SS SPDR P Long Term C ETFSPLBETF

13F holders, Q3 2025 (September 30)
149holders −17
22new positions
33sold out
1famous investor
$23.15avg. 13F price*

At the end of Q3 2025, 149 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings, down 17 from Q2 2025. 22 opened new positions and 33 sold out. The largest holders were RMG Wealth Management LLC ($52.2M), LPL Financial LLC ($47.4M) and Rockland Trust Co. ($39.2M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions22$31.4M
Exits33$53.6M

All 13F filers, Q2 2025 → Q3 2025: 3,013,976 shares bought and 13,494,722 shares sold, net −10,480,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 149 holders

RMG Wealth Management LLC 7.36% Add +6.3% 2,228,596 $52.2M
LPL Financial LLC 0.01% Reduce -40.4% 2,051,307 $47.4M
Rockland Trust Co. 1.61% Add +1.0% 1,697,383 $39.2M
NYL Investors LLC 11.53% Add +0.1% 1,451,319 $33.6M
Morgan Stanley 0.00% Reduce -2.5% 1,029,166 $23.8M
Thrivent Financial for Lutherans 0.05% New 997,171 $23.1M
State Street Corp. 0.00% Reduce -87.9% 884,282 $20.4M
Strategic Advocates LLC 5.19% Add +2.0% 862,740 $19.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.8% 710,135 $16.4M
Envestnet Asset Management Inc. 0.00% Reduce -48.1% 708,551 $16.4M
Goldstone Financial Group, LLC 1.61% Add +15.9% 589,195 $13.6M
Wells Fargo & Company 0.00% Add +30.6% 487,280 $11.3M
Royal Bank of Canada 0.00% Add +10.0% 417,848 $9.7M
Jane Street Group, LLC 0.01% Add +1599.0% 394,583 $9.1M
PFG Advisors 0.36% Add +9.3% 381,518 $8.8M
Gotham Asset Management 0.04% Add +6.9% 371,222 $8.6M
Arrien Investments, Inc. 4.77% Add +108.5% 352,979 $8.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +13.4% 346,000 $8.0M
Bank of America Corp. 0.00% Reduce -6.7% 344,037 $8.0M
Osaic Holdings, Inc. 0.01% Reduce -14.7% 349,051 $7.9M
White & Co Financial Planning Inc 5.83% Add +4.3% 334,970 $7.7M
Raymond James Financial Inc. 0.00% Add +1.2% 332,460 $7.7M
Goldman Sachs Group Inc. 0.00% Add +92.9% 327,625 $7.6M
Bank of New York Mellon Corp 0.00% Add +2.6% 318,868 $7.4M
Hedeker Wealth, LLC 1.31% Reduce -8.0% 272,258 $6.3M
IFP Advisors, Inc 0.16% Add +6.9% 264,091 $6.1M
Van Strum & Towne Inc. 1.63% Add +41.7% 240,088 $5.6M
Private Advisor Group, LLC 0.02% Reduce -7.7% 212,418 $4.9M
Graney & King, LLC 3.30% Add +19.3% 205,983 $4.8M
BlackRock, Inc. 0.00% Reduce -0.5% 172,522 $4.0M
Fifth Third Securities, Inc. 0.27% Add +65.8% 171,897 $4.0M
JPMorgan Chase & Co. 0.00% Add +5.0% 158,484 $3.7M
Collaborative Wealth Managment Inc. 1.42% Reduce -20.6% 151,692 $3.5M
Principal Securities, Inc. 0.06% Add +2.6% 145,599 $3.4M
Sharkey, Howes & Javer 0.38% Reduce -6.0% 127,032 $2.9M
Conning Inc. 0.10% No change 124,080 $2.9M
Aspetuck Financial Management LLC 1.92% Reduce -0.1% 121,548 $2.8M
Synovus Financial Corp. 0.03% Reduce -2.8% 108,457 $2.5M
Ameriprise Financial Inc. 0.00% Add +121.1% 108,006 $2.5M
Cary Street Partners Financial LLC 0.06% Add +17.5% 103,980 $2.4M
Clark Capital Management Group, Inc. 0.01% New 102,836 $2.4M
