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 |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
13,159
shares
|
$391,085
0.12% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
12,995
shares
|
$386,211
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
12,568
shares
|
$373,520
0.02% of portfolio
|
Q2 2025
Reduced 98.7%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
12,430
shares
|
$369,419
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
12,219
shares
|
$363,148
0.01% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
12,211
shares
|
$362,910
0.0% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
12,153
shares
|
$361,187
0.14% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
12,101
shares
|
$359,641
0.14% of portfolio
|
Q2 2025
Reduced 97.61%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,220
shares
|
$303,738
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
10,123
shares
|
$300,855
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,043
shares
|
$298,477
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
9,841
shares
|
$292,474
0.06% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
9,537
shares
|
$283,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,506
shares
|
$282,518
0.01% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
9,119
shares
|
$271,016
0.17% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8,950
shares
|
$265,994
0.03% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,744
shares
|
$259,871
0.0% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,387
shares
|
$249,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
8,264
shares
|
$245,606
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,103
shares
|
$240,821
0.0% of portfolio
|
Q2 2025
Reduced 43.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
7,921
shares
|
$235,412
0.02% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,883
shares
|
$234,282
0.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
7,850
shares
|
$233,302
0.01% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
7,796
shares
|
$231,697
0.01% of portfolio
|
Q2 2025
Reduced 60.28%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
7,689
shares
|
$228,517
0.01% of portfolio
|
Q2 2025
Reduced 48.61%
|