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 |
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
14,282
shares
|
$411,892
0.14% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
14,227
shares
|
$410,306
0.0% of portfolio
|
Q1 2025
Reduced 63.92%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
14,160
shares
|
$408,374
0.03% of portfolio
|
Q4 2023
Added 25.31%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
14,000
shares
|
$403,760
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
13,356
shares
|
$385,187
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,282
shares
|
$383,052
0.0% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,230
shares
|
$381,553
0.0% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
13,046
shares
|
$376,246
0.16% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
12,336
shares
|
$355,770
0.04% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
11,768
shares
|
$339,389
0.03% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
10,441
shares
|
$301,118
0.01% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,220
shares
|
$294,744
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
10,123
shares
|
$291,947
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,047
shares
|
$289,755
0.0% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
9,886
shares
|
$285,112
0.01% of portfolio
|
Q1 2025
Reduced 42.04%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
9,807
shares
|
$282,833
0.06% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
9,457
shares
|
$272,739
0.03% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
9,029
shares
|
$260,396
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
8,825
shares
|
$254,513
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,429
shares
|
$243,092
0.03% of portfolio
|
Q1 2025
Reduced 82.18%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
8,264
shares
|
$238,333
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,050
shares
|
$232,162
0.03% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,911
shares
|
$228,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
7,836
shares
|
$225,990
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
7,781
shares
|
$224,404
0.01% of portfolio
|
Q1 2025
Added 1.3%
|