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 144 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $686 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
80,610
shares
|
$1.82 Million
0.13% of portfolio
|
Q4 2023
Added 398.21%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
80,056
shares
|
$1.8 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
69,658
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
63,993
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
62,986
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Reduced 63.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,641
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
56,365
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
53,070
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
51,450
shares
|
$1.16 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
49,081
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
43,411
shares
|
$978,483
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
43,296
shares
|
$975,891
0.01% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
42,920
shares
|
$967,416
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
38,189
shares
|
$860,780
0.25% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
37,693
shares
|
$849,600
0.3% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,687
shares
|
$849,464
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
37,231
shares
|
$839,186
0.09% of portfolio
|
Q3 2024
Added 930675.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
36,431
shares
|
$821,154
0.0% of portfolio
|
Q3 2024
Added 262.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
34,457
shares
|
$776,660
0.0% of portfolio
|
Q3 2024
Reduced 79.18%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,578
shares
|
$756,848
0.01% of portfolio
|
Q3 2024
Added 133.65%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
32,723
shares
|
$737,576
0.08% of portfolio
|
Q3 2024
Added 30.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,320
shares
|
$728,492
0.01% of portfolio
|
Q3 2024
Added 141.9%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
31,130
shares
|
$701,670
0.03% of portfolio
|
Q3 2024
Added 25.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
28,946
shares
|
$652,442
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
28,837
shares
|
$649,985
0.03% of portfolio
|
Q3 2024
Added 35.0%
|