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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $24.9M |
| Exits | 21 | $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 |
| Jones Financial Companies LLLP | 0.00% | Reduce -16.0% | 19,160 | $428K |
| IHT Wealth Management, LLC | 0.01% | Reduce -15.3% | 18,110 | $409K |
| Iams Wealth Management, LLC | 0.19% | Add +27.9% | 18,024 | $407K |
| Banco Santander, S.A. | 0.00% | No change | 17,822 | $402K |
| Guidance Capital, Inc. | 0.11% | Reduce -35.3% | 17,799 | $401K |
| Balefire, LLC | 0.09% | New | 17,639 | $398K |
| Twelve Points Wealth Management LLC | 0.11% | Reduce -12.0% | 17,428 | $393K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.7% | 16,692 | $377K |
| GeoWealth Management, LLC | 0.01% | Add +11.6% | 16,424 | $371K |
| City Center Advisors, LLC | 0.38% | Add +10.6% | 15,541 | $351K |
| Atria Investments, Inc | 0.00% | Reduce -5.8% | 14,556 | $329K |
| Kestra Advisory Services, LLC | 0.00% | New | 14,089 | $318K |
| Global Endowment Management, LP | 0.04% | Add +6.3% | 13,903 | $314K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -5.7% | 13,383 | $302K |
| Advisory Alpha, LLC | 0.01% | Add +5.9% | 13,251 | $299K |
| Absolute Capital Management, LLC | 0.14% | Reduce -2.4% | 12,499 | $282K |
| Stifel Financial Corp. | 0.00% | New | 12,299 | $278K |
| LifeGoal Investments, LLC | 0.25% | Reduce -20.0% | 11,669 | $263K |
| Valmark Advisers, Inc. | 0.00% | Reduce -3.8% | 11,565 | $261K |
| Choreo, LLC | 0.00% | New | 10,788 | $243K |
| HF Advisory Group, LLC | 0.09% | Add +2.6% | 10,534 | $238K |
| Cwm, LLC | 0.00% | Reduce -7.7% | 10,373 | $234K |
| WealthShield Partners, LLC | 0.03% | Reduce -48.0% | 10,330 | $233K |
| Hilltop Holdings Inc. | 0.01% | New | 10,307 | $233K |
| VestGen Advisors, LLC | 0.01% | New | 10,238 | $231K |
| Csenge Advisory Group | 0.01% | Add +0.9% | 10,365 | $228K |
| Harvest Investment Services, LLC | 0.05% | Add +9.0% | 10,085 | $228K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 9,282 | $209K |
| Heritage Wealth Management, Inc. | 0.07% | No change | 9,250 | $209K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.7% | 9,111 | $206K |
| Decker Retirement Planning Inc. | 0.12% | Add +3.3% | 9,009 | $203K |
| Private Trust Co. NA | 0.02% | Reduce -60.9% | 8,092 | $183K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.6% | 7,621 | $172K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.1% | 7,144 | $161K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.5% | 6,343 | $143K |
| Richard W. Paul & Associates, LLC | 0.05% | Add +5.6% | 6,266 | $141K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.3% | 5,000 | $113K |
| NFSG Corp | 0.01% | Add +1.3% | 3,171 | $72K |
| New England Asset Management Inc. | 0.01% | No change | 3,000 | $68K |
| Archer Investment Corp | 0.02% | Reduce -24.6% | 2,843 | $64K |
| Creative Financial Designs Inc. | 0.00% | Add +36.7% | 2,617 | $59K |
| National Bank of Canada | 0.00% | No change | 2,571 | $58K |
| Smartleaf Asset Management LLC | 0.00% | Add +91.6% | 2,372 | $53K |
| Global Retirement Partners, LLC | 0.00% | — | 1,933 | $44K |
| Talon Private Wealth, LLC | 0.01% | New | 1,908 | $43K |
| Sound Income Strategies, LLC | 0.00% | Reduce -2.1% | 1,705 | $38K |
| Comerica Bank | 0.00% | Add +1.9% | 1,478 | $33K |
| Transce3nd, LLC | 0.01% | Add +68.6% | 1,214 | $27K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,059 | $24K |
| Blair William & Co. | 0.00% | New | 994 | $22K |
| Blue Trust, Inc. | 0.00% | Reduce -66.9% | 792 | $18K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +1.1% | 565 | $13K |
| NewSquare Capital LLC | 0.00% | No change | 420 | $9K |
| Covestor Ltd | 0.00% | Add +328.8% | 253 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 224 | $5K |
| Northwest Capital Management Inc | 0.00% | Reduce -91.4% | 121 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.2% | 87 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 81 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 44 | $996 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -54.8% | 38 | $858 |
| Pineridge Advisors LLC | 0.00% | No change | 15 | $346 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +83.3% | 11 | $248 |
| Darwin Wealth Management, LLC | 0.00% | Reduce -44.4% | 10 | $225 |
| Capital Investment Advisory Services, LLC | 0.00% | Add +11.1% | 10 | $215 |
| Barclays PLC | 0.00% | No change | 1 | $23 |
| Ameritas Advisory Services, LLC | 0.00% | New | 1 | $23 |
"% 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.