SPLB institutional holders

State Street SPDR Portfolio Long Term Corporate Bond ETF · 184 reporting institutions · $819M reported value

Funds that can replace SPLB · SPLB return decomposition

Institutional holdings

Institutions reporting SPLB, largest first
InstitutionReported positionAdvisors at firmReport period
State Street Corp$107.4M02026-06-30
Envestnet Pmc$103.6M602026-06-30
Lpl Financial LLC$93.2M23,4582026-06-30
Rockland Trust Co$45.5M02026-06-30
Nyl Investors LLC$32.7M02026-06-30
Bank of America Corp /de$21.3M02026-06-30
Clark Capital Management Group, Inc.$20.5M12026-06-30
Morgan Stanley$19.8M23,1852026-06-30
Susquehanna International Group, LLP$18.9M02026-06-30
Envestnet Portfolio Solutions, Inc.$18.4M32026-06-30
Cetera Investment Advisers$17.7M10,3702026-06-30
Northwestern Mutual Wealth Management Co$17.1M02026-06-30
Principal Securities, Inc.$17.1M1,4632026-06-30
Goldman Sachs Group Inc$15.4M02026-06-30
Gotham Asset Management, LLC$15.3M52026-06-30
Wells Fargo & Company/mn$12.3M02026-06-30
Econ Financial Services Corp$11.8M42026-06-30
Assetmark, Inc$11.3M2202026-06-30
Pfg Advisors$10.9M832026-06-30
Royal Bank of Canada$9.9M02026-06-30
White & Co Financial Planning Inc$9.5M42026-06-30
Goldstone Financial Group, LLC$9.3M172026-06-30
Graney & King, LLC$8.9M42026-06-30
Arrien Investments, Inc.$8.8M42026-06-30
Mirae Asset Global Investments Co., Ltd.$8.5M02026-06-30
Raymond James Financial Inc$8.4M02026-06-30
Hedeker Wealth, LLC$7.5M22026-06-30
Passumpsic Savings Bank$7.4M02025-12-31
Osaic Holdings, Inc.$6.1M02026-06-30
Jane Street Group, LLC$6M02026-06-30
Bank of New York Mellon Corp$5.7M02026-06-30
Cerity Partners LLC$4.6M7772026-06-30
Roan Capital Partners$3.9M42026-06-30
MML Investors Services, LLC$3.8M5,1202026-06-30
Aspire Private Capital$3.7M82026-06-30
Jpmorgan Chase & Co$3.7M02026-06-30
Integrated Wealth Concepts LLC$2.9M4802026-06-30
Westside Investment Management, LLC$2.9M72026-06-30
Wealth Enhancement Advisory Services, LLC$2.8M1,0262026-06-30
Conning Inc.$2.8M12026-06-30
Quadrature Capital Ltd$2.7M02026-06-30
Cary Street Partners Financial LLC$2.7M02026-06-30
Aspetuck Financial Management LLC$2.7M12026-06-30
Newedge Advisors$2.6M6012026-06-30
Synovus Financial Corp$2.5M02025-09-30
Landmark Wealth Management, Inc.$2.4M72026-06-30
Raleigh Capital Management Inc.$2.3M132026-06-30
Private Advisor Group, LLC$2.2M9272026-06-30
Hightower Advisors, LLC$2.1M1,0462026-06-30
Jones Financial Companies LLLP$2M02026-06-30
Sanctuary Advisors, LLC$1.9M4012026-06-30
Arete Wealth Advisors, LLC$1.8M1462026-06-30
Advyzon Investment Management, LLC$1.8M22026-06-30
UBS Group AG$1.8M02026-06-30
Capstone Wealth Management Group, LLC$1.8M02026-06-30
Caitlin John, LLC$1.7M242026-06-30
Ifp Advisors, Inc$1.6M3182026-06-30
Fourth Dimension Wealth, LLC$1.5M92026-06-30
J.W. Cole Advisors, Inc.$1.5M4992026-06-30
