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 |
---|---|---|---|---|---|
Golden State Equity Partners
South Coast Metro, CA |
Feb 02, 2024 Q4 2023 |
56,338
shares
|
$1.64 Million
0.41% of portfolio
|
Q4 2023
Added 254.93%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
56,040
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2024
Added 630.83%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
53,277
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2024
Added 162.76%
|
|
5th Street Advisors, LLC
|
May 01, 2024 Q1 2024 |
44,498
shares
|
$1.29 Million
0.73% of portfolio
|
Q1 2024
New holding
|
|
Financial Life Advisors
|
Apr 18, 2024 Q1 2024 |
43,397
shares
|
$1.26 Million
0.53% of portfolio
|
Q1 2024
Reduced 41.6%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 15, 2024 Q1 2024 |
42,993
shares
|
$1.25 Million
0.32% of portfolio
|
Q1 2024
Added 5.88%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
37,408
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2023
Added 58.35%
|
|
Kathleen S. Wright Associates Inc.
|
Jul 17, 2024 Q2 2024 |
36,989
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
35,813
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2024
Added 0.12%
|
|
Donald L. Hagan, LLC
|
Jul 19, 2024 Q2 2024 |
35,061
shares
|
$1.02 Million
0.57% of portfolio
|
Q2 2024
Added 36.75%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
34,552
shares
|
$1 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,028
shares
|
$988,173
0.04% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 15, 2024 Q1 2024 |
32,312
shares
|
$938,340
0.29% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
31,087
shares
|
$902,766
0.0% of portfolio
|
Q2 2024
Reduced 79.65%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
29,980
shares
|
$870,619
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
29,579
shares
|
$858,974
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,577
shares
|
$858,916
0.21% of portfolio
|
Q1 2023
New holding
|
|
Sequent Planning LLC
Omaha, NE |
May 14, 2024 Q1 2024 |
27,983
shares
|
$812,626
0.29% of portfolio
|
Q1 2024
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
27,170
shares
|
$789,016
0.14% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
25,391
shares
|
$737,354
0.01% of portfolio
|
Q2 2024
Reduced 77.58%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jul 22, 2024 Q2 2024 |
25,225
shares
|
$732,534
0.09% of portfolio
|
Q2 2024
Added 3.46%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
22,300
shares
|
$647,592
0.03% of portfolio
|
Q1 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
20,805
shares
|
$604,177
0.0% of portfolio
|
Q1 2024
Added 183.68%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
18,932
shares
|
$549,785
0.0% of portfolio
|
Q1 2024
New holding
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
18,818
shares
|
$546,474
0.03% of portfolio
|
Q2 2024
New holding
|