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 170 institutions that hold shares in the stock, with a total of 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 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 |
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
339,046
shares
|
$9.89 Million
0.5% of portfolio
|
Q2 2025
Added 29.26%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
294,861
shares
|
$8.6 Million
0.03% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
276,400
shares
|
$8.06 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
255,152
shares
|
$7.44 Million
0.0% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
252,106
shares
|
$7.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
248,083
shares
|
$7.24 Million
0.01% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
208,156
shares
|
$6.07 Million
0.09% of portfolio
|
Q2 2025
Added 70.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
195,334
shares
|
$5.7 Million
0.0% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
179,257
shares
|
$5.23 Million
2.67% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
159,815
shares
|
$4.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
149,109
shares
|
$4.35 Million
2.17% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
147,500
shares
|
$4.3 Million
1.92% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
140,899
shares
|
$4.11 Million
0.28% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
139,377
shares
|
$4.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
127,541
shares
|
$3.72 Million
1.28% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
125,290
shares
|
$3.65 Million
0.6% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
123,386
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2025
Added 75.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
113,977
shares
|
$3.32 Million
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
113,438
shares
|
$3.31 Million
0.02% of portfolio
|
Q2 2025
Added 63.3%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
112,499
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2025
Added 58.46%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
109,347
shares
|
$3.19 Million
0.05% of portfolio
|
Q2 2025
Added 83.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
106,160
shares
|
$3.1 Million
0.09% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
104,670
shares
|
$3.05 Million
0.76% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
98,885
shares
|
$2.88 Million
0.25% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
92,652
shares
|
$2.7 Million
0.27% of portfolio
|
Q4 2023
Reduced 67.01%
|