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 |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,908
shares
|
$42,930
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,789
shares
|
$40,252
0.07% of portfolio
|
Q3 2022
Reduced 61.08%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,705
shares
|
$38,362
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,478
shares
|
$33,255
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,214
shares
|
$27,315
0.01% of portfolio
|
Q2 2025
Added 68.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,059
shares
|
$23,827
0.0% of portfolio
|
Q4 2024
Reduced 55.17%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
994
shares
|
$22,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
878
shares
|
$19,755
0.0% of portfolio
|
Q4 2021
Reduced 51.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
792
shares
|
$17,820
0.0% of portfolio
|
Q2 2025
Reduced 66.89%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
565
shares
|
$12,712
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
420
shares
|
$9,450
0.0% of portfolio
|
Q1 2025
Reduced 59.92%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
380
shares
|
$8,550
0.0% of portfolio
|
Q3 2024
Reduced 56.57%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
253
shares
|
$5,692
0.0% of portfolio
|
Q2 2025
Added 328.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
224
shares
|
$5,040
0.0% of portfolio
|
Q2 2024
Reduced 98.44%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
121
shares
|
$2,722
0.0% of portfolio
|
Q2 2025
Reduced 91.43%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
86
shares
|
$1,935
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
81
shares
|
$1,822
0.0% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
44
shares
|
$990
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
38
shares
|
$855
0.0% of portfolio
|
Q2 2025
Reduced 54.76%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
19
shares
|
$427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
15
shares
|
$337
0.0% of portfolio
|
Q4 2024
Reduced 99.06%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10
shares
|
$225
0.0% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$225
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7
shares
|
$157
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
6
shares
|
$135
0.0% of portfolio
|
Q1 2025
New holding
|