SS SPDR P St C Corp. ETFSPSBETF

13F holders, Q2 2025 (June 30)
561holders +11
51new positions
52sold out
4famous investors
$30.19avg. 13F price*

At the end of Q2 2025, 561 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, up 11 from Q1 2025. 51 opened new positions and 52 sold out. The largest holders were Creative Planning ($1.4B), JPMorgan Chase & Co. ($969.4M) and Valmark Advisers, Inc. ($242.2M). 4 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 SERIES TRUST (Q2 2025)
CUSIP
78464A474
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 518Q1 2024Q2 2024: 530Q2 2024Q3 2024: 529Q3 2024Q4 2024: 568Q4 2024Q1 2025: 550Q1 2025Q2 2025: 561Q2 2025Q3 2025: 548Q3 2025Q4 2025: 566Q4 2025Q1 2026: 575Q1 2026Q2 2026: 577Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions51$58.3M
Exits52$62.0M

All 13F filers, Q1 2025 → Q2 2025: 19,642,321 shares bought and 12,799,895 shares sold, net +6,842,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 561 holders

Creative Planning 1.17% Add +5.0% 45,354,564 $1.4B
JPMorgan Chase & Co. 0.07% Add +28.2% 32,109,859 $969.4M
Valmark Advisers, Inc. 3.38% Add +3.7% 8,023,854 $242.2M
LPL Financial LLC 0.08% Add +6.8% 7,522,959 $227.1M
Morgan Stanley 0.01% Add +18.9% 7,519,028 $227.0M
Bank of America Corp. 0.01% Add +0.1% 4,917,217 $148.5M
Envestnet Asset Management Inc. 0.03% Reduce -1.5% 3,878,777 $117.1M
Advisory Alpha, LLC 3.62% Add +0.3% 3,845,566 $116.1M
Baird Financial Group, Inc. 0.20% Reduce -7.9% 3,799,251 $114.7M
State Street Corp. 0.00% Add +8.9% 3,492,076 $105.4M
Renaissance Technologies 0.10% Reduce -32.5% 2,463,300 $74.4M
Wells Fargo & Company 0.02% Add +1.7% 2,394,657 $72.3M
MCF Advisors LLC 4.39% Reduce -5.8% 2,197,330 $66.3M
Allstate Corp. 4.77% Add +101.7% 2,194,515 $66.3M
Ameriprise Financial Inc. 0.02% Add +38.5% 2,047,345 $61.8M
Rockwood Wealth Management, LLC 5.43% Add +3.5% 2,043,547 $61.7M
PNC Financial Services Group, Inc. 0.04% Add +16.6% 1,871,909 $56.5M
Goldman Sachs Group Inc. 0.01% Reduce -4.4% 1,793,532 $54.1M
UBS Group AG 0.01% Reduce -5.3% 1,774,125 $53.6M
Mariner, LLC 0.08% Add +1.0% 1,728,456 $52.2M
Rodgers & Associates, LTD 5.19% Reduce -2.0% 1,564,923 $47.2M
Osaic Holdings, Inc. 0.07% Add +11.3% 1,344,119 $40.6M
Fisher Asset Management 0.02% Reduce -8.1% 1,336,587 $40.4M
Tiaa Trust, National Association 0.10% Reduce -28.6% 1,334,361 $40.2M
Walker Financial Services, Inc. 18.23% Add +7.1% 1,328,635 $40.1M
Arkansas Financial Group, Inc. 5.61% Add +2.7% 1,196,955 $36.1M
Orange Investment Advisors, Inc. 3.59% Reduce -1.4% 1,085,013 $32.8M
Willow Creek Wealth Management Inc. 2.91% Add +0.1% 1,070,549 $32.3M
Gemmer Asset Management LLC 2.86% Add +6.0% 1,069,164 $32.3M
Strategic Point Investment Advisors, LLC 4.94% Add +2.3% 1,060,026 $32.0M
Strategic Wealth Partners, Ltd. 2.50% — 1,050,095 $31.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.42% Reduce -8.1% 1,041,019 $31.4M
Capital Wealth Management, LLC 11.45% Add +12.6% 1,016,953 $30.7M
Cohen & Steers, Inc. 0.06% Add +36.4% 1,000,822 $30.2M
SoundView Advisors Inc. 10.91% Add +5.0% 980,896 $29.6M
Cetera Investment Advisers 0.05% Add +9.3% 968,086 $29.2M
Waverly Advisors, LLC 0.32% Reduce -32.5% 967,366 $29.2M
Concord Asset Management, LLC 4.39% Add +6.1% 965,630 $29.2M
Concord Wealth Partners 4.25% Add +1.5% 965,630 $29.2M
Capital Advisors Inc. 0.51% Add +0.0% 943,302 $28.5M
McCarthy Asset Management, Inc. 18.07% Add +13.0% 881,003 $26.6M
Occidental Asset Management, LLC 3.29% Reduce -4.2% 789,909 $23.8M
