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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
88,024
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 47.52%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
82,740
shares
|
$2.46 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
78,141
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2025
Added 91.06%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
77,755
shares
|
$2.31 Million
0.57% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
68,615
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
67,542
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
63,644
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
62,560
shares
|
$1.86 Million
0.69% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
61,250
shares
|
$1.82 Million
0.1% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
60,928
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
58,467
shares
|
$1.74 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
57,002
shares
|
$1.69 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
55,478
shares
|
$1.65 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
54,287
shares
|
$1.61 Million
0.49% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
53,652
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
48,256
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
45,694
shares
|
$1.36 Million
0.61% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
44,786
shares
|
$1.33 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,136
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
40,005
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
37,408
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2023
Added 58.35%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
36,656
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
36,645
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 108.39%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
34,085
shares
|
$1.01 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,028
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2022
Reduced 4.22%
|