Vault-13

SPDR SER TR SPLB

PORTFOLIO LN COR · ETP · CUSIP 78464A367

179 institutional holders +9 vs Q4 2025
40,204,24340.2m shares reported held*
$893.3mreported value*
29 new 87 added 44 reduced 17 sold out net bought ≈ $286.6m (+12.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.22.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 98Q4 22: 103Q1 23: 93Q2 23: 103Q3 23: 114Q4 23: 128Q1 24: 131Q2 24: 143Q3 24: 142Q4 24: 146Q1 25: 168Q2 25: 167Q3 25: 152Q4 25: 170Q1 26: 179179Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202298
Q4 2022103
Q1 202393
Q2 2023103
Q3 2023114
Q4 2023128
Q1 2024131
Q2 2024143
Q3 2024142
Q4 2024146
Q1 2025168
Q2 2025167
Q3 2025152
Q4 2025170
Q1 2026179

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 84 bought or addedQ2 24: 51 cut or sold outQ3 24: 78 bought or addedQ3 24: 62 cut or sold outQ3 24Q4 24: 75 bought or addedQ4 24: 59 cut or sold outQ1 25: 105 bought or addedQ1 25: 62 cut or sold outQ1 25Q2 25: 100 bought or addedQ2 25: 71 cut or sold outQ3 25: 84 bought or addedQ3 25: 86 cut or sold outQ3 25Q4 25: 107 bought or addedQ4 25: 56 cut or sold outQ1 26: 116 bought or addedQ1 26: 61 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20248451
Q3 20247862
Q4 20247559
Q1 202510562
Q2 202510071
Q3 20258486
Q4 202510756
Q1 202611661

Biggest buyers

STATE STREET CORP Added +3,848,998+3.8m
SONA ASSET MANAGEMENT (US) LLC New +2,345,000+2.3m
ENVESTNET ASSET MANAGEMENT INC Added +2,238,029+2.2m
LPL Financial LLC Added +1,829,592+1.8m
Bramshill Investments, LLC Added +1,281,208+1.3m
Clark Capital Management Group, Inc. Added +489,381+489.4k
Cetera Investment Advisers Added +390,127+390.1k
PRINCIPAL SECURITIES, INC. Added +336,709+336.7k
ASSETMARK, INC Added +314,468+314.5k
Econ Financial Services Corp New +240,446+240.4k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -940,179-940.2k
Strategic Advocates LLC Reduced -779,932-779.9k
VAN STRUM & TOWNE INC. Sold out -266,938-266.9k
JANE STREET GROUP, LLC Sold out -233,422-233.4k
Spectrum Wealth Advisory Group, LLC Reduced -163,756-163.8k
IFP Advisors, Inc Reduced -131,686-131.7k
Cambridge Investment Research Advisors, Inc. Reduced -97,066-97.1k
GOLDMAN SACHS GROUP INC Sold out -94,424-94.4k
Bank of New York Mellon Corp Reduced -91,687-91.7k
Collaborative Wealth Managment Inc. Reduced -86,802-86.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 7,080,0297.1m $157.3m $157.3m 0.01% Added +3.8m +3,848,998
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 4,231,9714.2m $94.0m $94.0m 0.02% Added +1.8m +1,829,592
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 3,246,0523.2m $72.1m $72.1m 0.02% Added +2.2m +2,238,029
4 SONA ASSET MANAGEMENT (US) LLC 2.00% of their portfolio NEW YORK, NY 2,345,0002.3m $52.1m $52.1m 2.00% New
5 ROCKLAND TRUST CO 1.73% of their portfolio HANOVER, MA 1,939,3921.9m $43.1m $43.1m 1.73% Added +115.2k +115,212
6 Bramshill Investments, LLC 3.41% of their portfolio NAPLES, FL 1,781,2081.8m $39.6m $39.6m 3.41% Added +1.3m +1,281,208
7 NYL Investors LLC 12.23% of their portfolio NEW YORK, NY 1,456,5981.5m $32.4m $32.4m 12.23% Unchanged
8 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 1,121,0901.1m $24.9m $24.9m 0.05% Added +83.0k +82,982
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 961,700961.7k $21.4m $21.4m 0.00% Reduced -940.2k -940,179
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 949,369949.4k $21.1m $21.1m 0.00% Added +15.8k +15,761
