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 155 institutions that hold shares in the stock, with a total of 43.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
13,387,336
shares
|
$384 Million
5.06% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,191,330
shares
|
$91.5 Million
0.04% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
2,473,678
shares
|
$70.9 Million
3.5% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
2,463,594
shares
|
$70.6 Million
2.23% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,274,662
shares
|
$65.2 Million
0.01% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,237,389
shares
|
$35.5 Million
0.38% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
1,224,946
shares
|
$35.1 Million
1.64% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,128,340
shares
|
$32.3 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,123,541
shares
|
$32.2 Million
2.35% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,118,303
shares
|
$32.1 Million
1.55% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,070,821
shares
|
$30.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
872,398
shares
|
$25 Million
0.01% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
864,961
shares
|
$24.8 Million
5.64% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
693,060
shares
|
$19.9 Million
0.13% of portfolio
|
Q3 2024
Added 73.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
682,390
shares
|
$19.6 Million
0.05% of portfolio
|
Q3 2024
Added 1404.35%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
620,295
shares
|
$17.8 Million
2.74% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
528,363
shares
|
$15.1 Million
0.03% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
523,023
shares
|
$15 Million
0.0% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
502,799
shares
|
$14.4 Million
0.96% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
472,888
shares
|
$13.6 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
373,689
shares
|
$10.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
349,853
shares
|
$10 Million
0.4% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
339,971
shares
|
$9.74 Million
2.42% of portfolio
|
Q2 2024
Added 15.6%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
333,323
shares
|
$9.55 Million
7.12% of portfolio
|
Q3 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
332,446
shares
|
$9.53 Million
1.54% of portfolio
|
Q3 2024
Added 23.59%
|