SS SPDR P Long Term C ETFSPLBETF

13F holders, Q4 2025 (December 31)
169holders +20
32new positions
19sold out
2famous investors
$22.53avg. 13F price*

At the end of Q4 2025, 169 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings, up 20 from Q3 2025. 32 opened new positions and 19 sold out. The largest holders were State Street Corp. ($73.0M), LPL Financial LLC ($54.2M) and Bank of America Corp. ($42.9M). 2 famous investors held it, including Joel Greenblatt (0.0% 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 SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions32$34.2M
Exits19$65.6M

All 13F filers, Q3 2025 → Q4 2025: 7,880,939 shares bought and 3,753,783 shares sold, net +4,127,156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 169 holders

State Street Corp. 0.00% Add +265.4% 3,231,031 $73.0M
LPL Financial LLC 0.01% Add +17.1% 2,402,379 $54.2M
Bank of America Corp. 0.00% Add +452.8% 1,901,879 $42.9M
Rockland Trust Co. 1.62% Add +7.5% 1,824,180 $41.2M
NYL Investors LLC 11.18% Add +0.4% 1,456,598 $32.9M
Thrivent Financial for Lutherans 0.04% Add +4.1% 1,038,108 $23.6M
Envestnet Asset Management Inc. 0.01% Add +42.3% 1,008,023 $22.8M
Morgan Stanley 0.00% Reduce -9.3% 933,608 $21.1M
Strategic Advocates LLC 4.75% Reduce -5.1% 818,385 $18.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.7% 698,268 $15.8M
Goldstone Financial Group, LLC 1.59% Add +7.2% 631,591 $14.3M
Bramshill Investments, LLC 0.64% New 500,000 $11.3M
Wells Fargo & Company 0.00% Add +1.2% 492,984 $11.1M
Royal Bank of Canada 0.00% Add +13.2% 472,997 $10.7M
Gotham Asset Management 0.04% Add +26.7% 470,384 $10.6M
PFG Advisors 0.44% Add +5.4% 402,183 $9.1M
Envestnet Portfolio Solutions, Inc. 0.03% New 383,504 $8.7M
Arrien Investments, Inc. 4.70% Add +4.6% 369,153 $8.3M
Graney & King, LLC 4.76% Add +74.9% 360,328 $8.1M
Bank of New York Mellon Corp 0.00% Add +6.5% 339,482 $7.7M
Raymond James Financial Inc. 0.00% Add +0.8% 335,282 $7.6M
White & Co Financial Planning Inc 5.65% Reduce -0.2% 334,403 $7.6M
Passumpsic Savings Bank 4.02% — 325,655 $7.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1320.6% 320,752 $7.2M
Spectrum Wealth Advisory Group, LLC 2.44% Add +444.9% 293,462 $6.6M
Hedeker Wealth, LLC 1.28% Reduce -0.8% 269,935 $6.1M
Osaic Holdings, Inc. 0.01% Reduce -22.9% 269,219 $6.1M
Van Strum & Towne Inc. 1.69% Add +11.2% 266,938 $6.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -23.4% 265,000 $6.0M
Jane Street Group, LLC 0.01% Reduce -40.8% 233,422 $5.3M
Private Advisor Group, LLC 0.02% Add +7.7% 228,685 $5.2M
Assetmark, Inc. 0.01% Add +231.9% 221,120 $5.0M
IFP Advisors, Inc 0.10% Reduce -22.5% 204,601 $4.6M
Caitlin John, LLC 2.81% Add +164.8% 190,077 $4.3M
Fifth Third Securities, Inc. 0.26% Add +2.4% 175,988 $4.0M
JPMorgan Chase & Co. 0.00% Add +7.8% 170,815 $3.9M
Principal Securities, Inc. 0.06% Add +9.8% 159,929 $3.6M
Cetera Investment Advisers 0.00% Add +49.8% 128,761 $2.9M
Conning Inc. 0.10% No change 124,080 $2.8M
Aspetuck Financial Management LLC 1.84% Add +0.0% 121,554 $2.7M
Pinnacle Financial Partners, Inc. 0.02% — 115,123 $2.6M
Collaborative Wealth Managment Inc. 0.84% Reduce -30.2% 105,888 $2.4M
Citadel Advisors 0.00% New 105,417 $2.4M
Clark Capital Management Group, Inc. 0.01% Add +2.0% 104,851 $2.4M
Cary Street Partners Financial LLC 0.06% Reduce -1.6% 102,296 $2.3M
