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 |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,315,006
shares
|
$165 Million
0.01% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,441,026
shares
|
$77.4 Million
0.03% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
2,097,447
shares
|
$47.2 Million
7.13% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,681,304
shares
|
$37.8 Million
1.88% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Nyl Investors LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,450,074
shares
|
$32.6 Million
9.49% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,366,362
shares
|
$30.7 Million
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,055,906
shares
|
$23.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
928,868
shares
|
$20.9 Million
0.09% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
845,820
shares
|
$19 Million
5.67% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
837,120
shares
|
$18.8 Million
8.14% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
803,797
shares
|
$18.1 Million
0.04% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
690,540
shares
|
$15.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
508,205
shares
|
$11.4 Million
1.51% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
412,176
shares
|
$9.27 Million
0.02% of portfolio
|
Q2 2025
Added 33.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
379,880
shares
|
$8.55 Million
0.0% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
373,193
shares
|
$8.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
368,767
shares
|
$8.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
359,766
shares
|
$8.09 Million
4.99% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
348,930
shares
|
$7.85 Million
0.26% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
347,329
shares
|
$7.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
328,441
shares
|
$7.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
321,114
shares
|
$7.23 Million
5.74% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
305,000
shares
|
$6.86 Million
0.02% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Hedeker Wealth, LLC
|
Aug 08, 2025 Q2 2025 |
296,068
shares
|
$6.66 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
250,218
shares
|
$5.63 Million
2.63% of portfolio
|
Q2 2025
New holding
|