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SPDR Portfolio Corporate Bond ETF (SPBO) Institutional Ownership

SPDR Portfolio Corporate Bond ETF logo
$28.45 +0.01 (+0.04%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$302.83M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$384.17M
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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
7/9/2026 Melone Private Wealth LLC169,598$4.93M1.9%+1.1%0.232%
7/9/2026 Breakwater Capital Group140,249$4.07M0.5%-33.9%0.192%
7/9/2026 Flaharty Asset Management LLC58,923$1.70M2.4%-92.1%0.080%
7/7/2026 CoreCap Advisors LLC15,142$440K0.0%-97.9%0.021%
7/6/2026 Hobart Private Capital LLC307,667$8.94M1.5%N/A0.421%
6/18/2026Western Wealth Management LLC4,896$142K0.0%N/A0.007%
6/3/2026Parallel Advisors LLC9,794$284K0.0%-51.6%0.014%
5/26/2026 Summit Financial Wealth Advisors LLC1,126,788$32.71M4.6%+9.6%1.650%
5/19/2026Western Wealth Management LLC4,896$142K0.0%N/A0.007%
5/19/2026Bank of America Corp DE2,252,492$65.39M0.0%-18.7%3.298%
5/19/2026Strategic Investment Advisors MI53,190$1.54M0.1%+60.9%0.078%
5/18/2026Royal Bank of Canada340,386$9.88M0.0%+29.8%0.498%
5/15/2026Gateway Wealth Partners LLC15,820$459K0.0%N/A0.023%
5/14/2026Compound Planning Inc.52,623$1.53M0.0%+104.6%0.077%
5/13/2026Cetera Investment Advisers148,925$4.32M0.0%+19.7%0.218%
5/13/2026Prestige Wealth Management Group LLC4,283$124K0.0%-41.4%0.006%
5/13/2026Alesco Advisors LLC An ESL Co24,410$709K0.0%-2.7%0.036%
5/7/2026Parallel Advisors LLC9,794$284K0.0%-51.6%0.014%
5/6/2026Quadrant Private Wealth Management LLC40,856$1.19M0.2%-1.7%0.060%
5/6/2026Assetmark Inc.2,170,235$63.00M0.1%+47.0%3.178%
5/5/2026Sanctuary Advisors LLC19,524$567K0.0%-19.6%0.029%
5/4/2026 Procyon Advisors LLC1,740,756$50.53M0.8%+16.5%2.549%
5/2/2026Valmark Advisers Inc.308,596$8.96M0.1%-13.9%0.452%
5/1/2026Fifth Third Bancorp6,748$196K0.0%+4,339.5%0.010%
4/30/2026Elevated Capital Advisors LLC36,880$1.07M0.3%-15.8%0.055%
4/30/2026Kestra Advisory Services LLC26,142$759K0.0%+6.6%0.039%
4/27/2026Arrien Investments Inc.13,785$400K0.2%+4.7%0.021%
4/27/2026World Investment Advisors52,777$1.53M0.0%+9.1%0.079%
4/27/2026Private Advisor Group LLC148,144$4.30M0.0%+4.2%0.221%
4/24/2026Root Financial Partners LLC2,170$63K0.0%N/A0.003%
4/24/2026 Acorn Financial Advisory Services Inc. ADV7,000$203K0.0%N/A0.010%
4/23/2026Detalus Advisors LLC16,035$465K0.1%-8.7%0.024%
4/22/2026Creative Capital Management Investments LLC1,333$39K0.0%N/A0.002%
4/20/2026Ritholtz Wealth Management100,235$2.91M0.1%+24.1%0.151%
4/20/2026 Breakwater Capital Group212,279$6.16M0.8%+6.1%0.319%
4/16/2026Center For Asset Management LLC57,392$1.67M0.8%+49.6%0.086%
4/16/2026Triad Wealth Partners LLC12,452$361K0.0%N/A0.019%
4/15/2026 Nations Financial Group Inc. IA ADV7,181$208K0.0%N/A0.011%
3/13/2026World Investment Advisors48,380$1.42M0.0%+13.4%0.078%
3/9/2026Corient Private Wealth LLC32,467$953K0.0%+2.0%0.052%
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3/4/2026SHP Wealth Management1,292$38K0.0%N/A0.002%
2/19/2026Compound Planning Inc.25,722$755K0.0%+18.3%0.041%
2/19/2026Corient Private Wealth LLC32,467$953K0.0%+2.0%0.052%
2/18/2026Zacks Investment Management47,254$1.39M0.0%-16.7%0.076%
2/18/2026Strategic Investment Advisors MI33,051$970K0.1%+12,963.6%0.053%
2/17/2026Nepc LLC258,781$7.59M0.2%-84.2%0.415%
2/17/2026Osaic Holdings Inc.1,541,476$45.23M0.1%+13.1%2.470%
