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 161 institutions that hold shares in the stock, with a total of 47.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
6,797
shares
|
$196,365
0.0% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,193
shares
|
$178,915
0.0% of portfolio
|
Q4 2024
Reduced 47.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
6,111
shares
|
$176,546
0.02% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,801
shares
|
$167,590
0.01% of portfolio
|
Q4 2024
Reduced 75.44%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,573
shares
|
$103,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,559
shares
|
$102,819
0.08% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,521
shares
|
$101,721
0.0% of portfolio
|
Q4 2024
Added 361.47%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,498
shares
|
$101,057
0.04% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,270
shares
|
$94,470
0.0% of portfolio
|
Q4 2024
Added 117.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,700
shares
|
$78,003
0.0% of portfolio
|
Q3 2024
Added 170.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,630
shares
|
$75,980
0.0% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,415
shares
|
$69,769
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
2,335
shares
|
$67,458
0.02% of portfolio
|
Q1 2023
Added 3333.82%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
2,277
shares
|
$65,782
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,119
shares
|
$61,217
0.0% of portfolio
|
Q4 2024
Reduced 52.69%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,113
shares
|
$61,044
0.01% of portfolio
|
Q4 2024
Added 108.79%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
2,047
shares
|
$59,137
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,946
shares
|
$56,219
0.02% of portfolio
|
Q4 2024
Added 311.42%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,465
shares
|
$42,323
0.03% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
788
shares
|
$22,765
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
662
shares
|
$19,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
460
shares
|
$13,289
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
349
shares
|
$10,082
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
337
shares
|
$9,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
317
shares
|
$9,158
0.0% of portfolio
|
Q4 2024
New holding
|