SPDR SER TR SPLB
PORTFOLIO LN COR · ETP · CUSIP 78464A367
175
institutional holders
-4 vs Q1 2026
36.6m
shares reported held*
$819.2mreported value*
17 new
75 added
64 reduced
20 sold out
net sold ≈ $81.2m (-3.6m 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 ($905.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.40.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 98 |
| Q4 2022 | 103 |
| Q1 2023 | 93 |
| Q2 2023 | 103 |
| Q3 2023 | 114 |
| Q4 2023 | 128 |
| Q1 2024 | 131 |
| Q2 2024 | 143 |
| Q3 2024 | 142 |
| Q4 2024 | 146 |
| Q1 2025 | 168 |
| Q2 2025 | 167 |
| Q3 2025 | 152 |
| Q4 2025 | 170 |
| Q1 2026 | 179 |
| Q2 2026 | 175 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 78 | 62 |
| Q4 2024 | 75 | 59 |
| Q1 2025 | 105 | 62 |
| Q2 2025 | 100 | 71 |
| Q3 2025 | 84 | 86 |
| Q4 2025 | 107 | 56 |
| Q1 2026 | 116 | 61 |
| Q2 2026 | 92 | 84 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | Added | +1.4m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +814.9k |
| GOLDMAN SACHS GROUP INC | New | +686.3k |
| Clark Capital Management Group, Inc. | Added | +320.9k |
| Econ Financial Services Corp | Added | +285.0k |
| Cetera Investment Advisers | Added | +272.8k |
| JANE STREET GROUP, LLC | New | +267.6k |
| PRINCIPAL SECURITIES, INC. | Added | +266.6k |
| Envestnet Portfolio Solutions, Inc. | Added | +223.6k |
| PARK AVENUE SECURITIES LLC | Added | +153.6k |
Biggest sellers
| SONA ASSET MANAGEMENT (US) LLC | Sold out | -2.3m |
| STATE STREET CORP | Reduced | -2.3m |
| Bramshill Investments, LLC | Sold out | -1.8m |
| Thrivent Financial for Lutherans | Sold out | -1.1m |
| Caitlin John, LLC | Reduced | -185.5k |
| Fifth Third Securities, Inc. | Reduced | -171.4k |
| CITADEL ADVISORS LLC | Sold out | -167.2k |
| Goldstone Financial Group, LLC | Reduced | -134.9k |
| Private Advisor Group, LLC | Reduced | -104.6k |
| Spectrum Wealth Advisory Group, LLC | Reduced | -89.8k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| STATE STREET CORP 0.00% of their portfolio | 4.8m $107.4m | Reduced -2.3m |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 4.6m $103.6m | Added +1.4m |
| LPL Financial LLC 0.02% of their portfolio | 4.2m $93.2m | Reduced -71.9k |
| ROCKLAND TRUST CO 1.78% of their portfolio | 2.0m $45.5m | Added +90.2k |
| NYL Investors LLC 12.55% of their portfolio | 1.5m $32.7m | Added +4.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 950.9k $21.3m | Reduced -10.8k |
| Clark Capital Management Group, Inc. 0.11% of their portfolio | 915.2k $20.5m | Added +320.9k |
| MORGAN STANLEY 0.00% of their portfolio | 882.5k $19.8m | Reduced -66.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 842.3k $18.9m | Added +814.9k |
| Envestnet Portfolio Solutions, Inc. 0.09% of their portfolio | 823.0k $18.4m | Added +223.6k |
| Cetera Investment Advisers 0.02% of their portfolio | 791.7k $17.7m | Added +272.8k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 763.9k $17.1m | Added +12.7k |
| PRINCIPAL SECURITIES, INC. 0.21% of their portfolio | 763.3k $17.1m | Added +266.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 686.3k $15.4m | New |
| Gotham Asset Management, LLC 0.04% of their portfolio | 683.7k $15.3m | Added +18.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 547.7k $12.3m | Reduced -3.2k |
| Econ Financial Services Corp 5.50% of their portfolio | 525.5k $11.8m | Added +285.0k |
| ASSETMARK, INC 0.02% of their portfolio | 502.8k $11.3m | Reduced -32.7k |
