Skip to content
Disclosery

SPLB SPDR SERIES TRUST

Follow

SHS (fund)

173 managers (176 13F filers) reported a position in SPLB shares at 2026-06-30, 36,514,463 shares in all. 18 filers opened a position and 20 filers sold out during the quarter.

Managers
173
13F filers
176
New
18
Added
75
Reduced
64
Sold out
20
Shares held by filers
36,514,463

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,450,200$122M+1,604,776Timeline
STATE STREET CORPin group STATE STREET CORP4,795,091$107M<0.01%-2,284,93813F-HRTimelineGroup
LPL Financial LLC4,160,100$93.2M0.02%-71,87113F-HRTimeline
ROCKLAND TRUST CO2,029,619$45.5M1.78%+90,22713F-HRTimeline
NYL Investors LLC1,460,850$32.7M12.55%+4,25213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/950,899$21.3M<0.01%-10,80113F-HRTimelineGroup
Clark Capital Management Group, Inc.915,153$20.5M0.11%+320,92113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY882,541$19.8M<0.01%-66,82813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…842,333$18.9M0.02%+814,86313F-HRTimelineGroup
Cetera Investment Advisers791,720$17.7M0.02%+272,83213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…763,927$17.1M0.01%+12,70213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC763,272$17.1M0.21%+266,63413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC686,345$15.4M<0.01%new13F-HRTimelineGroup
Gotham Asset Management, LLC683,691$15.3M0.04%+18,24913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN547,675$12.3M<0.01%-3,21413F-HRTimelineGroup
Econ Financial Services Corp525,451$11.8M5.5%+285,00513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC502,849$11.3M0.02%-32,73913F-HRTimelineGroup
PFG Advisors484,688$10.9M0.55%+56,58413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA443,647$9.94M<0.01%+27,72713F-HRTimelineGroup
White & Co Financial Planning Inc421,974$9.45M5.86%+50,60413F-HRTimeline
Goldstone Financial Group, LLC417,214$9.35M0.85%-134,90813F-HRTimeline
Graney & King, LLC399,368$8.95M3.22%+23,21013F-HRTimeline
ARRIEN INVESTMENTS, INC.394,040$8.83M4.45%+13,14613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC389,874$8.73M0.05%+153,64913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…379,000$8.49M0.02%+44,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC375,423$8.41M<0.01%-78713F-HRTimelineGroup
Hedeker Wealth, LLC335,036$7.5M1.43%-5,11913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.274,303$6.14M0.01%+15,09313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC267,557$5.99M<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp254,912$5.71M<0.01%+7,11713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC206,323$4.62M0.01%+1,33213F-HRTimelineGroup
Roan Capital Partners175,836$3.94M3.27%+11,49613F-HRTimeline
MML INVESTORS SERVICES, LLC171,153$3.83M0.01%+75,56013F-HRTimeline
Aspire Private Capital, LLC166,659$3.73M0.77%+5,41513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO164,755$3.73M<0.01%-14,80113F-HRTimelineGroup
Integrated Wealth Concepts LLC131,008$2.93M0.01%+61,27313F-HRTimeline
Westside Investment Management, Inc.130,611$2.93M0.38%+17,67413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…128,751$2.82M<0.01%-40,62713F-HRTimeline
CONNING INC.in group CONNING INC.124,080$2.78M0.08%013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd121,740$2.73M0.02%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…121,199$2.71M0.06%+13,89313F-HRTimelineGroup
Aspetuck Financial Management LLC121,014$2.71M1.6%-41513F-HRTimeline
NewEdge Advisors, LLC117,759$2.64M0.01%+48013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.107,676$2.41M0.8%-11,09513F-HRTimeline
Raleigh Capital Management Inc.102,169$2.29M0.73%+4,69313F-HRTimeline
Private Advisor Group, LLC97,119$2.18M0.01%-104,55213F-HRTimeline
Cambridge Investment Research Advisors,…96,768$2.17M<0.01%-126,91813F-HR/ATimeline
HighTower Advisors, LLC93,668$2.1M<0.01%+9,24513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP90,908$2.05M<0.01%+6,86013F-HRTimelineGroup
