SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q1 2025 (March 31)550holders −18
43new positions
55sold out
4famous investors
$30.09avg. 13F price*
At the end of Q1 2025, 550 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, down 18 from Q4 2024. 43 opened new positions and 55 sold out. The largest holders were Creative Planning ($1.3B), JPMorgan Chase & Co. ($753.7M) and Valmark Advisers, Inc. ($232.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% 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 (Q1 2025)
- CUSIP
- 78464A474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $66.8M |
| Exits | 55 | $55.4M |
All 13F filers, Q4 2024 → Q1 2025: 18,308,282 shares bought and 18,188,784 shares sold, net +119,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| Creative Planning | 1.22% | Add +7.1% | 43,214,109 | $1.3B |
| JPMorgan Chase & Co. | 0.06% | Reduce -33.4% | 25,038,418 | $753.7M |
| Valmark Advisers, Inc. | 3.52% | Add +3.3% | 7,737,248 | $232.9M |
| LPL Financial LLC | 0.08% | Add +24.3% | 7,044,821 | $212.0M |
| Morgan Stanley | 0.01% | Add +22.6% | 6,324,935 | $190.4M |
| Bank of America Corp. | 0.01% | Reduce -1.0% | 4,911,455 | $147.8M |
| Baird Financial Group, Inc. | 0.24% | Add +6.0% | 4,125,700 | $124.2M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.4% | 3,937,187 | $118.5M |
| Advisory Alpha, LLC | 3.92% | Add +59.7% | 3,835,763 | $115.4M |
| Renaissance Technologies | 0.17% | Add +105.1% | 3,647,700 | $109.8M |
| State Street Corp. | 0.00% | Reduce -7.1% | 3,205,367 | $96.5M |
| Wells Fargo & Company | 0.02% | Reduce -6.6% | 2,355,463 | $70.9M |
| MCF Advisors LLC | 5.05% | Reduce -1.7% | 2,331,592 | $70.2M |
| Rockwood Wealth Management, LLC | 6.06% | Add +10.2% | 1,973,973 | $59.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.7% | 1,876,652 | $56.5M |
| UBS Group AG | 0.01% | Add +25.5% | 1,872,536 | $56.4M |
| Tiaa Trust, National Association | 0.18% | Reduce -0.2% | 1,868,211 | $56.2M |
| Mariner, LLC | 0.09% | Add +4.2% | 1,710,667 | $51.5M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.7% | 1,605,542 | $48.3M |
| Destination Wealth Management | 1.52% | Reduce -0.5% | 1,600,722 | $48.2M |
| Rodgers & Associates, LTD | 5.86% | Add +1.7% | 1,597,316 | $48.1M |
| Townsquare Capital LLC | 0.49% | Add +2.6% | 1,530,052 | $46.1M |
| Ameriprise Financial Inc. | 0.01% | Add +12.3% | 1,478,244 | $44.5M |
| Fisher Asset Management | 0.02% | Add +0.4% | 1,453,994 | $43.8M |
| Waverly Advisors, LLC | 0.53% | Add +157.1% | 1,433,945 | $43.2M |
| Walker Financial Services, Inc. | 19.57% | Add +10.8% | 1,240,617 | $37.3M |
| Osaic Holdings, Inc. | 0.08% | Add +14.1% | 1,207,962 | $36.4M |
| Arkansas Financial Group, Inc. | 6.02% | Add +6.2% | 1,165,324 | $34.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.21% | Reduce -2.4% | 1,133,291 | $34.1M |
| Orange Investment Advisors, Inc. | 3.96% | Add +5.0% | 1,100,339 | $33.1M |
| Allstate Corp. | 0.96% | Add +2.2% | 1,088,175 | $32.8M |
| Willow Creek Wealth Management Inc. | 3.14% | Add +3.5% | 1,069,784 | $32.2M |
| Strategic Point Investment Advisors, LLC | 5.20% | Add +0.1% | 1,036,617 | $31.2M |
| Gemmer Asset Management LLC | 3.03% | Add +4.8% | 1,009,058 | $30.4M |
| Concord Wealth Partners | 4.70% | Reduce -1.9% | 951,776 | $28.6M |
| Capital Advisors Inc. | 0.57% | Reduce -1.8% | 943,205 | $28.4M |
| Bank of Nova Scotia | 0.06% | Reduce -32.4% | 938,192 | $28.2M |
| SoundView Advisors Inc. | 11.60% | Add +5.5% | 934,237 | $28.1M |
| Concord Asset Management, LLC | 6.01% | Reduce -3.2% | 909,990 | $27.3M |
| Capital Wealth Management, LLC | 11.28% | Add +3.7% | 902,952 | $27.2M |
| Cetera Investment Advisers | 0.05% | Add +13.3% | 885,704 | $26.7M |
| Litman Gregory Wealth Management LLC | 2.26% | Add +24.4% | 874,281 | $26.3M |
| Occidental Asset Management, LLC | 3.75% | Add +27.0% | 824,840 | $24.8M |
| McCarthy Asset Management, Inc. | 17.00% | Reduce -0.2% | 779,717 | $23.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -36.7% | 737,076 | $22.2M |
