SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q1 2024 (March 31)518holders
5famous investors
$29.84avg. 13F price*
At the end of Q1 2024, 518 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings. The largest holders were Creative Planning ($919.5M), JPMorgan Chase & Co. ($866.1M) and Valmark Advisers, Inc. ($198.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P St C Corp. ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $114.1M |
| Exits | 64 | $148.6M |
Ownership 518 holders
| Creative Planning | 1.02% | Add +27.2% | 30,887,284 | $919.5M |
| JPMorgan Chase & Co. | 0.08% | Add +263.9% | 29,094,440 | $866.1M |
| Valmark Advisers, Inc. | 3.46% | Add +18.7% | 6,670,238 | $198.6M |
| Bank of America Corp. | 0.02% | Reduce -2.4% | 5,281,577 | $157.2M |
| LPL Financial LLC | 0.08% | Reduce -5.5% | 4,818,161 | $143.4M |
| Morgan Stanley | 0.01% | Reduce -16.1% | 4,374,270 | $130.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -28.1% | 4,199,888 | $125.0M |
| Baird Financial Group, Inc. | 0.21% | Add +0.8% | 3,437,210 | $102.3M |
| Fisher Asset Management | 0.04% | Reduce -2.0% | 2,997,741 | $89.2M |
| State Street Corp. | 0.00% | Add +3.8% | 2,718,610 | $80.9M |
| Tiaa Trust, National Association | 0.22% | Add +6.7% | 2,367,461 | $70.5M |
| Wells Fargo & Company | 0.02% | Add +4.9% | 2,283,169 | $68.0M |
| UBS Group AG | 0.02% | Reduce -2.8% | 2,024,706 | $60.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.3% | 1,988,445 | $59.2M |
| Advisory Alpha, LLC | 2.42% | New | 1,975,802 | $58.8M |
| Allstate Corp. | 4.00% | Add +22.1% | 1,893,700 | $56.4M |
| MCF Advisors LLC | 4.19% | Add +12.4% | 1,815,678 | $54.1M |
| Townsquare Capital LLC | 0.79% | Add +8.4% | 1,811,572 | $53.9M |
| Mariner, LLC | 0.11% | Add +203.2% | 1,802,523 | $53.7M |
| Renaissance Technologies | 0.08% | Reduce -19.6% | 1,683,740 | $50.1M |
| Destination Wealth Management | 1.60% | Reduce -21.5% | 1,616,063 | $48.1M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -5.9% | 1,609,816 | $47.9M |
| Rodgers & Associates, LTD | 5.52% | Add +4.6% | 1,444,111 | $43.0M |
| Bank of New York Mellon Corp | 0.01% | Add +234.8% | 1,324,341 | $39.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.4% | 1,275,308 | $38.1M |
| Cohen & Steers, Inc. | 0.08% | Add +154.1% | 1,276,664 | $38.0M |
| Bank of Nova Scotia | 0.08% | Add +20.0% | 1,250,152 | $37.2M |
| Relative Value Partners Group, LLC | 2.34% | Add +0.1% | 1,241,930 | $37.2M |
| Cetera Investment Advisers | 0.08% | Add +793.2% | 1,190,496 | $35.4M |
| Buckingham Capital Management, Inc. | 4.15% | Add +11.2% | 1,138,581 | $33.9M |
| Concord Wealth Partners | 6.08% | Add +9.5% | 1,134,289 | $33.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.57% | Add +11.5% | 1,133,941 | $33.8M |
| Horizon Investments, LLC | 0.86% | Add +245.9% | 1,102,345 | $32.8M |
| Red Cedar Investment Management, LLC | 4.03% | Reduce -5.8% | 1,084,357 | $32.3M |
| Concord Asset Management, LLC | 8.39% | Add +11.1% | 1,070,872 | $31.9M |
| Litman Gregory Wealth Management LLC | 2.79% | Reduce -46.7% | 1,033,885 | $30.8M |
| Strategic Point Investment Advisors, LLC | 5.34% | Add +1.8% | 987,810 | $29.4M |
| Willow Creek Wealth Management Inc. | 3.24% | Add +7.9% | 931,284 | $27.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +93.6% | 919,577 | $27.4M |
| Strategic Wealth Partners, Ltd. | 2.97% | Add +10.7% | 910,805 | $27.1M |
| Osaic Holdings, Inc. | 0.06% | Reduce -24.2% | 896,370 | $26.7M |
| Gemmer Asset Management LLC | 2.99% | Add +0.1% | 864,579 | $25.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | No change | 847,800 | $25.2M |
| Walker Financial Services, Inc. | 18.79% | Add +4.1% | 768,154 | $22.9M |
| Arkansas Financial Group, Inc. | 3.82% | Add +9.2% | 728,852 | $21.7M |
| Capital Wealth Management, LLC | 10.24% | Add +14.9% | 718,366 | $21.4M |
