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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
662
shares
|
$19,674
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
594
shares
|
$17,653
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
530
shares
|
$15,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
483
shares
|
$14,354
0.0% of portfolio
|
Q2 2025
Added 28.8%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
356
shares
|
$10,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
356
shares
|
$10,580
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
327
shares
|
$9,718
0.0% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
300
shares
|
$8,916
0.0% of portfolio
|
Q2 2025
Reduced 86.36%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
247
shares
|
$7,340
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
230
shares
|
$6,835
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
Aug 13, 2025 Q2 2025 |
212
shares
|
$6,300
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
170
shares
|
$5,052
0.01% of portfolio
|
Q1 2025
Added 254.17%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
167
shares
|
$4,963
0.0% of portfolio
|
Q2 2025
Reduced 35.27%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
152
shares
|
$4,517
0.0% of portfolio
|
Q2 2025
Reduced 86.27%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
138
shares
|
$4,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
45
shares
|
$1,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
34
shares
|
$1,010
0.0% of portfolio
|
Q2 2023
Added 3.03%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
20
shares
|
$594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
20
shares
|
$594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3
shares
|
$89
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|