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SPDR Portfolio Long Term Corporate Bond ETF (SPLB) Institutional Ownership

SPDR Portfolio Long Term Corporate Bond ETF logo
$20.94 +0.04 (+0.17%)
As of 01:09 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Long Term Corporate Bond ETF (NYSEARCA:SPLB)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$325.62M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$127.03M
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SPLB Institutional Buying and Selling by Quarter

SPDR Portfolio Long Term Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/11/2026Private Advisor Group LLC99,759$2.03M0.0%N/A0.176%
11/10/2026HighTower Advisors LLC105,528$2.15M0.0%N/A0.186%
11/10/2026 Novus Advisors LLC36,749$749K1.6%+15.7%0.064%
11/9/2026 Harbour Investments Inc.89,016$1.81M0.0%-53.7%0.156%
11/6/2026 Valmark Advisers Inc.11,565$236K0.0%N/A0.020%
11/6/2026 Collaborative Wealth Managment Inc.11,529$235K0.1%-8.9%0.020%
11/6/2026 Capstone Wealth Management Group LLC53,885$1.10M0.5%-31.7%0.095%
11/5/2026 International Private Wealth Advisors LLC26,291$536K0.2%+36.8%0.046%
11/3/2026 StoneX Group Inc.22,008$449K0.0%N/A0.039%
11/2/2026 Kestra Advisory Services LLC20,920$426K0.0%+18.7%0.037%
11/2/2026 Valtinson Bruner Financial Planning LLC15,159$309K0.1%N/A0.027%
11/2/2026 Commonwealth Equity Services LLC13,495$275K0.0%N/A0.024%
10/31/2026 Arrien Investments Inc.359,864$7.33M3.8%-8.7%0.637%
10/31/2026 Richardson Financial Services Inc.19,912$406K0.2%+75.9%0.035%
10/31/2026 Ascent Group LLC22,582$460K0.0%+99.3%0.040%
10/29/2026 Mirae Asset Global Investments Co. Ltd.459,000$9.35M0.0%N/A0.813%
10/29/2026 Vise Technologies Inc.14,911$304K0.0%N/A0.026%
10/29/2026 Heritage Wealth Management Inc.14,200$289K0.1%+47.9%0.025%
10/28/2026 DWM Financial Group Inc.24,334$496K0.4%N/A0.043%
10/28/2026 Raleigh Capital Management Inc.120,956$2.47M0.8%+18.4%0.214%
10/28/2026 Outlook Wealth Advisors LLC21,501$438K0.1%+54.8%0.038%
10/27/2026 Conning Inc.124,080$2.53M0.1%N/A0.220%
10/26/2026 Park Avenue Securities LLC419,787$8.56M0.1%N/A0.744%
10/26/2026 Aegis Wealth Management Inc.9,909$202K0.1%N/A0.018%
10/24/2026 Morton Brown Family Wealth LLC4,732$96K0.0%N/A0.008%
10/24/2026 Hedeker Wealth LLC349,006$7.11M1.3%+4.2%0.612%
10/24/2026 Sigma Planning Corp32,757$668K0.0%N/A0.057%
10/22/2026 Sharkey Howes & Javer24,536$500K0.1%N/A0.043%
10/21/2026 Axxcess Wealth Management LLC17,899$365K0.0%-22.0%0.031%
10/21/2026 Fifth Third Securities Inc.17,669$360K0.0%N/A0.031%
10/19/2026 Novem Group69,723$1.42M0.1%+7.7%0.121%
10/19/2026 Lockerman Financial Group Inc.34,215$697K1.0%+27.8%0.059%
10/17/2026 IFP Advisors Inc71,786$1.46M0.0%+2.1%0.125%
10/16/2026 Legacy Wealth Partners LLC43,857$894K0.2%+46.1%0.077%
10/15/2026 Truefg LLC54,657$1.11M0.3%+5.2%0.096%
10/14/2026 Triumph Capital Management4,840$99K0.0%+23.7%0.009%
10/14/2026 Signal Advisors Wealth LLC118,535$2.42M0.1%+89.9%0.209%
10/13/2026 Midwest Financial Network LLC52,089$1.06M0.8%+38.4%0.091%
10/10/2026 HF Advisory Group LLC16,669$340K0.1%+8.1%0.029%
10/10/2026 Roan Capital Partners184,855$3.77M2.8%+5.1%0.319%
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10/9/2026 Balefire LLC20,899$426K0.1%+109.3%0.036%
10/9/2026 LifeGoal Investments LLC23,653$482K0.1%+103.0%0.041%
10/8/2026 Farther Finance Advisors LLC7,286$148K0.0%-11.1%0.013%
10/8/2026 CoreCap Advisors LLC6,876$140K0.0%-7.3%0.012%
10/5/2026 Rockland Trust Co.2,155,486$43.93M1.7%N/A3.713%
