Institutional Ownership Spdr Portfolio Long Term Corpo (SPLB)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Corpo (SPLB). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $515 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
80,751
shares
|
$1.83 Million
0.04% of portfolio
|
Q4 2024
Added 28.2%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
80,610
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2023
Added 398.21%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
70,260
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
61,122
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
59,003
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,641
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
56,304
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
54,742
shares
|
$1.24 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
54,022
shares
|
$1.22 Million
0.36% of portfolio
|
Q4 2024
Reduced 88.92%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
52,887
shares
|
$1.2 Million
0.2% of portfolio
|
Q4 2024
Added 636.9%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
51,300
shares
|
$1.16 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
51,007
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
45,163
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
45,132
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
44,698
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
42,920
shares
|
$972,137
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
41,797
shares
|
$946,702
0.0% of portfolio
|
Q4 2024
Added 21.3%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
41,197
shares
|
$933,112
0.3% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
39,999
shares
|
$905,977
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
39,532
shares
|
$895,399
0.01% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
39,282
shares
|
$889,737
0.01% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
38,427
shares
|
$870,371
0.22% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
36,313
shares
|
$822,489
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
34,956
shares
|
$791,753
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
34,214
shares
|
$774,947
0.03% of portfolio
|
Q4 2024
New holding
|