SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q4 2024 (December 31)568holders +39
37new positions
37sold out
3famous investors
$29.86avg. 13F price*
At the end of Q4 2024, 568 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, up 39 from Q3 2024. 37 opened new positions and 37 sold out. The largest holders were Creative Planning ($1.2B), JPMorgan Chase & Co. ($1.1B) and Valmark Advisers, Inc. ($223.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), George Soros (0.0% 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 (Q4 2024)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $68.1M |
| Exits | 37 | $31.6M |
All 13F filers, Q3 2024 → Q4 2024: 32,783,027 shares bought and 8,932,478 shares sold, net +23,850,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 568 holders
| Creative Planning | 1.17% | Add +8.8% | 40,362,015 | $1.2B |
| JPMorgan Chase & Co. | 0.09% | Add +96.6% | 37,579,708 | $1.1B |
| Valmark Advisers, Inc. | 3.47% | Add +1.6% | 7,491,014 | $223.7M |
| LPL Financial LLC | 0.07% | Add +5.3% | 5,665,572 | $169.2M |
| Morgan Stanley | 0.01% | Add +20.7% | 5,160,825 | $154.1M |
| Bank of America Corp. | 0.01% | Reduce -1.2% | 4,962,320 | $148.2M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.5% | 3,993,493 | $119.2M |
| Baird Financial Group, Inc. | 0.22% | Add +5.3% | 3,892,091 | $116.2M |
| State Street Corp. | 0.00% | Reduce -0.8% | 3,449,400 | $103.0M |
| Wells Fargo & Company | 0.02% | Add +18.4% | 2,522,631 | $75.3M |
| Advisory Alpha, LLC | 2.55% | Add +2.5% | 2,401,364 | $71.7M |
| MCF Advisors LLC | 4.97% | Add +17.8% | 2,372,259 | $70.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.8% | 2,102,143 | $62.8M |
| Tiaa Trust, National Association | 0.17% | Reduce -1.7% | 1,872,162 | $55.9M |
| Rockwood Wealth Management, LLC | 5.77% | Add +2687.6% | 1,790,843 | $53.5M |
| Renaissance Technologies | 0.08% | Reduce -17.3% | 1,778,300 | $53.1M |
| PNC Financial Services Group, Inc. | 0.03% | Add +5.0% | 1,650,664 | $49.3M |
| Mariner, LLC | 0.08% | Reduce -7.2% | 1,641,794 | $49.0M |
| Destination Wealth Management | 1.50% | Add +0.4% | 1,608,497 | $48.0M |
| Rodgers & Associates, LTD | 5.59% | Add +5.0% | 1,570,916 | $46.9M |
| UBS Group AG | 0.01% | Reduce -0.8% | 1,492,353 | $44.6M |
| Townsquare Capital LLC | 0.50% | Add +46.1% | 1,490,809 | $44.5M |
| Fisher Asset Management | 0.02% | Reduce -8.8% | 1,448,828 | $43.3M |
| Bank of Nova Scotia | 0.07% | Reduce -33.0% | 1,387,298 | $41.5M |
| Ameriprise Financial Inc. | 0.01% | Add +6.0% | 1,316,005 | $39.3M |
| Buckingham Capital Management, Inc. | 4.46% | Add +2.2% | 1,301,056 | $38.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -36.2% | 1,163,725 | $34.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.24% | Reduce -0.3% | 1,161,036 | $34.7M |
| Walker Financial Services, Inc. | 19.43% | Add +26.2% | 1,119,711 | $33.4M |
| Arkansas Financial Group, Inc. | 5.29% | Add +11.6% | 1,097,638 | $32.8M |
| Allstate Corp. | 0.94% | Add +26.1% | 1,064,375 | $31.8M |
| Osaic Holdings, Inc. | 0.07% | Add +15.7% | 1,058,788 | $31.6M |
| Orange Investment Advisors, Inc. | 3.55% | Add +3.1% | 1,048,489 | $31.3M |
| Strategic Wealth Partners, Ltd. | 2.59% | Reduce -1.2% | 1,045,995 | $31.3M |
| Strategic Point Investment Advisors, LLC | 5.04% | Add +3.5% | 1,036,072 | $30.9M |
| Willow Creek Wealth Management Inc. | 3.15% | Add +2.0% | 1,033,517 | $30.9M |
| Horizon Investments, LLC | 0.85% | Reduce -35.7% | 997,107 | $29.8M |
| Concord Wealth Partners | 4.74% | Reduce -24.6% | 969,702 | $29.0M |
| Gemmer Asset Management LLC | 2.83% | Add +4.5% | 963,239 | $28.8M |
| Capital Advisors Inc. | 0.57% | New | 959,994 | $28.7M |
| Concord Asset Management, LLC | 6.17% | Reduce -26.0% | 940,172 | $28.1M |
| SoundView Advisors Inc. | 10.91% | — | 885,905 | $26.5M |
| Capital Wealth Management, LLC | 11.15% | Add +5.1% | 870,874 | $26.0M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -25.2% | 791,877 | $23.6M |
