SS SPDR P Long Term C ETFSPLBETF

13F holders, Q2 2026 (June 30)
175holders −4
17new positions
20sold out
1famous investor
$22.40avg. 13F price*

At the end of Q2 2026, 175 institutions reported holding SS SPDR P Long Term C ETF (SPLB) in their 13F filings, down 4 from Q1 2026. 17 opened new positions and 20 sold out. The largest holders were State Street Corp. ($107.4M), Envestnet Asset Management Inc. ($103.6M) and LPL Financial LLC ($93.2M). 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 (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$26.2M
Exits20$124.7M

All 13F filers, Q1 2026 → Q2 2026: 5,503,821 shares bought and 9,287,527 shares sold, net −3,783,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 175 holders

State Street Corp. 0.00% Reduce -32.3% 4,795,091 $107.4M
Envestnet Asset Management Inc. 0.02% Add +42.5% 4,627,182 $103.6M
LPL Financial LLC 0.02% Reduce -1.7% 4,160,100 $93.2M
Rockland Trust Co. 1.78% Add +4.7% 2,029,619 $45.5M
NYL Investors LLC 12.55% Add +0.3% 1,460,850 $32.7M
Bank of America Corp. 0.00% Reduce -1.1% 950,899 $21.3M
Clark Capital Management Group, Inc. 0.11% Add +54.0% 915,153 $20.5M
Morgan Stanley 0.00% Reduce -7.0% 882,541 $19.8M
Susquehanna International Group, LLP 0.02% Add +2966.4% 842,333 $18.9M
Envestnet Portfolio Solutions, Inc. 0.09% Add +37.3% 823,018 $18.4M
Cetera Investment Advisers 0.02% Add +52.6% 791,720 $17.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.7% 763,927 $17.1M
Principal Securities, Inc. 0.21% Add +53.7% 763,272 $17.1M
Goldman Sachs Group Inc. 0.00% New 686,345 $15.4M
Gotham Asset Management 0.04% Add +2.7% 683,691 $15.3M
Wells Fargo & Company 0.00% Reduce -0.6% 547,675 $12.3M
Econ Financial Services Corp 5.50% Add +118.5% 525,451 $11.8M
Assetmark, Inc. 0.02% Reduce -6.1% 502,849 $11.3M
PFG Advisors 0.55% Add +13.2% 484,688 $10.9M
Royal Bank of Canada 0.00% Add +6.7% 443,647 $9.9M
White & Co Financial Planning Inc 5.86% Add +13.6% 421,974 $9.5M
Goldstone Financial Group, LLC 0.85% Reduce -24.4% 417,214 $9.3M
Graney & King, LLC 3.22% Add +6.2% 399,368 $8.9M
Arrien Investments, Inc. 4.45% Add +3.5% 394,040 $8.8M
Park Avenue Securities LLC 0.05% Add +65.0% 389,874 $8.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +13.1% 379,000 $8.5M
Raymond James Financial Inc. 0.00% Reduce -0.2% 375,423 $8.4M
Hedeker Wealth, LLC 1.43% Reduce -1.5% 335,036 $7.5M
Osaic Holdings, Inc. 0.01% Add +5.8% 274,303 $6.1M
Jane Street Group, LLC 0.00% New 267,557 $6.0M
Bank of New York Mellon Corp 0.00% Add +2.9% 254,912 $5.7M
Cerity Partners LLC 0.01% Add +0.7% 206,323 $4.6M
Roan Capital Partners 3.27% Add +7.0% 175,836 $3.9M
MML Investors Services, LLC 0.01% Add +79.0% 171,153 $3.8M
Aspire Private Capital, LLC 0.77% Add +3.4% 166,659 $3.7M
JPMorgan Chase & Co. 0.00% Reduce -8.2% 164,755 $3.7M
Westside Investment Management, Inc. 0.38% Add +15.7% 130,611 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -24.0% 128,751 $2.8M
Conning Inc. 0.09% No change 124,080 $2.8M
Quadrature Capital Ltd 0.02% New 121,740 $2.7M
Cary Street Partners Financial LLC 0.06% Add +12.9% 121,199 $2.7M
Aspetuck Financial Management LLC 1.60% Reduce -0.3% 121,014 $2.7M
NewEdge Advisors, LLC 0.01% Add +0.4% 117,759 $2.6M
Landmark Wealth Management, Inc. 0.80% Reduce -9.3% 107,676 $2.4M
Raleigh Capital Management Inc. 0.73% Add +4.8% 102,169 $2.3M
Private Advisor Group, LLC 0.01% Reduce -51.8% 97,119 $2.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -56.7% 96,768 $2.2M
HighTower Advisors, LLC 0.00% Add +10.9% 93,668 $2.1M
