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SPDR Portfolio Corporate Bond ETF (SPBO) Institutional Ownership

SPDR Portfolio Corporate Bond ETF logo
$29.56 -0.03 (-0.08%)
As of 02:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Corporate Bond ETF (NYSEARCA:SPBO)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$287.56M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$208.80M
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SPBO Institutional Buying and Selling by Quarter

SPDR Portfolio Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025ST Germain D J Co. Inc.2,251,943$66.73M2.7%-2.1%3.656%
10/3/2025 Summit Financial Wealth Advisors LLC916,928$27.14M4.2%+15.3%1.484%
9/29/2025 Summit Financial Wealth Advisors LLC795,071$23.23M4.2%+8.3%1.383%
9/25/2025National Wealth Management Group LLC26,551$776K0.4%+2.5%0.046%
9/22/2025Caldwell Trust Co9,303$272K0.0%N/A0.016%
9/9/2025NWF Advisory Services Inc.13,794$403K0.0%N/A0.024%
9/4/2025Osaic Holdings Inc.183,416$5.35M0.0%+160.3%0.319%
8/15/2025Strategic Investment Advisors MI32,990$962K0.1%-4.9%0.057%
8/15/2025Corient Private Wealth LLC63,644$1.86M0.0%+100.0%0.111%
8/15/2025MML Investors Services LLC372,636$10.89M0.0%-0.7%0.648%
8/15/2025Great Valley Advisor Group Inc.7,689$224K0.0%-48.6%0.013%
8/15/2025Bank of America Corp DE2,702,160$78.96M0.0%+2.7%4.699%
8/15/2025Ameriprise Financial Inc.6,350,351$185.56M0.0%-3.1%11.044%
8/14/2025Raymond James Financial Inc.26,562$776K0.0%-22.7%0.046%
8/14/2025Transamerica Financial Advisors LLC55,478$1.62M0.2%-1.8%0.096%
8/14/2025Prestige Wealth Management Group LLC7,308$214K0.0%-57.5%0.013%
8/13/2025CW Advisors LLC1,179,900$34.48M0.3%+3.4%2.052%
8/13/2025Level Four Advisory Services LLC31,275$914K0.0%+16.2%0.054%
8/12/2025CreativeOne Wealth LLC26,765$782K0.0%-23.4%0.047%
8/12/2025Jefferies Financial Group Inc.159,815$4.67M0.0%-20.1%0.278%
8/12/2025JPMorgan Chase & Co.112,647$3.29M0.0%-1.2%0.196%
8/11/2025Kingdom Financial Group LLC.17,693$517K0.5%N/A0.031%
8/11/2025Perennial Investment Advisors LLC7,921$231K0.0%-5.3%0.014%
8/8/2025Financial Gravity Companies Inc.374,959$10.96M1.7%N/A0.652%
8/8/2025Avantax Advisory Services Inc.68,615$2.01M0.0%-2.1%0.119%
8/8/2025Cetera Investment Advisers43,136$1.26M0.0%+16.1%0.075%
8/8/2025Flaharty Asset Management LLC680,216$19.88M4.1%+1.7%1.183%
8/8/2025Creative Planning16,712$488K0.0%+63.6%0.029%
8/8/2025Foundations Investment Advisors LLC109,347$3.20M0.1%+83.8%0.190%
8/8/2025Good Life Advisors LLC664,234$19.41M1.2%+11.6%1.155%
8/8/2025Advyzon Investment Management LLC12,430$363K0.1%N/A0.022%
8/7/2025Allworth Financial LP3,510$103K0.0%N/A0.006%
8/6/2025RWA Wealth Partners LLC1,399,638$40.90M0.5%-81.6%2.434%
8/6/2025AE Wealth Management LLC1,604,981$46.90M0.3%+5.4%2.791%
8/6/2025Quadrant Private Wealth Management LLC36,656$1.07M0.2%-14.3%0.064%
8/6/2025Savant Capital LLC48,256$1.41M0.0%-19.5%0.084%
8/5/2025Bank of Montreal Can7,333$214K0.0%+30.7%0.013%
8/4/2025Creative Financial Designs Inc. ADV2,934$86K0.0%+17.3%0.005%
8/4/2025World Investment Advisors40,005$1.17M0.0%-9.6%0.070%
8/4/2025Flagship Harbor Advisors LLC339,046$9.91M0.5%+29.3%0.590%
8/1/2025Cobblestone Capital Advisors LLC NY61,250$1.79M0.1%+9.6%0.105%
8/1/2025Envestnet Asset Management Inc.67,542$1.97M0.0%+8.3%0.116%
7/31/2025Kathleen S. Wright Associates Inc.44,786$1.31M0.5%-3.2%0.077%
7/29/2025Birmingham Capital Management Co. Inc. AL147,500$4.31M1.9%-21.5%0.261%
7/29/2025Tradewinds Capital Management LLC77,755$2.27M0.6%+17.8%0.137%
