SPLB Institutional Ownership
State Street SPDR Portfolio Long Term Corporate Bond ETF
1W: -1.6%
1M: -4.5%
3M: -8.8%
YTD: -9.2%
1Y: -11.0%
3Y: +7.6%
5Y: -22.5%
$20.30
-0.04 (-0.20%)
Weekly Expected Move ±1.4%
$20
$20
$20
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPLB
197
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
816M
Total Invested
20
New Positions
74
Increased
87
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (213 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 4,795,091 | $97M | -2,284,938 | -32.3% | 46Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 4,627,182 | $94M | +1,381,130 | +42.5% | 31Q | SEC ↗ |
| 3 | LPL Financial LLC | 4,160,100 | $84M | -71,871 | -1.7% | 53Q | SEC ↗ |
| 4 | ROCKLAND TRUST CO | 2,029,619 | $41M | +90,227 | +4.7% | 12Q | SEC ↗ |
| 5 | NYL Investors LLC | 1,460,850 | $30M | +4,252 | +0.3% | 34Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 950,899 | $19M | -10,801 | -1.1% | 15Q | SEC ↗ |
| 7 | Clark Capital Management Group, Inc. | 915,153 | $19M | +320,921 | +54.0% | 4Q | SEC ↗ |
| 8 | MORGAN STANLEY | 882,541 | $18M | -66,828 | -7.0% | 59Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 842,333 | $17M | +814,863 | +2966.4% | 2Q | SEC ↗ |
| 10 | Envestnet Portfolio Solutions, Inc. | 823,018 | $17M | +223,646 | +37.3% | 3Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 791,720 | $16M | +272,832 | +52.6% | 12Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 763,927 | $16M | +12,702 | +1.7% | 25Q | SEC ↗ |
| 13 | PRINCIPAL SECURITIES, INC. | 763,272 | $15M | +266,634 | +53.7% | 11Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC NEW | 686,345 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Gotham Asset Management, LLC | 683,691 | $14M | +18,249 | +2.7% | 9Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 547,675 | $11M | -3,214 | -0.6% | 70Q | SEC ↗ |
| 17 | Econ Financial Services Corp | 525,451 | $11M | +285,005 | +118.5% | 2Q | SEC ↗ |
| 18 | ASSETMARK, INC | 502,849 | $10M | -32,739 | -6.1% | 52Q | SEC ↗ |
| 19 | PFG Advisors | 484,688 | $10M | +56,584 | +13.2% | 12Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 443,647 | $9M | +27,727 | +6.7% | 67Q | SEC ↗ |
| 21 | White & Co Financial Planning Inc | 421,974 | $9M | +50,604 | +13.6% | 7Q | SEC ↗ |
| 22 | Goldstone Financial Group, LLC | 417,214 | $8M | -134,908 | -24.4% | 8Q | SEC ↗ |
| 23 | Graney & King, LLC | 399,368 | $8M | +23,210 | +6.2% | 7Q | SEC ↗ |
| 24 | ARRIEN INVESTMENTS, INC. | 394,040 | $8M | +13,146 | +3.5% | 5Q | SEC ↗ |
| 25 | PARK AVENUE SECURITIES LLC | 389,874 | $8M | +153,649 | +65.0% | 3Q | SEC ↗ |
| 26 | Mirae Asset Global Investments Co., Lt | 379,000 | $8M | +44,000 | +13.1% | 21Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 375,423 | $8M | -787 | -0.2% | 7Q | SEC ↗ |
| 28 | Hedeker Wealth, LLC | 335,036 | $7M | -5,119 | -1.5% | 14Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 274,303 | $6M | +15,093 | +5.8% | 26Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC NEW | 267,557 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 254,912 | $5M | +7,117 | +2.9% | 27Q | SEC ↗ |
| 32 | Cerity Partners LLC | 206,323 | $4M | +1,332 | +0.6% | 2Q | SEC ↗ |
| 33 | Roan Capital Partners | 175,836 | $4M | +11,496 | +7.0% | 2Q | SEC ↗ |
| 34 | MML INVESTORS SERVICES, LLC | 171,153 | $3M | +75,560 | +79.0% | 7Q | SEC ↗ |
| 35 | Aspire Private Capital, LLC | 166,659 | $3M | +5,415 | +3.4% | 6Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 164,755 | $3M | -14,801 | -8.2% | 18Q | SEC ↗ |
| 37 | Westside Investment Management, Inc. | 130,611 | $3M | +17,674 | +15.6% | 11Q | SEC ↗ |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 128,751 | $3M | -40,627 | -24.0% | 7Q | SEC ↗ |
| 39 | CONNING INC. | 124,080 | $3M | — | +0.0% | 15Q | SEC ↗ |
| 40 | Quadrature Capital Ltd NEW | 121,740 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 41 | CARY STREET PARTNERS FINANCIAL LLC | 121,199 | $2M | +13,893 | +12.9% | 7Q | SEC ↗ |
