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 133 institutions that hold shares in the stock, with a total of 37.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
12,955,011
shares
|
$374 Million
5.11% of portfolio
|
Q1 2024
Added 2.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,872,986
shares
|
$82.9 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 08, 2024 Q2 2024 |
2,581,228
shares
|
$74.5 Million
3.63% of portfolio
|
Q2 2024
Reduced 4.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,302,399
shares
|
$66.4 Million
0.01% of portfolio
|
Q1 2024
Added 12.09%
|
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
1,185,902
shares
|
$34.2 Million
1.67% of portfolio
|
Q1 2024
Added 13.13%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
1,137,452
shares
|
$32.8 Million
0.59% of portfolio
|
Q1 2024
Added 1.36%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,048,161
shares
|
$30.2 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
973,906
shares
|
$28.1 Million
0.35% of portfolio
|
Q1 2024
Added 16.78%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
872,642
shares
|
$25.2 Million
1.38% of portfolio
|
Q1 2024
Added 21.93%
|
|
|
Procyon Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
861,841
shares
|
$24.9 Million
1.96% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
735,544
shares
|
$21.2 Million
0.01% of portfolio
|
Q1 2024
Added 41.16%
|
|
|
Flaharty Asset Management, LLC
|
May 14, 2024 Q1 2024 |
627,986
shares
|
$18.1 Million
2.84% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
571,465
shares
|
$16.5 Million
0.52% of portfolio
|
Q1 2024
Added 35.76%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
477,802
shares
|
$13.8 Million
0.03% of portfolio
|
Q1 2024
Reduced 42.3%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
472,888
shares
|
$13.6 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
414,524
shares
|
$12 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
393,983
shares
|
$11.4 Million
0.05% of portfolio
|
Q1 2024
Reduced 7.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
378,921
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2024
Added 5.42%
|
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
294,104
shares
|
$8.48 Million
2.43% of portfolio
|
Q4 2023
Reduced 7.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
266,803
shares
|
$7.7 Million
0.01% of portfolio
|
Q1 2024
Added 6.66%
|
|
|
Zacks Investment Management
Chicago, IL |
May 15, 2024 Q1 2024 |
265,282
shares
|
$7.65 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
261,907
shares
|
$7.56 Million
0.35% of portfolio
|
Q1 2024
Added 60.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
248,819
shares
|
$7.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 15, 2024 Q1 2024 |
248,752
shares
|
$7.18 Million
1.28% of portfolio
|
Q1 2024
Added 25.53%
|
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
243,854
shares
|
$7.04 Million
0.63% of portfolio
|
Q1 2024
Added 10.22%
|
|