SS SPDR P Long Term C ETFSPLBETF
13F holders, Q1 2025 (March 31)167holders +22
42new positions
17sold out
3famous investors
$22.58avg. 13F price*
At the end of Q1 2025, 167 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings, up 22 from Q4 2024. 42 opened new positions and 17 sold out. The largest holders were State Street Corp. ($155.5M), LPL Financial LLC ($73.2M) and Rockland Trust Co. ($36.7M). 3 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS SPDR P Long Term C ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A367
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $51.5M |
| Exits | 17 | $13.4M |
All 13F filers, Q4 2024 → Q1 2025: 12,873,475 shares bought and 2,267,077 shares sold, net +10,606,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| State Street Corp. | 0.01% | Add +969.9% | 6,887,959 | $155.5M |
| LPL Financial LLC | 0.03% | Add +32.5% | 3,243,889 | $73.2M |
| Rockland Trust Co. | 1.84% | Add +2.4% | 1,625,005 | $36.7M |
| NYL Investors LLC | 2.11% | Add +0.2% | 1,446,850 | $32.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +95.8% | 1,285,003 | $29.0M |
| Morgan Stanley | 0.00% | Add +10.5% | 1,093,636 | $24.7M |
| Jane Street Group, LLC | 0.04% | Add +409.9% | 1,078,867 | $24.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.0% | 888,124 | $20.0M |
| Thrivent Financial for Lutherans | 0.04% | No change | 853,084 | $19.9M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | New | 835,235 | $18.9M |
| Strategic Advocates LLC | 6.51% | Add +9.7% | 829,478 | $18.7M |
| Sterling Financial Group, Inc. | 6.71% | Add +1.2% | 825,090 | $18.6M |
| Assetmark, Inc. | 0.04% | Add +1400.4% | 670,635 | $15.1M |
| Goldstone Financial Group, LLC | 1.82% | Reduce -15.2% | 532,471 | $12.0M |
| Wells Fargo & Company | 0.00% | Reduce -36.1% | 513,614 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -16.9% | 456,235 | $10.3M |
| UBS Group AG | 0.00% | Add +200.3% | 353,132 | $8.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -23.8% | 351,802 | $7.9M |
| Gotham Asset Management | 0.07% | Add +2.9% | 348,277 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 347,704 | $7.8M |
| PFG Advisors | 0.41% | Add +3.3% | 321,803 | $7.3M |
| White & Co Financial Planning Inc | 6.15% | Add +2.5% | 317,405 | $7.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.2% | 309,376 | $7.0M |
| Hedeker Wealth, LLC | 1.81% | Reduce -22.3% | 297,846 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Add +7.2% | 280,992 | $6.3M |
| Capstone Wealth Management Group, LLC | 3.59% | Reduce -31.5% | 278,443 | $6.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +18.4% | 264,000 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -30.2% | 244,417 | $5.5M |
| IFP Advisors, Inc | 0.17% | Reduce -0.7% | 244,161 | $5.5M |
| Collaborative Wealth Managment Inc. | 2.28% | Add +1.3% | 216,161 | $4.9M |
| Caitlin John, LLC | 4.49% | Add +60.6% | 202,929 | $4.6M |
| Van Strum & Towne Inc. | 1.44% | Reduce -0.6% | 190,493 | $4.3M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 171,838 | $3.9M |
| RiverFront Investment Group, LLC | 0.08% | Add +693.4% | 167,851 | $3.8M |
| Aspire Private Capital, LLC | 0.94% | New | 166,679 | $3.8M |
| Graney & King, LLC | 2.67% | Add +16.9% | 158,774 | $3.6M |
| Park Avenue Securities LLC | 0.04% | New | 148,104 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 147,366 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +755.2% | 133,028 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -17.0% | 132,113 | $3.0M |
| Landmark Wealth Management, Inc. | 1.40% | New | 129,662 | $2.9M |
| HRT Financial LP | 0.02% | Add +606.8% | 125,416 | $2.8M |
| Conning Inc. | 0.10% | No change | 124,080 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +106.9% | 116,495 | $2.6M |
