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 |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
30,000
shares
|
$861,600
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,577
shares
|
$849,451
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
29,577
shares
|
$849,451
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
27,400
shares
|
$786,928
0.43% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
26,190
shares
|
$752,176
0.0% of portfolio
|
Q3 2024
Added 55.31%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
21,916
shares
|
$629,427
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
21,481
shares
|
$616,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
21,377
shares
|
$613,947
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
20,574
shares
|
$590,885
0.49% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,523
shares
|
$589,420
0.0% of portfolio
|
Q3 2024
Added 142.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
20,015
shares
|
$574,830
0.0% of portfolio
|
Q3 2024
Reduced 25.38%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
19,529
shares
|
$560,872
0.36% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
19,355
shares
|
$555,875
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
18,258
shares
|
$524,369
0.37% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
17,072
shares
|
$490,307
0.01% of portfolio
|
Q3 2024
Reduced 34.01%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
15,264
shares
|
$438,382
0.33% of portfolio
|
Q3 2024
Added 113.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
14,598
shares
|
$419,254
0.02% of portfolio
|
Q3 2024
Added 14795.92%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
14,513
shares
|
$416,813
0.01% of portfolio
|
Q3 2024
Added 52.67%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
14,160
shares
|
$406,675
0.03% of portfolio
|
Q4 2023
Added 25.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14,063
shares
|
$403,889
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
13,356
shares
|
$383,584
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,282
shares
|
$381,459
0.0% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
13,024
shares
|
$374,049
0.19% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
12,778
shares
|
$366,984
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
12,562
shares
|
$360,780
0.09% of portfolio
|
Q3 2024
Added 0.26%
|