Purchases and Sales Made in Q2 2025 in Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO COR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.49MNew |
$42.1M - $43.7M
|
1.49M
$43.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
86K+ 70.41% |
$2.42M - $2.51M
|
208K
$6.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
81.6K+ 5.36% |
$2.3M - $2.38M
|
1.6M
$46.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76.7K+ 29.26% |
$2.16M - $2.24M
|
339K
$9.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
68.9K+ 11.57% |
$1.94M - $2.01M
|
664K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.9K+ 75.08% |
$1.49M - $1.55M
|
123K
$3.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49.9K+ 83.81% |
$1.41M - $1.46M
|
109K
$3.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
48.5K+ 14.87% |
$1.37M - $1.42M
|
375K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44K+ 63.3% |
$1.24M - $1.28M
|
113K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
43.6K+ 8.59% |
$1.23M - $1.27M
|
551K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.1K+ 3.42% |
$1.1M - $1.14M
|
1.18M
$34.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
37.2K+ 91.06% |
$1.05M - $1.09M
|
78.1K
$2.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
27.2K+ 5.32% |
$767K - $795K
|
539K
$15.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
23.8K+ 8.79% |
$672K - $696K
|
295K
$8.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.1K+ 15.71% |
$539K - $559K
|
141K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 108.39% |
$537K - $557K
|
36.6K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
18.1K+ 1.37% |
$510K - $529K
|
1.34M
$38.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
17.7KNew |
$499K - $517K
|
17.7K
$516K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
16.8KNew |
$473K - $490K
|
16.8K
$489K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
12.4KNew |
$350K - $363K
|
12.4K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11.8K+ 17.82% |
$331K - $344K
|
77.8K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.5K+ 1.71% |
$323K - $335K
|
680K
$19.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10KNew |
$283K - $293K
|
10K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.94K+ 17.19% |
$252K - $261K
|
60.9K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.9KNew |
$194K - $201K
|
6.9K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.5K+ 63.62% |
$183K - $190K
|
16.7K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.99K+ 16.14% |
$169K - $175K
|
43.1K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.36K+ 9.59% |
$151K - $157K
|
61.3K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.29K+ 0.32% |
$149K - $154K
|
1.68M
$49M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.2K+ 8.34% |
$146K - $152K
|
67.5K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.36K+ 16.18% |
$123K - $127K
|
31.3K
$912K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.27K+ 3.47% |
$120K - $125K
|
128K
$3.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.51KNew |
$98.9K - $103K
|
3.51K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.78K+ 5.46% |
$78.2K - $81.1K
|
53.7K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.77K+ 2.9% |
$49.8K - $51.6K
|
62.6K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.72K+ 30.69% |
$48.5K - $50.3K
|
7.33K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.7K+ 0.96% |
$47.8K - $49.6K
|
179K
$5.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
912+ 2.04% |
$25.7K - $26.6K
|
45.7K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
530New |
$14.9K - $15.5K
|
530
$15.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
432+ 17.27% |
$12.2K - $12.6K
|
2.93K
$85.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
297+ 0.3% |
$8.37K - $8.68K
|
98.9K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
212New |
$5.97K - $6.19K
|
212
$6.18K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
128+ 7.48% |
$3.61K - $3.74K
|
1.84K
$53.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108+ 28.8% |
$3.04K - $3.16K
|
483
$14.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
102+ 1.31% |
$2.87K - $2.98K
|
7.88K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
90+ 1.0% |
$2.54K - $2.63K
|
9.12K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
34+ 0.35% |
$958 - $993
|
9.84K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 2.51% |
$225 - $234
|
327
$9.54K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-91- 35.27% |
$2.56K - $2.66K
|
167
$4.87K
|