SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 530 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, up 12 from Q1 2024. 50 opened new positions and 40 sold out. The largest holders were Creative Planning ($1.0B), JPMorgan Chase & Co. ($530.4M) and Valmark Advisers, Inc. ($213.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 (Q2 2024)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $100.8M |
| Exits | 40 | $91.2M |
All 13F filers, Q1 2024 → Q2 2024: 18,531,456 shares bought and 22,205,410 shares sold, net −3,673,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 530 holders
| Creative Planning | 1.08% | Add +10.2% | 34,031,614 | $1.0B |
| JPMorgan Chase & Co. | 0.05% | Reduce -38.6% | 17,859,437 | $530.4M |
| Valmark Advisers, Inc. | 3.64% | Add +7.9% | 7,198,476 | $213.8M |
| Bank of America Corp. | 0.01% | Reduce -2.9% | 5,126,302 | $152.3M |
| LPL Financial LLC | 0.07% | Add +3.5% | 4,988,884 | $148.2M |
| Morgan Stanley | 0.01% | Add +11.3% | 4,866,377 | $144.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -10.6% | 3,755,740 | $111.5M |
| Citadel Advisors | 0.11% | Add +15924.8% | 3,631,382 | $107.9M |
| Baird Financial Group, Inc. | 0.21% | Add +0.7% | 3,461,025 | $102.8M |
| Fisher Asset Management | 0.04% | Add +5.4% | 3,160,886 | $93.9M |
| State Street Corp. | 0.00% | Add +9.0% | 2,962,682 | $88.0M |
| Wells Fargo & Company | 0.02% | Add +1.6% | 2,319,878 | $68.9M |
| Tiaa Trust, National Association | 0.20% | Reduce -6.8% | 2,205,872 | $65.5M |
| Renaissance Technologies | 0.11% | Add +28.5% | 2,164,000 | $64.3M |
| Allstate Corp. | 5.10% | Add +11.8% | 2,116,160 | $62.8M |
| Mariner, LLC | 0.12% | Add +14.9% | 2,071,537 | $61.5M |
| Advisory Alpha, LLC | 2.39% | Add +3.5% | 2,045,422 | $60.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.8% | 2,024,202 | $60.1M |
| MCF Advisors LLC | 4.23% | Add +3.5% | 1,879,829 | $55.8M |
| UBS Group AG | 0.02% | Reduce -9.6% | 1,829,520 | $54.3M |
| Bank of New York Mellon Corp | 0.01% | Add +37.5% | 1,820,340 | $54.1M |
| Destination Wealth Management | 1.56% | Reduce -1.9% | 1,585,568 | $47.1M |
| Horizon Investments, LLC | 1.26% | Add +38.9% | 1,531,138 | $45.5M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -5.1% | 1,527,167 | $45.4M |
| Rodgers & Associates, LTD | 5.65% | Add +2.4% | 1,479,344 | $43.9M |
| Bank of Nova Scotia | 0.08% | Add +4.0% | 1,299,877 | $38.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.9% | 1,263,827 | $37.8M |
| Buckingham Capital Management, Inc. | 4.44% | Add +9.6% | 1,248,117 | $37.1M |
| Concord Wealth Partners | 6.53% | Add +9.9% | 1,246,249 | $37.0M |
| Concord Asset Management, LLC | 8.75% | Add +10.9% | 1,187,380 | $35.3M |
| Manning & Napier Advisors LLC | 0.40% | — | 1,180,228 | $35.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Add +17.9% | 1,084,004 | $32.2M |
| Strategic Point Investment Advisors, LLC | 5.25% | Reduce -0.1% | 986,571 | $29.3M |
| Townsquare Capital LLC | 0.39% | Reduce -46.3% | 972,496 | $28.9M |
| Strategic Wealth Partners, Ltd. | 3.01% | Add +6.7% | 971,720 | $28.9M |
| Cetera Investment Advisers | 0.07% | Reduce -18.7% | 967,592 | $28.7M |
| Willow Creek Wealth Management Inc. | 3.26% | Add +3.8% | 966,409 | $28.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6.12% | Reduce -14.9% | 965,189 | $28.7M |
| Red Cedar Investment Management, LLC | 3.76% | Reduce -14.3% | 929,101 | $27.6M |
| Gemmer Asset Management LLC | 2.88% | Add +4.9% | 906,725 | $26.9M |
| Osaic Holdings, Inc. | 0.06% | Add +0.7% | 902,778 | $26.8M |
| Litman Gregory Wealth Management LLC | 2.37% | Reduce -12.9% | 900,300 | $26.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | No change | 847,800 | $25.2M |
| Jane Street Group, LLC | 0.03% | New | 834,778 | $24.8M |
| Capital Wealth Management, LLC | 11.01% | Add +12.7% | 809,921 | $24.1M |
