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 172 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,350,351
shares
|
$189 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,778,680
shares
|
$82.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,702,160
shares
|
$80.3 Million
0.01% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,554,840
shares
|
$75.9 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,300,466
shares
|
$68.4 Million
3.02% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,678,522
shares
|
$49.9 Million
1.71% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,604,981
shares
|
$47.7 Million
0.4% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,494,916
shares
|
$44.4 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
1,399,638
shares
|
$41.6 Million
0.52% of portfolio
|
Q2 2025
Reduced 81.59%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,349,276
shares
|
$40.1 Million
3.78% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,340,903
shares
|
$39.9 Million
1.53% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,335,023
shares
|
$39.7 Million
0.09% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,179,900
shares
|
$35.1 Million
0.35% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,131,824
shares
|
$33.6 Million
0.0% of portfolio
|
Q2 2025
Added 88.63%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
904,105
shares
|
$26.9 Million
0.67% of portfolio
|
Q2 2025
Added 118.21%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
733,807
shares
|
$21.8 Million
4.31% of portfolio
|
Q1 2025
Added 59.54%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
680,216
shares
|
$20.2 Million
4.1% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
664,234
shares
|
$19.7 Million
1.28% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
551,268
shares
|
$16.4 Million
2.51% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
538,925
shares
|
$16 Million
12.89% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
483,093
shares
|
$14.4 Million
0.03% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
472,888
shares
|
$14.1 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
374,959
shares
|
$11.1 Million
2.15% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
372,636
shares
|
$11.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
350,334
shares
|
$10.4 Million
2.22% of portfolio
|
Q1 2025
Added 3.05%
|