10/2/2026 Boltwood Capital Management44,550$908K0.2%N/A0.076%
9/23/2026Envestnet Portfolio Solutions Inc.823,018$18.44M0.1%+37.3%1.428%
9/23/2026Envestnet Asset Management Inc.4,627,182$103.65M0.0%+42.5%8.026%
9/22/2026State Street Corp4,795,091$107.41M0.0%-32.3%8.855%
9/9/2026Integrated Wealth Concepts LLC66,862$1.50M0.0%-4.1%0.123%
9/9/2026NewEdge Advisors LLC117,759$2.64M0.0%+0.4%0.217%
9/9/2026 Hedeker Wealth LLC335,036$7.51M1.4%-1.5%0.619%
9/9/2026 IFP Advisors Inc70,327$1.58M0.0%-3.5%0.130%
9/2/2026 Brown Lisle Cummings Inc.2,472$55K0.0%+146.2%0.005%
8/22/2026 Strive Financial Group LLC6,579$147K0.1%-63.7%0.012%
8/21/2026 Triumph Capital Management3,913$88K0.0%+31.7%0.007%
7/9/2026 HF Advisory Group LLC15,418$345K0.1%+6.8%0.028%
7/9/2026 Roan Capital Partners175,836$3.94M3.3%+7.0%0.337%
7/8/2026 Rockland Trust Co.2,029,619$45.46M1.8%+4.7%3.884%
7/8/2026 Midwest Financial Network LLC37,626$843K0.6%+29.7%0.070%
7/7/2026 Balefire LLC9,983$224K0.0%-14.5%0.019%
6/26/2026 WealthPoint Financial LLC13,863$308K0.2%N/A0.024%
6/4/2026 Midwest Financial Network LLC29,003$644K0.5%-8.9%0.049%
6/3/2026NewEdge Advisors LLC117,279$2.61M0.0%+180.9%0.199%
5/20/2026 Arete Wealth Advisors LLC75,872$1.69M0.1%+10.3%0.129%
5/19/2026NewEdge Advisors LLC79,198$1.76M0.0%+89.7%0.134%
5/19/2026Bank of America Corp DE961,700$21.37M0.0%-49.4%1.631%
5/19/2026Strategic Investment Advisors MI6,144$137K0.0%N/A0.010%
5/19/2026 Arete Wealth Advisors LLC75,872$1.69M0.1%+10.3%0.129%
5/18/2026Royal Bank of Canada415,920$9.24M0.0%-12.1%0.706%
5/15/2026Sona Asset Management US LLC2,345,000$52.11M1.1%N/A3.978%
5/14/2026 RMG Wealth Management LLC4,784$107K0.0%N/A0.008%
5/13/2026Cetera Investment Advisers518,888$11.53M0.0%+303.0%0.880%
5/12/2026 Insight Advisors LLC PA33,597$747K0.1%+6.7%0.057%
5/8/2026 PNC Financial Services Group Inc.7,817$174K0.0%-8.9%0.013%
5/7/2026 Balefire LLC11,675$259K0.0%N/A0.020%
5/6/2026 Cornerstone Planning Group LLC3,370$75K0.0%+9,261.1%0.006%
5/6/2026 Assetmark Inc.535,588$11.90M0.0%+142.2%0.909%
5/5/2026 Bank of New York Mellon Corp247,795$5.51M0.0%-27.0%0.420%
5/5/2026 Collaborative Wealth Managment Inc.19,086$424K0.2%-82.0%0.032%
5/5/2026Sanctuary Advisors LLC80,815$1.80M0.0%+64.1%0.137%
5/5/2026 Sigma Planning Corp46,395$1.03M0.0%+184.2%0.079%
5/1/2026 Fifth Third Bancorp1,401$31K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC27,986$622K0.0%+181.9%0.048%
4/29/2026 Capstone Wealth Management Group LLC81,423$1.81M0.8%+15.7%0.141%
4/28/2026 Raleigh Capital Management Inc.97,476$2.17M0.7%+236.1%0.168%
4/28/2026 Koshinski Asset Management Inc.42,170$937K0.1%+16.2%0.073%
4/27/2026 Arrien Investments Inc.380,894$8.46M4.6%+3.2%0.655%
4/27/2026World Investment Advisors11,994$267K0.0%N/A0.021%
4/27/2026Private Advisor Group LLC201,671$4.48M0.0%-11.8%0.347%
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4/22/2026 Aspire Private Capital LLC161,244$3.58M0.8%+213.4%0.280%
4/22/2026 Econ Financial Services Corp240,446$5.34M2.5%N/A0.415%
4/21/2026 HF Advisory Group LLC14,436$321K0.1%-3.5%0.025%
4/21/2026 Decker Retirement Planning Inc.8,644$192K0.1%-6.1%0.015%
4/20/2026 Global Financial Private Client LLC20,144$448K0.1%+54.4%0.035%
4/20/2026 RFG Advisory LLC26,857$597K0.0%-21.9%0.046%
4/18/2026 Legacy Wealth Partners LLC25,964$577K0.1%N/A0.045%
4/17/2026 Signal Advisors Wealth LLC69,958$1.55M0.1%+202.6%0.121%
4/17/2026 Outlook Wealth Advisors LLC18,787$417K0.1%N/A0.032%
4/16/2026 Capstone Wealth Management Group LLC70,361$1.59M1.0%+30.6%0.121%


