SS SPDR P Long Term C ETFSPLBETF

13F holders, Q1 2026 (March 31)
179holders +10
29new positions
16sold out
2famous investors
$22.22avg. 13F price*

At the end of Q1 2026, 179 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings, up 10 from Q4 2025. 29 opened new positions and 16 sold out. The largest holders were State Street Corp. ($157.3M), LPL Financial LLC ($94.0M) and Envestnet Asset Management Inc. ($72.1M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions29$70.2M
Exits16$17.0M

All 13F filers, Q4 2025 → Q1 2026: 16,232,172 shares bought and 3,338,697 shares sold, net +12,893,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 179 holders

State Street Corp. 0.01% Add +119.1% 7,080,029 $157.3M
LPL Financial LLC 0.03% Add +76.2% 4,231,971 $94.0M
Envestnet Asset Management Inc. 0.02% Add +222.0% 3,246,052 $72.1M
Sona Asset Management (us) LLC 3.00% New 2,345,000 $52.1M
Rockland Trust Co. 1.73% Add +6.3% 1,939,392 $43.1M
Bramshill Investments, LLC 3.41% Add +256.2% 1,781,208 $39.6M
NYL Investors LLC 12.23% No change 1,456,598 $32.4M
Thrivent Financial for Lutherans 0.05% Add +8.0% 1,121,090 $24.9M
Bank of America Corp. 0.00% Reduce -49.4% 961,700 $21.4M
Morgan Stanley 0.00% Add +1.7% 949,369 $21.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.6% 751,225 $16.7M
Gotham Asset Management 0.05% Add +41.5% 665,442 $14.8M
Envestnet Portfolio Solutions, Inc. 0.07% Add +56.3% 599,372 $13.3M
Clark Capital Management Group, Inc. 0.08% Add +466.7% 594,232 $13.2M
Goldstone Financial Group, LLC 1.33% Reduce -12.6% 552,122 $12.3M
Wells Fargo & Company 0.00% Add +11.8% 550,889 $12.2M
Assetmark, Inc. 0.02% Add +142.2% 535,588 $11.9M
Cetera Investment Advisers 0.01% Add +303.0% 518,888 $11.5M
Principal Securities, Inc. 0.16% Add +210.5% 496,638 $11.0M
PFG Advisors 0.46% Add +6.5% 428,104 $9.5M
Royal Bank of Canada 0.00% Reduce -12.1% 415,920 $9.2M
Arrien Investments, Inc. 4.59% Add +3.2% 380,894 $8.5M
Raymond James Financial Inc. 0.00% Add +12.2% 376,210 $8.4M
Graney & King, LLC 4.51% Add +4.4% 376,158 $8.4M
White & Co Financial Planning Inc 5.80% Add +11.1% 371,370 $8.3M
Hedeker Wealth, LLC 1.60% Add +26.0% 340,155 $7.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +26.4% 335,000 $7.4M
Caitlin John, LLC 3.52% Add +38.1% 262,429 $5.8M
Osaic Holdings, Inc. 0.01% Reduce -3.7% 259,210 $5.8M
Bank of New York Mellon Corp 0.00% Reduce -27.0% 247,795 $5.5M
Econ Financial Services Corp 2.48% New 240,446 $5.3M
Park Avenue Securities LLC 0.04% Add +264.9% 236,225 $5.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -30.3% 223,686 $5.0M
Cerity Partners LLC 0.01% New 204,991 $4.6M
Private Advisor Group, LLC 0.02% Reduce -11.8% 201,671 $4.5M
Fifth Third Securities, Inc. 0.27% Add +5.7% 185,956 $4.1M
JPMorgan Chase & Co. 0.00% Add +5.1% 179,556 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +427.3% 169,378 $3.8M
Citadel Advisors 0.00% Add +58.6% 167,151 $3.7M
Roan Capital Partners 3.38% — 164,340 $3.7M
Aspire Private Capital, LLC 0.81% Add +213.4% 161,244 $3.6M
Spectrum Wealth Advisory Group, LLC 1.07% Reduce -55.8% 129,706 $2.9M
Conning Inc. 0.10% No change 124,080 $2.8M
Aspetuck Financial Management LLC 1.85% Reduce -0.1% 121,429 $2.7M
Landmark Wealth Management, Inc. 1.00% Add +208.0% 118,771 $2.6M
NewEdge Advisors, LLC 0.01% Add +180.9% 117,279 $2.6M
Westside Investment Management, Inc. 0.38% Add +32.7% 112,937 $2.5M
Cary Street Partners Financial LLC 0.06% Add +4.9% 107,306 $2.4M
Pinnacle Financial Partners, Inc. 0.02% Reduce -10.1% 103,453 $2.3M
