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 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $708 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,363
shares
|
$435,157
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
20,177
shares
|
$431,182
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
20,157
shares
|
$430,755
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
20,067
shares
|
$428,831
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
19,876
shares
|
$424,750
0.06% of portfolio
|
Q1 2025
Added 96.48%
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
19,805
shares
|
$423,232
0.12% of portfolio
|
Q1 2025
Reduced 63.34%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
19,693
shares
|
$420,839
0.02% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
19,472
shares
|
$416,116
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
19,071
shares
|
$407,547
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
17,822
shares
|
$380,856
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
15,446
shares
|
$330,081
0.0% of portfolio
|
Q1 2025
Added 49.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
14,724
shares
|
$314,651
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
14,588
shares
|
$311,745
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
14,186
shares
|
$303,154
0.06% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
14,092
shares
|
$301,146
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,078
shares
|
$300,846
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
14,049
shares
|
$300,227
0.37% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
13,079
shares
|
$279,498
0.04% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
12,808
shares
|
$273,706
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
12,624
shares
|
$269,774
0.04% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
12,512
shares
|
$267,381
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
12,018
shares
|
$256,824
0.0% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
11,594
shares
|
$247,763
0.08% of portfolio
|
Q4 2024
Added 258.28%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
11,238
shares
|
$240,156
0.0% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
10,282
shares
|
$219,726
0.0% of portfolio
|
Q1 2025
New holding
|