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 161 institutions that hold shares in the stock, with a total of 47.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
339,971
shares
|
$9.82 Million
2.42% of portfolio
|
Q2 2024
Added 15.6%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
326,430
shares
|
$9.43 Million
2.14% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
294,820
shares
|
$8.52 Million
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
280,219
shares
|
$8.1 Million
0.03% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Feb 14, 2025 Q4 2024 |
276,400
shares
|
$7.99 Million
3.64% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
246,572
shares
|
$7.12 Million
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
226,598
shares
|
$6.55 Million
0.36% of portfolio
|
Q4 2024
Added 68.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
207,074
shares
|
$5.98 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
203,417
shares
|
$5.88 Million
0.0% of portfolio
|
Q4 2024
Added 3156.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
195,334
shares
|
$5.64 Million
0.0% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
190,000
shares
|
$5.49 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
176,317
shares
|
$5.09 Million
2.62% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
167,454
shares
|
$4.84 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
162,762
shares
|
$4.7 Million
0.0% of portfolio
|
Q4 2024
Added 254.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
132,713
shares
|
$3.83 Million
0.01% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
132,563
shares
|
$3.83 Million
0.0% of portfolio
|
Q4 2024
Added 134.66%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
128,955
shares
|
$3.73 Million
0.06% of portfolio
|
Q4 2024
Added 30.62%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
120,978
shares
|
$3.5 Million
0.69% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
120,635
shares
|
$3.49 Million
1.8% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
115,212
shares
|
$3.33 Million
0.25% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
113,220
shares
|
$3.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.57%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
112,346
shares
|
$3.25 Million
0.75% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
104,088
shares
|
$3.01 Million
1.18% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
92,652
shares
|
$2.68 Million
0.27% of portfolio
|
Q4 2023
Reduced 67.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
87,925
shares
|
$2.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.14%
|