| Aspetuck Financial Management LLC | 2.24% | Reduce -22.6% | 115,148 | $2.6M |
| Austin Private Wealth, LLC | 0.23% | New | 112,712 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +158.6% | 108,084 | $2.4M |
| Capitolis Liquid Global Markets LLC | 0.02% | New | 105,200 | $2.4M |
| Synovus Financial Corp. | 0.03% | Add +6.7% | 104,944 | $2.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +69.8% | 100,162 | $2.3M |
| Brookstone Capital Management | 0.03% | Reduce -4.2% | 98,465 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +23.3% | 99,586 | $2.2M |
| Fifth Third Securities, Inc. | 0.18% | Add +3.8% | 95,821 | $2.2M |
| Cary Street Partners Financial LLC | 0.07% | Add +14.1% | 95,248 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -5.9% | 88,710 | $2.0M |
| Raleigh Capital Management Inc. | 0.87% | New | 84,829 | $1.9M |
| Quadrature Capital Ltd | 0.04% | New | 76,562 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +18.3% | 72,330 | $1.6M |
| HighTower Advisors, LLC | 0.00% | New | 69,129 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Reduce -10.2% | 63,113 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -78.3% | 59,502 | $1.3M |
| Advisor Resource Council | 0.10% | New | 56,734 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -65.4% | 53,783 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Add +5.2% | 53,643 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +237.2% | 52,612 | $1.2M |
| Advyzon Investment Management, LLC | 0.41% | Reduce -6.5% | 51,209 | $1.2M |
| Fourth Dimension Wealth, LLC | 0.54% | Add +41.9% | 49,589 | $1.1M |
| Truefg, LLC | 0.37% | Add +19.6% | 49,259 | $1.1M |
| Boltwood Capital Management | 0.34% | Reduce -4.6% | 48,950 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | New | 46,651 | $1.1M |
| Novem Group | 0.15% | Add +15.7% | 46,273 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | No change | 42,920 | $969K |
| RFG Advisory, LLC | 0.03% | New | 41,047 | $926K |
| CreativeOne Wealth, LLC | 0.03% | New | 40,517 | $914K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.2% | 40,081 | $905K |
| KKM Financial LLC | 0.34% | Add +0.3% | 36,418 | $794K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +0.4% | 34,364 | $776K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -11.8% | 33,908 | $765K |
| Novus Advisors, LLC | 0.77% | New | 33,872 | $764K |
| &partners | 0.01% | Reduce -27.0% | 32,981 | $741K |
| AE Wealth Management LLC | 0.01% | Add +0.8% | 32,272 | $728K |
| Ally Invest Advisors Inc. | 0.06% | Add +8.0% | 31,536 | $712K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.5% | 29,318 | $662K |
| GWN Securities Inc. | 0.04% | New | 29,191 | $659K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.1% | 29,085 | $656K |
| Equitable Holdings, Inc. | 0.01% | Reduce -28.8% | 27,976 | $631K |
| Guidance Capital, Inc. | 0.18% | New | 27,529 | $602K |
| Westside Investment Management, Inc. | 0.12% | Add +56.5% | 24,864 | $561K |
| Global Financial Private Client, LLC | 0.21% | Add +133.5% | 24,698 | $557K |
| RMR Capital Management, LLC | 0.39% | No change | 23,971 | $541K |
| Goldman Sachs Group Inc. | 0.00% | New | 23,486 | $530K |
| Jones Financial Companies LLLP | 0.00% | Add +1.8% | 22,811 | $513K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -80.9% | 21,663 | $489K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.6% | 21,379 | $483K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -83.6% | 20,750 | $468K |
| Private Trust Co. NA | 0.05% | Reduce -8.9% | 20,702 | $467K |
| Lockerman Financial Group, Inc. | 0.70% | New | 20,385 | $460K |
| Two Sigma Securities, LLC | 0.07% | New | 20,363 | $460K |
| Outlook Wealth Advisors, LLC | 0.13% | New | 20,177 | $455K |
| Balboa Wealth Partners | 0.11% | New | 20,157 | $455K |
"% 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.