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 178 institutions that hold shares in the stock, with a total of 33.9 Million shares, which have been reported (via 13F filing form) to have a value of $764 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
21,264
shares
|
$478,440
0.1% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
19,696
shares
|
$443,160
0.01% of portfolio
|
Q2 2025
Reduced 88.27%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
19,160
shares
|
$431,100
0.0% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
19,080
shares
|
$429,300
0.01% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
19,007
shares
|
$427,657
0.02% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,110
shares
|
$407,475
0.01% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
18,024
shares
|
$405,540
0.19% of portfolio
|
Q2 2025
Added 27.9%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
17,822
shares
|
$400,995
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
17,799
shares
|
$400,477
0.11% of portfolio
|
Q2 2025
Reduced 35.34%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
17,639
shares
|
$396,877
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
17,428
shares
|
$392,130
0.11% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,692
shares
|
$375,570
0.0% of portfolio
|
Q2 2025
Reduced 85.67%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,424
shares
|
$369,540
0.02% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
15,541
shares
|
$349,672
0.38% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
14,556
shares
|
$327,510
0.0% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,089
shares
|
$317,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
13,903
shares
|
$312,817
0.04% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
13,383
shares
|
$301,117
0.04% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
13,251
shares
|
$298,147
0.01% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
12,808
shares
|
$288,180
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
12,299
shares
|
$276,727
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
11,669
shares
|
$262,552
0.25% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
11,565
shares
|
$260,212
0.0% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
10,788
shares
|
$242,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
10,534
shares
|
$237,015
0.09% of portfolio
|
Q2 2025
Added 2.57%
|