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SPDR Portfolio Corporate Bond ETF (SPBO) Institutional Ownership

SPDR Portfolio Corporate Bond ETF logo
$28.42 -0.09 (-0.32%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$278.99M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$198.26M
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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%
6/3/2026 Parallel 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%
5/15/2026 Gateway Wealth Partners LLC15,820$459K0.0%N/A0.023%
5/14/2026 Compound Planning Inc.52,623$1.53M0.0%+104.6%0.077%
5/13/2026 Cetera Investment Advisers148,925$4.32M0.0%+19.7%0.218%
5/13/2026Prestige Wealth Management Group LLC4,283$124K0.0%-41.4%0.006%
5/13/2026 Alesco Advisors LLC An ESL Co24,410$709K0.0%-2.7%0.036%
5/7/2026 Parallel Advisors LLC9,794$284K0.0%-51.6%0.014%
5/6/2026 Quadrant Private Wealth Management LLC40,856$1.19M0.2%-1.7%0.060%
5/6/2026 Assetmark 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%
5/2/2026 Valmark Advisers Inc.308,596$8.96M0.1%-13.9%0.452%
5/1/2026 Fifth Third Bancorp6,748$196K0.0%+4,339.5%0.010%
4/30/2026 Elevated Capital Advisors LLC36,880$1.07M0.3%-15.8%0.055%
4/30/2026 Kestra Advisory Services LLC26,142$759K0.0%+6.6%0.039%
4/27/2026 Arrien Investments Inc.13,785$400K0.2%+4.7%0.021%
4/27/2026World Investment Advisors52,777$1.53M0.0%+9.1%0.079%
4/27/2026 Private Advisor Group LLC148,144$4.30M0.0%+4.2%0.221%
4/24/2026 Root Financial Partners LLC2,170$63K0.0%N/A0.003%
4/24/2026 Acorn Financial Advisory Services Inc. ADV7,000$203K0.0%N/A0.010%
4/23/2026 Detalus Advisors LLC16,035$465K0.1%-8.7%0.024%
4/22/2026 Creative Capital Management Investments LLC1,333$39K0.0%N/A0.002%
4/20/2026 Ritholtz Wealth Management100,235$2.91M0.1%+24.1%0.151%
4/20/2026 Breakwater Capital Group212,279$6.16M0.8%+6.1%0.319%
4/16/2026 Center For Asset Management LLC57,392$1.67M0.8%+49.6%0.086%
4/16/2026 Triad 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%
3/9/2026 Corient Private Wealth LLC32,467$953K0.0%+2.0%0.052%
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3/4/2026 SHP Wealth Management1,292$38K0.0%N/A0.002%
2/19/2026 Compound Planning Inc.25,722$755K0.0%+18.3%0.041%
2/19/2026 Corient 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%
2/17/2026 Private 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%
2/16/2026 MML Investors Services LLC145,689$4.28M0.0%-3.3%0.233%
2/16/2026Mariner LLC543,856$15.96M0.0%+62.2%0.872%
2/13/2026 Jacobi Capital Management LLC176,303$5.17M0.3%+4.5%0.283%
2/13/2026 Kestra 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%
2/13/2026 Stifel Financial Corp15,445$453K0.0%-3.5%0.025%
2/13/2026 State Street Corp53,947$1.58M0.0%-10.7%0.086%
2/13/2026Wells Fargo & Company MN317,662$9.32M0.0%+9.3%0.509%
2/13/2026 Gerber Kawasaki Wealth & Investment Management203,753$5.98M0.2%-83.9%0.327%
2/13/2026 Summit 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%
2/12/2026 Commonwealth Equity Services LLC75,855$2.23M0.0%+7.3%0.122%
2/12/2026 Great Valley Advisor Group Inc.7,794$229K0.0%+8.6%0.012%
2/11/2026 LPL 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%
2/11/2026 JPMorgan Chase & Co.126,390$3.71M0.0%+37.4%0.203%
2/11/2026 Parallel 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%
2/10/2026 Northwestern Mutual Wealth Management Co.3,071$90K0.0%+248.6%0.005%
2/10/2026 Savant Capital LLC37,654$1.11M0.0%-19.4%0.060%
2/10/2026Foundations Investment Advisors LLC172,793$5.07M0.1%+21.8%0.277%
2/9/2026 Harbour Investments Inc.1,000$29K0.0%-41.2%0.002%
2/6/2026 Mach 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%
2/6/2026 HighTower Advisors LLC22,460$659K0.0%+229.9%0.036%
2/6/2026 Envestnet Portfolio Solutions Inc.36,704$1.08M0.0%N/A0.059%
2/5/2026 North Dakota State Investment Board1,089,068$31.95M1.2%N/A1.745%
2/5/2026 Tennessee 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%
2/3/2026 Detalus Advisors LLC17,565$515K0.1%+21.4%0.028%
2/2/2026 Truist Financial Corp11,286$331K0.0%+57.0%0.018%
1/30/2026 5th Street Advisors LLC134,861$3.96M1.8%-7.1%0.216%
1/30/2026 Archer Investment Corp2,352$69K0.0%N/A0.004%
1/30/2026 Arrien Investments Inc.13,168$386K0.2%N/A0.021%
1/29/2026 Ashton 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%
1/28/2026 Alesco 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%
1/27/2026 Elevated Capital Advisors LLC43,804$1.29M0.3%-4.7%0.070%
1/27/2026 Asset 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%
1/26/2026 AE Wealth Management LLC1,974,900$57.94M0.3%+13.7%3.190%
1/26/2026 Quadrant Private Wealth Management LLC41,552$1.22M0.2%+4.2%0.067%


SPBO Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 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 110 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 9,491,248 shares in the last 24 months. This purchase volume represents approximately $278.99M in transactions.

Of the 52 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: 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), Bank of America Corp DE ($517.35K), and RWA Wealth Partners LLC ($239.45K).

Institutional investors have sold a total of 6,772,208 shares in the last 24 months. This volume of shares sold represents approximately $198.26M in transactions.



Institutional ownership data for NYSEARCA:SPBO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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