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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
7,333
shares
|
$217,936
0.0% of portfolio
|
Q2 2025
Added 30.69%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
7,308
shares
|
$217,193
0.05% of portfolio
|
Q2 2025
Reduced 57.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
7,200
shares
|
$213,984
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
7,159
shares
|
$212,765
0.02% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,895
shares
|
$204,919
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,581
shares
|
$165,867
0.0% of portfolio
|
Q2 2025
Reduced 68.38%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
5,483
shares
|
$162,954
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,985
shares
|
$148,154
0.0% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,559
shares
|
$105,773
0.08% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,510
shares
|
$104,317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,498
shares
|
$103,960
0.04% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,151
shares
|
$93,647
0.0% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,113
shares
|
$92,518
0.0% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,934
shares
|
$87,198
0.01% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,700
shares
|
$80,244
0.0% of portfolio
|
Q3 2024
Added 170.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
2,335
shares
|
$69,396
0.02% of portfolio
|
Q1 2023
Added 3333.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,317
shares
|
$68,861
0.0% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
2,177
shares
|
$64,700
0.05% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,173
shares
|
$64,581
0.0% of portfolio
|
Q2 2025
Reduced 38.28%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
2,047
shares
|
$60,836
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,839
shares
|
$54,655
0.0% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,136
shares
|
$33,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
974
shares
|
$28,947
0.02% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
842
shares
|
$25,024
0.0% of portfolio
|
Q2 2025
Reduced 37.58%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
788
shares
|
$23,419
0.01% of portfolio
|
Q3 2024
New holding
|