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 143 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 $1.22 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
13,219,746
shares
|
$398 Million
5.04% of portfolio
|
Q2 2024
Added 2.04%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,958,671
shares
|
$89 Million
0.04% of portfolio
|
Q2 2024
Added 2.98%
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 08, 2024 Q2 2024 |
2,581,228
shares
|
$77.7 Million
3.63% of portfolio
|
Q2 2024
Reduced 4.93%
|
|
Nepc LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
2,463,594
shares
|
$74.1 Million
2.33% of portfolio
|
Q2 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,228,191
shares
|
$67 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
1,230,890
shares
|
$37 Million
0.39% of portfolio
|
Q2 2024
Added 26.39%
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
1,162,376
shares
|
$35 Million
1.57% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
1,134,341
shares
|
$34.1 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Procyon Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
1,088,765
shares
|
$32.8 Million
2.34% of portfolio
|
Q2 2024
Added 26.33%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,072,898
shares
|
$32.3 Million
0.1% of portfolio
|
Q2 2024
Added 2.36%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
971,275
shares
|
$29.2 Million
1.41% of portfolio
|
Q2 2024
Added 11.3%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
738,966
shares
|
$22.2 Million
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
641,969
shares
|
$19.3 Million
0.53% of portfolio
|
Q2 2024
Added 12.34%
|
|
Flaharty Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
641,541
shares
|
$19.3 Million
2.84% of portfolio
|
Q2 2024
Added 2.16%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
496,090
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2024
Added 3.83%
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
472,888
shares
|
$14.2 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
456,219
shares
|
$13.7 Million
1.1% of portfolio
|
Q2 2024
Added 87.09%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
412,261
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2024
Added 5.42%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
398,995
shares
|
$12 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
380,671
shares
|
$11.5 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
339,971
shares
|
$10.2 Million
2.42% of portfolio
|
Q2 2024
Added 15.6%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
302,856
shares
|
$9.11 Million
0.39% of portfolio
|
Q2 2024
Added 15.63%
|
|
Arkansas Financial Group, Inc.
|
Jul 25, 2024 Q2 2024 |
268,994
shares
|
$8.09 Million
1.38% of portfolio
|
Q2 2024
Added 8.14%
|
|
Zacks Investment Management
Chicago, IL |
Aug 14, 2024 Q2 2024 |
254,965
shares
|
$7.67 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
235,650
shares
|
$7.09 Million
0.03% of portfolio
|
Q2 2024
Added 0.12%
|