Raleigh Capital Management Inc. 0.75% Add +236.1% 97,476 $2.2M
MML Investors Services, LLC 0.01% Add +141.7% 95,593 $2.1M
HighTower Advisors, LLC 0.00% Add +193.7% 84,423 $1.9M
Jones Financial Companies LLLP 0.00% Add +2.7% 84,048 $1.8M
Capstone Wealth Management Group, LLC 0.76% Add +15.7% 81,423 $1.8M
Sanctuary Advisors, LLC 0.01% Add +64.1% 80,815 $1.8M
Advyzon Investment Management, LLC 0.15% Add +4.7% 76,121 $1.7M
Arete Wealth Advisors, LLC 0.13% Add +10.3% 75,872 $1.7M
UBS Group AG 0.00% Add +2.5% 73,814 $1.6M
J.W. Cole Advisors, Inc. 0.06% Reduce -7.6% 73,767 $1.6M
IFP Advisors, Inc 0.03% Reduce -64.4% 72,915 $1.6M
Signal Advisors Wealth, LLC 0.11% Add +202.6% 69,958 $1.6M
Integrated Wealth Concepts LLC 0.01% Add +26.9% 69,735 $1.5M
Sharkey, Howes & Javer 0.20% New 65,445 $1.5M
Fourth Dimension Wealth, LLC 0.53% Add +3.9% 63,149 $1.4M
Novem Group 0.16% Add +8.7% 62,457 $1.4M
US Bancorp \de 0.00% Add +312600.0% 53,159 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +8.8% 52,876 $1.2M
Prospera Financial Services Inc 0.02% Reduce -9.9% 51,610 $1.1M
Truefg, LLC 0.30% Add +0.0% 50,344 $1.1M
Sigma Planning Corp 0.03% Add +184.3% 46,395 $1.0M
Boltwood Capital Management 0.26% Reduce -0.4% 45,000 $1000K
Harbour Investments, Inc. 0.02% Add +171.4% 44,719 $994K
Ameritas Investment Partners, Inc. 0.03% Add +10.7% 43,223 $960K
State of Wisconsin Investment Board 0.00% No change 42,920 $954K
Koshinski Asset Management, Inc. 0.06% Add +16.1% 42,170 $937K
SHP Wealth Management 0.07% Reduce -10.8% 41,392 $920K
Ally Invest Advisors Inc. 0.06% Add +2.6% 40,658 $903K
CreativeOne Wealth, LLC 0.02% Add +250.9% 39,952 $888K
Geneos Wealth Management Inc. 0.02% Reduce -0.7% 39,163 $870K
Strategic Advocates LLC 3.78% Reduce -95.3% 38,453 $854K
GWN Securities Inc. 0.16% Add +6.4% 37,833 $841K
Ameriprise Financial Inc. 0.00% Reduce -14.1% 37,602 $836K
Milestone Asset Management, LLC 0.15% Reduce -2.1% 36,587 $813K
KKM Financial LLC 0.14% No change 34,150 $771K
Insight Advisors, LLC/ PA 0.14% Add +6.7% 33,597 $747K
Novus Advisors, LLC 1.63% Add +209.0% 32,863 $730K
AE Wealth Management LLC 0.00% Add +218.6% 31,899 $709K
Midwest Financial Network, LLC 0.51% Reduce -8.9% 29,003 $644K
Kestra Advisory Services, LLC 0.00% Add +181.9% 27,986 $622K
Susquehanna International Group, LLP 0.00% New 27,470 $610K
Advisor OS, LLC 0.04% Reduce -21.9% 27,370 $608K
RFG Advisory, LLC 0.01% Reduce -21.9% 26,857 $597K
XTX Topco Ltd 0.01% New 26,729 $594K
Legacy Wealth Partners, LLC 0.14% New 25,964 $577K
RMR Capital Management, LLC 0.38% No change 23,971 $533K
Lockerman Financial Group, Inc. 0.87% New 21,817 $485K
International Private Wealth Advisors LLC 0.28% New 20,641 $459K
Global Financial Private Client, LLC 0.15% Add +54.4% 20,144 $448K
Balboa Wealth Partners 0.07% New 19,240 $428K
Collaborative Wealth Managment Inc. 0.20% Reduce -82.0% 19,086 $424K
IHT Wealth Management, LLC 0.01% Reduce -0.2% 18,914 $420K
Outlook Wealth Advisors, LLC 0.10% New 18,787 $417K
Cwm, LLC 0.00% Add +40.4% 18,516 $411K
Level Four Advisory Services, LLC 0.01% Reduce -3.5% 18,347 $408K
Strive Financial Group ,LLC 0.21% Reduce -1.4% 18,132 $403K
&partners 0.00% Reduce -12.2% 18,106 $397K
Entelevest, LLC 0.41% Reduce -30.9% 17,803 $396K
Creative Financial Designs Inc. 0.02% Add +136.2% 17,397 $387K
Two Sigma Securities, LLC 0.04% New 17,154 $381K
Commonwealth Equity Services, LLC 0.00% Reduce -5.1% 16,695 $371K
Twelve Points Wealth Management LLC 0.08% Reduce -0.8% 15,862 $352K
RiverFront Investment Group, LLC 0.01% Reduce -2.7% 15,139 $336K
HF Advisory Group, LLC 0.11% Reduce -3.5% 14,436 $321K
