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 |
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
7,355
shares
|
$212,118
0.09% of portfolio
|
Q1 2025
Reduced 26.84%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
6,797
shares
|
$196,025
0.0% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,193
shares
|
$178,606
0.0% of portfolio
|
Q4 2024
Reduced 47.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
6,111
shares
|
$176,241
0.02% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
5,483
shares
|
$158,129
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,573
shares
|
$103,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,559
shares
|
$102,641
0.08% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,521
shares
|
$101,545
0.0% of portfolio
|
Q4 2024
Added 361.47%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,498
shares
|
$100,882
0.04% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,273
shares
|
$94,393
0.0% of portfolio
|
Q1 2025
Reduced 64.51%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,270
shares
|
$94,306
0.0% of portfolio
|
Q4 2024
Added 117.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,700
shares
|
$77,868
0.0% of portfolio
|
Q3 2024
Added 170.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,630
shares
|
$75,849
0.0% of portfolio
|
Q4 2024
Added 22.84%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,502
shares
|
$72,157
0.01% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,415
shares
|
$69,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
2,335
shares
|
$67,341
0.02% of portfolio
|
Q1 2023
Added 3333.82%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
2,177
shares
|
$62,784
0.05% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,119
shares
|
$61,111
0.0% of portfolio
|
Q4 2024
Reduced 52.69%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
2,047
shares
|
$59,035
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,946
shares
|
$56,122
0.02% of portfolio
|
Q4 2024
Added 311.42%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,349
shares
|
$38,905
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,160
shares
|
$33,454
0.03% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,107
shares
|
$31,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
788
shares
|
$22,725
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
662
shares
|
$19,092
0.0% of portfolio
|
Q2 2024
New holding
|