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 164 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $533 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
11,565
shares
|
$262,525
0.0% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
11,358
shares
|
$257,826
0.01% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,203
shares
|
$254,308
0.0% of portfolio
|
Q3 2025
Reduced 20.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
10,906
shares
|
$247,566
0.0% of portfolio
|
Q3 2025
Added 17.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
10,904
shares
|
$247,520
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,896
shares
|
$247,339
0.0% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
10,577
shares
|
$240,097
0.09% of portfolio
|
Q3 2025
Reduced 64.51%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,460
shares
|
$237,442
0.03% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
9,517
shares
|
$216,035
0.12% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
9,254
shares
|
$210,065
0.05% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
9,207
shares
|
$208,998
0.09% of portfolio
|
Q3 2025
Reduced 98.9%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
9,088
shares
|
$206,297
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,875
shares
|
$201,462
0.0% of portfolio
|
Q3 2025
Reduced 39.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
8,845
shares
|
$200,781
0.01% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,265
shares
|
$187,615
0.0% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,658
shares
|
$173,836
0.02% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,151
shares
|
$162,327
0.0% of portfolio
|
Q3 2025
Reduced 94.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,955
shares
|
$157,878
0.0% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,471
shares
|
$146,891
0.0% of portfolio
|
Q3 2025
Reduced 89.97%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
5,362
shares
|
$121,717
0.0% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,075
shares
|
$115,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$113,500
0.0% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
4,129
shares
|
$93,728
0.01% of portfolio
|
Q3 2025
Added 57.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,100
shares
|
$93,070
0.0% of portfolio
|
Q2 2020
Added 0.46%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
3,213
shares
|
$72,935
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|