Jones Financial Companies LLLP 0.00% Add +8.2% 90,908 $2.0M
Sanctuary Advisors, LLC 0.01% Add +3.6% 83,752 $1.9M
Arete Wealth Advisors, LLC 0.12% Add +5.7% 80,207 $1.8M
Advyzon Investment Management, LLC 0.13% Add +4.7% 79,721 $1.8M
UBS Group AG 0.00% Add +7.0% 78,962 $1.8M
Capstone Wealth Management Group, LLC 0.62% Reduce -3.1% 78,899 $1.8M
Caitlin John, LLC 0.95% Reduce -70.7% 76,947 $1.7M
IFP Advisors, Inc 0.03% Reduce -3.5% 70,327 $1.6M
Fourth Dimension Wealth, LLC 0.47% Add +6.0% 66,918 $1.5M
Integrated Wealth Concepts LLC 0.01% Reduce -4.1% 66,862 $1.5M
J.W. Cole Advisors, Inc. 0.03% Reduce -10.0% 66,419 $1.5M
Novem Group 0.15% Add +3.7% 64,763 $1.5M
Signal Advisors Wealth, LLC 0.07% Reduce -10.8% 62,422 $1.4M
Sigma Planning Corp 0.03% Add +17.3% 54,409 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +0.7% 53,231 $1.2M
Prospera Financial Services Inc 0.02% Add +0.8% 52,014 $1.2M
Truefg, LLC 0.27% Add +3.2% 51,950 $1.2M
Harbour Investments, Inc. 0.01% Add +6.9% 47,812 $1.1M
Boltwood Capital Management 0.23% Reduce -0.3% 44,850 $1.0M
Ameritas Investment Partners, Inc. 0.03% Add +3.4% 44,683 $1.0M
Ally Invest Advisors Inc. 0.06% Add +9.6% 44,547 $998K
GWN Securities Inc. 0.15% Add +8.8% 41,168 $922K
Geneos Wealth Management Inc. 0.02% Add +2.1% 39,983 $896K
Koshinski Asset Management, Inc. 0.05% Reduce -5.2% 39,979 $896K
Spectrum Wealth Advisory Group, LLC 0.25% Reduce -69.2% 39,903 $894K
KKM Financial LLC 0.12% Add +12.8% 38,514 $863K
Midwest Financial Network, LLC 0.58% Add +29.7% 37,626 $843K
Strategic Advocates LLC 3.22% Reduce -3.4% 37,136 $832K
Ameriprise Financial Inc. 0.00% Reduce -9.8% 33,924 $762K
AE Wealth Management LLC 0.00% Add +3.6% 33,049 $740K
Creative Financial Designs Inc. 0.03% Add +85.8% 32,328 $724K
Novus Advisors, LLC 1.48% Reduce -3.4% 31,761 $711K
SHP Wealth Management 0.05% Reduce -24.5% 31,238 $700K
Insight Advisors, LLC/ PA 0.12% Reduce -8.5% 30,744 $689K
Legacy Wealth Partners, LLC 0.15% Add +15.6% 30,013 $672K
Sharkey, Howes & Javer 0.08% Reduce -55.0% 29,474 $660K
Lockerman Financial Group, Inc. 0.92% Add +22.8% 26,781 $600K
Advisor OS, LLC 0.04% Reduce -6.1% 25,704 $576K
RMR Capital Management, LLC 0.37% No change 23,971 $537K
Axxcess Wealth Management, LLC 0.01% New 22,949 $514K
CreativeOne Wealth, LLC 0.01% Reduce -44.2% 22,307 $500K
Belpointe Asset Management LLC 0.02% Add +57.5% 21,830 $489K
IHT Wealth Management, LLC 0.01% Add +6.9% 20,212 $453K
Global Financial Private Client, LLC 0.12% Reduce -3.7% 19,394 $434K
International Private Wealth Advisors LLC 0.22% Reduce -6.9% 19,224 $431K
Level Four Advisory Services, LLC 0.01% No change 18,347 $411K
Kestra Advisory Services, LLC 0.00% Reduce -37.0% 17,619 $395K
&partners 0.00% Reduce -9.7% 16,357 $366K
Entelevest, LLC 0.32% Reduce -8.1% 16,353 $366K
HF Advisory Group, LLC 0.11% Add +6.8% 15,418 $345K
Twelve Points Wealth Management LLC 0.07% Reduce -3.7% 15,271 $342K
RiverFront Investment Group, LLC 0.00% No change 15,139 $339K
Stratos Wealth Partners, LTD. 0.00% Add +12.9% 14,690 $329K
Fifth Third Securities, Inc. 0.02% Reduce -92.2% 14,539 $326K
StoneX Group Inc. 0.01% New 13,971 $313K
Outlook Wealth Advisors, LLC 0.07% Reduce -26.1% 13,888 $311K
World Investment Advisors 0.01% Add +15.2% 13,812 $309K
Pinnacle Financial Partners, Inc. 0.00% Reduce -86.8% 13,690 $307K
WealthPoint Financial, LLC 0.21% Reduce -6.6% 12,943 $290K
Collaborative Wealth Managment Inc. 0.12% Reduce -33.7% 12,649 $283K
One Wealth Map LLC 0.13% New 12,759 $273K
Stifel Financial Corp. 0.00% Reduce -13.6% 12,115 $271K
