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 144 institutions that hold shares in the stock, with a total of 40.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 12, 2024 Q2 2024 |
9,968
shares
|
$295,750
0.07% of portfolio
|
Q2 2024
Added 25.37%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 30, 2024 Q2 2024 |
9,847
shares
|
$292,160
0.08% of portfolio
|
Q2 2024
Reduced 69.53%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
9,777
shares
|
$290,083
0.02% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
9,506
shares
|
$282,043
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
9,013
shares
|
$267,415
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jackson Creek Investment Advisors LLC
|
Aug 01, 2024 Q2 2024 |
8,726
shares
|
$258,900
0.09% of portfolio
|
Q2 2024
Reduced 51.25%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
8,530
shares
|
$253,085
0.01% of portfolio
|
Q2 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
8,453
shares
|
$250,800
0.0% of portfolio
|
Q2 2024
Added 16.05%
|
|
Detalus Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
8,301
shares
|
$246,290
0.09% of portfolio
|
Q2 2024
Reduced 9.34%
|
|
Arlington Financial Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
8,264
shares
|
$245,192
0.06% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
8,167
shares
|
$242,314
0.04% of portfolio
|
Q2 2024
Reduced 34.11%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
7,954
shares
|
$235,995
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wedmont Private Capital
|
Jul 15, 2024 Q2 2024 |
7,486
shares
|
$222,109
0.01% of portfolio
|
Q2 2024
Added 1.33%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Jul 30, 2024 Q2 2024 |
7,164
shares
|
$212,555
0.16% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
7,003
shares
|
$207,779
0.0% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
6,910
shares
|
$205,019
0.0% of portfolio
|
Q2 2024
Added 20.68%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
4,469
shares
|
$132,595
0.0% of portfolio
|
Q2 2024
Reduced 22.8%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
3,498
shares
|
$103,785
0.04% of portfolio
|
Q2 2024
Added 6.58%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
3,485
shares
|
$103,399
0.03% of portfolio
|
Q2 2024
Added 3.47%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
2,986
shares
|
$88,594
0.06% of portfolio
|
Q1 2024
Added 55.76%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
2,335
shares
|
$69,279
0.02% of portfolio
|
Q1 2023
Added 3333.82%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
1,833
shares
|
$54,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,345
shares
|
$39,906
0.0% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
1,235
shares
|
$36,642
0.03% of portfolio
|
Q2 2024
Added 3.26%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,034
shares
|
$30,678
0.0% of portfolio
|
Q4 2023
Reduced 60.91%
|