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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
32,360
shares
|
$732,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
32,000
shares
|
$724,800
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
29,204
shares
|
$661,470
0.06% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
29,160
shares
|
$660,474
0.02% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
26,657
shares
|
$603,781
0.02% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
23,971
shares
|
$542,943
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
22,723
shares
|
$514,675
0.05% of portfolio
|
Q4 2024
Reduced 30.56%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
22,419
shares
|
$507,790
0.0% of portfolio
|
Q4 2024
Added 507.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,498
shares
|
$486,929
0.02% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
21,156
shares
|
$479,183
0.01% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
20,803
shares
|
$471,187
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
17,822
shares
|
$403,668
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
17,745
shares
|
$401,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
15,887
shares
|
$359,840
0.07% of portfolio
|
Q4 2024
Added 88.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
15,603
shares
|
$353,407
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,556
shares
|
$352,343
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
12,811
shares
|
$290,169
0.05% of portfolio
|
Q4 2024
Reduced 95.26%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
12,685
shares
|
$287,315
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
12,307
shares
|
$278,753
0.02% of portfolio
|
Q4 2024
Added 177.81%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
12,065
shares
|
$273,272
0.3% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
12,059
shares
|
$273,136
0.04% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
12,018
shares
|
$272,207
0.0% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
12,001
shares
|
$271,822
0.01% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
11,594
shares
|
$262,604
0.08% of portfolio
|
Q4 2024
Added 258.28%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
10,835
shares
|
$245,412
0.0% of portfolio
|
Q4 2024
Added 6.28%
|