SS SPDR P Long Term C ETFSPLBETF

13F holders, Q2 2025 (June 30)
166holders −1
18new positions
21sold out
1famous investor
$22.54avg. 13F price*

At the end of Q2 2025, 166 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings, down 1 from Q1 2025. 18 opened new positions and 21 sold out. The largest holders were State Street Corp. ($165.1M), LPL Financial LLC ($77.7M) and RMG Wealth Management LLC ($46.4M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
SS SPDR P Long Term C ETF
Filed as
SPDR SERIES TRUST (Q2 2025)
CUSIP
78464A367
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 130Q1 2024Q2 2024: 142Q2 2024Q3 2024: 141Q3 2024Q4 2024: 145Q4 2024Q1 2025: 167Q1 2025Q2 2025: 166Q2 2025Q3 2025: 149Q3 2025Q4 2025: 169Q4 2025Q1 2026: 179Q1 2026Q2 2026: 175Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions18$24.9M
Exits21$34.7M

All 13F filers, Q1 2025 → Q2 2025: 2,948,340 shares bought and 4,234,740 shares sold, net −1,286,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 166 holders

State Street Corp. 0.01% Add +6.2% 7,315,006 $165.1M
LPL Financial LLC 0.03% Add +6.1% 3,441,026 $77.7M
RMG Wealth Management LLC 7.14% — 2,097,447 $46.4M
Rockland Trust Co. 1.85% Add +3.5% 1,681,304 $37.9M
NYL Investors LLC 9.44% Add +0.2% 1,450,074 $32.7M
Envestnet Asset Management Inc. 0.01% Add +6.3% 1,366,362 $30.8M
Morgan Stanley 0.00% Reduce -3.5% 1,055,906 $23.8M
Envestnet Portfolio Solutions, Inc. 0.08% Add +11.2% 928,868 $21.0M
Strategic Advocates LLC 5.67% Add +2.0% 845,820 $19.1M
Sterling Financial Group, Inc. 6.34% Add +1.5% 837,120 $18.9M
Assetmark, Inc. 0.04% Add +19.9% 803,797 $18.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -22.3% 690,540 $15.6M
Goldstone Financial Group, LLC 1.51% Reduce -4.6% 508,205 $11.4M
Osaic Holdings, Inc. 0.02% Add +32.3% 409,259 $9.2M
Royal Bank of Canada 0.00% Add +9.3% 379,880 $8.6M
Wells Fargo & Company 0.00% Reduce -27.3% 373,193 $8.4M
Bank of America Corp. 0.00% Reduce -19.2% 368,767 $8.3M
PFG Advisors 0.36% Add +8.4% 348,930 $7.9M
Gotham Asset Management 0.05% Reduce -0.3% 347,329 $7.8M
Raymond James Financial Inc. 0.00% Reduce -6.6% 328,441 $7.4M
White & Co Financial Planning Inc 5.74% Add +1.2% 321,114 $7.2M
Bank of New York Mellon Corp 0.00% Add +10.7% 310,914 $7.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +15.5% 305,000 $6.9M
Hedeker Wealth, LLC 1.56% Reduce -0.6% 296,068 $6.7M
Spectrum Wealth Advisory Group, LLC 2.63% New 250,218 $5.6M
IFP Advisors, Inc 0.16% Add +1.2% 247,071 $5.6M
Private Advisor Group, LLC 0.03% Reduce -5.8% 230,197 $5.2M
Austin Private Wealth, LLC 0.37% Add +82.7% 205,918 $4.6M
Collaborative Wealth Managment Inc. 1.88% Reduce -11.6% 191,128 $4.3M
Aspire Private Capital, LLC 0.93% Add +6.8% 178,086 $4.0M
BlackRock, Inc. 0.00% Add +0.9% 173,382 $3.9M
Graney & King, LLC 2.62% Add +8.7% 172,636 $3.9M
Flagship Harbor Advisors, LLC 0.18% New 171,121 $3.9M
Goldman Sachs Group Inc. 0.00% Add +623.1% 169,829 $3.8M
Van Strum & Towne Inc. 1.21% Reduce -11.1% 169,403 $3.8M
Arrien Investments, Inc. 2.41% New 169,298 $3.8M
JPMorgan Chase & Co. 0.00% Add +2.5% 150,974 $3.4M
Park Avenue Securities LLC 0.03% Add +0.8% 149,248 $3.4M
Landmark Wealth Management, Inc. 1.44% Add +14.5% 148,474 $3.4M
Principal Securities, Inc. 0.06% Add +42.5% 141,937 $3.2M
NewEdge Advisors, LLC 0.02% Add +3.5% 137,711 $3.1M
Sharkey, Howes & Javer 0.41% New 135,123 $3.0M