| Flagstone Financial Management | 7.81% | Reduce -15.4% | 679,097 | $20.2M |
| CoreCap Advisors, LLC | 1.06% | Add +11.6% | 673,733 | $20.1M |
| Cedar Mountain Advisors, LLC | 5.03% | Add +0.2% | 672,572 | $20.0M |
| Kraft, Davis & Associates, LLC | 6.00% | Reduce -22.8% | 271,733 | $19.9M |
| Winthrop Capital Management, LLC | 8.95% | Reduce -2.2% | 652,429 | $19.4M |
| Orange Investment Advisors, Inc. | 2.30% | Add +32.2% | 645,112 | $19.2M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +34.5% | 638,987 | $19.0M |
| Cherry Tree Wealth Management, LLC | 4.71% | Reduce -0.2% | 629,454 | $18.7M |
| BIP Wealth, LLC | 1.37% | Reduce -8.5% | 629,202 | $18.7M |
| Waverly Advisors, LLC | 0.40% | New | 576,849 | $17.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -15.0% | 567,089 | $16.9M |
| Smithfield Trust Co | 0.88% | Add +5.1% | 554,671 | $16.5M |
| Occidental Asset Management, LLC | 3.05% | Add +14.8% | 547,414 | $16.3M |
| US Bancorp \de | 0.02% | Reduce -12.6% | 545,801 | $16.2M |
| Meiji Yasuda Life Insurance Co | 0.33% | No change | 530,500 | $15.8M |
| Private Advisor Group, LLC | 0.11% | Reduce -12.6% | 491,506 | $14.6M |
| Kingsview Wealth Management, LLC | 0.36% | Add +24.0% | 480,899 | $14.3M |
| Dynamic Advisor Solutions LLC | 0.48% | Add +5.6% | 479,921 | $14.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.7% | 470,734 | $14.0M |
| Hardy Reed LLC | 1.72% | Reduce -0.4% | 464,852 | $13.8M |
| Portfolio Strategies, Inc. | 0.94% | New | 464,852 | $13.8M |
| Whitcomb & Hess, Inc. | 4.44% | Add +5.5% | 463,812 | $13.8M |
| Trilogy Capital Inc. | 0.79% | Reduce -0.4% | 459,805 | $13.7M |
| Royal Bank of Canada | 0.00% | Reduce -48.4% | 436,440 | $13.0M |
| Convergence Financial, LLC | 5.24% | Add +4.0% | 426,530 | $12.7M |
| M Holdings Securities, Inc. | 1.98% | Add +3.6% | 396,339 | $11.8M |
| Destiny Wealth Partners, LLC | 2.10% | Reduce -11.7% | 392,744 | $11.7M |
| Cornerstone Management, Inc. | 2.55% | Add +3.6% | 385,925 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.5% | 385,004 | $11.5M |
| Revisor Wealth Management LLC | 5.12% | Add +222.8% | 379,981 | $11.3M |
| Avantax Advisory Services, Inc. | 0.10% | Add +7.8% | 361,921 | $10.8M |
| Clark Capital Management Group, Inc. | 0.08% | Add +28.8% | 358,653 | $10.7M |
| Rogco, LP | 4.14% | Add +4.7% | 340,471 | $10.1M |
| CreativeOne Wealth, LLC | 0.40% | Add +10.7% | 338,518 | $10.1M |
| Marshall Wace, LLP | 0.02% | Add +77.9% | 337,900 | $10.1M |
| Pinnacle Financial Partners Inc | 0.22% | Add +0.2% | 336,690 | $10.0M |
| Obsidian Personal Planning Solutions LLC | 6.56% | Reduce -16.1% | 337,918 | $10.0M |
| Cwm, LLC | 0.05% | Add +67.4% | 325,873 | $9.7M |
| Deutsche Bank AG | 0.00% | No change | 315,502 | $9.4M |
| Creative Financial Designs Inc. | 0.88% | Reduce -55.6% | 313,550 | $9.3M |
| Auour Investments LLC | 3.42% | Add +89.3% | 311,621 | $9.3M |
| Geneos Wealth Management Inc. | 0.42% | Reduce -0.1% | 309,667 | $9.2M |
| Advisory Services Network, LLC | 0.20% | Add +9.4% | 307,658 | $9.2M |
| RFG Advisory, LLC | 0.29% | Add +46.9% | 289,610 | $8.6M |
| Vista Investment Management | 3.47% | Add +11.7% | 286,088 | $8.5M |
| DLK Investment Management, LLC | 3.62% | Add +5.3% | 285,971 | $8.5M |
| Fairview Capital Investment Management, LLC | 0.47% | Add +1.4% | 281,759 | $8.4M |
| Beacon Harbor Wealth Advisors, Inc. | 2.14% | Add +6.0% | 271,876 | $8.1M |
| Wrapmanager Inc. | 2.23% | Add +28.4% | 270,265 | $8.0M |
| Sweet Financial Partners, LLC | 1.84% | Add +3.3% | 267,636 | $8.0M |
| Atria Investments, Inc | 0.11% | Add +165.8% | 265,100 | $7.9M |
| Courier Capital LLC | 0.56% | Add +0.9% | 262,296 | $7.8M |
| Systelligence, LLC | 2.02% | Reduce -2.3% | 259,780 | $7.7M |
| Truefg, LLC | 2.63% | Add +7.6% | 241,047 | $7.2M |
"% of holder's portfolio" is SPSB's weight in each manager's 13F, not the share of SS SPDR P St C Corp. ETF the manager owns.