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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
37,142
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
36,645
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 108.39%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
36,157
shares
|
$1.05 Million
0.64% of portfolio
|
Q1 2025
Added 85.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
34,921
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
34,687
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
34,359
shares
|
$998,128
0.0% of portfolio
|
Q1 2025
Reduced 83.41%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
34,085
shares
|
$990,169
0.26% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,028
shares
|
$988,513
0.04% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
33,928
shares
|
$985,608
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
31,822
shares
|
$924,429
0.0% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
30,000
shares
|
$871,500
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,577
shares
|
$859,211
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
26,919
shares
|
$781,996
0.03% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
25,907
shares
|
$752,598
0.49% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
24,802
shares
|
$720,498
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
24,733
shares
|
$718,493
0.01% of portfolio
|
Q1 2025
Reduced 36.79%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
22,004
shares
|
$639,216
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
21,795
shares
|
$633,144
0.0% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
21,503
shares
|
$624,662
0.35% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
21,377
shares
|
$621,001
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
20,113
shares
|
$584,282
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
20,047
shares
|
$582,365
0.46% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
19,628
shares
|
$570,193
0.02% of portfolio
|
Q1 2025
Reduced 77.68%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
17,208
shares
|
$499,892
0.11% of portfolio
|
Q4 2024
Reduced 98.01%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
16,327
shares
|
$474,299
0.0% of portfolio
|
Q1 2025
New holding
|