Cetera Investment Advisers 0.00% Add +18.7% 128,289 $2.9M
Conning Inc. 0.10% No change 124,080 $2.8M
Aspetuck Financial Management LLC 2.07% Add +5.6% 121,648 $2.7M
Synovus Financial Corp. 0.03% Add +6.3% 111,543 $2.5M
Sanctuary Advisors, LLC 0.01% Add +4.9% 105,085 $2.4M
Fifth Third Securities, Inc. 0.18% Add +8.2% 103,699 $2.3M
Signal Advisors Wealth, LLC 0.17% New 95,176 $2.1M
Raleigh Capital Management Inc. 0.90% Add +12.0% 95,032 $2.1M
J.W. Cole Advisors, Inc. 0.04% New 90,285 $2.0M
Cary Street Partners Financial LLC 0.06% Reduce -7.1% 88,481 $2.0M
UBS Group AG 0.00% Reduce -77.9% 77,937 $1.8M
HighTower Advisors, LLC 0.00% Add +10.5% 76,368 $1.7M
Caitlin John, LLC 1.56% Reduce -62.7% 75,728 $1.7M
Flow Traders U.S. LLC 0.06% New 75,587 $1.7M
Harbour Investments, Inc. 0.04% Add +22.6% 64,527 $1.5M
GWN Securities Inc. 0.25% Add +105.0% 59,854 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.2% 58,714 $1.3M
Prospera Financial Services Inc 0.02% Reduce -7.8% 58,191 $1.3M
MML Investors Services, LLC 0.00% Reduce -22.3% 56,239 $1.3M
Fourth Dimension Wealth, LLC 0.54% Add +13.3% 56,170 $1.3M
CreativeOne Wealth, LLC 0.03% Add +37.0% 55,498 $1.3M
Capstone Wealth Management Group, LLC 1.15% Reduce -80.9% 53,273 $1.2M
Advyzon Investment Management, LLC 0.26% Add +2.4% 52,428 $1.2M
Truefg, LLC 0.35% Add +5.7% 52,076 $1.2M
Novem Group 0.14% Add +9.2% 50,538 $1.1M
Axxcess Wealth Management, LLC 0.03% Add +7.0% 49,915 $1.1M
Ameriprise Financial Inc. 0.00% Reduce -17.9% 48,857 $1.1M
Westside Investment Management, Inc. 0.20% Add +95.5% 48,599 $1.1M
Koshinski Asset Management, Inc. 0.08% Reduce -10.3% 48,111 $1.1M
Boltwood Capital Management 0.29% Reduce -6.4% 45,800 $1.0M
Rockefeller Capital Management L.P. 0.00% Add +13.0% 45,304 $1.0M
Two Sigma Securities, LLC 0.12% Add +119.5% 44,693 $1.0M
RFG Advisory, LLC 0.02% Add +7.3% 44,063 $995K
State of Wisconsin Investment Board 0.00% No change 42,920 $969K
AE Wealth Management LLC 0.01% Add +31.7% 42,512 $959K
KKM Financial LLC 0.29% Add +2.4% 37,273 $842K
Novus Advisors, LLC 1.22% Add +5.0% 35,561 $803K
Ameritas Investment Partners, Inc. 0.02% Add +1.6% 34,905 $788K
Ally Invest Advisors Inc. 0.06% Add +6.2% 33,496 $756K
Insight Advisors, LLC/ PA 0.11% Reduce -7.1% 31,496 $711K
Geneos Wealth Management Inc. 0.02% Add +2.8% 30,128 $680K
Global Financial Private Client, LLC 0.25% Add +20.7% 29,802 $673K
&partners 0.01% Reduce -10.1% 29,658 $669K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.0% 27,629 $620K
Merit Financial Group, LLC 0.01% New 27,372 $618K
Truist Financial Corp. 0.00% Reduce -80.6% 25,575 $577K
International Private Wealth Advisors LLC 0.47% Add +26.4% 24,098 $544K
RMR Capital Management, LLC 0.39% No change 23,971 $541K
Lockerman Financial Group, Inc. 0.71% Add +14.1% 23,267 $525K
Jane Street Group, LLC 0.00% Reduce -97.8% 23,224 $524K
Ascent Group, LLC 0.02% Add +16.7% 22,717 $513K
Commonwealth Equity Services, LLC 0.00% Add +6.4% 22,080 $498K
Richardson Financial Services Inc. 0.33% Add +8.1% 21,695 $489K
Outlook Wealth Advisors, LLC 0.13% Add +6.9% 21,572 $487K
Balboa Wealth Partners 0.10% Add +5.5% 21,264 $480K
RiverFront Investment Group, LLC 0.01% Reduce -88.3% 19,696 $445K
Atria Wealth Solutions, Inc. 0.01% Reduce -11.9% 19,080 $431K
Level Four Advisory Services, LLC 0.02% Reduce -3.5% 19,007 $429K

"% 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.

Show all 166 holders