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 163 institutions that hold shares in the stock, with a total of 52.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
39,130
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
37,667
shares
|
$1.1 Million
0.27% of portfolio
|
Q4 2024
Reduced 57.82%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
37,408
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2023
Added 58.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
36,198
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 38.21%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
35,367
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2024
Added 37.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,028
shares
|
$989,534
0.04% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
33,371
shares
|
$970,428
0.0% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
31,822
shares
|
$925,383
0.0% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
30,000
shares
|
$872,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
29,990
shares
|
$872,109
0.01% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,577
shares
|
$860,099
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
27,400
shares
|
$796,792
0.43% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
24,802
shares
|
$721,242
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
22,432
shares
|
$652,322
0.03% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
21,942
shares
|
$638,073
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
21,377
shares
|
$621,643
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
20,534
shares
|
$597,128
0.39% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
20,477
shares
|
$595,471
0.0% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
20,373
shares
|
$592,446
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
20,134
shares
|
$585,496
0.43% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
19,529
shares
|
$567,903
0.36% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
18,648
shares
|
$542,283
0.01% of portfolio
|
Q4 2024
Reduced 55.38%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
17,208
shares
|
$500,408
0.11% of portfolio
|
Q4 2024
Reduced 98.01%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
17,057
shares
|
$496,017
0.01% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
16,987
shares
|
$493,981
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|