SS SPDR P St C Corp. ETFSPSBETF

13F holders, Q3 2025 (September 30)
548holders −13
44new positions
47sold out
6famous investors
$30.29avg. 13F price*

At the end of Q3 2025, 548 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, down 13 from Q2 2025. 44 opened new positions and 47 sold out. The largest holders were Creative Planning ($1.5B), Valmark Advisers, Inc. ($254.3M) and LPL Financial LLC ($239.5M). 6 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
SS SPDR P St C Corp. ETF
Filed as
SPDR SERIES TRUST (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions44$63.4M
Exits47$80.1M

All 13F filers, Q2 2025 → Q3 2025: 21,365,370 shares bought and 40,068,230 shares sold, net −18,702,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 548 holders

Creative Planning 1.13% Add +7.5% 48,756,348 $1.5B
Valmark Advisers, Inc. 3.29% Add +4.7% 8,397,084 $254.3M
LPL Financial LLC 0.07% Add +5.1% 7,907,209 $239.5M
Morgan Stanley 0.01% Add +2.3% 7,694,368 $233.1M
Bank of America Corp. 0.01% Add +0.1% 4,923,010 $149.1M
Envestnet Asset Management Inc. 0.04% Add +19.1% 4,620,146 $139.9M
Allstate Corp. 3.02% Add +99.4% 4,375,565 $132.5M
Baird Financial Group, Inc. 0.21% Add +15.1% 4,374,214 $132.5M
Advisory Alpha, LLC 3.57% Add +10.1% 4,235,356 $128.0M
Royal Bank of Canada 0.02% Add +625.3% 3,894,650 $118.0M
State Street Corp. 0.00% Reduce -6.2% 3,277,242 $99.3M
MCF Advisors LLC 5.36% Add +31.5% 2,888,561 $87.5M
Wells Fargo & Company 0.01% Add +0.6% 2,407,842 $72.9M
Goldman Sachs Group Inc. 0.01% Add +21.3% 2,176,246 $65.9M
Ameriprise Financial Inc. 0.01% Add +5.2% 2,154,296 $65.3M
Rockwood Wealth Management, LLC 5.16% Add +4.4% 2,132,703 $64.6M
Renaissance Technologies 0.08% Reduce -15.9% 2,072,017 $62.8M
UBS Group AG 0.01% Add +16.5% 2,067,175 $62.6M
PNC Financial Services Group, Inc. 0.04% Add +5.5% 1,975,232 $59.8M
Mariner, LLC 0.07% Reduce -2.3% 1,689,257 $51.2M
Cetera Investment Advisers 0.06% Add +67.7% 1,623,392 $49.2M
Rodgers & Associates, LTD 5.04% Add +3.2% 1,615,193 $48.9M
Osaic Holdings, Inc. 0.06% Add +13.8% 1,529,925 $46.3M
Tiaa Trust, National Association 0.10% Reduce -1.8% 1,310,457 $39.7M
BIP Wealth, LLC 1.93% Add +82.9% 1,289,399 $39.1M
Arkansas Financial Group, Inc. 5.64% Add +5.6% 1,264,431 $38.3M
Gemmer Asset Management LLC 2.82% Add +8.2% 1,156,873 $35.0M
Orange Investment Advisors, Inc. 3.64% Add +6.5% 1,155,275 $35.0M
Willow Creek Wealth Management Inc. 2.76% Add +3.5% 1,107,756 $33.6M
Fisher Asset Management 0.01% Reduce -17.3% 1,105,148 $33.5M
Strategic Point Investment Advisors, LLC 4.71% Add +2.2% 1,083,462 $32.8M
Strategic Wealth Partners, Ltd. 2.42% Add +1.9% 1,070,072 $32.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.07% Add +0.1% 1,041,914 $31.6M
Capital Wealth Management, LLC 10.85% Add +1.2% 1,029,121 $31.2M
Concord Wealth Partners 4.28% Add +6.1% 1,024,923 $31.0M
Concord Asset Management, LLC 5.51% Add +3.7% 1,001,020 $30.3M
Raymond James Financial Inc. 0.01% Add +86.9% 993,528 $30.1M
Walker Financial Services, Inc. 11.45% Reduce -26.9% 971,798 $29.4M
Capital Advisors Inc. 0.48% Reduce -0.3% 940,810 $28.5M
Cohen & Steers, Inc. 0.05% Reduce -6.0% 940,822 $28.5M
McCarthy Asset Management, Inc. 17.41% Add +1.6% 895,438 $27.1M
Modern Wealth Management, LLC 0.49% Add +16.6% 821,996 $24.9M
Flagstone Financial Management 6.52% Add +5.7% 816,255 $24.7M
First Command Advisory Services, Inc. 0.18% Add +706.6% 803,793 $24.3M