Cetera Investment Advisers 0.00% Reduce -33.0% 85,944 $2.0M
J.W. Cole Advisors, Inc. 0.04% Reduce -7.6% 83,416 $1.9M
UBS Group AG 0.00% Add +5.6% 82,286 $1.9M
Caitlin John, LLC 1.15% Reduce -5.2% 71,788 $1.7M
Dow Chemical Co. 0.63% New 71,124 $1.6M
Advyzon Investment Management, LLC 0.28% Add +33.3% 69,888 $1.6M
Assetmark, Inc. 0.00% Reduce -91.7% 66,627 $1.5M
Westside Investment Management, Inc. 0.24% Add +33.3% 64,763 $1.5M
Fourth Dimension Wealth, LLC 0.53% Add +7.1% 60,143 $1.4M
Prospera Financial Services Inc 0.02% Add +0.8% 58,651 $1.4M
Capstone Wealth Management Group, LLC 0.53% Add +1.1% 53,885 $1.2M
Spectrum Wealth Advisory Group, LLC 0.51% Reduce -78.5% 53,857 $1.2M
Integrated Wealth Concepts LLC 0.01% New 53,608 $1.2M
Novem Group 0.14% Add +4.0% 52,555 $1.2M
Truefg, LLC 0.32% Reduce -4.2% 49,888 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -54.0% 48,356 $1.1M
Mariner, LLC 0.00% New 46,786 $1.1M
Boltwood Capital Management 0.28% Reduce -0.1% 45,750 $1.1M
Susquehanna International Group, LLP 0.00% Add +170.0% 45,063 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -2.7% 44,084 $1.0M
Koshinski Asset Management, Inc. 0.07% Reduce -10.1% 43,260 $1.0M
State of Wisconsin Investment Board 0.00% No change 42,920 $992K
Ameritas Investment Partners, Inc. 0.03% Add +7.8% 37,632 $870K
Ally Invest Advisors Inc. 0.06% Add +9.3% 36,609 $846K
Geneos Wealth Management Inc. 0.02% Add +17.7% 35,453 $820K
Jones Financial Companies LLLP 0.00% Add +80.8% 34,643 $798K
Wealth Enhancement Advisory Services, LLC 0.00% Add +22.3% 33,793 $780K
Insight Advisors, LLC/ PA 0.12% Add +5.7% 33,292 $770K
GWN Securities Inc. 0.18% Reduce -45.4% 32,707 $757K
KKM Financial LLC 0.23% Reduce -14.2% 31,985 $739K
RFG Advisory, LLC 0.01% Reduce -32.4% 29,793 $689K
MML Investors Services, LLC 0.00% Reduce -47.8% 29,347 $678K
Flow Traders U.S. LLC 0.03% Reduce -61.8% 28,872 $668K
Merit Financial Group, LLC 0.01% Add +4.8% 28,673 $663K
MinichMacGregor Wealth Management, LLC 0.12% New 26,251 $607K
RMR Capital Management, LLC 0.39% No change 23,971 $554K
Truist Financial Corp. 0.00% Reduce -11.3% 22,675 $524K
Commonwealth Equity Services, LLC 0.00% Add +2.6% 22,657 $524K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -61.5% 22,579 $522K
&partners 0.00% Reduce -26.9% 21,670 $501K
City Center Advisors, LLC 0.48% Add +37.7% 21,395 $495K
RiverFront Investment Group, LLC 0.01% No change 19,696 $455K
Level Four Advisory Services, LLC 0.01% No change 19,007 $439K
IHT Wealth Management, LLC 0.01% Add +2.4% 18,548 $429K
Guidance Capital, Inc. 0.11% Add +0.1% 17,819 $419K
Banco Santander, S.A. 0.00% No change 17,822 $412K
Twelve Points Wealth Management LLC 0.09% Reduce -8.3% 15,991 $370K
Sigma Planning Corp 0.01% New 15,899 $368K
Global Endowment Management, LP 0.04% Add +4.7% 14,555 $337K
HF Advisory Group, LLC 0.12% Add +36.0% 14,322 $331K
Advisory Alpha, LLC 0.01% Reduce -2.5% 12,927 $300K
Waldron Private Wealth LLC 0.01% New 12,300 $284K
Ausdal Financial Partners, Inc. 0.01% New 12,210 $282K
