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 191 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,028
shares
|
$998,721
0.04% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
32,398
shares
|
$950,881
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
31,822
shares
|
$933,975
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
30,000
shares
|
$880,500
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,577
shares
|
$868,084
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
28,884
shares
|
$847,745
0.32% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
28,787
shares
|
$844,898
0.03% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
27,834
shares
|
$816,927
0.0% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
27,500
shares
|
$807,125
0.38% of portfolio
|
Q3 2025
Reduced 81.36%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
27,189
shares
|
$797,997
0.34% of portfolio
|
Q3 2025
Reduced 40.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
27,118
shares
|
$795,913
0.02% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
25,875
shares
|
$759,431
0.0% of portfolio
|
Q3 2025
Reduced 83.81%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
24,830
shares
|
$728,760
0.13% of portfolio
|
Q3 2025
Reduced 56.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
23,586
shares
|
$692,249
0.0% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
22,226
shares
|
$652,333
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
21,840
shares
|
$641,004
0.01% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
21,744
shares
|
$638,186
0.02% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
21,519
shares
|
$631,582
0.36% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
21,377
shares
|
$627,414
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
20,988
shares
|
$615,997
0.0% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
19,908
shares
|
$584,299
0.41% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,945
shares
|
$497,335
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
16,787
shares
|
$492,698
0.17% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
16,013
shares
|
$469,981
0.0% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,649
shares
|
$459,298
0.01% of portfolio
|
Q3 2025
New holding
|
|