Occidental Asset Management, LLC 3.04% Add +1.1% 799,016 $24.2M
Wealthspire Retirement, LLC 1.41% Add +13.5% 731,634 $22.2M
Horizon Investments, LLC 0.29% Add +1.6% 736,580 $22.1M
Cwm, LLC 0.07% Add +0.3% 719,406 $21.8M
Waverly Advisors, LLC 0.21% Reduce -27.1% 705,304 $21.4M
Winthrop Capital Management, LLC 4.99% Add +2.7% 681,706 $20.6M
Cedar Mountain Advisors, LLC 4.01% Reduce -2.9% 679,979 $20.6M
Geneos Wealth Management Inc. 0.51% Add +3.8% 661,842 $20.0M
Cherry Tree Wealth Management, LLC 4.26% Add +4.9% 640,765 $19.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +0.7% 603,221 $18.2M
Swmg, LLC 5.51% Add +26.0% 600,894 $18.2M
Litman Gregory Wealth Management LLC 1.34% Reduce -20.3% 596,546 $18.1M
Rockefeller Capital Management L.P. 0.03% Add +5.7% 575,126 $17.4M
Hardy Reed LLC 1.24% No change 556,678 $16.9M
Atria Investments, Inc 0.19% Add +29.4% 544,819 $16.5M
Horizon Financial Services, LLC 7.43% Add +5.5% 514,153 $15.6M
Manning & Napier Advisors LLC 0.19% Reduce -5.8% 504,406 $15.3M
NorthCoast Asset Management LLC 0.06% Reduce -11.0% 497,285 $15.1M
US Bancorp \de 0.02% Reduce -2.2% 482,451 $14.6M
Dynamic Advisor Solutions LLC 0.42% Add +9.5% 479,199 $14.5M
Woodside Wealth Management LLC 11.25% Add +1.3% 470,987 $14.3M
Kingsview Wealth Management, LLC 0.22% Add +5.3% 466,205 $14.1M
Smithfield Trust Co 0.62% Add +0.7% 456,959 $13.8M
Saiph Capital, LLC 4.98% Reduce -2.8% 456,357 $13.8M
Cornerstone Management, Inc. 2.28% Add +4.1% 454,284 $13.8M
Red Cedar Investment Management, LLC 1.60% No change 450,568 $13.6M
Advisory Services Network, LLC 0.20% Add +4.6% 446,824 $13.5M
Pinnacle Financial Partners Inc 0.32% Add +13.1% 439,940 $13.3M
Sanctuary Advisors, LLC 0.07% Reduce -2.9% 430,294 $13.0M
Rogco, LP 4.52% Add +7.1% 425,212 $12.9M
Stratos Wealth Partners, LTD. 0.15% Add +640.1% 421,118 $12.8M
Jane Street Group, LLC 0.01% New 417,311 $12.6M
RFG Advisory, LLC 0.25% Add +1.9% 405,146 $12.3M
SimpliFi, Inc. 5.21% Reduce -1.1% 401,874 $12.2M
Kraft, Davis & Associates, LLC 2.95% Add +2.6% 401,093 $12.1M
Certified Advisory Corp 1.10% Add +2.1% 382,937 $11.6M
Private Advisor Group, LLC 0.06% Reduce -23.6% 375,212 $11.4M
Timonier Family Office, LTD. 3.43% Add +12.4% 345,532 $10.5M
Equitable Holdings, Inc. 0.08% Add +15.3% 339,476 $10.3M
Creative Financial Designs Inc. 0.66% Add +0.2% 323,206 $9.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.2% 312,894 $9.5M
JPMorgan Chase & Co. 0.00% Reduce -99.0% 311,700 $9.4M
Commonwealth Equity Services, LLC 0.01% Reduce -27.1% 310,664 $9.4M
Fairview Capital Investment Management, LLC 0.47% Add +0.7% 303,569 $9.2M
Wrapmanager Inc. 2.82% Reduce -28.8% 302,492 $9.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -5.7% 300,310 $9.1M
Truefg, LLC 2.49% Add +4.5% 296,981 $9.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.0% 274,118 $8.3M
Integrity Alliance, Llc. 0.39% Add +9.9% 270,911 $8.2M
Pacific Capital Wealth Advisors, Inc. 1.38% Add +17.5% 263,178 $8.0M
Old Mission Capital LLC 0.28% Add +351.6% 261,854 $7.9M
Summit Financial, LLC 0.12% New 251,218 $7.6M
Fortune 45 LLC 3.80% Add +20.1% 247,515 $7.5M
Quattro Financial Advisors LLC 2.29% Reduce -2.8% 238,552 $7.2M
Money Concepts Capital Corp. 0.44% Add +6.6% 235,821 $7.1M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -16.1% 234,207 $7.1M

"% 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 548 holders