Goldman Sachs Group Inc. 0.00% Reduce -71.2% 94,424 $2.1M
Westside Investment Management, Inc. 0.31% Add +31.4% 85,128 $1.9M
Jones Financial Companies LLLP 0.00% Add +136.2% 81,840 $1.8M
Advyzon Investment Management, LLC 0.19% Add +4.1% 72,726 $1.6M
UBS Group AG 0.00% Reduce -12.4% 72,052 $1.6M
Capstone Wealth Management Group, LLC 0.67% Add +30.6% 70,361 $1.6M
Arete Wealth Advisors, LLC 0.11% New 68,778 $1.6M
Park Avenue Securities LLC 0.01% New 64,732 $1.5M
Austin Private Wealth, LLC 0.11% New 64,187 $1.4M
Fourth Dimension Wealth, LLC 0.50% Add +1.0% 60,757 $1.4M
Novem Group 0.15% Add +9.3% 57,458 $1.3M
Prospera Financial Services Inc 0.02% Reduce -2.3% 57,299 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +2.5% 54,969 $1.2M
Aspire Private Capital, LLC 0.26% New 51,442 $1.2M
Truefg, LLC 0.30% Add +0.9% 50,338 $1.1M
Sanctuary Advisors, LLC 0.01% Add +1.9% 49,257 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +10.3% 48,602 $1.1M
SHP Wealth Management 0.08% — 46,379 $1.0M
Boltwood Capital Management 0.27% Reduce -1.2% 45,200 $1.0M
Ameriprise Financial Inc. 0.00% Reduce -59.5% 43,764 $994K
State of Wisconsin Investment Board 0.00% No change 42,920 $969K
Hilltop Holdings Inc. 0.06% New 42,496 $960K
NewEdge Advisors, LLC 0.00% Add +483.8% 41,749 $943K
Ally Invest Advisors Inc. 0.06% Add +8.2% 39,622 $895K
MML Investors Services, LLC 0.00% Add +34.8% 39,558 $893K
Geneos Wealth Management Inc. 0.02% Add +11.2% 39,437 $890K
Ameritas Investment Partners, Inc. 0.03% Add +3.7% 39,040 $882K
Landmark Wealth Management, Inc. 0.33% New 38,560 $871K
Milestone Asset Management, LLC 0.16% New 37,382 $844K
Koshinski Asset Management, Inc. 0.05% Reduce -16.1% 36,305 $820K
GWN Securities Inc. 0.16% Add +8.7% 35,552 $803K
Advisor OS, LLC 0.06% New 35,067 $792K
Farther Finance Advisors, LLC 0.01% Add +399.7% 34,753 $785K
RFG Advisory, LLC 0.01% Add +15.4% 34,374 $776K
KKM Financial LLC 0.14% Add +6.8% 34,150 $771K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.0% 32,121 $728K
Midwest Financial Network, LLC 0.55% Add +197.2% 31,834 $719K
Insight Advisors, LLC/ PA 0.11% Reduce -5.4% 31,487 $711K
Raleigh Capital Management Inc. 0.24% Add +3014.8% 28,999 $655K
City Center Advisors, LLC 0.60% Add +35.3% 28,950 $654K
HighTower Advisors, LLC 0.00% New 28,746 $649K
Entelevest, LLC 0.60% — 25,745 $581K
RMR Capital Management, LLC 0.39% No change 23,971 $541K
Signal Advisors Wealth, LLC 0.04% New 23,117 $522K
Mariner, LLC 0.00% Reduce -52.9% 22,054 $498K
&partners 0.00% Reduce -4.9% 20,612 $465K
Level Four Advisory Services, LLC 0.01% No change 19,007 $429K
IHT Wealth Management, LLC 0.01% Add +2.2% 18,955 $428K
Guidance Capital, Inc. 0.10% Add +4.8% 18,670 $426K
Keating Financial Advisory Services, Inc. 0.06% — 18,720 $423K
Strive Financial Group ,LLC 0.22% — 18,383 $415K
Global Endowment Management, LP 0.05% Add +24.2% 18,080 $409K
Banco Santander, S.A. 0.00% No change 17,822 $402K
Commonwealth Equity Services, LLC 0.00% Reduce -22.3% 17,600 $397K
Harbour Investments, Inc. 0.01% Add +154.6% 16,476 $372K
Sigma Planning Corp 0.01% Add +2.7% 16,322 $369K
Twelve Points Wealth Management LLC 0.08% No change 15,991 $364K
RiverFront Investment Group, LLC 0.01% Reduce -21.0% 15,560 $351K
HF Advisory Group, LLC 0.12% Add +4.5% 14,961 $338K
Ausdal Financial Partners, Inc. 0.01% Add +12.9% 13,782 $311K
