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 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
207,321
shares
|
$6.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 21.3%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
204,957
shares
|
$5.95 Million
0.01% of portfolio
|
Q1 2024
Reduced 70.2%
|
|
Melone Private Wealth, LLC
|
Jul 12, 2024 Q2 2024 |
193,220
shares
|
$5.61 Million
3.29% of portfolio
|
Q2 2024
Added 0.47%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
159,371
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 40.27%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
150,253
shares
|
$4.36 Million
0.29% of portfolio
|
Q1 2024
Added 9.17%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
130,887
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2024
Added 251.61%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
120,379
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 31.0%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
114,423
shares
|
$3.32 Million
0.13% of portfolio
|
Q1 2024
Added 181.55%
|
|
Shore Haven Wealth Partners, LLC
|
Jul 24, 2024 Q2 2024 |
108,956
shares
|
$3.16 Million
1.67% of portfolio
|
Q2 2024
Reduced 15.39%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 10, 2024 Q1 2024 |
107,640
shares
|
$3.13 Million
0.8% of portfolio
|
Q1 2024
Reduced 30.04%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
101,627
shares
|
$2.95 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 26, 2024 Q2 2024 |
92,744
shares
|
$2.69 Million
0.6% of portfolio
|
Q2 2024
Added 28.76%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
92,652
shares
|
$2.69 Million
0.27% of portfolio
|
Q4 2023
Reduced 67.01%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
89,366
shares
|
$2.6 Million
0.09% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
86,566
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.57%
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 17, 2024 Q2 2024 |
84,584
shares
|
$2.46 Million
1.64% of portfolio
|
Q2 2024
New holding
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
84,332
shares
|
$2.45 Million
1.37% of portfolio
|
Q1 2024
Added 31.74%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
83,016
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2024
Reduced 60.89%
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
81,074
shares
|
$2.35 Million
0.22% of portfolio
|
Q1 2024
Added 113.57%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
77,011
shares
|
$2.24 Million
0.05% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
71,617
shares
|
$2.08 Million
0.21% of portfolio
|
Q1 2024
Added 201.88%
|
|
Kwb Wealth
Redlands, CA |
Jul 23, 2024 Q2 2024 |
70,665
shares
|
$2.05 Million
0.28% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
67,438
shares
|
$1.96 Million
0.51% of portfolio
|
Q2 2024
Added 0.12%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
67,101
shares
|
$1.95 Million
0.65% of portfolio
|
Q2 2024
Reduced 19.89%
|
|
David Kennon Inc
Sarasota, FL |
Jul 25, 2024 Q2 2024 |
61,225
shares
|
$1.78 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.84%
|