SS SPDR P St C Corp. ETFSPSBETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $58.3M |
| Exits | 52 | $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.