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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.27K- 48.61% |
$205K - $213K
|
7.69K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.47K- 2.88% |
$211K - $218K
|
252K
$7.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.8K- 22.69% |
$220K - $228K
|
26.6K
$775K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-7.9K- 39.29% |
$223K - $231K
|
12.2K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.16K- 23.36% |
$230K - $238K
|
26.8K
$781K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.9K- 57.53% |
$279K - $289K
|
7.31K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-10.7K- 6.68% |
$301K - $312K
|
149K
$4.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.7K- 19.52% |
$330K - $342K
|
48.3K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 60.28% |
$333K - $346K
|
7.8K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 68.38% |
$340K - $353K
|
5.58K
$163K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16.8K- 46.41% |
$473K - $490K
|
19.4K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-17.9K- 12.51% |
$505K - $524K
|
125K
$3.65M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21.2K- 0.91% |
$597K - $619K
|
2.3M
$67.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-26.1K- 1.9% |
$736K - $763K
|
1.35M
$39.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-40.3K- 20.13% |
$1.14M - $1.18M
|
160K
$4.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-40.5K- 21.54% |
$1.14M - $1.18M
|
148K
$4.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.7K- 29.27% |
$1.63M - $1.69M
|
139K
$4.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-79.7K- 47.52% |
$2.25M - $2.33M
|
88K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-202K- 3.08% |
$5.69M - $5.9M
|
6.35M
$185M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-242K- 8.0% |
$6.81M - $7.06M
|
2.78M
$81.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-493K- 97.61% |
$13.9M - $14.4M
|
12.1K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-954K- 98.7% |
$26.9M - $27.9M
|
12.6K
$367K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.2M- 81.59% |
$175M - $181M
|
1.4M
$40.8M
|