| PFG Advisors 0.55% of their portfolio | 484.7k $10.9m | Added +56.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 443.6k $9.9m | Added +27.7k |
| White & Co Financial Planning Inc 5.86% of their portfolio | 422.0k $9.5m | Added +50.6k |
| Goldstone Financial Group, LLC 0.85% of their portfolio | 417.2k $9.3m | Reduced -134.9k |
| Graney & King, LLC 3.22% of their portfolio | 399.4k $8.9m | Added +23.2k |
| ARRIEN INVESTMENTS, INC. 4.45% of their portfolio | 394.0k $8.8m | Added +13.1k |
| PARK AVENUE SECURITIES LLC 0.05% of their portfolio | 389.9k $8.7m | Added +153.6k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 379.0k $8.5m | Added +44.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 375.4k $8.4m | Reduced -787 |
| Hedeker Wealth, LLC 1.43% of their portfolio | 335.0k $7.5m | Reduced -5.1k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 274.3k $6.1m | Added +15.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 267.6k $6.0m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 254.9k $5.7m | Added +7.1k |
| Cerity Partners LLC 0.01% of their portfolio | 206.3k $4.6m | Added +1.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 193.5k $4.3m | Reduced -30.1k |
| Roan Capital Partners 3.27% of their portfolio | 175.8k $3.9m | Added +11.5k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 171.2k $3.8m | Added +75.6k |
| Aspire Private Capital, LLC 0.77% of their portfolio | 166.7k $3.7m | Added +5.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 164.8k $3.7m | Reduced -14.8k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 131.0k $2.9m | Added +61.3k |
| Westside Investment Management, Inc. 0.38% of their portfolio | 130.6k $2.9m | Added +17.7k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 128.8k $2.8m | Reduced -40.6k |
| CONNING INC. 0.08% of their portfolio | 124.1k $2.8m | Unchanged |
| Quadrature Capital Ltd 0.02% of their portfolio | 121.7k $2.7m | New |
| CARY STREET PARTNERS FINANCIAL LLC 0.06% of their portfolio | 121.2k $2.7m | Added +13.9k |
| Aspetuck Financial Management LLC 1.60% of their portfolio | 121.0k $2.7m | Reduced -415 |
| NewEdge Advisors, LLC 0.01% of their portfolio | 117.8k $2.6m | Added +480 |
| LANDMARK WEALTH MANAGEMENT, INC. 0.80% of their portfolio | 107.7k $2.4m | Reduced -11.1k |
| Raleigh Capital Management Inc. 0.73% of their portfolio | 102.2k $2.3m | Added +4.7k |
| Private Advisor Group, LLC 0.01% of their portfolio | 97.1k $2.2m | Reduced -104.6k |
| HighTower Advisors, LLC 0.00% of their portfolio | 93.7k $2.1m | Added +9.2k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 90.9k $2.0m | Added +6.9k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 83.8k $1.9m | Added +2.9k |
| Arete Wealth Advisors, LLC 0.12% of their portfolio | 80.2k $1.8m | Added +4.3k |
| Advyzon Investment Management, LLC 0.13% of their portfolio | 79.7k $1.8m | Added +3.6k |
| UBS Group AG 0.00% of their portfolio | 79.0k $1.8m | Added +5.1k |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC 0.62% of their portfolio | 78.9k $1.8m | Reduced -2.5k |
| Caitlin John, LLC 0.95% of their portfolio | 76.9k $1.7m | Reduced -185.5k |
| IFP Advisors, Inc 0.03% of their portfolio | 70.3k $1.6m | Reduced -2.6k |
| Fourth Dimension Wealth, LLC 0.47% of their portfolio | 66.9k $1.5m | Added +3.8k |
| J.W. COLE ADVISORS, INC. 0.03% of their portfolio | 66.4k $1.5m | Reduced -7.3k |