2/17/2026Private Advisor Group LLC142,234$4.17M0.0%-0.5%0.228%
2/17/2026Captrust Financial Advisors70,179$2.06M0.0%N/A0.112%
2/17/2026Royal Bank of Canada262,162$7.69M0.0%-2.0%0.420%
2/16/2026MML Investors Services LLC145,689$4.28M0.0%-3.3%0.233%
2/16/2026Mariner LLC543,856$15.96M0.0%+62.2%0.872%
2/13/2026Jacobi Capital Management LLC176,303$5.17M0.3%+4.5%0.283%
2/13/2026Kestra Advisory Services LLC24,518$719K0.0%+88.5%0.039%
2/13/2026CreativeOne Wealth LLC27,628$811K0.0%+1.9%0.044%
2/13/2026Transamerica Financial Advisors LLC52,975$1.55M0.1%-3.7%0.085%
2/13/2026Stifel Financial Corp15,445$453K0.0%-3.5%0.025%
2/13/2026State Street Corp53,947$1.58M0.0%-10.7%0.086%
2/13/2026Wells Fargo & Company MN317,662$9.32M0.0%+9.3%0.509%
2/13/2026Gerber Kawasaki Wealth & Investment Management203,753$5.98M0.2%-83.9%0.327%
2/13/2026Summit Financial LLC7,843$230K0.0%+6.8%0.013%
2/12/2026Financial Engines Advisors L.L.C.566,708$16.63M0.0%+9.1%0.908%
2/12/2026Commonwealth Equity Services LLC75,855$2.23M0.0%+7.3%0.122%
2/12/2026Great Valley Advisor Group Inc.7,794$229K0.0%+8.6%0.012%
2/11/2026LPL Financial LLC3,029,120$88.87M0.0%+3.4%4.854%
2/11/2026O Shaughnessy Asset Management LLC113,361$3.33M0.0%-1.3%0.182%
2/11/2026JPMorgan Chase & Co.126,390$3.71M0.0%+37.4%0.203%
2/11/2026Parallel Advisors LLC20,236$594K0.0%+112.9%0.032%
2/10/2026 ShoreHaven Wealth Partners LLC28,023$822K0.3%+3.1%0.045%
2/10/2026Goldman Sachs Group Inc.81,581$2.39M0.0%N/A0.131%
2/10/2026Northwestern Mutual Wealth Management Co.3,071$90K0.0%+248.6%0.005%
2/10/2026Savant Capital LLC37,654$1.11M0.0%-19.4%0.060%
2/10/2026Foundations Investment Advisors LLC172,793$5.07M0.1%+21.8%0.277%
2/9/2026Harbour Investments Inc.1,000$29K0.0%-41.2%0.002%
2/6/2026Mach 1 Financial Group LLC39,751$1.17M0.2%N/A0.064%
2/6/2026 Flaharty Asset Management LLC736,686$21.61M2.7%+4.0%1.181%
2/6/2026HighTower Advisors LLC22,460$659K0.0%+229.9%0.036%
2/6/2026 Envestnet Portfolio Solutions Inc.36,704$1.08M0.0%N/A0.059%
2/5/2026North Dakota State Investment Board1,089,068$31.95M1.2%N/A1.745%
2/5/2026Tennessee Valley Asset Management Partners8,736$256K0.0%+12.8%0.014%
2/5/2026Thrivent Financial for Lutherans294,036$8.65M0.0%+1.2%0.471%
2/4/2026Ameritas Advisory Services LLC9,768$287K0.0%+6,500.0%0.016%
2/4/2026World Investment Advisors48,380$1.42M0.0%+13.4%0.078%
2/3/2026Detalus Advisors LLC17,565$515K0.1%+21.4%0.028%
2/2/2026Truist Financial Corp11,286$331K0.0%+57.0%0.018%
1/30/20265th Street Advisors LLC134,861$3.96M1.8%-7.1%0.216%
1/30/2026Archer Investment Corp2,352$69K0.0%N/A0.004%
1/30/2026Arrien Investments Inc.13,168$386K0.2%N/A0.021%
1/29/2026Ashton Thomas Private Wealth LLC21,812$640K0.0%-1.9%0.035%
1/29/2026 ST Germain D J Co. Inc.2,133,922$62.61M2.4%-5.2%3.431%
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1/29/2026Sanctuary Advisors LLC24,291$713K0.0%+14.9%0.039%
1/28/2026 Arkansas Financial Group Inc.820,153$24.06M3.5%+12.6%1.319%
1/28/2026Alesco Advisors LLC25,095$736K0.0%-31.5%0.040%
1/28/2026 APS Management Group Inc.20,746$609K0.5%-83.7%0.033%
1/27/2026 Summit Financial Wealth Advisors LLC1,027,716$30.15M4.3%+12.1%1.652%
1/27/2026Elevated Capital Advisors LLC43,804$1.29M0.3%-4.7%0.070%
1/27/2026Asset Management One Co. Ltd.352,430$10.38M0.0%N/A0.567%
1/26/2026 Merit Financial Group LLC21,019$617K0.0%-3.8%0.034%
1/26/2026AE Wealth Management LLC1,974,900$57.94M0.3%+13.7%3.190%
1/26/2026Quadrant Private Wealth Management LLC41,552$1.22M0.2%+4.2%0.067%


