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 175 institutions that hold shares in the stock, with a total of 46.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
326,430
shares
|
$9.49 Million
2.14% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
294,820
shares
|
$8.57 Million
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
293,050
shares
|
$8.52 Million
0.0% of portfolio
|
Q1 2025
Added 44.06%
|
|
|
Enstar Group LTD
Hamilton, D0 |
May 15, 2025 Q1 2025 |
276,400
shares
|
$8.03 Million
3.87% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
271,031
shares
|
$7.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
262,306
shares
|
$7.63 Million
0.43% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
259,577
shares
|
$7.55 Million
0.0% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
246,315
shares
|
$7.16 Million
0.0% of portfolio
|
Q1 2025
Added 85.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
239,910
shares
|
$6.97 Million
0.01% of portfolio
|
Q1 2025
Added 80.77%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
208,156
shares
|
$6.05 Million
0.09% of portfolio
|
Q2 2025
Added 70.41%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
200,100
shares
|
$5.82 Million
0.05% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
197,064
shares
|
$5.73 Million
0.04% of portfolio
|
Q1 2025
Reduced 74.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
195,334
shares
|
$5.68 Million
0.0% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
188,000
shares
|
$5.47 Million
2.06% of portfolio
|
Q4 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
179,257
shares
|
$5.21 Million
2.67% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
170,091
shares
|
$4.94 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
167,744
shares
|
$4.88 Million
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
159,781
shares
|
$4.64 Million
2.25% of portfolio
|
Q1 2025
Added 32.45%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
125,290
shares
|
$3.64 Million
0.6% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
123,268
shares
|
$3.58 Million
1.36% of portfolio
|
Q1 2025
Added 18.43%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
121,770
shares
|
$3.54 Million
0.27% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
113,977
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
104,670
shares
|
$3.04 Million
0.76% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
98,588
shares
|
$2.87 Million
0.21% of portfolio
|
Q1 2025
Added 143.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
97,624
shares
|
$2.84 Million
0.09% of portfolio
|
Q1 2025
New holding
|