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

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$20.72 -0.02 (-0.10%)
Closing price 09/25/2026 04:10 PM Eastern
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$20.72 0.00 (-0.02%)
As of 09/25/2026 07:30 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)
115
Total
Institutional Inflows
(last 12 months)
$288.00M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$142.36M
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SPLB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Portfolio Solutions Inc.823,018$18.44M0.1%+37.3%1.428%
9/23/2026 Envestnet Asset Management Inc.4,627,182$103.65M0.0%+42.5%8.026%
9/22/2026 State Street Corp4,795,091$107.41M0.0%-32.3%8.855%
9/9/2026 Integrated Wealth Concepts LLC66,862$1.50M0.0%-4.1%0.123%
9/9/2026 NewEdge 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%
6/3/2026 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%
5/19/2026 Bank of America Corp DE961,700$21.37M0.0%-49.4%1.631%
5/19/2026 Strategic Investment Advisors MI6,144$137K0.0%N/A0.010%
5/19/2026 Arete Wealth Advisors LLC75,872$1.69M0.1%+10.3%0.129%
5/18/2026 Royal Bank of Canada415,920$9.24M0.0%-12.1%0.706%
5/15/2026 Sona 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%
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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%
4/27/2026 World 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%
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%
2/18/2026 Caitlin John LLC190,077$4.29M2.8%+164.8%0.351%
2/18/2026 NewEdge Advisors LLC41,749$943K0.0%+483.8%0.077%
2/18/2026 KKM Financial LLC34,150$771K0.1%+6.8%0.063%
2/18/2026 Gotham 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%
2/17/2026 Osaic 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%
2/17/2026 Royal 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%
2/16/2026 Global 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%
2/13/2026 Advyzon Investment Management LLC72,726$1.64M0.2%+4.1%0.134%
2/13/2026 Novus Advisors LLC10,636$240K0.5%N/A0.020%
2/13/2026 Ausdal 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%
2/13/2026 Wells Fargo & Company MN492,984$11.13M0.0%+1.2%0.910%
2/12/2026 Jane 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%
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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%
2/10/2026 Goldman 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%


SPLB Institutional Ownership - Frequently Asked Questions

During the previous two years, 165 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. ($45.46M), 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 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), Envestnet Asset Management Inc. ($1.46M), Thrivent Financial for Lutherans ($1.04M), Strategic Advocates LLC ($709.53K), and Envestnet Portfolio Solutions Inc. ($700.78K).

Institutional investors have bought a total of 12,775,645 shares in the last 24 months. This purchase volume represents approximately $288.00M 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: State Street Corp ($2.28M), Bank of America Corp DE ($964.91K), Sterling Financial Group Inc. ($827.91K), Envestnet Asset Management Inc. ($657.81K), Goldman Sachs Group Inc. ($233.20K), Collaborative Wealth Managment Inc. ($172.04K), and Jane Street Group LLC ($161.16K).

Institutional investors have sold a total of 6,297,846 shares in the last 24 months. This volume of shares sold represents approximately $142.36M in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
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