Flagstone Financial Management 6.68% Add +6.4% 772,023 $23.3M
Litman Gregory Wealth Management LLC 1.78% Reduce -14.4% 748,209 $22.6M
Horizon Investments, LLC 0.35% Add +10.2% 725,125 $21.9M
Bank of New York Mellon Corp 0.00% Reduce -2.1% 721,724 $21.8M
Cwm, LLC 0.08% Add +8.6% 717,251 $21.7M
Modern Wealth Management, LLC 0.52% Add +20.4% 705,285 $21.3M
BIP Wealth, LLC 1.31% Add +21.8% 705,043 $21.3M
Cedar Mountain Advisors, LLC 4.39% Reduce -4.3% 700,164 $21.1M
Winthrop Capital Management, LLC 5.06% Add +1.0% 663,656 $20.0M
Wealthspire Retirement, LLC 1.29% New 644,512 $19.5M
Geneos Wealth Management Inc. 0.47% Add +73.5% 637,452 $19.2M
Avantax Advisory Services, Inc. 0.10% Add +8.4% 629,356 $19.0M
Cherry Tree Wealth Management, LLC 4.29% Reduce -3.8% 610,984 $18.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -1.9% 598,935 $18.0M
NorthCoast Asset Management LLC 0.07% Reduce -17.7% 558,568 $16.9M
Hardy Reed LLC 1.35% Reduce -1.4% 556,678 $16.8M
Rockefeller Capital Management L.P. 0.04% Reduce -16.0% 544,271 $16.4M
Royal Bank of Canada 0.00% Add +0.1% 536,939 $16.2M
Manning & Napier Advisors LLC 0.19% Reduce -1.4% 535,603 $16.2M
M Holdings Securities, Inc. 2.77% Add +4.5% 534,908 $16.1M
Raymond James Financial Inc. 0.01% Reduce -3.1% 531,557 $16.0M
US Bancorp \de 0.02% Reduce -0.1% 493,172 $14.9M
Private Advisor Group, LLC 0.08% Reduce -0.0% 490,929 $14.8M
Horizon Financial Services, LLC 7.80% Reduce -1.7% 487,335 $14.7M
Swmg, LLC 4.83% Reduce -16.8% 476,742 $14.4M
Saiph Capital, LLC 5.52% Add +203.8% 469,529 $14.2M
Woodside Wealth Management LLC 12.08% Reduce -0.2% 464,851 $14.0M
Smithfield Trust Co 0.65% Reduce -5.8% 453,770 $13.7M
Red Cedar Investment Management, LLC 1.72% Reduce -9.0% 450,568 $13.6M
Sanctuary Advisors, LLC 0.08% Reduce -3.2% 443,195 $13.4M
Kingsview Wealth Management, LLC 0.23% Add +0.4% 442,884 $13.4M
Dynamic Advisor Solutions LLC 0.41% Add +8.1% 437,579 $13.2M
Cornerstone Management, Inc. 2.29% Add +6.9% 436,472 $13.2M
Commonwealth Equity Services, LLC 0.02% Add +52.6% 426,120 $12.9M
Advisory Services Network, LLC 0.21% Add +2.9% 427,035 $12.9M
Bank of Nova Scotia 0.03% Reduce -54.7% 425,000 $12.8M
Wrapmanager Inc. 3.12% Add +10.1% 424,522 $12.8M
Atria Investments, Inc 0.15% Reduce -22.9% 421,198 $12.7M
SimpliFi, Inc. 5.40% Add +1.5% 406,241 $12.3M
RFG Advisory, LLC 0.28% Add +35.4% 397,388 $12.0M
Rogco, LP 4.51% Add +0.8% 397,127 $12.0M
Kraft, Davis & Associates, LLC 3.23% Add +3.1% 390,971 $11.8M
Pinnacle Financial Partners Inc 0.25% Add +0.5% 389,118 $11.7M
Certified Advisory Corp 1.18% Reduce 0.0% 374,889 $11.3M
Deutsche Bank AG 0.00% Add +27.1% 365,000 $11.0M
Good Life Advisors, LLC 0.68% Add +2.1% 359,784 $10.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -1.7% 341,316 $10.3M
Impact Partnership Wealth, LLC 1.88% Add +7.1% 337,163 $10.2M
Clark Capital Management Group, Inc. 0.07% New 330,647 $10.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.3% 330,028 $10.0M
Creative Financial Designs Inc. 0.70% Reduce -1.2% 322,586 $9.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -9.7% 318,290 $9.6M
Timonier Family Office, LTD. 3.47% Add +15.3% 307,307 $9.3M
Fairview Capital Investment Management, LLC 0.47% Add +0.7% 301,469 $9.1M
Equitable Holdings, Inc. 0.07% Add +15.5% 294,499 $8.9M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -38.4% 285,452 $8.6M
Truefg, LLC 2.55% Add +2.1% 284,158 $8.6M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -58.5% 279,006 $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.

Show all 561 holders