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 191 institutions that hold shares in the stock, with a total of 45.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
472,888
shares
|
$13.9 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
397,929
shares
|
$11.7 Million
2.33% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
374,959
shares
|
$11 Million
2.15% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
335,338
shares
|
$9.84 Million
0.01% of portfolio
|
Q3 2025
Added 35.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
290,535
shares
|
$8.53 Million
0.0% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
290,420
shares
|
$8.52 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Enstar Group LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
276,400
shares
|
$8.11 Million
3.97% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
267,376
shares
|
$7.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
227,841
shares
|
$6.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
204,761
shares
|
$6.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
200,119
shares
|
$5.87 Million
0.82% of portfolio
|
Q4 2025
Added 19.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
195,334
shares
|
$5.73 Million
0.0% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
168,721
shares
|
$4.95 Million
0.31% of portfolio
|
Q3 2025
Added 19.75%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
167,659
shares
|
$4.92 Million
2.11% of portfolio
|
Q4 2025
Reduced 5.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
150,734
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 59.55%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
145,227
shares
|
$4.26 Million
2.14% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
142,935
shares
|
$4.2 Million
0.02% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
141,860
shares
|
$4.16 Million
0.07% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
136,765
shares
|
$4.01 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
132,230
shares
|
$3.88 Million
1.31% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
127,001
shares
|
$3.73 Million
3.33% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
124,448
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2025
Added 188.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
114,876
shares
|
$3.37 Million
0.02% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
92,652
shares
|
$2.72 Million
0.27% of portfolio
|
Q4 2023
Reduced 67.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
91,984
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.3%
|
|