Sanctuary Advisors, LLC83,752$1.88M0.01%+2,93713F-HRTimeline
Arete Wealth Advisors, LLC80,207$1.8M0.12%+4,33513F-HR/ATimeline
Advyzon Investment Management, LLC79,721$1.79M0.13%+3,60013F-HRTimeline
UBS Group AGin group UBS Group AG78,962$1.77M<0.01%+5,14813F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC78,899$1.77M0.62%-2,52413F-HRTimeline
Caitlin John, LLC76,947$1.72M0.95%-185,48213F-HRTimeline
IFP Advisors, Inc70,327$1.58M0.03%-2,58813F-HRTimeline
Fourth Dimension Wealth, LLC66,918$1.5M0.47%+3,76913F-HRTimeline
J.W. COLE ADVISORS, INC.66,419$1.49M0.03%-7,34813F-HRTimeline
NOVEM GROUP64,763$1.45M0.15%+2,30613F-HRTimeline
Signal Advisors Wealth, LLC62,422$1.4M0.07%-7,53613F-HRTimeline
Sigma Planning Corp54,409$1.22M0.03%+8,01413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,231$1.19M<0.01%+35513F-HRTimelineGroup
Prospera Financial Services Inc52,014$1.17M0.02%+40413F-HRTimeline
TRUEFG, LLC51,950$1.16M0.27%+1,60613F-HRTimeline
HARBOUR INVESTMENTS, INC.47,812$1.07M0.01%+3,09313F-HRTimeline
Boltwood Capital Management44,850$1M0.23%-15013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding44,684$1M-9,898Timeline
Ally Invest Advisors Inc.44,547$998K0.06%+3,88913F-HRTimeline
GWN SECURITIES INC.41,168$922K0.15%+3,33513F-HRTimeline
Geneos Wealth Management Inc.39,983$896K0.02%+82013F-HRTimeline
Koshinski Asset Management, Inc.39,979$896K0.05%-2,19113F-HRTimeline
Spectrum Wealth Advisory Group, LLC39,903$894K0.25%-89,80313F-HRTimeline
KKM Financial LLC38,514$863K0.12%+4,36413F-HRTimeline
Midwest Financial Network, LLC37,626$843K0.58%+8,62313F-HRTimeline
Strategic Advocates LLC37,136$832K3.22%-1,31713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,924$762K<0.01%-3,67813F-HRTimelineGroup
AE Wealth Management LLC33,049$740K<0.01%+1,15013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV32,328$724K0.03%+14,93113F-HRTimeline
NOVUS ADVISORS, LLC31,761$711K1.48%-1,10213F-HRTimeline
SHP Wealth Management31,238$700K0.05%-10,15413F-HRTimeline
Insight Advisors, LLC/ PA30,744$689K0.12%-2,85313F-HRTimeline
Legacy Wealth Partners, LLC30,013$672K0.15%+4,04913F-HRTimeline
Sharkey, Howes & Javer29,474$660K0.08%-35,97113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.26,781$600K0.92%+4,96413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC25,704$576K0.04%-1,66613F-HRTimelineGroup
RMR Capital Management, LLC23,971$537K0.37%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC22,949$514K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,307$500K0.01%-17,64513F-HRTimelineGroup
Belpointe Asset Management LLC21,830$489K0.02%+7,96513F-HRTimeline
IHT Wealth Management, LLC20,212$453K0.01%+1,29813F-HRTimeline
Global Financial Private Client, LLC19,394$434K0.12%-75013F-HRTimeline
International Private Wealth Advisors L…19,224$431K0.22%-1,41713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,347$411K0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,619$395K<0.01%-10,36713F-HRTimelineGroup
&PARTNERS16,357$366K<0.01%-1,74913F-HRTimeline
Entelevest, LLC16,353$366K0.32%-1,45013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,943$357K-171,414Timeline
HF Advisory Group, LLC15,418$345K0.11%+98213F-HRTimeline
Twelve Points Wealth Management LLC15,271$342K0.07%-59113F-HRTimeline
RiverFront Investment Group, LLC15,139$339K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,690$329K<0.01%+1,68313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.13,971$313K0.01%new13F-HRTimelineGroup
Outlook Wealth Advisors, LLC13,888$311K0.07%-4,89913F-HRTimeline
World Investment Advisors13,812$309K0.01%+1,81813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,690$307K<0.01%-89,76313F-HRTimelineGroup
WealthPoint Financial, LLC12,943$290K0.21%-92013F-HRTimeline
Collaborative Wealth Managment Inc.12,649$283K0.12%-6,43713F-HRTimeline
One Wealth Map LLC12,759$273K0.13%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,115$271K<0.01%-1,90013F-HRTimelineGroup