LifeGoal Investments, LLC 0.23% Add +0.7% 11,748 $272K
Valmark Advisers, Inc. 0.00% No change 11,565 $267K
VestGen Advisors, LLC 0.01% Add +10.9% 11,358 $263K
Kestra Advisory Services, LLC 0.00% Reduce -20.5% 11,203 $259K
Choreo, LLC 0.00% Add +1.1% 10,904 $252K
Cwm, LLC 0.00% Add +5.0% 10,896 $252K
Focus Partners Advisor Solutions, LLC 0.00% Add +17.5% 10,906 $249K
Midwest Financial Network, LLC 0.20% New 10,710 $248K
Global Financial Private Client, LLC 0.09% Reduce -64.5% 10,577 $245K
WealthShield Partners, LLC 0.03% Add +1.3% 10,460 $242K
Decker Retirement Planning Inc. 0.12% Add +5.6% 9,517 $220K
Harvest Investment Services, LLC 0.04% Reduce -8.2% 9,254 $214K
Sterling Financial Group, Inc. 0.07% Reduce -98.9% 9,207 $213K
Atria Investments, Inc 0.00% Reduce -39.0% 8,875 $205K
CoreCap Advisors, LLC 0.01% Reduce -2.9% 8,845 $204K
PNC Financial Services Group, Inc. 0.00% Add +15.7% 8,265 $191K
Private Trust Co. NA 0.02% Reduce -5.4% 7,658 $177K
NewEdge Advisors, LLC 0.00% Reduce -94.8% 7,151 $165K
Farther Finance Advisors, LLC 0.00% Reduce -8.7% 6,955 $161K
Harbour Investments, Inc. 0.00% Reduce -90.0% 6,471 $150K
SBI Securities Co., Ltd. 0.00% Reduce -15.5% 5,362 $124K
MAI Capital Management 0.00% New 5,075 $117K
Creative Financial Designs Inc. 0.01% Add +57.8% 4,129 $95K
NFSG Corp 0.01% Add +1.3% 3,213 $74K
New England Asset Management Inc. 0.01% No change 3,000 $69K
National Bank of Canada 0.00% No change 2,571 $59K
Global Retirement Partners, LLC 0.00% Add +3.7% 2,005 $46K
Sound Income Strategies, LLC 0.00% Add +5.9% 1,806 $42K
Advisory Services Network, LLC 0.00% New 1,266 $29K
Comerica Bank 0.00% Reduce -25.6% 1,100 $25K
Sunbelt Securities, Inc. 0.00% No change 1,059 $24K
AdvisorNet Financial, Inc 0.00% New 1,000 $23K
Raleigh Capital Management Inc. 0.01% Reduce -99.0% 931 $22K
AE Wealth Management LLC 0.00% Reduce -98.1% 795 $18K
Blue Trust, Inc. 0.00% No change 792 $18K
Richardson Financial Services Inc. 0.01% Reduce -98.0% 439 $13K
Richard W. Paul & Associates, LLC 0.00% Reduce -94.4% 353 $8K
Blair William & Co. 0.00% Reduce -67.5% 323 $7K
Qube Research & Technologies Ltd 0.00% No change 224 $5K
Eastern Bank 0.00% New 220 $5K
Root Financial Partners, LLC 0.00% New 200 $5K
O'shaughnessy Asset Management, LLC 0.00% Add +313.2% 157 $4K
FMR LLC 0.00% New 94 $2K
Larson Financial Group LLC 0.00% New 92 $2K
N.E.W. Advisory Services LLC 0.00% Add +1.1% 88 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -1.2% 80 $2K
Cornerstone Planning Group LLC 0.00% New 67 $2K
Federation des caisses Desjardins du Quebec 0.00% New 76 $2K
Vermillion & White Wealth Management Group, LLC 0.00% Add +2.3% 45 $1K
CIBC Private Wealth Group LLC 0.00% New 16 $370
Pineridge Advisors LLC 0.00% Add +6.7% 16 $359
Park Square Financial Group, LLC 0.00% New 12 $277
Darwin Wealth Management, LLC 0.00% Reduce -20.0% 8 $184
Capital Investment Advisory Services, LLC 0.00% Reduce -20.0% 8 $176
Barclays PLC 0.00% No change 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.