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 751,225751.2k $16.7m $16.7m 0.01% Added +53.0k +52,957
12 Gotham Asset Management, LLC 0.05% of their portfolio NEW YORK, NY 665,442665.4k $14.8m $14.8m 0.05% Added +195.1k +195,058
13 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 599,372599.4k $13.3m $13.3m 0.07% Added +215.9k +215,868
14 Clark Capital Management Group, Inc. 0.08% of their portfolio PHILADELPHIA, PA 594,232594.2k $13.2m $13.2m 0.08% Added +489.4k +489,381
15 Goldstone Financial Group, LLC 1.33% of their portfolio OAKBROOK TERRACE, IL 552,122552.1k $12.3m $12.3m 1.33% Reduced -79.5k -79,469
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 550,889550.9k $12.2m $12.2m 0.00% Added +57.9k +57,905
17 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 535,588535.6k $11.9m $11.9m 0.02% Added +314.5k +314,468
18 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 518,888518.9k $11.5m $11.5m 0.01% Added +390.1k +390,127
19 PRINCIPAL SECURITIES, INC. 0.16% of their portfolio DES MOINES, IA 496,638496.6k $11.0m $11.0m 0.16% Added +336.7k +336,709
20 PFG Advisors 0.46% of their portfolio Phoenix, AZ 428,104428.1k $9.5m $9.5m 0.46% Added +25.9k +25,921
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 415,920415.9k $9.2m $9.2m 0.00% Reduced -57.1k -57,077
22 ARRIEN INVESTMENTS, INC. 4.59% of their portfolio BOISE, ID 380,894380.9k $8.5m $8.5m 4.59% Added +11.7k +11,741
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 376,210376.2k $8.4m $8.4m 0.00% Added +40.9k +40,928
24 Graney & King, LLC 4.51% of their portfolio LATHAM, NY 376,158376.2k $8.4m $8.4m 4.51% Added +15.8k +15,830
25 White & Co Financial Planning Inc 5.80% of their portfolio SUNNYSIDE, WA 371,370371.4k $8.3m $8.3m 5.80% Added +37.0k +36,967
26 Hedeker Wealth, LLC 1.60% of their portfolio Lincolnshire, IL 340,155340.2k $7.6m $7.6m 1.60% Added +70.2k +70,220
27 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 335,000335.0k $7.4m $7.4m 0.02% Added +70.0k +70,000
28 Caitlin John, LLC 3.52% of their portfolio BRIGHTON, MI 262,429262.4k $5.8m $5.8m 3.52% Added +72.4k +72,352
29 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 259,210259.2k $5.8m $5.8m 0.01% Reduced -10.0k -10,009
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 247,795247.8k $5.5m $5.5m 0.00% Reduced -91.7k -91,687
31 Econ Financial Services Corp 2.48% of their portfolio HARRISBURG, PA 240,446240.4k $5.3m $5.3m 2.48% New
32 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 236,225236.2k $5.2m $5.2m 0.04% Added +171.5k +171,493
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 223,686223.7k $5.0m $5.0m 0.01% Reduced -97.1k -97,066
34 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 204,991205.0k $4.6m $4.6m 0.01% New
35 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 201,671201.7k $4.5m $4.5m 0.02% Reduced -27.0k -27,014
36 Fifth Third Securities, Inc. 0.27% of their portfolio Cincinnati, OH 185,956186.0k $4.1m $4.1m 0.27% Added +10.0k +9,968
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 179,556179.6k $4.0m $4.0m 0.00% Added +8.7k +8,741
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 169,378169.4k $3.8m $3.8m 0.01% Added +137.3k +137,257
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 167,151167.2k $3.7m $3.7m 0.00% Added +61.7k +61,734
40 Roan Capital Partners 3.38% of their portfolio JOHNSON CITY, TN 164,340164.3k $3.7m $3.7m 3.38% First filing
