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 52.3 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 |
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
92,652
shares
|
$2.67 Million
0.27% of portfolio
|
Q4 2023
Reduced 67.01%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
83,092
shares
|
$2.4 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
70,476
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.7%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
70,079
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
65,993
shares
|
$1.9 Million
0.52% of portfolio
|
Q1 2025
Reduced 20.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
62,345
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
60,183
shares
|
$1.74 Million
0.31% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
59,963
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
59,488
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
59,394
shares
|
$1.71 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
59,015
shares
|
$1.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
55,890
shares
|
$1.61 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
55,429
shares
|
$1.6 Million
0.63% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
54,287
shares
|
$1.57 Million
0.51% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
51,989
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
51,288
shares
|
$1.48 Million
0.3% of portfolio
|
Q1 2025
Reduced 19.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
50,876
shares
|
$1.47 Million
0.06% of portfolio
|
Q1 2025
Added 20.87%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
46,267
shares
|
$1.33 Million
0.54% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
44,782
shares
|
$1.29 Million
0.68% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
44,252
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
42,763
shares
|
$1.23 Million
0.32% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
40,899
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
39,783
shares
|
$1.15 Million
0.15% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,200
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
38,620
shares
|
$1.11 Million
0.33% of portfolio
|
Q1 2025
Reduced 35.91%
|