7/29/2025ShoreHaven Wealth Partners LLC45,694$1.34M0.5%+2.0%0.081%
7/29/2025Private Trust Co. NA8,950$262K0.0%-27.4%0.016%
7/28/20255th Street Advisors LLC149,109$4.36M2.2%-6.7%0.263%
7/28/2025Ritholtz Wealth Management78,141$2.28M0.1%+91.1%0.138%
7/28/2025RFG Advisory LLC7,796$228K0.0%-60.3%0.014%
7/25/2025CWM LLC294,861$8.62M0.0%+8.8%0.521%
7/23/2025Optas LLC57,002$1.67M0.3%-5.3%0.101%
7/23/2025Valmark Advisers Inc.208,156$6.08M0.1%+70.4%0.367%
7/23/2025Detalus Advisors LLC13,159$385K0.1%-7.9%0.023%
7/21/2025Ascent Group LLC12,219$357K0.0%-28.8%0.022%
7/18/2025Truist Financial Corp6,895$201K0.0%N/A0.012%
7/18/2025Donald L. Hagan LLC21,503$628K0.3%-17.4%0.038%
7/17/2025David Kennon Inc58,467$1.71M0.6%-1.6%0.104%
7/16/2025Arkansas Financial Group Inc.551,268$15.91M2.5%+8.6%0.983%
7/16/2025ST Germain D J Co. Inc.2,300,466$67.22M2.9%-0.9%4.101%
7/11/2025Farther Finance Advisors LLC5,581$163K0.0%-68.4%0.010%
7/10/2025Exchange Traded Concepts LLC1,494,916$43.68M0.5%N/A2.651%
7/10/2025Sovran Advisors LLC10,043$290K0.0%N/A0.018%
7/9/2025 Breakwater Investment Management12,153$355K0.1%-6.8%0.022%
7/9/2025Procyon Advisors LLC1,349,276$39.43M3.7%-1.9%2.392%
7/9/2025Tounjian Advisory Partners LLC82,740$2.40M0.4%-0.4%0.147%
7/9/2025Keystone Wealth Services LLC34,085$996K0.2%-11.7%0.060%
7/9/2025Breakwater Capital Group125,290$3.66M0.6%-12.5%0.222%
7/9/2025Alesco Advisors LLC36,645$1.07M0.0%+108.4%0.065%
7/9/2025Sterling Manor Financial LLC538,925$15.75M10.5%+5.3%0.956%
7/8/2025Melone Private Wealth LLC179,257$5.22M2.7%+1.0%0.318%
7/8/2025Parallel Advisors LLC9,506$278K0.0%-3.8%0.017%
5/15/2025OLD Mission Capital LLC70,996$2.06M0.0%N/A0.132%
5/14/2025Ameriprise Financial Inc.6,552,185$190.22M0.1%+443.6%12.201%
5/14/2025Flow Traders U.S. LLC170,091$4.94M0.2%N/A0.317%
5/7/2025MJT & Associates Financial Advisory Group Inc.16,327$474K0.5%N/A0.028%
4/30/2025Financial Gravity Asset Management Inc.350,334$10.17M2.2%N/A0.601%
4/28/2025Private Trust Co. NA12,336$358K0.0%-9.8%0.021%
4/23/2025Creative Financial Designs Inc. ADV2,502$73K0.0%+18.4%0.004%
4/22/2025Cambridge Investment Research Advisors Inc.14,227$413K0.0%-63.9%0.024%
4/14/2025Farther Finance Advisors LLC17,650$512K0.0%+16.5%0.029%
4/9/2025ST Germain D J Co. Inc.2,321,665$67.40M3.2%-4.0%3.844%
4/8/2025Parallel Advisors LLC9,886$287K0.0%-42.0%0.016%
3/4/2025Birmingham Capital Management Co. Inc. AL188,000$5.38M2.0%N/A0.302%
2/17/2025Enstar Group LTD276,400$7.92M2.8%N/A0.557%
2/17/2025Ameriprise Financial Inc.1,205,293$34.53M0.0%+38.2%2.430%
2/14/2025Coppell Advisory Solutions LLC6,111$175K0.0%-24.4%0.012%
2/12/2025JPMorgan Chase & Co.113,220$3.24M0.0%-30.6%0.228%
2/10/2025Parallel Advisors LLC17,057$489K0.0%+17.5%0.034%
2/10/2025Creative Financial Designs Inc. ADV2,113$61K0.0%+108.8%0.004%
2/10/2025Eldridge Investment Advisors Inc.112,346$3.22M0.7%-9.3%0.227%
2/10/2025Farther Finance Advisors LLC15,144$434K0.0%+3.7%0.031%
2/5/2025Private Trust Co. NA13,678$392K0.0%+22.9%0.028%
1/17/2025Arkansas Financial Group Inc.462,865$13.26M2.1%+39.2%0.933%
1/17/2025Avior Wealth Management LLC5,801$166K0.0%-75.4%0.012%
1/10/2025ST Germain D J Co. Inc.2,419,567$69.30M3.1%-2.2%4.878%
12/26/2024JPMorgan Chase & Co.163,074$4.90M0.0%-22.5%0.329%
11/13/2024Private Trust Co. NA11,125$334K0.0%+8.1%0.022%
11/8/2024Avior Wealth Management LLC23,617$709K0.0%+28.0%0.048%
10/29/2024Farther Finance Advisors LLC14,598$438K0.0%+14,795.9%0.029%
(Data available from 1/1/2016 forward)

