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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,048
shares
|
$23,737
0.0% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
878
shares
|
$19,886
0.0% of portfolio
|
Q4 2021
Reduced 51.06%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
660
shares
|
$14,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
610
shares
|
$13,816
0.0% of portfolio
|
Q4 2024
Added 435.09%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
549
shares
|
$12,434
0.0% of portfolio
|
Q2 2024
Added 6.19%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
490
shares
|
$11,098
0.0% of portfolio
|
Q4 2024
Added 25.64%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
380
shares
|
$8,607
0.0% of portfolio
|
Q3 2024
Reduced 56.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
224
shares
|
$5,073
0.0% of portfolio
|
Q2 2024
Reduced 98.44%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
174
shares
|
$3,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
154
shares
|
$3,488
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
89
shares
|
$2,015
0.0% of portfolio
|
Q2 2022
Reduced 18.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
85
shares
|
$1,925
0.0% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
84
shares
|
$1,902
0.0% of portfolio
|
Q4 2024
Reduced 99.77%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
70
shares
|
$1,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
53
shares
|
$1,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
50
shares
|
$1,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
43
shares
|
$973
0.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
18
shares
|
$407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
15
shares
|
$339
0.0% of portfolio
|
Q4 2024
Reduced 99.06%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
9
shares
|
$203
0.0% of portfolio
|
Q3 2023
Reduced 97.61%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7
shares
|
$158
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|