SPLB Institutional Ownership - Frequently Asked Questions

During the previous two years, 174 institutional investors and hedge funds held shares of SPDR Portfolio Long Term Corporate Bond ETF. The most heavily invested institutionals were State Street Corp ($107.41M), Envestnet Asset Management Inc. ($103.65M), LPL Financial LLC ($54.25M), Sona Asset Management US LLC ($52.11M), Rockland Trust Co. ($43.93M), NYL Investors LLC ($32.89M), and Thrivent Financial for Lutherans ($23.58M).Learn more on SPDR Portfolio Long Term Corporate Bond ETF's institutional investors.

Of the 154 institutional investors that purchased SPDR Portfolio Long Term Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State Street Corp ($2.77M), Rockland Trust Co. ($2.44M), Sona Asset Management US LLC ($2.35M), RMG Wealth Management LLC ($2.23M), Envestnet Asset Management Inc. ($1.46M), Thrivent Financial for Lutherans ($1.04M), and Envestnet Portfolio Solutions Inc. ($700.78K).

Institutional investors have bought a total of 14,854,716 shares in the last 24 months. This purchase volume represents approximately $325.62M in transactions.

Of the 48 institutional investors that sold SPDR Portfolio Long Term Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: State Street Corp ($2.28M), Bank of America Corp DE ($964.91K), Sterling Financial Group Inc. ($827.91K), Goldman Sachs Group Inc. ($233.20K), Jane Street Group LLC ($161.16K), Collaborative Wealth Managment Inc. ($133.73K), and NewEdge Advisors LLC ($130.56K).

Institutional investors have sold a total of 5,654,682 shares in the last 24 months. This volume of shares sold represents approximately $127.03M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPLB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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