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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
83,287
shares
|
$2.41 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
71,307
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
Added 828.72%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
67,746
shares
|
$1.96 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
64,889
shares
|
$1.87 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
63,469
shares
|
$1.83 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
61,721
shares
|
$1.78 Million
0.55% of portfolio
|
Q4 2024
Added 114.26%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
60,907
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.35%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
60,258
shares
|
$1.74 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
60,140
shares
|
$1.74 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
59,015
shares
|
$1.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
58,270
shares
|
$1.68 Million
0.21% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
58,105
shares
|
$1.68 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
55,429
shares
|
$1.6 Million
0.63% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
53,862
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2024
Reduced 37.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
50,891
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
50,512
shares
|
$1.46 Million
0.6% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
50,228
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
46,654
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.92%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
44,564
shares
|
$1.29 Million
0.63% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
42,091
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
41,793
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 93.49%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
40,424
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
39,427
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 29.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,200
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
39,130
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|