Novem Group$1.5M322026-06-30
Austin Private Wealth, LLC$1.4M02025-12-31
Signal Advisors Wealth, LLC$1.4M452026-06-30
Sigma Planning Corp$1.2M4742026-06-30
Rockefeller Capital Management LP$1.2M3462026-06-30
Prospera Financial Services, Inc.$1.2M2702026-06-30
True Financial Group$1.2M22026-06-30
Harbour Investments, Inc.$1.1M2472026-06-30
Boltwood Capital Management$1M22026-06-30
Ameritas Investment Partners, Inc.$1M72026-06-30
Ally Invest Advisors$997.8K822026-06-30
Gwn Securities Inc.$922.2K4492026-06-30
Geneos Wealth Management, Inc.$895.6K1932026-06-30
Koshinski Asset Management, Inc.$895.5K692026-06-30
Spectrum Wealth Advisory Group, LLC$893.8K32026-06-30
Kkm Financial LLC$862.7K12026-06-30
Midwest Financial Network, LLC$842.7K22026-06-30
Strategic Advocates LLC$831.8K02026-06-30
Ameriprise Financial Inc$762.1K02026-06-30
Ae Wealth Management LLC$740.3K4712026-06-30
Creative Financial Designs Inc /adv$724.2K02026-06-30
Novus Advisors$711.4K32026-06-30
Shp Wealth Management$699.7K322026-06-30
Insight Advisors, LLC/ PA$688.7K122026-06-30
Legacy Wealth Partners, LLC$672.3K92026-06-30
Sharkey, Howes & Javer$660.2K92026-06-30
Lockerman Financial Group, Inc$599.9K12026-06-30
Advisor Os, LLC$575.8K22026-06-30
Rmr Capital Management, LLC$537K12026-06-30
Axxcess Wealth Management, LLC$514.1K382026-06-30
Creativeone Wealth, LLC$499.7K2212026-06-30
Belpointe Asset Management LLC$489K1702026-06-30
Iht Wealth Management LLC$452.8K1592026-06-30
Global Financial Private Client, LLC$434.4K52026-06-30
International Private Wealth Advisors LLC$430.6K32026-06-30
Cwm, LLC$411.4K6672026-03-31
Level Four Advisory Services$411K1412026-06-30
Kestra Advisory Services, LLC$394.7K1,4792026-06-30
&partners$366.4K5552026-06-30
Entelevest, LLC$366.3K32026-06-30
Hf Advisory Group, LLC$345.4K22026-06-30
Twelve Points Wealth Management LLC$342.1K202026-06-30
Riverfront Investment Group, LLC$339.1K302026-06-30
Stratos Wealth Partners, Ltd.$329.1K3862026-06-30
Fifth Third Securities, Inc.$325.7K1,0142026-06-30
Stonex Group Inc.$313.4K02026-06-30
Outlook Wealth Advisors, LLC$310.7K62026-06-30
World Investment Advisors$308.7K3592026-06-30
Pinnacle Financial Partners, Inc.$306.7K02026-06-30
Wealthpoint Advisors$289.9K32026-06-30
Collaborative Wealth Managment Inc.$283.3K132026-06-30
One Wealth Map LLC$273.3K52026-06-30
Stifel Financial Corp$271.4K02026-06-30
Balboa Wealth Partners, Inc.$263.8K262026-06-30
Lifegoal Investments, LLC$261K62026-06-30
Valmark Advisers, Inc.$259.1K2952026-06-30
Commonwealth Equity Services, LLC$257.8K2,8632026-06-30
The Ascent Group, LLC$253.8K202026-06-30
Choreo, LLC$253.7K1482026-06-30
Richardson Financial Services$253.5K42026-06-30
Founders Financial Alliance, LLC$248.3K322026-06-30
Byrne Financial Freedom, LLC$241.7K62026-06-30
Hibernia Wealth Partners, LLC$230.7K72026-06-30
