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 192 institutions that hold shares in the stock, with a total of 45.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
7,339,315
shares
|
$215 Million
0.05% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,928,781
shares
|
$86 Million
0.03% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,727,109
shares
|
$80 Million
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,251,943
shares
|
$66.1 Million
2.78% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,005,449
shares
|
$58.9 Million
1.8% of portfolio
|
Q3 2025
Added 19.48%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,737,659
shares
|
$51 Million
0.38% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,639,446
shares
|
$48.1 Million
1.29% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,493,672
shares
|
$43.8 Million
0.71% of portfolio
|
Q4 2025
Added 6.34%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
1,475,908
shares
|
$43.3 Million
0.09% of portfolio
|
Q4 2025
Added 5.16%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
1,373,620
shares
|
$40.3 Million
0.35% of portfolio
|
Q4 2025
Reduced 41.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,363,130
shares
|
$40 Million
0.06% of portfolio
|
Q3 2025
Added 643.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,268,997
shares
|
$37.2 Million
0.0% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,263,871
shares
|
$37.1 Million
1.3% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,179,900
shares
|
$34.6 Million
0.35% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
1,160,190
shares
|
$34.1 Million
0.4% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
964,157
shares
|
$28.3 Million
0.76% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
916,928
shares
|
$26.9 Million
4.47% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
755,118
shares
|
$22.2 Million
4.54% of portfolio
|
Q4 2025
Added 491.05%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
713,518
shares
|
$20.9 Million
3.15% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
708,494
shares
|
$20.8 Million
2.88% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
664,234
shares
|
$19.5 Million
1.28% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Sterling Manor Financial, LLC
|
Jan 07, 2026 Q4 2025 |
632,857
shares
|
$18.6 Million
14.15% of portfolio
|
Q4 2025
Added 2.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
561,304
shares
|
$16.5 Million
0.45% of portfolio
|
Q3 2025
Added 428.73%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
519,230
shares
|
$15.2 Million
0.03% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
510,066
shares
|
$15 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|