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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
15,144
shares
|
$440,387
0.02% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
14,160
shares
|
$411,772
0.03% of portfolio
|
Q4 2023
Added 25.31%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
13,678
shares
|
$397,756
0.04% of portfolio
|
Q4 2024
Added 22.95%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
13,426
shares
|
$390,428
0.13% of portfolio
|
Q4 2024
Added 52.65%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
13,356
shares
|
$388,392
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,282
shares
|
$386,240
0.0% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,230
shares
|
$384,728
0.0% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
13,024
shares
|
$378,737
0.19% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
11,768
shares
|
$342,213
0.03% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
11,410
shares
|
$331,802
0.15% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
11,017
shares
|
$320,374
0.07% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
10,441
shares
|
$303,624
0.01% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,220
shares
|
$297,197
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
10,123
shares
|
$294,376
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
10,053
shares
|
$292,341
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,047
shares
|
$292,166
0.0% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
9,457
shares
|
$275,009
0.03% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
9,222
shares
|
$268,175
0.0% of portfolio
|
Q4 2024
Reduced 27.83%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
8,825
shares
|
$256,630
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,678
shares
|
$252,356
0.0% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,672
shares
|
$252,181
0.01% of portfolio
|
Q4 2024
Reduced 55.21%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,264
shares
|
$240,317
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
7,700
shares
|
$223,916
0.03% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,681
shares
|
$223,363
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
7,336
shares
|
$213,330
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|