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 162 institutions that hold shares in the stock, with a total of 52.1 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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
13,778,234
shares
|
$403 Million
4.91% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
6,459,529
shares
|
$189 Million
4.97% of portfolio
|
Q4 2024
Added 162.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,615,030
shares
|
$106 Million
0.04% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,449,191
shares
|
$71.7 Million
0.01% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,419,567
shares
|
$70.8 Million
3.25% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
1,776,829
shares
|
$52 Million
2.03% of portfolio
|
Q4 2024
Added 45.05%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,440,675
shares
|
$42.2 Million
0.4% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,284,657
shares
|
$37.6 Million
0.1% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,234,639
shares
|
$36.2 Million
2.29% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,205,293
shares
|
$35.3 Million
0.01% of portfolio
|
Q4 2024
Added 38.16%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,200,094
shares
|
$35.1 Million
1.5% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,145,172
shares
|
$33.5 Million
0.47% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
900,237
shares
|
$26.4 Million
1.21% of portfolio
|
Q4 2024
Added 309.76%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
779,710
shares
|
$22.8 Million
0.13% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
684,501
shares
|
$20 Million
0.05% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
632,100
shares
|
$18.5 Million
1.37% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
600,949
shares
|
$17.6 Million
2.69% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
538,221
shares
|
$15.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
522,155
shares
|
$15.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
472,888
shares
|
$13.8 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
462,865
shares
|
$13.6 Million
2.15% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
459,939
shares
|
$13.5 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
377,854
shares
|
$11.1 Million
0.39% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
374,703
shares
|
$11 Million
0.04% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
353,418
shares
|
$10.3 Million
7.42% of portfolio
|
Q4 2024
Added 6.03%
|