Purchases and Sales Made in Q4 2025 in Spdr Ser Tr Spdr Portfolio Cor (SPBO)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Cor (SPBO) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO COR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
627K+ 491.05% |
$18.4M - $18.8M
|
755K
$22.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
89.1K+ 6.34% |
$2.61M - $2.67M
|
1.49M
$43.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
72.4K+ 5.16% |
$2.12M - $2.17M
|
1.48M
$43.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
32.3K+ 19.21% |
$947K - $965K
|
200K
$5.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
15.5K+ 2.52% |
$456K - $465K
|
633K
$18.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5KNew |
$147K - $150K
|
5K
$147K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 16.82% |
$59.6K - $60.8K
|
14.1K
$414K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.8KNew |
$52.8K - $53.8K
|
1.8K
$52.8K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.67K+ 15.18% |
$49.1K - $50K
|
12.7K
$372K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
1.04K+ 1.4% |
$30.6K - $31.2K
|
75.6K
$2.22M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
471+ 0.59% |
$13.8K - $14.1K
|
80.8K
$2.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
101+ 1.27% |
$2.96K - $3.02K
|
8.08K
$237K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
3+ 1.45% |
$88.1 - $89.8
|
210
$6.16K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.31% |
$29.4 - $29.9
|
327
$9.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-33- 0.33% |
$969 - $988
|
9.92K
$291K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-475- 3.75% |
$13.9K - $14.2K
|
12.2K
$358K
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-987- 2.51% |
$29K - $29.5K
|
38.4K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.7K- 14.52% |
$49.9K - $50.9K
|
10K
$294K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.75K- 30.29% |
$257K - $262K
|
20.1K
$591K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-10.1K- 5.68% |
$296K - $302K
|
168K
$4.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-988K- 41.84% |
$29M - $29.6M
|
1.37M
$40.3M
|
|