SPDR Portfolio Corporate Bond ETF (SPBO) Institutional Ownership

$28.27
+0.08 (+0.28%)
(As of 12:14 PM ET)

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Corporate Bond ETF (NYSEARCA:SPBO)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$140.19M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$27.67M
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SPBO Institutional Buying and Selling by Quarter

SPDR Portfolio Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.152,761$4.45M0.0%+501.2%0.314%
4/16/2024 Arkansas Financial Group Inc.248,752$7.24M1.3%+25.5%0.511%
4/2/2024 ST Germain D J Co. Inc.2,715,123$79.04M3.9%-9.9%7.847%
2/23/2024 Arkansas Financial Group Inc.198,167$5.83M1.1%+18.1%0.573%
2/14/2024Vermillion & White Wealth Management Group LLC1,917$56K0.1%N/A0.006%
2/7/2024 NBC Securities Inc.20,177$593K0.1%-9.0%0.058%
2/6/2024Eldridge Investment Advisors Inc.153,853$4.53M1.2%+135.7%0.445%
2/5/2024Jackson Creek Investment Advisors LLC20,966$617K0.2%+1.9%0.061%
1/30/2024Avior Wealth Management LLC18,452$543K0.0%N/A0.053%
1/19/2024 AdvisorNet Financial Inc1,034$30K0.0%-60.9%0.003%
11/13/2023Financial Engines Advisors L.L.C.228,654$6.31M0.0%+32.3%0.661%
11/8/2023Janney Montgomery Scott LLC9,801$270K0.0%N/A0.028%
11/6/2023Eldridge Investment Advisors Inc.65,267$1.79M0.6%N/A0.189%
11/4/2023 NBC Securities Inc.22,170$611K0.1%N/A0.064%
10/25/2023 Arkansas Financial Group Inc.167,729$4.63M0.9%+9.8%0.485%
10/24/2023 Cambridge Investment Research Advisors Inc.13,155$363K0.0%-57.6%0.038%
10/23/2023 ST Germain D J Co. Inc.3,438,230$94.83M5.3%-16.3%9.937%
10/18/2023 CX Institutional1,087,165$29.93M1.6%+14.7%3.142%
9/7/2023 ST Germain D J Co. Inc.4,105,745$118.55M6.3%N/A15.852%
8/11/2023Financial Engines Advisors L.L.C.172,809$4.99M0.0%+32.5%0.667%
7/28/2023 Private Trust Co. NA7,691$222K0.0%-5.5%0.032%
7/14/2023 AdvisorNet Financial Inc2,645$76K0.0%N/A0.011%
7/13/2023 Cambridge Investment Research Advisors Inc.31,020$896K0.0%N/A0.127%
7/11/2023 Arkansas Financial Group Inc.152,816$4.41M0.9%+8.2%0.626%
5/3/2023 Arkansas Financial Group Inc.141,232$4.13M0.9%+43.6%0.642%
5/2/2023Jackson Creek Investment Advisors LLC20,141$589K0.2%+11.4%0.092%
4/12/2023 Private Trust Co. NA8,136$238K0.0%+181.1%0.042%
3/6/2023OLD Mission Capital LLC44,440$1.26M0.0%-18.7%0.230%
2/27/2023 ST Germain D J Co. Inc.2,676,138$76K0.0%+168.9%13.866%
2/6/2023 Arkansas Financial Group Inc.98,337$2.79M0.6%+882.6%0.510%
2/6/2023Jackson Creek Investment Advisors LLC18,088$513K0.2%N/A0.094%
2/3/2023 CX Institutional396,718$11.26M0.7%+9.1%2.056%
2/2/2023 Congress Wealth Management LLC DE2,247,221$63.78M1.6%+98.2%11.644%
1/19/2023Melone Private Wealth LLC192,886$5.47M4.6%+3.9%1.018%
11/15/2022Laraway Financial Advisors Inc20,560$566K0.6%+3.0%0.131%
11/14/2022OLD Mission Capital LLC54,687$1.52M0.0%N/A0.347%
11/9/2022 Congress Wealth Management LLC DE1,133,546$31.49M0.8%+15.1%7.197%
10/14/2022Melone Private Wealth LLC185,689$5.19M4.5%+6.6%1.350%
10/11/2022 Arkansas Financial Group Inc.10,008$278K0.1%+11.0%0.073%
9/16/2022 Private Trust Co. NA2,913$86K0.0%N/A0.024%
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8/12/2022 Congress Wealth Management LLC DE985,197$29.13M0.7%+1,669.6%8.109%
8/5/2022Financial Gravity Asset Management Inc.130,391$3.86M0.1%+120.9%1.073%
7/15/2022 Arkansas Financial Group Inc.9,017$267K0.1%N/A0.076%
7/13/2022 Cambridge Investment Research Advisors Inc.32,295$955K0.0%+361.6%0.280%
7/11/2022Melone Private Wealth LLC174,111$5.15M4.4%+2.9%1.507%
5/12/2022 ST Germain D J Co. Inc.293,308$9.39M0.5%+22.7%3.071%
4/29/2022Melone Private Wealth LLC169,171$5.16M4.2%-2.3%1.692%
