SS SPDR P LONG TERM C ETF SPLB
$22.26
+0.2% 52w: $21.54 – $22.77
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data21.5422.1522.77
Oct 17, 2025 Jul 2, 2026
Institutional holders
184
+10 QoQ
13F value
$912.4M
+41.0% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.1×
$7K calls / $50K puts
Institutional value by quarter
Number of holders
Who owns SPLB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | Index provider | 7.1M | $157.3M | 0.0% | +119.1% |
| LPL Financial LLC | Bank broker | 4.2M | $94.0M | 0.0% | +76.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.2M | $72.1M | 0.0% | +222.0% |
| SONA ASSET MANAGEMENT (US) LLC ★2 | Fundamental diversified | 2.3M | $52.1M | — | New |
| ROCKLAND TRUST CO | Other | 1.9M | $43.1M | 1.7% | +6.3% |
| Bramshill Investments, LLC | Wealth advisor | 1.8M | $39.6M | 3.4% | +256.2% |
| NYL Investors LLC | Wealth advisor | 1.5M | $32.4M | — | Held |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.1M | $24.9M | 0.0% | +8.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 961.7K | $21.4M | 0.0% | -49.4% |
| MORGAN STANLEY | Bank broker | 949.4K | $21.1M | 0.0% | +1.7% |
| BRIA Capital Group, LLC | — | 783.0K | $17.4M | — | -30.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 751.2K | $16.7M | 0.0% | +7.6% |
| Gotham Asset Management, LLC | Diversified mechanical | 665.4K | $14.8M | 0.0% | +41.5% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 599.4K | $13.3M | 0.1% | +56.3% |
| Clark Capital Management Group, Inc. | Other | 594.2K | $13.2M | 0.1% | +466.7% |
| Goldstone Financial Group, LLC | Wealth advisor | 552.1K | $12.3M | 1.3% | -12.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 550.9K | $12.2M | 0.0% | +11.7% |
| ASSETMARK, INC | Wealth advisor | 535.6K | $11.9M | 0.0% | +142.2% |
| Cetera Investment Advisers | Wealth advisor | 518.9K | $11.5M | 0.0% | +303.0% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 496.6K | $11.0M | 0.2% | +210.5% |
| PFG Advisors | Wealth advisor | 428.1K | $9.5M | 0.5% | +6.4% |
| ROYAL BANK OF CANADA | Bank broker | 415.9K | $9.2M | 0.0% | -12.1% |
| ARRIEN INVESTMENTS, INC. | Wealth advisor | 380.9K | $8.5M | — | +3.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 376.2K | $8.4M | 0.0% | +12.2% |
| Graney & King, LLC | Wealth advisor | 376.2K | $8.4M | 4.5% | +4.4% |
| White & Co Financial Planning Inc | Wealth advisor | 371.4K | $8.3M | — | +11.1% |
| Hedeker Wealth, LLC ★2 | Fundamental diversified | 340.2K | $7.6M | 1.6% | +26.0% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 335.0K | $7.4M | 0.0% | +26.4% |
| Caitlin John, LLC | Wealth advisor | 262.4K | $5.8M | 3.5% | +38.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 259.2K | $5.8M | 0.0% | -3.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 247.8K | $5.5M | 0.0% | -27.0% |
| Econ Financial Services Corp | Wealth advisor | 240.4K | $5.3M | — | New |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 236.2K | $5.2M | — | +264.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 223.7K | $5.0M | 0.0% | -30.3% |
| Cerity Partners LLC | Diversified mechanical | 205.0K | $4.6M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 201.7K | $4.5M | 0.0% | -11.8% |
| Fifth Third Securities, Inc. | Wealth advisor | 186.0K | $4.1M | 0.3% | +5.7% |
| JPMORGAN CHASE & CO | Bank broker | 179.6K | $4.0M | 0.0% | +5.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 169.4K | $3.8M | — | +427.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 167.2K | $3.7M | 0.0% | +58.6% |
| Roan Capital Partners | Wealth advisor | 164.3K | $3.7M | — | — |
| Aspire Private Capital, LLC | Wealth advisor | 161.2K | $3.6M | 0.8% | +213.4% |
| Spectrum Wealth Advisory Group, LLC | Wealth advisor | 129.7K | $2.9M | 1.1% | -55.8% |
| CONNING INC. | Other | 124.1K | $2.8M | 0.1% | Held |
| Aspetuck Financial Management LLC | Other | 121.4K | $2.7M | — | -0.1% |
| LANDMARK WEALTH MANAGEMENT, INC. | Wealth advisor | 118.8K | $2.6M | 1.0% | +208.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 117.3K | $2.6M | 0.0% | +180.9% |
| Westside Investment Management, Inc. | Diversified mechanical | 112.9K | $2.5M | 0.4% | +32.7% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 107.3K | $2.4M | 0.1% | +4.9% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 103.5K | $2.3M | 0.0% | -10.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.