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 155 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
12,562
shares
|
$363,921
0.09% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
11,817
shares
|
$342,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,491
shares
|
$332,894
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
11,410
shares
|
$330,547
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
11,330
shares
|
$328,230
0.01% of portfolio
|
Q3 2024
Reduced 90.5%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,125
shares
|
$322,291
0.03% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
10,251
shares
|
$296,971
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,220
shares
|
$296,073
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,202
shares
|
$295,551
0.04% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,166
shares
|
$294,509
0.0% of portfolio
|
Q3 2024
Reduced 59.96%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
10,123
shares
|
$293,263
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,814
shares
|
$284,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,409
shares
|
$272,578
0.02% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
8,864
shares
|
$256,790
0.0% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
8,795
shares
|
$254,791
0.09% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,264
shares
|
$239,408
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
8,086
shares
|
$234,251
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
7,972
shares
|
$230,948
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
7,961
shares
|
$230,630
0.06% of portfolio
|
Q3 2024
Reduced 19.15%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,678
shares
|
$222,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
7,582
shares
|
$219,650
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
7,441
shares
|
$215,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,336
shares
|
$212,523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
6,927
shares
|
$200,675
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
6,800
shares
|
$196,996
0.03% of portfolio
|
Q3 2024
New holding
|