2/11/2022Laraway Financial Inc12,030$419K0.4%N/A0.113%
2/10/2022OLD Mission Capital LLC14,360$500K0.0%+7.5%0.135%
2/7/2022Advisors Preferred LLC12,544$433K0.0%N/A0.118%
2/4/2022 Congress Wealth Management LLC DE83,751$2.92M0.1%N/A0.790%
2/3/2022 Cambridge Investment Research Advisors Inc.24,713$860K0.0%+32.7%0.233%
1/21/2022Melone Private Wealth LLC173,119$6.03M4.5%N/A1.588%
1/19/2022 Curbstone Financial Management Corp12,070$420K0.1%N/A0.111%
11/2/2021 Cambridge Investment Research Advisors Inc.18,624$654K0.0%-14.5%0.156%
8/16/2021 Wealthcare Advisory Partners LLC67,033$2.37M0.2%+46.6%0.626%
8/13/2021OLD Mission Capital LLC13,355$473K0.0%N/A0.125%
8/11/2021Sofos Investments Inc.141,538$5.01M1.8%+8.5%1.323%
8/10/2021 Cambridge Investment Research Advisors Inc.21,772$771K0.0%+26.8%0.203%
5/7/2021 Cambridge Investment Research Advisors Inc.17,176$591K0.0%+12.9%0.180%
4/30/2021 Wealthcare Advisory Partners LLC45,720$1.57M0.1%N/A0.484%
2/4/2021 Cambridge Investment Research Advisors Inc.15,210$551K0.0%+9.1%0.189%
10/29/2020 Cambridge Investment Research Advisors Inc.13,936$494K0.0%+7.1%0.180%
10/20/2020Moloney Securities Asset Management LLC46,402$1.64M0.4%+4.4%0.611%
10/16/2020 Donald L. Hagan LLC19,130$678K0.5%+93.1%0.253%
7/31/2020Moloney Securities Asset Management LLC44,444$1.57M0.5%+1.0%0.729%
7/27/2020 Cambridge Investment Research Advisors Inc.13,008$458K0.0%-67.0%0.222%
5/14/2020Vectors Research Management LLC4,300$141K0.1%N/A0.100%
5/8/2020Front Row Advisors LLC2,335$79K0.1%N/A0.054%
5/8/2020Moloney Securities Asset Management LLC44,020$1.44M0.5%N/A1.024%
5/8/2020 Cambridge Investment Research Advisors Inc.39,386$1.29M0.0%N/A0.916%
(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, 18 institutional investors and hedge funds held shares of SPDR Portfolio Corporate Bond ETF. The most heavily invested institutionals were ST Germain D J Co. Inc. ($79.04M), Congress Wealth Management LLC DE ($63.78M), CX Institutional ($29.93M), Arkansas Financial Group Inc. ($7.24M), Financial Engines Advisors L.L.C. ($6.31M), Melone Private Wealth LLC ($5.47M), and Eldridge Investment Advisors Inc. ($4.53M).Learn more on SPBO's institutional investors.

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

Of the 18 institutional investors that purchased SPDR Portfolio Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ST Germain D J Co. Inc. ($5.84M), Congress Wealth Management LLC DE ($2.19M), Arkansas Financial Group Inc. ($248.75K), Cambridge Investment Research Advisors Inc. ($183.67K), CX Institutional ($172.65K), Eldridge Investment Advisors Inc. ($153.85K), and Financial Engines Advisors L.L.C. ($98.20K).

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

Institutional investors have bought a total of 9,123,754 shares in the last 24 months. This purchase volume represents approximately $262.41M in transactions.

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

The following institutional investors have sold SPDR Portfolio Corporate Bond ETF stock in the last 24 months: ST Germain D J Co. Inc. ($964.65K), Cambridge Investment Research Advisors Inc. ($17.87K), OLD Mission Capital LLC ($10.25K), Melone Private Wealth LLC ($3.95K), NBC Securities Inc. ($1.99K), AdvisorNet Financial Inc ($1.61K), and Private Trust Co. NA ($445.00).

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

Institutional investors have sold a total of 1,000,758 shares in the last 24 months. This volume of shares sold represents approximately $28.09M in transactions.


This page (NYSEARCA:SPBO) was last updated on 4/26/2024 by MarketBeat.com Staff

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