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 |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
2,047
shares
|
$60,079
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
1,930
shares
|
$56,645
0.04% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,700
shares
|
$49,895
0.0% of portfolio
|
Q3 2025
Reduced 37.04%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,664
shares
|
$48,838
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,648
shares
|
$48,368
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,467
shares
|
$43,056
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,304
shares
|
$38,272
0.0% of portfolio
|
Q3 2025
Reduced 29.09%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
1,240
shares
|
$36,394
0.03% of portfolio
|
Q3 2025
Reduced 92.41%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,012
shares
|
$29,702
0.02% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
881
shares
|
$25,857
0.0% of portfolio
|
Q3 2025
Added 82.4%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
842
shares
|
$24,712
0.0% of portfolio
|
Q2 2025
Reduced 37.58%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
788
shares
|
$23,127
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
680
shares
|
$19,958
0.22% of portfolio
|
Q2 2025
Added 1411.11%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
594
shares
|
$17,433
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
530
shares
|
$15,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
454
shares
|
$13,324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
361
shares
|
$10,595
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
356
shares
|
$10,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
326
shares
|
$9,568
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
300
shares
|
$8,805
0.0% of portfolio
|
Q2 2025
Reduced 86.36%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
253
shares
|
$7,425
0.0% of portfolio
|
Q3 2025
Reduced 99.23%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
251
shares
|
$7,366
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
230
shares
|
$6,750
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
Nov 12, 2025 Q3 2025 |
220
shares
|
$6,457
0.0% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
207
shares
|
$6,075
0.0% of portfolio
|
Q3 2025
New holding
|
|