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 15,603 | $347K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 15,556 | $346K |
| Legacy Financial Group LLC | 0.05% | Reduce -95.3% | 12,811 | $285K |
| Strategic Financial Concepts, LLC | 0.05% | Add +8.5% | 12,705 | $282K |
| Global Endowment Management, LP | 0.04% | New | 12,685 | $282K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +177.8% | 12,307 | $275K |
| City Center Advisors, LLC | 0.30% | Add +17.0% | 12,065 | $268K |
| HBW Advisory Services LLC | 0.03% | Add +6.2% | 12,059 | $268K |
| Valmark Advisers, Inc. | 0.00% | No change | 12,018 | $267K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.6% | 12,001 | $267K |
| Glass Jacobson Investment Advisors llc | 0.08% | Add +258.3% | 11,594 | $258K |
| Cwm, LLC | 0.00% | Add +6.3% | 10,835 | $241K |
| Global Financial Private Client, LLC | 0.09% | Add +7.9% | 10,577 | $235K |
| HF Advisory Group, LLC | 0.11% | Reduce -7.8% | 10,565 | $235K |
| Atria Investments, Inc | 0.00% | Reduce -4.8% | 10,340 | $230K |
| WealthShield Partners, LLC | 0.03% | Add +1.6% | 10,116 | $225K |
| Harvest Investment Services, LLC | 0.05% | New | 9,254 | $206K |
| Heritage Wealth Management, Inc. | 0.07% | New | 9,250 | $206K |
| Joseph P. Lucia & Associates, LLC | 0.09% | No change | 9,187 | $204K |
| Wellington Wealth Strategies, LLC. | 0.19% | New | 9,088 | $204K |
| Decker Retirement Planning Inc. | 0.11% | — | 8,399 | $187K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 7,551 | $168K |
| SBI Securities Co., Ltd. | 0.00% | — | 6,051 | $135K |
| Archer Investment Corp | 0.04% | Reduce -9.9% | 5,904 | $131K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.7% | 4,891 | $109K |
| National Bank of Canada | 0.00% | Add +3.5% | 3,803 | $85K |
| NFSG Corp | 0.02% | Add +1.7% | 3,102 | $69K |
| New England Asset Management Inc. | 0.01% | No change | 3,000 | $67K |
| Sound Income Strategies, LLC | 0.00% | Add +0.1% | 1,764 | $39K |
| Transcendent Capital Group LLC | 0.02% | Reduce -56.7% | 1,762 | $39K |
| Northwest Capital Management Inc | 0.02% | Reduce -28.6% | 1,737 | $39K |
| Avior Wealth Management, LLC | 0.00% | New | 1,630 | $36K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.0% | 1,504 | $33K |
| FMR LLC | 0.00% | Add +234.6% | 1,305 | $29K |
| Comerica Bank | 0.00% | No change | 1,100 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -55.2% | 1,059 | $24K |
| NewSquare Capital LLC | 0.00% | Reduce -99.7% | 1,048 | $23K |
| Talon Private Wealth, LLC | 0.00% | No change | 954 | $21K |
| Boyd Watterson Asset Management LLC | 0.00% | New | 660 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | Add +435.1% | 610 | $14K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 549 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +25.6% | 490 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 380 | $8K |
| Qube Research & Technologies Ltd | 0.00% | No change | 224 | $5K |
| Blair William & Co. | 0.00% | No change | 174 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 154 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.8% | 84 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 89 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.3% | 85 | $2K |
| Franklin Resources Inc. | 0.00% | No change | 70 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | New | 53 | $1K |
| IMG Wealth Management, Inc. | 0.00% | — | 50 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +2.4% | 43 | $959 |
| Darwin Wealth Management, LLC | 0.00% | No change | 18 | $400 |
| Pineridge Advisors LLC | 0.00% | Reduce -99.1% | 15 | $333 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 9 | $208 |
| Barclays PLC | 0.00% | New | 1 | $22 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $20 |
"% 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.