SPBO Institutional Ownership - Frequently Asked Questions

During the previous two years, 142 institutional investors and hedge funds held shares of SPDR Portfolio Corporate Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($217.45M), LPL Financial LLC ($88.87M), Bank of America Corp DE ($65.39M), Assetmark Inc. ($63.00M), ST Germain D J Co. Inc. ($62.61M), AE Wealth Management LLC ($57.94M), and Procyon Advisors LLC ($50.53M).Learn more on SPDR Portfolio Corporate Bond ETF's institutional investors.

Of the 111 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. ($6.67M), Exchange Traded Concepts LLC ($2.36M), North Dakota State Investment Board ($1.09M), Assetmark Inc. ($766.72K), Tradewinds Capital Management LLC ($689.13K), Arkansas Financial Group Inc. ($491.26K), and AE Wealth Management LLC ($451.51K).

Institutional investors have bought a total of 10,306,924 shares in the last 24 months. This purchase volume represents approximately $302.83M in transactions.

Of the 59 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 ($6.44M), Nepc LLC ($1.38M), Gerber Kawasaki Wealth & Investment Management ($1.14M), Exchange Traded Concepts LLC ($988.12K), CoreCap Advisors LLC ($714.66K), Flaharty Asset Management LLC ($687.34K), and Bank of America Corp DE ($517.35K).

Institutional investors have sold a total of 13,134,655 shares in the last 24 months. This volume of shares sold represents approximately $384.17M in transactions.



This page (NYSEARCA:SPBO) was last updated on 7/25/2026 by MarketBeat.com Staff.
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