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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
14,962
shares
|
$434,646
0.01% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
14,854
shares
|
$431,508
0.0% of portfolio
|
Q1 2025
Reduced 55.49%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
14,282
shares
|
$414,892
0.14% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
14,227
shares
|
$413,294
0.0% of portfolio
|
Q1 2025
Reduced 63.92%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
14,160
shares
|
$411,348
0.03% of portfolio
|
Q4 2023
Added 25.31%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
14,000
shares
|
$406,700
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
13,356
shares
|
$387,991
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,282
shares
|
$385,842
0.0% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
12,995
shares
|
$377,504
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
12,336
shares
|
$358,360
0.04% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
12,219
shares
|
$354,961
0.01% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
12,153
shares
|
$353,044
0.14% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
10,441
shares
|
$303,311
0.01% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,220
shares
|
$296,891
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,214
shares
|
$296,716
0.0% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
10,123
shares
|
$294,073
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,043
shares
|
$291,749
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
9,807
shares
|
$284,893
0.06% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
9,537
shares
|
$277,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,506
shares
|
$276,149
0.01% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
9,029
shares
|
$262,292
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
8,825
shares
|
$256,366
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,429
shares
|
$244,862
0.03% of portfolio
|
Q1 2025
Reduced 82.18%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,363
shares
|
$242,945
0.03% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
8,264
shares
|
$240,069
0.05% of portfolio
|
Q1 2024
New holding
|