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 176 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 $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
92,652
shares
|
$2.69 Million
0.27% of portfolio
|
Q4 2023
Reduced 67.01%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
82,740
shares
|
$2.4 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
70,996
shares
|
$2.06 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
70,476
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
70,079
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
69,465
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
65,993
shares
|
$1.92 Million
0.52% of portfolio
|
Q1 2025
Reduced 20.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
62,345
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
60,794
shares
|
$1.77 Million
0.72% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
60,183
shares
|
$1.75 Million
0.31% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
59,963
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
59,488
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
58,467
shares
|
$1.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
56,472
shares
|
$1.64 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
55,890
shares
|
$1.62 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
54,287
shares
|
$1.58 Million
0.49% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
53,652
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
51,989
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
46,267
shares
|
$1.34 Million
0.54% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
44,965
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
44,782
shares
|
$1.3 Million
0.68% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
44,252
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
42,763
shares
|
$1.24 Million
0.32% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
40,899
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
37,408
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2023
Added 58.35%
|