Stifel Financial Corp. 0.00% Add +48.0% 14,015 $311K
Ausdal Financial Partners, Inc. 0.01% Add +0.8% 13,899 $309K
Belpointe Asset Management LLC 0.01% New 13,865 $308K
WealthPoint Financial, LLC 0.26% New 13,863 $308K
Ascent Group, LLC 0.01% New 13,605 $302K
Stratos Wealth Partners, LTD. 0.00% Add +17.3% 13,007 $289K
World Investment Advisors 0.00% New 11,994 $267K
Richardson Financial Services Inc. 0.17% Add +193.7% 11,915 $265K
LifeGoal Investments, LLC 0.15% Add +0.2% 11,943 $265K
Balefire, LLC 0.05% New 11,675 $259K
Valmark Advisers, Inc. 0.00% No change 11,565 $257K
Ameritas Advisory Services, LLC 0.01% Add +23.0% 11,359 $252K
Choreo, LLC 0.00% Add +0.9% 11,180 $248K
HRT Financial LP 0.00% New 11,001 $244K
Byrne Financial Freedom, LLC 0.11% New 10,736 $239K
Global Endowment Management, LP 0.03% Reduce -42.3% 10,442 $232K
WealthShield Partners, LLC 0.03% Add +0.6% 10,273 $228K
GeoWealth Management, LLC 0.01% New 9,600 $213K
Equitable Holdings, Inc. 0.00% New 9,140 $206K
Decker Retirement Planning Inc. 0.09% Reduce -6.1% 8,644 $192K
Private Trust Co. NA 0.02% Add +3.1% 8,072 $179K
PNC Financial Services Group, Inc. 0.00% Reduce -8.9% 7,817 $174K
Farther Finance Advisors, LLC 0.00% Reduce -77.6% 7,773 $172K
CoreCap Advisors, LLC 0.01% Add +2.2% 7,664 $170K
Strategic Investment Advisors / MI 0.01% New 6,144 $137K
Richard W. Paul & Associates, LLC 0.04% Add +207.7% 5,142 $114K
MAI Capital Management 0.00% No change 5,075 $113K
RMG Wealth Management LLC 0.01% New 4,784 $107K
SBI Securities Co., Ltd. 0.00% Reduce -6.7% 4,742 $105K
Advisory Services Network, LLC 0.00% New 4,331 $96K
Sound Income Strategies, LLC 0.00% Reduce -1.6% 3,518 $78K
Cornerstone Planning Group LLC 0.01% Add +9261.1% 3,370 $75K
NFSG Corp 0.01% Add +0.9% 3,298 $73K
Triumph Capital Management 0.01% Add +210.4% 2,971 $66K
Elevated Capital Advisors, LLC 0.01% No change 2,476 $55K
National Bank of Canada 0.00% Reduce -8.9% 2,341 $52K
International Assets Investment Management, LLC 0.00% Add +0.3% 1,830 $41K
Smartleaf Asset Management LLC 0.00% Add +1910.5% 1,729 $38K
Bullock Wealth Management Group 0.02% Add +0.9% 1,502 $33K
Fifth Third Bancorp 0.00% New 1,401 $31K
Sunbelt Securities, Inc. 0.00% No change 1,059 $24K
Brown, Lisle/Cummings, Inc. 0.01% New 1,004 $22K
AdvisorNet Financial, Inc 0.00% No change 1,000 $22K
Keating Financial Advisory Services, Inc. 0.00% Reduce -94.7% 994 $22K
Steward Partners Investment Advisory, LLC 0.00% Add +2.0% 873 $19K
Signature Equity Partners, LLC 0.01% Add +1200.0% 819 $18K
Blue Trust, Inc. 0.00% No change 792 $18K
Qube Research & Technologies Ltd 0.00% Add +19.0% 751 $17K
FMR LLC 0.00% Reduce -8.4% 543 $12K
Blair William & Co. 0.00% Reduce -33.7% 435 $10K
Vanguard Advisers Inc. 0.00% — 156 $3K
Covestor Ltd 0.00% Add +504.4% 139 $3K
Merkkuri Wealth Advisors LLC 0.00% New 109 $2K
Eastern Bank 0.00% No change 95 $2K
Larson Financial Group LLC 0.00% Add +1.1% 95 $2K
N.E.W. Advisory Services LLC 0.00% Add +1.1% 90 $2K
Simplex Trading, LLC 0.00% Reduce -86.3% 77 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -1.3% 76 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 76 $2K
Ascentis Independent Advisors 0.00% New 59 $1K
Quest 10 Wealth Builders, Inc. 0.00% Add +257.1% 50 $1K
AlphaCore Capital LLC 0.00% New 20 $444
Key Capital Management, INC 0.00% Add +1200.0% 13 $289
Darwin Wealth Management, LLC 0.00% No change 8 $177
Rossby Financial, LCC 0.00% No change 2 $44
Barclays PLC 0.00% No change 1 $22

"% 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.