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
$43.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
86K+ 70.41% |
$2.42M - $2.51M
|
208K
$6.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
43.6K+ 8.59% |
$1.23M - $1.27M
|
551K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
27.2K+ 5.32% |
$767K - $795K
|
539K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 108.39% |
$537K - $557K
|
36.6K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10KNew |
$283K - $293K
|
10K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.9KNew |
$194K - $201K
|
6.9K
$200K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.29K+ 0.32% |
$149K - $154K
|
1.68M
$48.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.78K+ 5.46% |
$78.2K - $81.1K
|
53.7K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.7K+ 0.96% |
$47.8K - $49.6K
|
179K
$5.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
102+ 1.31% |
$2.87K - $2.98K
|
7.88K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
90+ 1.0% |
$2.54K - $2.63K
|
9.12K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-189- 0.94% |
$5.33K - $5.52K
|
19.9K
$577K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-352- 0.42% |
$9.92K - $10.3K
|
82.7K
$2.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-380- 3.84% |
$10.7K - $11.1K
|
9.51K
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-507- 37.58% |
$14.3K - $14.8K
|
842
$24.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-893- 6.85% |
$25.2K - $26.1K
|
12.2K
$353K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-927- 1.56% |
$26.1K - $27.1K
|
58.5K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-955- 86.27% |
$26.9K - $27.9K
|
152
$4.42K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.12K- 7.86% |
$31.6K - $32.8K
|
13.2K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.57K- 6.34% |
$44.2K - $45.8K
|
23.2K
$673K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-3.18K- 5.29% |
$89.6K - $92.9K
|
57K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.52K- 17.36% |
$127K - $132K
|
21.5K
$625K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.54K- 11.74% |
$128K - $133K
|
34.1K
$991K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.95K- 28.84% |
$140K - $145K
|
12.2K
$355K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 68.38% |
$340K - $353K
|
5.58K
$162K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16.8K- 46.41% |
$473K - $490K
|
19.4K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-17.9K- 12.51% |
$505K - $524K
|
125K
$3.64M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21.2K- 0.91% |
$597K - $619K
|
2.3M
$66.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-26.1K- 1.9% |
$736K - $763K
|
1.35M
$39.2M
|