Wealthshield Partners, LLC$230.1K02026-06-30
Balefire, LLC$223.6K372026-06-30
Ausdal Financial Partners, Inc.$217.4K1892026-06-30
Heritage Wealth Management, Inc.$215K32026-06-30
Sterling Financial Group, Inc.$212.9K02025-09-30
Decker Retirement Planning Inc.$202.5K102026-06-30
Geowealth Management, LLC$199.8K02026-06-30
Farther Finance Advisors, LLC$183.5K3342026-06-30
Private Trust Co NA$180.7K02026-06-30
PNC Financial Services Group, Inc.$175.3K02026-06-30
Corecap Advisors, LLC$166.1K1182026-06-30
Strive Financial Group , LLC$147.4K112026-06-30
Ep Wealth Advisors, LLC$118.1K3382026-06-30
Sbi Securities Co., Ltd.$108.2K02026-06-30
Strategic Investment Advisors / Mi$101.1K02026-06-30
Qube Research & Technologies Ltd$99.3K02026-06-30
Triumph Capital Management$87.7K142026-06-30
Rosemeyer Management Group$83.3K152026-06-30
Richard W. Paul & Associates, LLC$83.1K72026-06-30
Cornerstone Planning Group LLC$80.6K232026-06-30
Nfsg Corp$74.9K752026-06-30
New England Asset Management Inc$67.2K12026-06-30
Ima Advisory Services, Inc.$56K482026-06-30
Elevated Capital Advisors, LLC$55.5K202026-06-30
National Bank of Canada /fi$52.4K02026-06-30
US Bancorp$51.2K02026-06-30
Global Retirement Partners LLC$50K4912026-06-30
Fiduciary Financial Advisors$44.5K512026-06-30
International Assets Investment Management, LLC$40.8K1222026-06-30
Smartleaf Asset Management LLC$39.1K92026-06-30
Signature Equity Partners, LLC$33.1K342026-06-30
Fifth Third Bancorp$31.5K02026-06-30
Comerica Bank$27.4K02025-12-31
Sunbelt Securities, Inc.$23.5K632026-03-31
Advisornet Wealth Partners$22.4K582026-06-30
Brown, Lisle/cummings, Inc.$22.3K82026-03-31
Keating Financial Advisory Services, Inc.$22.3K252026-06-30
Bullock Wealth Management Group$18K92026-06-30
Tower Research Capital LLC (trc)$14.1K02026-06-30
Fmr LLC$10.5K02026-06-30
Blair William & Co/il$9.8K3292026-06-30
Park Avenue Securities LLC$8.7K1,9082026-06-30
Buck Wealth Strategies, LLC$6K502026-06-30
Simplex Trading, LLC$5.7K02026-06-30
Cambridge Investment Research Advisors, Inc.$5K3,9402026-03-31
Evolution Wealth Management Inc.$3.3K32026-06-30
Continuum Advisory, LLC$2.3K402026-06-30
Larson Financial Group LLC$2.1K672026-06-30
Eastern Bank$2.1K02026-06-30
New. Advisory Services, LLC$2.1K152026-06-30
Federation Des Caisses Desjardins Du Quebec$1.7K02026-06-30
Transamerica Financial Advisors, LLC$1.6K1,0972026-06-30
CIBC Private Wealth Group LLC$1.2K02025-12-31
Fyra Capital Management$35972025-09-30
Quest 10 Wealth Builders, Inc.$33632026-06-30
Vanguard Advisers Inc$3142,4692026-06-30
Key Capital Management, Inc$224112026-06-30
Darwin Wealth Management, LLC$179122026-06-30
Rossby Financial, Lcc$45312026-06-30
Barclays PLC$2202026-06-30
Ameritas Advisory Services, LLC$225502026-06-30
Interactive Advisers, Interactive Advisors$332026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30