SS SPDR P St C Corp. ETFSPSBETF

13F holders, Q4 2025 (December 31)
566holders +18
36new positions
42sold out
5famous investors
$30.20avg. 13F price*

At the end of Q4 2025, 566 institutions reported holding SS SPDR P St C Corp. ETF (SPSB) in their 13F filings, up 18 from Q3 2025. 36 opened new positions and 42 sold out. The largest holders were Creative Planning ($1.5B), LPL Financial LLC ($284.6M) and Valmark Advisers, Inc. ($263.9M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions36$46.5M
Exits42$143.9M

All 13F filers, Q3 2025 → Q4 2025: 16,233,932 shares bought and 8,185,156 shares sold, net +8,048,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 566 holders

Creative Planning 1.10% Add +4.4% 50,904,613 $1.5B
LPL Financial LLC 0.08% Add +19.2% 9,425,480 $284.6M
Valmark Advisers, Inc. 3.26% Add +4.0% 8,737,196 $263.9M
Morgan Stanley 0.02% Add +13.2% 8,712,343 $263.1M
Envestnet Asset Management Inc. 0.05% Add +16.7% 5,393,686 $162.9M
Baird Financial Group, Inc. 0.24% Add +18.3% 5,176,270 $156.3M
Bank of America Corp. 0.01% Reduce -1.2% 4,863,099 $146.9M
Advisory Alpha, LLC 3.59% Add +3.1% 4,365,866 $131.9M
Royal Bank of Canada 0.02% Reduce -0.4% 3,879,251 $117.2M
Allstate Corp. 1.54% Reduce -14.7% 3,733,540 $112.8M
Wells Fargo & Company 0.02% Add +52.7% 3,677,610 $111.1M
State Street Corp. 0.00% Add +3.7% 3,399,608 $102.7M
MCF Advisors LLC 5.00% Add +3.8% 2,997,561 $90.5M
UBS Group AG 0.01% Add +21.0% 2,500,781 $75.5M
Rockwood Wealth Management, LLC 5.05% Add +5.1% 2,240,542 $67.7M
Ameriprise Financial Inc. 0.02% Add +2.1% 2,200,226 $66.4M
PNC Financial Services Group, Inc. 0.04% Add +10.4% 2,181,566 $65.9M
Goldman Sachs Group Inc. 0.01% Reduce -4.9% 2,069,264 $62.5M
Cetera Investment Advisers 0.06% Add +10.6% 1,796,150 $54.2M
Mariner, LLC 0.06% Add +5.7% 1,786,100 $53.9M
Rodgers & Associates, LTD 5.05% Add +2.2% 1,650,811 $49.9M
Osaic Holdings, Inc. 0.07% Add +0.8% 1,541,393 $46.6M
BIP Wealth, LLC 1.55% Add +12.5% 1,450,662 $43.8M
Arkansas Financial Group, Inc. 5.90% Add +7.2% 1,355,085 $40.9M
Tiaa Trust, National Association 0.10% Add +1.0% 1,324,108 $40.0M
Strategic Wealth Partners, Ltd. 2.52% Add +13.7% 1,216,359 $36.7M
Gemmer Asset Management LLC 2.76% Add +2.6% 1,187,043 $35.8M
Orange Investment Advisors, Inc. 3.79% Reduce -1.7% 1,135,263 $34.3M
Strategic Point Investment Advisors, LLC 4.71% Add +4.1% 1,128,112 $34.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.57% Add +8.1% 1,126,296 $34.0M
Capital Wealth Management, LLC 10.71% Add +6.7% 1,098,274 $33.2M
Concord Wealth Partners 4.17% Add +3.6% 1,062,335 $32.1M
Raymond James Financial Inc. 0.01% Add +5.2% 1,045,218 $31.6M
Fisher Asset Management 0.01% Reduce -5.9% 1,040,150 $31.4M
Concord Asset Management, LLC 5.40% Add +3.2% 1,033,002 $31.2M
SoundView Advisors Inc. 10.75% New 1,020,108 $30.8M
First Command Advisory Services, Inc. 0.21% Add +21.5% 976,410 $29.5M
Walker Financial Services, Inc. 10.40% Reduce -2.2% 950,467 $28.7M
Capital Advisors Inc. 0.46% Reduce -0.3% 938,292 $28.3M
Clark Capital Management Group, Inc. 0.16% Add +642.5% 868,819 $26.2M
Flagstone Financial Management 6.60% Add +4.4% 852,175 $25.7M
Cohen & Steers, Inc. 0.05% Reduce -11.3% 834,847 $25.2M
Modern Wealth Management, LLC 0.45% Reduce -0.8% 815,858 $24.6M
Occidental Asset Management, LLC 2.91% Add +0.3% 801,642 $24.2M
