SPDR Portfolio Long Term Corporate Bond

SPLB • ARCA

SPDR Portfolio Long Term Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 149 institutional investors hold shares in this ETF, with total holdings valued at $483.5M. LPL Financial LLC is the largest holder with a position valued at $47.4M.

Overview

Overview of institutional ownership in SPLB as of Q3 2025

All Institutions

Institutions: 149
Value Held: $483.5M
Shares Held: 20.9M
Avg Position: $3.2M
Median Position: $606.9K

Hedge Funds

Hedge Funds: 1
Value Held: $8.6M
Shares Held: 371.2K
Avg Position: $8.6M
Median Position: $8.6M

Biggest Investors

Institutions with the largest positions in SPLB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$47.4M 0.01% of portfolio	2.1M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
ROCKLAND TRUST CO Private Equity	Nolena Lynn Meche CFO	$39.2M 1.61% of portfolio	1.7M shares	Q3 2023 Held for 2y 2m	$2.4B
NYL Investors LLC Insurance Manager	Anthony Ramsey Malloy CEO	$33.6M 11.53% of portfolio	1.5M shares	Q1 2018 Held for 7y 8m	$290.9M
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$23.8M 0.00% of portfolio	1.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	Teresa Joy Rasmussen CEO	$23.1M 0.05% of portfolio	997.2K shares	Q4 2023 Held for 1y 11m	$48.0B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$20.4M 0.00% of portfolio	884.3K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Strategic Advocates LLC RIA/Wealth	John Reed Mickelson Managing Partner	$19.9M 5.19% of portfolio	862.7K shares	Q2 2024 Held for 1y 5m	$384.0M
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$16.4M 0.01% of portfolio	710.1K shares	Q2 2020 Held for 5y 5m	$149.83B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$16.4M 0.00% of portfolio	708.6K shares	Q3 2015 Held for 10y 2m	$341.99B
Goldstone Financial Group, LLC RIA/Wealth	Anthony Pellegrino Managing Partner	$13.6M 1.61% of portfolio	589.2K shares	Q3 2024 Held for 1y 2m	$843.8M

Net Capital Flow

Institutional buying and selling activity for SPLB in Q3 2025

Traded: −$193.8M
Buyers: 90
Sellers: 77
Total Bought: +$68.5M
Total Sold: −$262.3M
Avg Position: $2.7M

Biggest Buyers

Institution	Net Bought	Current Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$23.1M +997.2K shares	$23.1M 997.2K shares
J JANE STREET GROUP, LLC Institution	+$8.6M +371.4K shares	$9.1M 394.6K shares
A ARRIEN INVESTMENTS, INC. RIA/Wealth	+$4.2M +183.7K shares	$8.2M 353.0K shares
GOLDMAN SACHS GROUP INC Institution	+$3.6M +157.8K shares	$7.6M 327.6K shares
WELLS FARGO & COMPANY/MN Institution	+$2.6M +114.1K shares	$11.3M 487.3K shares
Clark Capital Management Group, Inc. RIA/Wealth	+$2.4M +102.8K shares	$2.4M 102.8K shares
Goldstone Financial Group, LLC RIA/Wealth	+$1.9M +81.0K shares	$13.6M 589.2K shares
D DOW CHEMICAL CO /DE/ Institution	+$1.6M +71.1K shares	$1.6M 71.1K shares
V VAN STRUM & TOWNE INC RIA/Wealth	+$1.6M +70.7K shares	$5.6M 240.1K shares
FIFTH THIRD SECURITIES, INC. RIA/Wealth	+$1.6M +68.2K shares	$4.0M 171.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
STATE STREET CORP Institution	−$148.7M −6.4M shares	$20.4M 884.3K shares
L LPL Financial LLC Institution	−$32.1M −1.4M shares	$47.4M 2.1M shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$21.0M −928.9K shares	Sold Off 0 shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$15.2M −657.8K shares	$16.4M 708.6K shares
Austin Private Wealth, LLC RIA/Wealth	−$4.6M −205.9K shares	Sold Off 0 shares
Spectrum Wealth Advisory Group, LLC RIA/Wealth	−$4.5M −196.4K shares	$1.2M 53.9K shares
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	−$3.9M −171.1K shares	Sold Off 0 shares
PARK AVENUE SECURITIES LLC RIA/Wealth	−$3.4M −149.2K shares	Sold Off 0 shares
LANDMARK WEALTH MANAGEMENT, INC. RIA/Wealth	−$3.4M −148.5K shares	Sold Off 0 shares
Signal Advisors Wealth, LLC RIA/Wealth	−$2.1M −95.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPLB in Q3 2025

