Institutional Ownership Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO). We have compiled data on the 178 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
7,601,785
shares
|
$219 Million
2.81% of portfolio
|
Q1 2025
Reduced 44.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,552,185
shares
|
$189 Million
0.05% of portfolio
|
Q1 2025
Added 443.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,020,430
shares
|
$87 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,630,713
shares
|
$75.7 Million
0.01% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,321,665
shares
|
$66.8 Million
3.3% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,673,235
shares
|
$48.2 Million
1.83% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,523,393
shares
|
$43.9 Million
0.42% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,375,404
shares
|
$39.6 Million
2.47% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,326,596
shares
|
$38.2 Million
1.75% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,316,923
shares
|
$37.9 Million
0.11% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,140,831
shares
|
$32.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
966,820
shares
|
$27.8 Million
1.29% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
733,807
shares
|
$21.1 Million
4.31% of portfolio
|
Q1 2025
Added 59.54%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
668,757
shares
|
$19.3 Million
3.04% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
600,008
shares
|
$17.3 Million
0.0% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
595,340
shares
|
$17.1 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
511,705
shares
|
$14.7 Million
12.93% of portfolio
|
Q1 2025
Added 44.79%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
507,662
shares
|
$14.6 Million
2.43% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
505,467
shares
|
$14.6 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
477,260
shares
|
$13.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
472,888
shares
|
$13.6 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
414,320
shares
|
$11.9 Million
0.42% of portfolio
|
Q1 2025
Reduced 49.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
375,168
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
350,334
shares
|
$10.1 Million
2.22% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
326,430
shares
|
$9.4 Million
2.14% of portfolio
|
Q4 2024
Added 3.24%
|