41 Aspire Private Capital, LLC 0.81% of their portfolio Cornelius, NC 161,244161.2k $3.6m $3.6m 0.81% Added +109.8k +109,802
42 Spectrum Wealth Advisory Group, LLC 1.07% of their portfolio GRANITE BAY, CA 129,706129.7k $2.9m $2.9m 1.07% Reduced -163.8k -163,756
43 CONNING INC. 0.09% of their portfolio HARTFORD, CT 124,080124.1k $2.8m $2.8m 0.09% Unchanged
44 Aspetuck Financial Management LLC 1.85% of their portfolio WESTPORT, CT 121,429121.4k $2.7m $2.7m 1.85% Reduced -125 -125
45 LANDMARK WEALTH MANAGEMENT, INC. 1.00% of their portfolio NORMAL, IL 118,771118.8k $2.6m $2.6m 1.00% Added +80.2k +80,211
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 117,279117.3k $2.6m $2.6m 0.01% Added +75.5k +75,530
47 Westside Investment Management, Inc. 0.38% of their portfolio SANTA MONICA, CA 112,937112.9k $2.5m $2.5m 0.38% Added +27.8k +27,809
48 CARY STREET PARTNERS FINANCIAL LLC 0.06% of their portfolio RICHMOND, VA 107,306107.3k $2.4m $2.4m 0.06% Added +5.0k +5,010
49 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 103,453103.5k $2.3m $2.3m 0.02% Reduced -11.7k -11,670
50 Raleigh Capital Management Inc. 0.75% of their portfolio CARY, NC 97,47697.5k $2.2m $2.2m 0.75% Added +68.5k +68,477
51 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 95,59395.6k $2.1m $2.1m 0.01% Added +56.0k +56,035
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 84,42384.4k $1.9m $1.9m 0.00% Added +55.7k +55,677
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 84,04884.0k $1.8m $1.8m 0.00% Added +2.2k +2,208
54 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 0.76% of their portfolio DUNMORE, PA 81,42381.4k $1.8m $1.8m 0.76% Added +11.1k +11,062
55 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 80,81580.8k $1.8m $1.8m 0.01% Added +31.6k +31,558
56 Advyzon Investment Management, LLC 0.15% of their portfolio LISLE, IL 76,12176.1k $1.7m $1.7m 0.15% Added +3.4k +3,395
57 Arete Wealth Advisors, LLC 0.13% of their portfolio CHICAGO, IL 75,87275.9k $1.7m $1.7m 0.13% Added +7.1k +7,094
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 73,81473.8k $1.6m $1.6m 0.00% Added +1.8k +1,762
59 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 73,76773.8k $1.6m $1.6m 0.06% Reduced -6.1k -6,075
60 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 72,91572.9k $1.6m $1.6m 0.03% Reduced -131.7k -131,686
61 Signal Advisors Wealth, LLC 0.11% of their portfolio DETROIT, MI 69,95870.0k $1.6m $1.6m 0.11% Added +46.8k +46,841
62 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 69,73569.7k $1.5m $1.5m 0.01% Added +14.8k +14,766
63 Sharkey, Howes & Javer 0.20% of their portfolio DENVER, CO 65,44565.4k $1.5m $1.5m 0.20% New
64 Fourth Dimension Wealth, LLC 0.53% of their portfolio MIDDLEBURG HEIGHTS, OH 63,14963.1k $1.4m $1.4m 0.53% Added +2.4k +2,392
65 NOVEM GROUP 0.16% of their portfolio Rochester, NY 62,45762.5k $1.4m $1.4m 0.16% Added +5.0k +4,999
66 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 53,15953.2k $1.2m $1.2m 0.00% Added +53.1k +53,142
67 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 52,87652.9k $1.2m $1.2m 0.00% Added +4.3k +4,274
68 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 51,61051.6k $1.1m $1.1m 0.02% Reduced -5.7k -5,689
69 TRUEFG, LLC 0.30% of their portfolio CEDAR PARK, TX 50,34450.3k $1.1m $1.1m 0.30% Added +6 +6
70 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 46,39546.4k $1.0m $1.0m 0.03% Added +30.1k +30,073
