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 |
|---|---|---|---|---|---|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
32,990
shares
|
$980,462
0.09% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
31,275
shares
|
$929,493
0.04% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
30,398
shares
|
$903,428
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
30,000
shares
|
$891,600
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,577
shares
|
$879,028
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
26,765
shares
|
$795,455
0.02% of portfolio
|
Q2 2025
Reduced 23.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
26,562
shares
|
$789,422
0.0% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
26,338
shares
|
$782,765
0.03% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
25,907
shares
|
$769,956
0.49% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
24,802
shares
|
$737,115
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
23,166
shares
|
$688,493
0.01% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
21,503
shares
|
$639,069
0.35% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
21,377
shares
|
$635,324
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
21,069
shares
|
$626,170
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
19,858
shares
|
$590,179
0.45% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
19,378
shares
|
$575,914
0.34% of portfolio
|
Q2 2025
Reduced 46.41%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
17,693
shares
|
$525,835
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
16,780
shares
|
$498,701
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
16,712
shares
|
$496,680
0.0% of portfolio
|
Q2 2025
Added 63.62%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
16,327
shares
|
$485,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
14,668
shares
|
$435,932
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
14,160
shares
|
$420,835
0.03% of portfolio
|
Q4 2023
Added 25.31%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
13,794
shares
|
$409,957
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
13,356
shares
|
$396,940
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,282
shares
|
$394,741
0.0% of portfolio
|
Q3 2024
Reduced 17.43%
|