Balboa Wealth Partners 0.04% Reduce -38.8% 11,775 $264K
LifeGoal Investments, LLC 0.12% Reduce -2.4% 11,654 $261K
Valmark Advisers, Inc. 0.00% No change 11,565 $259K
Commonwealth Equity Services, LLC 0.00% Reduce -31.1% 11,508 $258K
Ascent Group, LLC 0.01% Reduce -16.7% 11,332 $254K
Choreo, LLC 0.00% Add +1.3% 11,327 $254K
Richardson Financial Services Inc. 0.14% Reduce -5.0% 11,318 $254K
Founders Financial Alliance, LLC 0.03% New 11,084 $248K
Byrne Financial Freedom, LLC 0.09% Add +0.5% 10,788 $242K
Hibernia Wealth Partners, LLC 0.12% New 10,299 $231K
WealthShield Partners, LLC 0.04% No change 10,273 $230K
Balefire, LLC 0.04% Reduce -14.5% 9,983 $224K
Ausdal Financial Partners, Inc. 0.01% Reduce -30.2% 9,706 $217K
Heritage Wealth Management, Inc. 0.05% New 9,600 $215K
Decker Retirement Planning Inc. 0.07% Add +4.6% 9,041 $203K
GeoWealth Management, LLC 0.01% Reduce -7.1% 8,918 $200K
Farther Finance Advisors, LLC 0.00% Add +5.4% 8,194 $184K
Private Trust Co. NA 0.01% Reduce -0.1% 8,066 $181K
PNC Financial Services Group, Inc. 0.00% Add +0.1% 7,828 $175K
CoreCap Advisors, LLC 0.00% Reduce -3.3% 7,414 $166K
Strive Financial Group ,LLC 0.06% Reduce -63.7% 6,579 $147K
EP Wealth Advisors, LLC 0.00% New 5,272 $118K
SBI Securities Co., Ltd. 0.00% Add +1.9% 4,832 $108K
Strategic Investment Advisors / MI 0.01% Reduce -26.5% 4,514 $101K
Qube Research & Technologies Ltd 0.00% Add +490.3% 4,433 $99K
Triumph Capital Management 0.02% Add +31.7% 3,913 $88K
RMG Wealth Management LLC 0.01% Reduce -18.5% 3,898 $83K
Richard W. Paul & Associates, LLC 0.03% Reduce -27.8% 3,712 $83K
Cornerstone Planning Group LLC 0.01% Add +10.7% 3,729 $81K
NFSG Corp 0.01% Add +1.4% 3,343 $75K
New England Asset Management Inc. 0.01% New 3,000 $67K
IMA Advisory Services, Inc. 0.00% New 2,500 $56K
Elevated Capital Advisors, LLC 0.02% No change 2,476 $55K
Brown, Lisle/Cummings, Inc. 0.01% Add +146.2% 2,472 $55K
National Bank of Canada 0.00% No change 2,341 $52K
US Bancorp \de 0.00% Reduce -95.7% 2,285 $51K
Global Retirement Partners, LLC 0.00% — 2,232 $50K
Fiduciary Financial Advisors 0.00% New 1,985 $44K
International Assets Investment Management, LLC 0.00% Add +0.4% 1,838 $41K
Smartleaf Asset Management LLC 0.00% No change 1,729 $39K
Signature Equity Partners, LLC 0.02% Add +80.5% 1,478 $33K
Fifth Third Bancorp 0.00% Add +0.2% 1,404 $31K
AdvisorNet Financial, Inc 0.00% No change 1,000 $22K
Keating Financial Advisory Services, Inc. 0.00% No change 994 $22K
Bullock Wealth Management Group 0.01% Reduce -46.0% 811 $18K
Tower Research Capital LLC (TRC) 0.00% New 631 $14K
FMR LLC 0.00% Reduce -14.0% 467 $10K
Blair William & Co. 0.00% Add +0.2% 436 $10K
Buck Wealth Strategies, LLC 0.00% New 268 $6K
Simplex Trading, LLC 0.00% Add +231.2% 255 $6K
Evolution Wealth Management Inc. 0.00% New 147 $3K
Covestor Ltd 0.00% Add +7.2% 149 $3K
Continuum Advisory, LLC 0.00% New 101 $2K
Larson Financial Group LLC 0.00% Add +1.1% 96 $2K
Eastern Bank 0.00% No change 95 $2K
N.E.W. Advisory Services LLC 0.00% Add +2.2% 92 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 76 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -6.6% 71 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -70.0% 15 $336
Vanguard Advisers Inc. 0.00% Reduce -91.0% 14 $314
Key Capital Management, INC 0.00% Reduce -23.1% 10 $224
Darwin Wealth Management, LLC 0.00% No change 8 $179
Rossby Financial, LCC 0.00% No change 2 $45
Barclays PLC 0.00% No change 1 $22
Ameritas Advisory Services, LLC 0.00% Reduce -100.0% 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.