Flagship Harbor Advisors, LLC 0.01% New 13,458 $304K
Cwm, LLC 0.00% Add +21.0% 13,189 $298K
Global Financial Private Client, LLC 0.10% Add +23.4% 13,047 $295K
LifeGoal Investments, LLC 0.18% Add +1.5% 11,924 $269K
Valmark Advisers, Inc. 0.00% No change 11,565 $261K
CreativeOne Wealth, LLC 0.01% New 11,386 $257K
Choreo, LLC 0.00% Add +1.7% 11,085 $252K
Stratos Wealth Partners, LTD. 0.00% New 11,086 $250K
Novus Advisors, LLC 0.54% New 10,636 $240K
WealthShield Partners, LLC 0.03% Reduce -2.4% 10,214 $231K
AE Wealth Management LLC 0.00% Add +1159.4% 10,012 $226K
Waldron Private Wealth LLC 0.01% Reduce -18.7% 10,000 $226K
Kestra Advisory Services, LLC 0.00% Reduce -11.4% 9,927 $224K
Stifel Financial Corp. 0.00% New 9,470 $214K
Ameritas Advisory Services, LLC 0.01% New 9,233 $208K
Decker Retirement Planning Inc. 0.10% Reduce -3.3% 9,202 $208K
PNC Financial Services Group, Inc. 0.00% Add +3.8% 8,580 $194K
Private Trust Co. NA 0.02% Add +2.2% 7,829 $177K
CoreCap Advisors, LLC 0.01% Reduce -15.2% 7,501 $169K
Creative Financial Designs Inc. 0.01% Add +78.4% 7,366 $166K
SBI Securities Co., Ltd. 0.00% Reduce -5.3% 5,080 $115K
MAI Capital Management 0.00% No change 5,075 $115K
Richardson Financial Services Inc. 0.03% Add +824.1% 4,057 $94K
Sound Income Strategies, LLC 0.00% Add +97.9% 3,574 $81K
NFSG Corp 0.01% Add +1.7% 3,269 $74K
New England Asset Management Inc. 0.01% No change 3,000 $68K
National Bank of Canada 0.00% No change 2,571 $58K
Elevated Capital Advisors, LLC 0.01% New 2,476 $56K
Global Retirement Partners, LLC 0.00% Add +9.9% 2,203 $50K
International Assets Investment Management, LLC 0.00% New 1,825 $41K
Richard W. Paul & Associates, LLC 0.01% Add +373.4% 1,671 $38K
J.W. Cole Advisors, Inc. 0.00% Reduce -4.3% 79,842 $36K
Bullock Wealth Management Group 0.02% — 1,488 $34K
Comerica Bank 0.00% Add +10.4% 1,214 $27K
Sunbelt Securities, Inc. 0.00% No change 1,059 $24K
AdvisorNet Financial, Inc 0.00% No change 1,000 $23K
Triumph Capital Management 0.00% New 957 $22K
Steward Partners Investment Advisory, LLC 0.00% New 856 $19K
Blue Trust, Inc. 0.00% No change 792 $18K
Blair William & Co. 0.00% Add +103.1% 656 $15K
Qube Research & Technologies Ltd 0.00% Add +181.7% 631 $14K
FMR LLC 0.00% Add +530.9% 593 $13K
Simplex Trading, LLC 0.00% New 561 $13K
O'shaughnessy Asset Management, LLC 0.00% Reduce -24.2% 119 $3K
Strategic Wealth Partners, Ltd. 0.00% New 117 $3K
Eastern Bank 0.00% Reduce -56.8% 95 $2K
Larson Financial Group LLC 0.00% Add +2.2% 94 $2K
N.E.W. Advisory Services LLC 0.00% Add +1.1% 89 $2K
Smartleaf Asset Management LLC 0.00% New 86 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -3.8% 77 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 76 $2K
Signature Equity Partners, LLC 0.00% — 63 $1K
Basepoint Wealth LLC 0.00% New 56 $1K
CIBC Private Wealth Group LLC 0.00% Add +218.8% 51 $1K
Vermillion & White Wealth Management Group, LLC 0.00% No change 45 $1K
Covestor Ltd 0.00% New 23 $1K
Cornerstone Planning Group LLC 0.00% Reduce -46.3% 36 $820
US Bancorp \de 0.00% New 17 $384
Quest 10 Wealth Builders, Inc. 0.00% New 14 $316
Darwin Wealth Management, LLC 0.00% No change 8 $180
BNP Paribas Financial Markets 0.00% New 2 $45
Rossby Financial, LCC 0.00% New 2 $45
Barclays PLC 0.00% No change 1 $23
Key Capital Management, INC 0.00% — 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.