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

SPDR Portfolio Long Term Corporate Bond ETF logo
$21.36 -0.13 (-0.60%)
As of 04:10 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)
116
Total
Institutional Inflows
(last 12 months)
$252.63M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$93.34M
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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
7/9/2026 HF Advisory Group LLC15,418$345K0.1%+6.8%0.030%
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%
6/3/2026 NewEdge 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%
5/19/2026 NewEdge 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%
5/13/2026 Cetera 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%
5/5/2026 Sanctuary 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%
4/27/2026 Private Advisor Group LLC201,671$4.48M0.0%-11.8%0.347%
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%
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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%
4/16/2026 Balboa Wealth Partners19,240$428K0.1%N/A0.033%
3/17/2026 Rockefeller Capital Management L.P.48,602$1.10M0.0%+10.2%0.090%
3/4/2026 SHP Wealth Management46,379$1.05M0.1%N/A0.086%
2/18/2026 Strive Financial Group LLC18,383$415K0.2%N/A0.034%
2/18/2026Caitlin John LLC190,077$4.29M2.8%+164.8%0.351%
2/18/2026 NewEdge Advisors LLC41,749$943K0.0%+483.8%0.077%
2/18/2026KKM Financial LLC34,150$771K0.1%+6.8%0.063%
2/18/2026Gotham Asset Management LLC470,384$10.62M0.0%+26.7%0.869%
2/17/2026 Cetera Investment Advisers128,761$2.91M0.0%+49.8%0.238%
2/17/2026 Hilltop Holdings Inc.42,496$960K0.1%N/A0.078%
2/17/2026Osaic Holdings Inc.269,219$6.08M0.0%-22.9%0.497%
2/17/2026 Private Advisor Group LLC228,685$5.16M0.0%+7.7%0.422%
2/17/2026 Clark Capital Management Group Inc.104,851$2.37M0.0%+2.0%0.194%
2/17/2026&PARTNERS20,612$465K0.0%-4.9%0.038%
2/17/2026Royal Bank of Canada472,997$10.68M0.0%+13.2%0.873%
2/16/2026 MML Investors Services LLC39,558$893K0.0%+34.8%0.073%
2/16/2026 Mariner LLC22,054$498K0.0%-52.9%0.041%
2/16/2026Global Endowment Management LP18,080$409K0.1%+24.2%0.033%
2/13/2026 Arete Wealth Advisors LLC68,779$1.55M0.1%N/A0.127%
2/13/2026 Kestra Advisory Services LLC9,927$224K0.0%-11.4%0.018%
2/13/2026 CreativeOne Wealth LLC11,386$257K0.0%N/A0.021%
2/13/2026 Stifel Financial Corp9,470$214K0.0%N/A0.017%
2/13/2026Advyzon Investment Management LLC72,726$1.64M0.2%+4.1%0.134%
2/13/2026 Novus Advisors LLC10,636$240K0.5%N/A0.020%
2/13/2026Ausdal Financial Partners Inc.13,782$311K0.0%+12.9%0.025%
2/13/2026 State Street Corp3,231,031$72.96M0.0%+265.4%5.967%
2/13/2026 Landmark Wealth Management Inc.38,560$871K0.3%N/A0.071%
2/13/2026Wells Fargo & Company MN492,984$11.13M0.0%+1.2%0.910%
2/12/2026Jane Street Group LLC233,422$5.27M0.0%-40.8%0.431%
2/12/2026 Commonwealth Equity Services LLC17,600$397K0.0%-22.3%0.033%
2/12/2026 Richard W. Paul & Associates LLC1,671$38K0.0%+373.4%0.003%
2/12/2026 Principal Securities Inc.159,929$3.61M0.1%+9.8%0.295%
2/11/2026 NYL Investors LLC1,456,598$32.89M11.2%+0.4%2.690%
2/11/2026 Entelevest LLC25,745$581K0.6%N/A0.048%
2/11/2026 GWN Securities Inc.35,552$803K0.2%+8.7%0.066%
2/11/2026 Insight Advisors LLC PA31,487$711K0.1%-5.4%0.058%
2/11/2026 Strategic Advocates LLC818,385$18.59M4.8%-5.1%1.511%
2/11/2026 LPL Financial LLC2,402,379$54.25M0.0%+17.1%4.437%
2/11/2026 JPMorgan Chase & Co.170,815$3.86M0.0%+7.8%0.315%
2/11/2026 J.W. Cole Advisors Inc.79,842$1.80M0.0%-4.3%0.147%
2/10/2026Goldman Sachs Group Inc.94,424$2.13M0.0%-71.2%0.174%
2/10/2026 Northwestern Mutual Wealth Management Co.698,268$15.77M0.0%-1.7%1.290%
2/9/2026 Collaborative Wealth Managment Inc.105,888$2.39M0.8%-30.2%0.196%
2/9/2026 Cary Street Partners Financial LLC102,296$2.31M0.1%-1.6%0.189%
2/9/2026 Harbour Investments Inc.16,476$372K0.0%+154.6%0.030%
2/9/2026 Prospera Financial Services Inc57,299$1.29M0.0%-2.3%0.106%
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2/6/2026 IFP Advisors Inc204,601$4.62M0.1%-22.5%0.378%
2/6/2026 Creative Financial Designs Inc. ADV7,366$166K0.0%+78.4%0.014%
2/6/2026 HighTower Advisors LLC28,746$649K0.0%N/A0.053%
2/6/2026 Envestnet Portfolio Solutions Inc.383,504$8.66M0.0%N/A0.708%
2/5/2026 RiverFront Investment Group LLC15,560$351K0.0%-21.0%0.029%
2/5/2026Passumpsic Savings Bank325,655$7.35M4.0%N/A0.601%
2/5/2026Thrivent Financial for Lutherans1,038,108$23.58M0.0%+4.1%1.917%
2/4/2026Ameritas Advisory Services LLC9,233$208K0.0%N/A0.017%
2/4/2026 Advisor OS LLC35,067$792K0.1%N/A0.065%
2/3/2026 Van Strum & Towne Inc.266,938$6.03M1.7%+11.2%0.497%


SPLB Institutional Ownership - Frequently Asked Questions

During the previous two years, 164 institutional investors and hedge funds held shares of SPDR Portfolio Long Term Corporate Bond ETF. The most heavily invested institutionals were State Street Corp ($72.96M), LPL Financial LLC ($54.25M), Sona Asset Management US LLC ($52.11M), Rockland Trust Co. ($45.46M), NYL Investors LLC ($32.89M), Thrivent Financial for Lutherans ($23.58M), and Bank of America Corp DE ($21.37M).Learn more on SPDR Portfolio Long Term Corporate Bond ETF's institutional investors.

Of the 142 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), Sona Asset Management US LLC ($2.35M), RMG Wealth Management LLC ($2.23M), Thrivent Financial for Lutherans ($1.04M), Strategic Advocates LLC ($709.53K), Envestnet Portfolio Solutions Inc. ($477.14K), and Assetmark Inc. ($468.96K).

Institutional investors have bought a total of 11,196,260 shares in the last 24 months. This purchase volume represents approximately $252.63M in transactions.

Of the 54 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: Bank of America Corp DE ($1.05M), Sterling Financial Group Inc. ($827.91K), Envestnet Asset Management Inc. ($657.81K), Goldman Sachs Group Inc. ($233.20K), Collaborative Wealth Managment Inc. ($172.04K), Jane Street Group LLC ($161.16K), and NewEdge Advisors LLC ($130.56K).

Institutional investors have sold a total of 4,108,248 shares in the last 24 months. This volume of shares sold represents approximately $93.34M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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