| Cohen & Steers, Inc. | 0.04% | Add +37.7% | 733,822 | $22.1M |
| Cedar Mountain Advisors, LLC | 4.93% | Reduce -0.9% | 731,553 | $22.0M |
| Flagstone Financial Management | 7.04% | Add +2.7% | 725,797 | $21.8M |
| NorthCoast Asset Management LLC | 0.10% | Reduce -14.3% | 678,346 | $20.4M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -9.5% | 671,775 | $20.2M |
| Cwm, LLC | 0.08% | Add +15.6% | 660,246 | $19.9M |
| Horizon Investments, LLC | 0.59% | Reduce -34.0% | 658,183 | $19.8M |
| Winthrop Capital Management, LLC | 5.44% | Add +1.2% | 657,241 | $19.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.6% | 648,225 | $19.5M |
| Cherry Tree Wealth Management, LLC | 4.61% | Add +2.6% | 635,280 | $19.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +10.6% | 610,462 | $18.4M |
| Trilogy Capital Inc. | 0.94% | Add +2.5% | 593,033 | $17.9M |
| Modern Wealth Management, LLC | 0.56% | Add +12.6% | 585,648 | $17.6M |
| Avantax Advisory Services, Inc. | 0.11% | Add +13.6% | 580,771 | $17.5M |
| BIP Wealth, LLC | 1.14% | Add +4.8% | 578,970 | $17.4M |
| Swmg, LLC | 6.84% | Add +47.6% | 573,199 | $17.2M |
| Hardy Reed LLC | 1.50% | Add +1.1% | 564,336 | $17.0M |
| Raymond James Financial Inc. | 0.01% | Add +13.0% | 548,626 | $16.5M |
| Atria Investments, Inc | 0.21% | Add +46.5% | 546,217 | $16.4M |
| Manning & Napier Advisors LLC | 0.20% | Reduce -0.2% | 543,356 | $16.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 536,407 | $16.1M |
| M Holdings Securities, Inc. | 2.56% | Add +5.6% | 511,858 | $15.4M |
| Horizon Financial Services, LLC | 8.31% | Add +77.9% | 495,626 | $14.9M |
| Red Cedar Investment Management, LLC | 2.06% | No change | 495,033 | $14.9M |
| US Bancorp \de | 0.02% | Reduce -0.1% | 493,849 | $14.9M |
| Private Advisor Group, LLC | 0.09% | Reduce -8.9% | 490,966 | $14.8M |
| Smithfield Trust Co | 0.73% | Reduce -4.0% | 481,824 | $14.5M |
| CoreCap Advisors, LLC | 0.63% | Add +3.2% | 471,780 | $14.2M |
| Woodside Wealth Management LLC | 12.99% | — | 465,592 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.4% | 463,512 | $14.0M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -6.0% | 457,743 | $13.8M |
| Kingsview Wealth Management, LLC | 0.25% | Add +1.1% | 441,245 | $13.3M |
| Advisory Services Network, LLC | 0.24% | Add +9.2% | 414,903 | $12.5M |
| Cornerstone Management, Inc. | 2.30% | Add +2.9% | 408,229 | $12.3M |
| Dynamic Advisor Solutions LLC | 0.40% | Add +8.5% | 404,867 | $12.2M |
| SimpliFi, Inc. | 5.53% | Add +0.5% | 400,074 | $12.0M |
| Capitolis Liquid Global Markets LLC | 0.11% | New | 397,400 | $12.0M |
| Rogco, LP | 4.75% | Add +5.1% | 394,154 | $11.9M |
| Pinnacle Financial Partners Inc | 0.23% | Add +9.6% | 387,242 | $11.7M |
| Wrapmanager Inc. | 3.05% | Add +8.0% | 385,545 | $11.6M |
| Kraft, Davis & Associates, LLC | 3.67% | Add +17.2% | 379,245 | $11.4M |
| Certified Advisory Corp | 1.28% | Add +3.0% | 374,890 | $11.3M |
| Geneos Wealth Management Inc. | 0.37% | Add +0.4% | 367,426 | $11.1M |
| Integrity Alliance, Llc. | 0.42% | Add +34.8% | 355,099 | $10.7M |
| Good Life Advisors, LLC | 0.75% | Add +98.3% | 352,479 | $10.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -4.3% | 352,350 | $10.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.7% | 348,344 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.2% | 347,337 | $10.5M |
| Creative Financial Designs Inc. | 0.78% | Add +1.3% | 326,565 | $9.8M |
| Impact Partnership Wealth, LLC | 2.02% | Add +88.7% | 314,800 | $9.5M |
| Zazove Associates LLC | 16.55% | New | 300,000 | $9.0M |
| Fairview Capital Investment Management, LLC | 0.48% | Add +1.3% | 299,494 | $9.0M |
| RFG Advisory, LLC | 0.24% | Add +50.1% | 293,520 | $8.8M |
| Deutsche Bank AG | 0.00% | Add +51.1% | 287,105 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.3% | 279,147 | $8.4M |
"% 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.