Wealthspire Retirement, LLC 1.39% Add +3.6% 757,882 $22.9M
Horizon Investments, LLC 0.29% Add +1.5% 747,595 $22.6M
Waverly Advisors, LLC 0.18% Add +4.0% 733,901 $22.2M
Cwm, LLC 0.06% Reduce -1.9% 705,974 $21.3M
Winthrop Capital Management, LLC 4.84% Add +0.9% 687,887 $20.8M
Swmg, LLC 5.67% Add +12.4% 675,184 $20.4M
Geneos Wealth Management Inc. 0.49% Add +0.9% 667,814 $20.2M
Cherry Tree Wealth Management, LLC 4.24% Add +3.9% 665,617 $20.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +9.3% 659,475 $19.9M
Atria Investments, Inc 0.22% Add +17.2% 638,633 $19.3M
Cedar Mountain Advisors, LLC 3.72% Reduce -6.2% 638,181 $19.3M
Rockefeller Capital Management L.P. 0.03% Add +5.3% 605,633 $18.3M
Hardy Reed LLC 1.23% Add +2.2% 568,878 $17.2M
Horizon Financial Services, LLC 7.56% Add +7.0% 549,960 $16.6M
Litman Gregory Wealth Management LLC 1.19% Reduce -9.7% 538,923 $16.3M
TrueMark Investments, LLC 2.92% Add +2888.4% 505,908 $15.3M
Advisory Services Network, LLC 0.21% Add +9.8% 490,407 $14.8M
Pinnacle Financial Partners, Inc. 0.11% — 485,436 $14.7M
Woodside Wealth Management LLC 10.81% Add +1.9% 479,805 $14.5M
US Bancorp \de 0.02% Reduce -0.6% 479,615 $14.5M
Kingsview Wealth Management, LLC 0.21% Add +2.8% 479,439 $14.5M
Cornerstone Management, Inc. 2.34% Add +4.7% 475,691 $14.4M
Saiph Capital, LLC 5.05% Add +1.9% 465,275 $14.1M
Smithfield Trust Co 0.61% Add +0.5% 459,438 $13.9M
Impact Partnership Wealth, LLC 1.75% Add +99.3% 452,966 $13.7M
Equitable Holdings, Inc. 0.09% Add +33.0% 451,499 $13.6M
Red Cedar Investment Management, LLC 1.47% No change 450,568 $13.6M
Rogco, LP 4.43% Add +4.2% 443,186 $13.4M
Manning & Napier Advisors LLC 0.17% Reduce -13.1% 438,476 $13.2M
Sanctuary Advisors, LLC 0.07% Reduce -0.1% 429,735 $13.0M
RFG Advisory, LLC 0.24% Add +3.3% 418,306 $12.6M
Kraft, Davis & Associates, LLC 2.75% Add +1.1% 405,520 $12.3M
Certified Advisory Corp 1.03% Reduce -1.9% 375,619 $11.3M
Timonier Family Office, LTD. 3.53% Add +6.5% 367,857 $11.1M
JPMorgan Chase & Co. 0.00% Add +13.6% 354,000 $10.7M
Creative Financial Designs Inc. 0.65% Add +5.4% 340,760 $10.3M
Private Advisor Group, LLC 0.05% Reduce -10.0% 337,752 $10.2M
Commonwealth Equity Services, LLC 0.01% Add +5.0% 326,295 $9.9M
Truefg, LLC 2.44% Add +1.4% 301,143 $9.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.9% 300,739 $9.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -1.4% 296,110 $8.9M
Lighthouse Financial Services Inc. 2.04% — 293,997 $8.9M
Fairview Capital Investment Management, LLC 0.45% Reduce -3.5% 293,054 $8.9M
Wrapmanager Inc. 2.90% Reduce -6.2% 283,814 $8.6M
Financial Management, Inc. 8.01% — 279,071 $8.4M
Wellington Grp LLC 2.73% — 271,588 $8.2M
Integrity Alliance, Llc. 0.30% Reduce -0.5% 269,639 $8.1M
Thrivent Financial for Lutherans 0.01% Add +455.2% 267,624 $8.1M
DAVENPORT & Co LLC 0.04% Add +14.6% 264,605 $8.0M
Pacific Capital Wealth Advisors, Inc. 1.36% Reduce -0.1% 263,003 $7.9M
Fortune 45 LLC 3.75% Add +4.9% 259,640 $7.8M
Courier Capital LLC 0.42% Add +7.4% 249,887 $7.5M
Climber Capital SA 4.88% — 251,969 $7.5M
Money Concepts Capital Corp. 0.42% Add +4.9% 247,395 $7.5M
Elevation Point Wealth Partners, LLC 0.36% Add +13.5% 245,974 $7.4M
Vestmark Advisory Solutions, Inc. 0.10% Add +13.5% 245,943 $7.4M

"% 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 566 holders