| NOVEM GROUP 0.15% of their portfolio | 64.8k $1.5m | Added +2.3k |
| Signal Advisors Wealth, LLC 0.07% of their portfolio | 62.4k $1.4m | Reduced -7.5k |
| Sigma Planning Corp 0.03% of their portfolio | 54.4k $1.2m | Added +8.0k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 53.2k $1.2m | Added +355 |
| Prospera Financial Services Inc 0.02% of their portfolio | 52.0k $1.2m | Added +404 |
| TRUEFG, LLC 0.27% of their portfolio | 52.0k $1.2m | Added +1.6k |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 47.8k $1.1m | Added +3.1k |
| Boltwood Capital Management 0.23% of their portfolio | 44.9k $1.0m | Reduced -150 |
| Ameritas Investment Partners, Inc. 0.03% of their portfolio | 44.7k $1.0m | Added +1.5k |
| Ally Invest Advisors Inc. 0.06% of their portfolio | 44.5k $997.8k | Added +3.9k |
| GWN SECURITIES INC. 0.15% of their portfolio | 41.2k $922.2k | Added +3.3k |
| Geneos Wealth Management Inc. 0.02% of their portfolio | 40.0k $895.6k | Added +820 |
| Koshinski Asset Management, Inc. 0.05% of their portfolio | 40.0k $895.5k | Reduced -2.2k |
| Spectrum Wealth Advisory Group, LLC 0.25% of their portfolio | 39.9k $893.8k | Reduced -89.8k |
| KKM Financial LLC 0.12% of their portfolio | 38.5k $862.7k | Added +4.4k |
| Midwest Financial Network, LLC 0.58% of their portfolio | 37.6k $842.7k | Added +8.6k |
| Strategic Advocates LLC 3.22% of their portfolio | 37.1k $831.8k | Reduced -1.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 33.9k $762.1k | Reduced -3.7k |
| AE Wealth Management LLC 0.00% of their portfolio | 33.0k $740.3k | Added +1.1k |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio | 32.3k $724.1k | Added +14.9k |
| NOVUS ADVISORS, LLC 1.48% of their portfolio | 31.8k $711.4k | Reduced -1.1k |
| SHP Wealth Management 0.05% of their portfolio | 31.2k $699.7k | Reduced -10.2k |
| Insight Advisors, LLC/ PA 0.12% of their portfolio | 30.7k $688.7k | Reduced -2.9k |
| Legacy Wealth Partners, LLC 0.15% of their portfolio | 30.0k $672.3k | Added +4.0k |
| Sharkey, Howes & Javer 0.08% of their portfolio | 29.5k $660.2k | Reduced -36.0k |
| LOCKERMAN FINANCIAL GROUP, INC. 0.92% of their portfolio | 26.8k $599.9k | Added +5.0k |
| Advisor OS, LLC 0.04% of their portfolio | 25.7k $575.8k | Reduced -1.7k |
| RMR Capital Management, LLC 0.37% of their portfolio | 24.0k $537.0k | Unchanged |
| AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 22.9k $514.1k | New |
| CreativeOne Wealth, LLC 0.01% of their portfolio | 22.3k $499.7k | Reduced -17.6k |
| Belpointe Asset Management LLC 0.02% of their portfolio | 21.8k $489.0k | Added +8.0k |
| IHT Wealth Management, LLC 0.01% of their portfolio | 20.2k $452.8k | Added +1.3k |
| Global Financial Private Client, LLC 0.12% of their portfolio | 19.4k $434.4k | Reduced -750 |
| International Private Wealth Advisors LLC 0.22% of their portfolio | 19.2k $430.6k | Reduced -1.4k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio | 18.3k $411.0k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 17.6k $394.7k | Reduced -10.4k |
| &PARTNERS 0.00% of their portfolio | 16.4k $366.4k | Reduced -1.7k |
| Entelevest, LLC 0.32% of their portfolio | 16.4k $366.3k | Reduced -1.4k |
| HF Advisory Group, LLC 0.11% of their portfolio | 15.4k $345.4k | Added +982 |
| Twelve Points Wealth Management LLC 0.07% of their portfolio | 15.3k $342.1k | Reduced -591 |
| RiverFront Investment Group, LLC 0.00% of their portfolio | 15.1k $339.1k | Unchanged |