| Arkansas Financial Group, Inc. | 4.28% | Add +11.0% | 808,906 | $24.0M |
| Walker Financial Services, Inc. | 18.67% | Add +4.7% | 804,022 | $23.9M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +18.5% | 757,415 | $22.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +1800.4% | 702,344 | $20.9M |
| Cedar Mountain Advisors, LLC | 4.94% | Add +0.2% | 674,014 | $20.0M |
| Flagstone Financial Management | 7.36% | Reduce -1.9% | 666,228 | $19.8M |
| Winthrop Capital Management, LLC | 9.74% | Add +0.5% | 655,716 | $19.5M |
| McCarthy Asset Management, Inc. | 11.22% | New | 640,972 | $19.0M |
| Cherry Tree Wealth Management, LLC | 4.54% | Reduce -3.2% | 609,227 | $18.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +468.9% | 598,192 | $17.8M |
| Occidental Asset Management, LLC | 3.07% | Add +7.6% | 588,830 | $17.5M |
| Royal Bank of Canada | 0.00% | Add +31.5% | 573,744 | $17.0M |
| Cohen & Steers, Inc. | 0.04% | Reduce -55.6% | 567,312 | $16.8M |
| Hardy Reed LLC | 1.65% | Add +19.0% | 553,134 | $16.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.3% | 548,262 | $16.3M |
| Waverly Advisors, LLC | 0.32% | Reduce -5.5% | 544,885 | $16.2M |
| Smithfield Trust Co | 0.85% | Reduce -2.0% | 543,531 | $16.1M |
| Meiji Yasuda Life Insurance Co | 0.32% | No change | 530,500 | $15.8M |
| Kingsview Wealth Management, LLC | 0.35% | Add +4.1% | 500,608 | $14.9M |
| BIP Wealth, LLC | 1.21% | Reduce -21.1% | 496,355 | $14.7M |
| Private Advisor Group, LLC | 0.10% | Add +0.1% | 492,021 | $14.6M |
| Orange Investment Advisors, Inc. | 1.89% | Reduce -24.4% | 487,831 | $14.5M |
| Trilogy Capital Inc. | 0.79% | Add +6.1% | 487,999 | $14.5M |
| US Bancorp \de | 0.02% | Reduce -11.2% | 484,798 | $14.4M |
| M Holdings Securities, Inc. | 1.83% | Add +19.6% | 474,235 | $14.1M |
| Sanctuary Advisors, LLC | 0.10% | — | 463,022 | $13.7M |
| Avantax Advisory Services, Inc. | 0.09% | Add +18.7% | 429,469 | $12.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -12.3% | 412,652 | $12.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +130.8% | 406,916 | $12.1M |
| Marshall Wace, LLP | 0.02% | Add +16.4% | 393,200 | $11.7M |
| Susquehanna International Group, LLP | 0.02% | New | 390,541 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.3% | 386,228 | $11.5M |
| Obsidian Personal Planning Solutions LLC | 6.39% | Add +4.3% | 352,475 | $10.5M |
| Cornerstone Management, Inc. | 2.30% | Reduce -8.7% | 352,354 | $10.5M |
| Dynamic Advisor Solutions LLC | 0.33% | Reduce -27.1% | 349,715 | $10.4M |
| Rogco, LP | 4.20% | Add +1.9% | 346,847 | $10.3M |
| Geneos Wealth Management Inc. | 0.43% | Add +6.3% | 329,318 | $9.8M |
| Advisory Services Network, LLC | 0.20% | Add +6.1% | 326,526 | $9.7M |
| Pinnacle Financial Partners Inc | 0.20% | Reduce -5.7% | 317,379 | $9.4M |
| Deutsche Bank AG | 0.00% | No change | 315,502 | $9.4M |
| Cwm, LLC | 0.04% | Reduce -4.5% | 311,240 | $9.2M |
| Creative Financial Designs Inc. | 0.82% | Reduce -1.5% | 308,978 | $9.2M |
| Auour Investments LLC | 3.36% | Reduce -2.6% | 303,643 | $9.0M |
| DLK Investment Management, LLC | 3.69% | Add +5.0% | 300,295 | $8.9M |
| Swmg, LLC | 3.87% | Add +28.8% | 292,901 | $8.7M |
| Convergence Financial, LLC | 2.29% | Reduce -31.7% | 291,313 | $8.7M |
| Kraft, Davis & Associates, LLC | 2.58% | Add +4.8% | 284,703 | $8.5M |
| Fairview Capital Investment Management, LLC | 0.47% | Reduce -0.4% | 280,625 | $8.3M |
| Wrapmanager Inc. | 2.29% | Add +3.2% | 279,002 | $8.3M |
| Sweet Financial Partners, LLC | 1.86% | Add +2.6% | 274,592 | $8.2M |
| Atria Investments, Inc | 0.10% | Add +2.4% | 271,408 | $8.1M |
| CreativeOne Wealth, LLC | 0.40% | Reduce -21.0% | 267,573 | $7.9M |
| Systelligence, LLC | 2.06% | Add +0.4% | 260,788 | $7.7M |
| Buck Wealth Strategies, LLC | 2.23% | New | 254,300 | $7.6M |
| Truefg, LLC | 2.61% | Add +0.9% | 243,276 | $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.