Balboa Wealth Partners11,775$264K0.04%-7,46513F-HRTimeline
LifeGoal Investments, LLC11,654$261K0.12%-28913F-HRTimeline
Valmark Advisers, Inc.11,565$259K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,508$258K<0.01%-5,18713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,332$254K0.01%-2,27313F-HRTimelineGroup
CHOREO, LLC11,327$254K<0.01%+14713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.11,318$254K0.14%-59713F-HRTimeline
Founders Financial Alliance, LLC11,084$248K0.03%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,788$242K0.09%+5213F-HRTimeline
Hibernia Wealth Partners, LLC10,299$231K0.12%new13F-HRTimeline
WealthShield Partners, LLC10,273$230K0.04%013F-HRTimeline
Balefire, LLC9,983$224K0.04%-1,69213F-HRTimeline
Ausdal Financial Partners, Inc.9,706$217K0.01%-4,19313F-HRTimeline
Heritage Wealth Management, Inc.9,600$215K0.05%new13F-HRTimeline
Decker Retirement Planning Inc.9,041$203K0.07%+39713F-HRTimeline
GeoWealth Management, LLC8,918$200K0.01%-68213F-HRTimeline
Farther Finance Advisors, LLC8,194$184K<0.01%+42113F-HRTimeline
PRIVATE TRUST CO NA8,066$181K0.01%-613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,828$175K<0.01%+1113F-HRTimelineGroup
CoreCap Advisors, LLC7,414$166K<0.01%-25013F-HRTimeline
Strive Financial Group ,LLC6,579$147K0.06%-11,55313F-HR/ATimeline
EP Wealth Advisors, LLC5,272$118K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.4,832$108K<0.01%+9013F-HRTimeline
Strategic Investment Advisors / MI4,514$101K0.01%-1,63013F-HRTimeline
Qube Research & Technologies Ltd4,433$99.3K<0.01%+3,68213F-HRTimeline
Triumph Capital Management3,913$87.7K0.02%+94213F-HRTimeline
RMG Wealth Management LLC3,898$83.3K0.01%-88613F-HRTimeline
Richard W. Paul & Associates, LLC3,712$83.1K0.03%-1,43013F-HRTimeline
Cornerstone Planning Group LLC3,729$80.6K0.01%+35913F-HRTimeline
NFSG Corp3,343$74.9K0.01%+4513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC3,000$67.2K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.2,500$56K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC2,476$55.5K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,341$52.4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,285$51.2K<0.01%-50,87413F-HRTimelineGroup
Global Retirement Partners, LLC2,232$50K<0.01%13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,985$44.5K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,838$40.8K<0.01%+813F-HRTimeline
Smartleaf Asset Management LLC1,729$39.1K<0.01%013F-HRTimeline
Signature Equity Partners, LLC1,478$33.1K0.02%+65913F-HRTimeline
AdvisorNet Financial, Inc1,000$22.4K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…994$22.3K<0.01%013F-HRTimeline
Bullock Wealth Management Group811$18K0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…631$14.1K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC467$10.5K<0.01%-7613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL436$9.77K<0.01%+113F-HRTimeline
Buck Wealth Strategies, LLC268$6K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC255$5.71K<0.01%+17813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.147$3.29K<0.01%new13F-HRTimeline
Covestor Ltd149$3K<0.01%+1013F-HRTimeline
Continuum Advisory, LLC101$2.26K<0.01%new13F-HRTimeline
Larson Financial Group LLC96$2.15K<0.01%+113F-HRTimeline
EASTERN BANK95$2.13K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC92$2.05K<0.01%+213F-HRTimeline
Federation des caisses Desjardins du Qu…76$1.7K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…71$1.59K<0.01%-513F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.15$336<0.01%-3513F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC14$314<0.01%-14213F-HRTimelineGroup
Key Capital Management, INC10$224<0.01%-313F-HRTimeline
Darwin Wealth Management, LLC8$179<0.01%013F-HRTimeline
Atomic Invest LLC4$84<0.01%new13F-HRTimeline
Rossby Financial, LCC2$45<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1$22<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.