New Positions: 12
New Value: $3.4M
Exited Positions: 33
Exited Value: $49.6M

New Positions

Institution	Position Value
D DOW CHEMICAL CO /DE/ Institution	$1.6M 71.1K shares
MinichMacGregor Wealth Management, LLC RIA/Wealth	$606.9K 26.3K shares
Sigma Planning Corp RIA/Wealth	$367.6K 15.9K shares
Waldron, LP RIA/Wealth	$284.4K 12.3K shares
Ausdal Financial Partners, Inc. RIA/Wealth	$282.3K 12.2K shares
MAI Wealth Advisors RIA/Wealth	$117.3K 5.1K shares
Triumph Capital Management RIA/Wealth	$83.9K 3.6K shares
R Root Financial Partners, LLC RIA/Wealth	$4.6K 200.0 shares
Cornerstone Planning Group LLC RIA/Wealth	$1.8K 67.0 shares
Federation des caisses Desjardins du Quebec Fund of Funds	$1.8K 76.0 shares

Exited Positions

Institution	Previous Position
Envestnet Portfolio Solutions, Inc. Long Only Manager	$21.0M 928.9K shares
Austin Private Wealth, LLC RIA/Wealth	$4.6M 205.9K shares
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	$3.9M 171.1K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	$3.4M 149.2K shares
LANDMARK WEALTH MANAGEMENT, INC. RIA/Wealth	$3.4M 148.5K shares
Signal Advisors Wealth, LLC RIA/Wealth	$2.1M 95.2K shares
HighTower Advisors, LLC RIA/Wealth	$1.7M 76.4K shares
Change Path, LLC RIA/Wealth	$1.3M 55.5K shares
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth	$1.1M 49.9K shares
T TWO SIGMA SECURITIES, LLC Institution	$1.0M 44.7K shares

Options Activity

Institutions with the largest Call and Put options positions in SPLB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SPLB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
NYL Investors LLC Insurance Manager	Anthony Ramsey Malloy CEO	11.53% $33.6M	1.5M shares	Q1 2018 Held for 7y 8m	$290.9M
White & Co Financial Planning Inc RIA/Wealth	James Eric Parker President	5.83% $7.7M	335.0K shares	Q4 2024 Held for 11 months	$132.8M
Strategic Advocates LLC RIA/Wealth	John Reed Mickelson Managing Partner	5.19% $19.9M	862.7K shares	Q2 2024 Held for 1y 5m	$384.0M
A ARRIEN INVESTMENTS, INC. RIA/Wealth	Alex Ray Hansen CCO	4.77% $8.2M	353.0K shares	Q2 2025 Held for 5 months	$171.0M
Graney & King, LLC RIA/Wealth	Edward James King Partner	3.30% $4.8M	206.0K shares	Q4 2024 Held for 11 months	$144.5M
A Aspetuck Financial Management LLC RIA/Wealth	Patrick Timothy Byrne Managing Partner	1.92% $2.8M	121.5K shares	Q4 2024 Held for 11 months	$146.0M
V VAN STRUM & TOWNE INC RIA/Wealth	James Laird Collins Chairman	1.63% $5.6M	240.1K shares	Q1 2023 Held for 2y 8m	$340.4M
Goldstone Financial Group, LLC RIA/Wealth	Anthony Pellegrino Managing Partner	1.61% $13.6M	589.2K shares	Q3 2024 Held for 1y 2m	$843.8M
ROCKLAND TRUST CO Private Equity	Nolena Lynn Meche CFO	1.61% $39.2M	1.7M shares	Q3 2023 Held for 2y 2m	$2.4B
Collaborative Wealth Managment Inc. RIA/Wealth	Chad Richmond Justice CEO	1.42% $3.5M	151.7K shares	Q2 2022 Held for 3y 5m	$246.6M