SPBO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPBO shares?

During the previous two years, 89 institutional investors and hedge funds held shares of SPDR Portfolio Corporate Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($185.56M), Bank of America Corp DE ($78.96M), ST Germain D J Co. Inc. ($66.73M), AE Wealth Management LLC ($46.90M), Exchange Traded Concepts LLC ($43.68M), RWA Wealth Partners LLC ($40.90M), and Procyon Advisors LLC ($39.43M).Learn more on SPDR Portfolio Corporate Bond ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio Corporate Bond ETF's stock?

Of the 58 institutional investors that purchased SPDR Portfolio Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($5.68M), Exchange Traded Concepts LLC ($1.49M), Financial Gravity Companies Inc. ($374.96K), Financial Gravity Asset Management Inc. ($350.33K), Arkansas Financial Group Inc. ($333.41K), Enstar Group LTD ($276.40K), and Birmingham Capital Management Co. Inc. AL ($188K).

How much institutional buying is happening at SPDR Portfolio Corporate Bond ETF?

Institutional investors have bought a total of 9,895,388 shares in the last 24 months. This purchase volume represents approximately $287.56M in transactions.

Which of SPDR Portfolio Corporate Bond ETF's major shareholders have been selling company stock?

Of the 38 institutional investors that sold SPDR Portfolio Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RWA Wealth Partners LLC ($6.20M), ST Germain D J Co. Inc. ($329.29K), Ameriprise Financial Inc. ($201.83K), JPMorgan Chase & Co. ($98.60K), Birmingham Capital Management Co. Inc. AL ($40.50K), Jefferies Financial Group Inc. ($40.29K), and Procyon Advisors LLC ($26.13K).

How much institutional selling is happening at SPDR Portfolio Corporate Bond ETF?

Institutional investors have sold a total of 7,144,360 shares in the last 24 months. This volume of shares sold represents approximately $208.80M in transactions.


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This page (NYSEARCA:SPBO) was last updated on 10/8/2025 by MarketBeat.com Staff
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