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 154 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
61,721
shares
|
$1.77 Million
0.55% of portfolio
|
Q4 2024
Added 114.26%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
61,640
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
60,794
shares
|
$1.75 Million
0.18% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
60,140
shares
|
$1.73 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
58,270
shares
|
$1.67 Million
0.21% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
58,261
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
56,491
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 526.77%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
55,360
shares
|
$1.59 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
53,862
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 37.42%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
47,574
shares
|
$1.37 Million
0.58% of portfolio
|
Q3 2024
Added 28.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,929
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
44,735
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 44.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
44,708
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
42,269
shares
|
$1.21 Million
0.63% of portfolio
|
Q3 2024
Reduced 61.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
42,091
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
41,793
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 93.49%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
39,130
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
37,653
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
37,408
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2023
Added 58.35%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
35,367
shares
|
$1.02 Million
0.11% of portfolio
|
Q4 2024
Added 37.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,028
shares
|
$977,284
0.04% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
32,642
shares
|
$937,478
0.01% of portfolio
|
Q3 2024
Added 45.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
31,894
shares
|
$915,995
0.0% of portfolio
|
Q3 2024
Added 36.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
30,413
shares
|
$873,461
0.0% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
30,100
shares
|
$864,472
0.0% of portfolio
|
Q3 2024
Added 124.63%
|