| 42 | Aspetuck Financial Management LLC | 121,014 | $2M | -415 | -0.3% | 7Q | SEC ↗ |
| 43 | NewEdge Advisors, LLC | 117,759 | $2M | +480 | +0.4% | 17Q | SEC ↗ |
| 44 | LANDMARK WEALTH MANAGEMENT, INC. | 107,676 | $2M | -11,095 | -9.3% | 3Q | SEC ↗ |
| 45 | Raleigh Capital Management Inc. | 102,169 | $2M | +4,693 | +4.8% | 6Q | SEC ↗ |
| 46 | Private Advisor Group, LLC | 97,119 | $2M | -104,552 | -51.8% | 21Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 96,768 | $2M | -126,918 | -56.7% | 31Q | SEC ↗ |
| 48 | HighTower Advisors, LLC | 93,668 | $2M | +9,245 | +11.0% | 3Q | SEC ↗ |
| 49 | JONES FINANCIAL COMPANIES LLLP | 90,908 | $2M | +6,860 | +8.2% | 9Q | SEC ↗ |
| 50 | Sanctuary Advisors, LLC | 83,752 | $2M | +2,937 | +3.6% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 686,345 | $14M |
| JANE STREET GROUP, LLC | 267,557 | $5M |
| Quadrature Capital Ltd | 121,740 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 22,949 | $466K |
| LOCKERMAN FINANCIAL GROUP, INC. | 21,817 | $443K |
| StoneX Group Inc. | 13,971 | $284K |
| One Wealth Map LLC | 12,759 | $259K |
| Founders Financial Alliance, LLC | 11,084 | $225K |
| Hibernia Wealth Partners, LLC | 10,299 | $209K |
| Heritage Wealth Management, Inc. | 9,600 | $195K |
| EP Wealth Advisors, LLC | 5,272 | $107K |
| NEW ENGLAND ASSET MANAGEMENT INC | 3,000 | $61K |
| IMA Advisory Services, Inc. | 2,500 | $51K |
| Global Retirement Partners, LLC | 2,232 | $45K |
| FIDUCIARY FINANCIAL ADVISORS | 1,985 | $40K |
| MERCER GLOBAL ADVISORS INC /ADV | 858 | $17K |
| Tower Research Capital LLC (TRC) | 631 | $13K |
| Buck Wealth Strategies, LLC | 268 | $5K |
| EVOLUTION WEALTH MANAGEMENT INC. | 147 | $3K |
| Continuum Advisory, LLC | 101 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SONA ASSET MANAGEMENT (US) LLC | 2,345,000 | $48M |
| Bramshill Investments, LLC | 1,781,208 | $36M |
| Thrivent Financial for Lutherans | 1,121,090 | $23M |
| VAN STRUM & TOWNE INC. | 266,938 | $5M |
| CITADEL ADVISORS LLC | 167,151 | $3M |
| STATE OF WISCONSIN INVESTMENT BOARD | 42,920 | $871K |
| Hilltop Holdings Inc. | 42,496 | $863K |
| MILESTONE ASSET MANAGEMENT, LLC | 36,587 | $743K |
| City Center Advisors, LLC | 28,950 | $588K |
| RFG Advisory, LLC | 26,857 | $545K |
| XTX Topco Ltd | 26,729 | $543K |
| Mariner, LLC | 22,054 | $448K |
| GUIDANCE CAPITAL, INC | 18,670 | $379K |
| Banco Santander, S.A. | 17,822 | $362K |
| TWO SIGMA SECURITIES, LLC | 17,154 | $348K |
| FLAGSHIP HARBOR ADVISORS, LLC | 13,458 | $273K |
| HRT FINANCIAL LP | 11,001 | $223K |
| Global Endowment Management, LP | 10,442 | $212K |
| Waldron Private Wealth LLC | 10,000 | $203K |
| Equitable Holdings, Inc. | 9,140 | $186K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| STATE STREET CORP | -2,284,938 | -32.3% | 4,795,091 |
| Caitlin John, LLC | -185,482 | -70.7% | 76,947 |
| Fifth Third Securities, Inc. | -171,417 | -92.2% | 14,539 |
| Goldstone Financial Group, LLC | -134,908 | -24.4% | 417,214 |
| Cambridge Investment Research Advis | -126,918 | -56.7% | 96,768 |
| Private Advisor Group, LLC | -104,552 | -51.8% | 97,119 |
| Spectrum Wealth Advisory Group, LLC | -89,803 | -69.2% | 39,903 |
| Pinnacle Financial Partners, Inc. | -89,763 | -86.8% | 13,690 |
| LPL Financial LLC | -71,871 | -1.7% | 4,160,100 |
| MORGAN STANLEY | -66,828 | -7.0% | 882,541 |
| US BANCORP \DE | -50,874 | -95.7% | 2,285 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -40,627 | -24.0% | 128,751 |
| Sharkey, Howes & Javer | -35,971 | -55.0% | 29,474 |
| ASSETMARK, INC | -32,739 | -6.1% | 502,849 |
| CreativeOne Wealth, LLC | -17,645 | -44.2% | 22,307 |
| JPMORGAN CHASE & CO | -14,801 | -8.2% | 164,755 |
| Strive Financial Group ,LLC | -11,553 | -63.7% | 6,579 |
| Ameritas Advisory Services, LLC | -11,358 | -100.0% | 1 |
| LANDMARK WEALTH MANAGEMENT, INC. | -11,095 | -9.3% | 107,676 |
| BANK OF AMERICA CORP /DE | -10,801 | -1.1% | 950,899 |