Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO COR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.35M+ 443.62% |
$151M - $157M
|
6.55M
$189M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
505KNew |
$14.3M - $14.8M
|
505K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
443K+ 117.16% |
$12.5M - $13M
|
821K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
274K+ 59.54% |
$7.74M - $8.02M
|
734K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
182K+ 7.41% |
$5.13M - $5.31M
|
2.63M
$75.7M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
170KNew |
$4.81M - $4.98M
|
170K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
158K+ 44.79% |
$4.47M - $4.63M
|
512K
$14.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
141K+ 11.4% |
$3.98M - $4.12M
|
1.38M
$39.6M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
127K+ 10.54% |
$3.58M - $3.7M
|
1.33M
$38.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 85.81% |
$3.22M - $3.33M
|
246K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
107K+ 80.77% |
$3.03M - $3.14M
|
240K
$6.91M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97.6KNew |
$2.76M - $2.86M
|
97.6K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89.6K+ 44.06% |
$2.53M - $2.62M
|
293K
$8.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
83.1KNew |
$2.35M - $2.43M
|
83.1K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
82.7K+ 5.74% |
$2.34M - $2.42M
|
1.52M
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
71KNew |
$2.01M - $2.08M
|
71K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
69.5KNew |
$1.96M - $2.03M
|
69.5K
$2M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
67.8K+ 11.28% |
$1.92M - $1.99M
|
669K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66.6K+ 7.4% |
$1.88M - $1.95M
|
967K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.8K+ 11.48% |
$1.75M - $1.81M
|
600K
$17.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
58.2K+ 143.88% |
$1.64M - $1.7M
|
98.6K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45KNew |
$1.27M - $1.32M
|
45K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
44.8K+ 9.68% |
$1.27M - $1.31M
|
508K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
40.9KNew |
$1.16M - $1.2M
|
40.9K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
39.1K+ 32.45% |
$1.11M - $1.15M
|
160K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
35.7K+ 15.76% |
$1.01M - $1.05M
|
262K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
33.9KNew |
$959K - $993K
|
33.9K
$977K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
32.3K+ 2.51% |
$912K - $945K
|
1.32M
$37.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22.2K+ 18.38% |
$629K - $651K
|
143K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22KNew |
$622K - $644K
|
22K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19.2K+ 18.43% |
$542K - $562K
|
123K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
17.6KNew |
$497K - $515K
|
17.6K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
16.6K+ 85.15% |
$470K - $487K
|
36.2K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16.3KNew |
$462K - $478K
|
16.3K
$470K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14KNew |
$396K - $410K
|
14K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13K+ 5.27% |
$368K - $381K
|
260K
$7.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10.4K+ 3.05% |
$293K - $303K
|
350K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.1K+ 5.32% |
$286K - $296K
|
200K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.54KNew |
$270K - $279K
|
9.54K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
9.03KNew |
$255K - $264K
|
9.03K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.79K+ 20.87% |
$248K - $257K
|
50.9K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.91KNew |
$224K - $232K
|
7.91K
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.84KNew |
$222K - $229K
|
7.84K
$226K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.56K+ 5.69% |
$185K - $192K
|
122K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.63K+ 10.45% |
$159K - $165K
|
59.5K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5.48KNew |
$155K - $161K
|
5.48K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.4K+ 45.91% |
$153K - $158K
|
17.2K
$494K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 26.17% |
$152K - $157K
|
25.9K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.37K+ 9.68% |
$152K - $157K
|
60.8K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.1K+ 13.53% |
$144K - $149K
|
42.8K
$1.23M
|