| Cetera Investment Advisers | 0.05% | Reduce -17.4% | 781,967 | $23.3M |
| McCarthy Asset Management, Inc. | 16.46% | Add +20.7% | 781,214 | $23.3M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -6.9% | 742,623 | $22.2M |
| Cedar Mountain Advisors, LLC | 4.84% | Reduce -0.3% | 738,260 | $22.0M |
| Flagstone Financial Management | 7.01% | Add +3.4% | 706,572 | $21.1M |
| Litman Gregory Wealth Management LLC | 1.82% | Reduce -26.8% | 702,745 | $21.0M |
| Winthrop Capital Management, LLC | 5.16% | Reduce -3.0% | 649,609 | $19.4M |
| Occidental Asset Management, LLC | 3.03% | Add +5.2% | 649,321 | $19.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.3% | 631,943 | $18.9M |
| Cherry Tree Wealth Management, LLC | 4.58% | Add +0.1% | 619,278 | $18.5M |
| Trilogy Capital Inc. | 0.89% | Add +3.9% | 578,457 | $17.3M |
| Cwm, LLC | 0.07% | Add +80.1% | 571,167 | $17.1M |
| Hardy Reed LLC | 1.47% | Reduce -1.5% | 557,893 | $16.7M |
| Waverly Advisors, LLC | 0.26% | Add +2.3% | 557,679 | $16.7M |
| BIP Wealth, LLC | 1.10% | Add +1.7% | 552,532 | $16.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +52.5% | 552,029 | $16.5M |
| Royal Bank of Canada | 0.00% | Add +22.1% | 547,949 | $16.4M |
| Manning & Napier Advisors LLC | 0.19% | Reduce -20.8% | 544,593 | $16.3M |
| Private Advisor Group, LLC | 0.09% | Add +0.9% | 539,164 | $16.1M |
| Cohen & Steers, Inc. | 0.03% | Reduce -6.8% | 532,822 | $15.9M |
| Modern Wealth Management, LLC | 0.58% | Add +13.9% | 519,912 | $15.5M |
| Avantax Advisory Services, Inc. | 0.10% | Add +9.5% | 511,089 | $15.3M |
| Smithfield Trust Co | 0.75% | Reduce -1.9% | 502,007 | $15.0M |
| Red Cedar Investment Management, LLC | 1.86% | Reduce -44.6% | 495,033 | $14.8M |
| US Bancorp \de | 0.02% | Reduce -0.4% | 494,396 | $14.8M |
| Sanctuary Advisors, LLC | 0.09% | Add +4.2% | 486,818 | $14.6M |
| Raymond James Financial Inc. | 0.01% | — | 485,350 | $14.5M |
| M Holdings Securities, Inc. | 2.33% | Add +4.0% | 484,590 | $14.5M |
| CoreCap Advisors, LLC | 0.62% | Add +87.7% | 457,312 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.6% | 443,919 | $13.3M |
| Kingsview Wealth Management, LLC | 0.25% | Reduce -3.9% | 436,612 | $13.0M |
| SimpliFi, Inc. | 5.44% | New | 398,300 | $11.9M |
| Cornerstone Management, Inc. | 2.29% | Add +6.7% | 396,741 | $11.8M |
| Swmg, LLC | 4.63% | Add +7.1% | 388,443 | $11.6M |
| Advisory Services Network, LLC | 0.21% | Add +16.3% | 379,853 | $11.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.1% | 377,363 | $11.3M |
| Rogco, LP | 4.56% | Add +7.0% | 375,139 | $11.2M |
| Buck Wealth Strategies, LLC | 2.32% | Add +58.4% | 374,470 | $11.2M |
| Dynamic Advisor Solutions LLC | 0.48% | Add +3.4% | 373,218 | $11.1M |
| Atria Investments, Inc | 0.14% | Add +12.9% | 372,776 | $11.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -60.9% | 368,120 | $11.0M |
| Geneos Wealth Management Inc. | 0.38% | Add +3.3% | 366,118 | $10.9M |
| Certified Advisory Corp | 1.18% | Add +6.4% | 363,948 | $10.9M |
| Wrapmanager Inc. | 2.73% | Add +11.3% | 356,851 | $10.7M |
| Pinnacle Financial Partners Inc | 0.21% | Add +16.6% | 353,272 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +198.0% | 333,395 | $10.0M |
| Kraft, Davis & Associates, LLC | 2.76% | Add +49.2% | 323,673 | $9.7M |
| Creative Financial Designs Inc. | 0.78% | Reduce -0.7% | 322,311 | $9.6M |
| Fairview Capital Investment Management, LLC | 0.46% | Add +4.8% | 295,579 | $8.8M |
| Horizon Financial Services, LLC | 4.68% | Add +13.9% | 278,625 | $8.3M |
| Jane Street Group, LLC | 0.01% | Reduce -3.2% | 274,982 | $8.2M |
| Truefg, LLC | 2.64% | Add +1.6% | 271,253 | $8.1M |
| RFG - Bristol Wealth Advisors, LLC | 2.63% | — | 268,532 | $8.0M |
| Integrity Alliance, Llc. | 0.85% | — | 263,440 | $7.9M |
| Climber Capital SA | 6.20% | — | 256,259 | $7.5M |
| Systelligence, LLC | 1.85% | Reduce -5.5% | 250,677 | $7.5M |
"% 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.