71 Boltwood Capital Management 0.26% of their portfolio WALNUT CREEK, CA 45,00045.0k $999.9k $999.9k 0.26% Reduced -200 -200
72 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 44,71944.7k $993.7k $993.7k 0.02% Added +28.2k +28,243
73 Ameritas Investment Partners, Inc. 0.03% of their portfolio LINCOLN, NE 43,22343.2k $960.4k $960.4k 0.03% Added +4.2k +4,183
74 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 42,92042.9k $953.7k $953.7k 0.00% Unchanged
75 Koshinski Asset Management, Inc. 0.06% of their portfolio DECATUR, IL 42,17042.2k $937.0k $937.0k 0.06% Added +5.9k +5,865
76 SHP Wealth Management 0.07% of their portfolio PLYMOUTH, MA 41,39241.4k $919.8k $919.8k 0.07% Reduced -5.0k -4,987
77 Ally Invest Advisors Inc. 0.06% of their portfolio CHARLOTTE, NC 40,65840.7k $903.4k $903.4k 0.06% Added +1.0k +1,036
78 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 39,95240.0k $887.7k $887.7k 0.02% Added +28.6k +28,566
79 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 39,16339.2k $870.2k $870.2k 0.02% Reduced -274 -274
80 Strategic Advocates LLC 3.78% of their portfolio SACRAMENTO, CA 38,45338.5k $854.4k $854.4k 3.78% Reduced -779.9k -779,932
81 GWN SECURITIES INC. 0.16% of their portfolio Palm Beach Gardens, FL 37,83337.8k $840.7k $840.7k 0.16% Added +2.3k +2,281
82 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 37,60237.6k $835.5k $835.5k 0.00% Reduced -6.2k -6,162
83 MILESTONE ASSET MANAGEMENT, LLC 0.15% of their portfolio PITTSBURGH, PA 36,58736.6k $813.0k $813.0k 0.15% Reduced -795 -795
84 KKM Financial LLC 0.14% of their portfolio CHICAGO, IL 34,15034.1k $771.1k $771.1k 0.14% Unchanged
85 Insight Advisors, LLC/ PA 0.14% of their portfolio Newtown, PA 33,59733.6k $746.5k $746.5k 0.14% Added +2.1k +2,110
86 NOVUS ADVISORS, LLC 1.63% of their portfolio GREENVILLE, SC 32,86332.9k $730.2k $730.2k 1.63% Added +22.2k +22,227
87 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 31,89931.9k $708.8k $708.8k 0.00% Added +21.9k +21,887
88 Midwest Financial Network, LLC 0.51% of their portfolio TINLEY PARK, IL 29,00329.0k $644.5k $644.5k 0.51% Reduced -2.8k -2,831
89 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 27,98628.0k $621.9k $621.9k 0.00% Added +18.1k +18,059
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,47027.5k $610.4k $610.4k 0.00% New
91 Advisor OS, LLC 0.04% of their portfolio CHICAGO, IL 27,37027.4k $608.2k $608.2k 0.04% Reduced -7.7k -7,697
92 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 26,85726.9k $596.8k $596.8k 0.01% Reduced -7.5k -7,517
93 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 26,72926.7k $593.9k $593.9k 0.01% New
94 Legacy Wealth Partners, LLC 0.14% of their portfolio Lakewood, CO 25,96426.0k $576.9k $576.9k 0.14% New
95 RMR Capital Management, LLC 0.38% of their portfolio Tustin, CA 23,97124.0k $532.6k $532.6k 0.38% Unchanged
96 LOCKERMAN FINANCIAL GROUP, INC. 0.87% of their portfolio NEWPORT BEACH, CA 21,81721.8k $484.8k $484.8k 0.87% New
97 International Private Wealth Advisors LLC 0.28% of their portfolio SAN DIEGO, CA 20,64120.6k $458.6k $458.6k 0.28% New
98 Global Financial Private Client, LLC 0.15% of their portfolio Sarasota, FL 20,14420.1k $447.6k $447.6k 0.15% Added +7.1k +7,097
99 Balboa Wealth Partners 0.07% of their portfolio SCOTTSDALE, AZ 19,24019.2k $427.5k $427.5k 0.07% New
100 Collaborative Wealth Managment Inc. 0.20% of their portfolio LAKE MARY, FL 19,08619.1k $424.1k $424.1k 0.20% Reduced -86.8k -86,802