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 166 institutions that hold shares in the stock, with a total of 52.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
13,778,234
shares
|
$391 Million
4.91% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
6,459,529
shares
|
$183 Million
4.97% of portfolio
|
Q4 2024
Added 162.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,615,030
shares
|
$103 Million
0.04% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,449,191
shares
|
$69.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,321,665
shares
|
$65.9 Million
3.3% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,673,235
shares
|
$47.5 Million
1.83% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,440,675
shares
|
$40.9 Million
0.4% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,375,404
shares
|
$39 Million
2.47% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,284,657
shares
|
$36.5 Million
0.1% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,205,293
shares
|
$34.2 Million
0.01% of portfolio
|
Q4 2024
Added 38.16%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,200,094
shares
|
$34.1 Million
1.5% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,145,172
shares
|
$32.5 Million
0.47% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
900,237
shares
|
$25.6 Million
1.21% of portfolio
|
Q4 2024
Added 309.76%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
779,710
shares
|
$22.1 Million
0.13% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
684,501
shares
|
$19.4 Million
0.05% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
600,949
shares
|
$17.1 Million
2.69% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
595,340
shares
|
$16.9 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
538,221
shares
|
$15.3 Million
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
522,155
shares
|
$14.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
507,662
shares
|
$14.4 Million
2.43% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
505,467
shares
|
$14.4 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
472,888
shares
|
$13.4 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
459,939
shares
|
$13.1 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
377,854
shares
|
$10.7 Million
0.39% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
374,703
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2024
Added 0.27%
|