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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,577
shares
|
$239,569
0.09% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
10,565
shares
|
$239,297
0.11% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,340
shares
|
$234,200
0.0% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
10,116
shares
|
$229,127
0.03% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
9,254
shares
|
$209,603
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
9,250
shares
|
$209,512
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
9,187
shares
|
$208,085
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
9,088
shares
|
$205,843
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
8,399
shares
|
$190,237
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,551
shares
|
$171,030
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
6,051
shares
|
$137,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
5,904
shares
|
$133,725
0.03% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,891
shares
|
$110,781
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,100
shares
|
$92,865
0.0% of portfolio
|
Q2 2020
Added 0.46%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
3,803
shares
|
$86,137
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
3,102
shares
|
$70,260
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$67,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,789
shares
|
$40,520
0.07% of portfolio
|
Q3 2022
Reduced 61.08%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,764
shares
|
$39,954
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,762
shares
|
$39,909
0.02% of portfolio
|
Q4 2024
Reduced 56.72%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,737
shares
|
$39,343
0.02% of portfolio
|
Q4 2024
Reduced 28.64%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,630
shares
|
$36,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,504
shares
|
$34,065
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$24,915
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,059
shares
|
$23,986
0.0% of portfolio
|
Q4 2024
Reduced 55.17%
|