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 |
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
37,408
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2023
Added 58.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
37,142
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
36,157
shares
|
$1.04 Million
0.64% of portfolio
|
Q1 2025
Added 85.15%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
34,687
shares
|
$1 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,028
shares
|
$981,367
0.04% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
33,371
shares
|
$962,419
0.0% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
31,822
shares
|
$917,746
0.0% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
30,000
shares
|
$865,200
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
29,990
shares
|
$864,911
0.01% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,577
shares
|
$853,000
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
26,020
shares
|
$750,416
0.44% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
24,802
shares
|
$715,289
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
24,733
shares
|
$713,299
0.01% of portfolio
|
Q1 2025
Reduced 36.79%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
22,432
shares
|
$646,938
0.03% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
21,377
shares
|
$616,512
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
20,534
shares
|
$592,200
0.39% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
20,373
shares
|
$587,557
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
20,134
shares
|
$580,664
0.43% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
20,113
shares
|
$580,058
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
19,628
shares
|
$566,071
0.02% of portfolio
|
Q1 2025
Reduced 77.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
17,650
shares
|
$509,026
0.01% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
17,585
shares
|
$507,151
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
17,208
shares
|
$496,278
0.11% of portfolio
|
Q4 2024
Reduced 98.01%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
16,327
shares
|
$470,870
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
14,962
shares
|
$431,504
0.01% of portfolio
|
Q1 2025
Reduced 19.77%
|