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SPDR Portfolio Corporate Bond ETF (SPBO) Institutional Ownership

SPDR Portfolio Corporate Bond ETF logo
$28.63 +0.03 (+0.10%)
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)
13
Total
Institutional Inflows
(last 12 months)
$17.18M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$122.99M
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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
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%
1/10/2025 ST 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%
10/28/2024Creative Financial Designs Inc. ADV1,012$30K0.0%+638.7%0.002%
10/18/2024 ST Germain D J Co. Inc.2,473,678$74.29M3.4%-4.2%4.987%
10/9/2024 Sanibel Captiva Trust Company Inc.30,000$901K0.0%N/A0.060%
10/5/2024Arkansas Financial Group Inc.332,446$9.98M1.5%+23.6%0.670%
8/8/2024Parallel Advisors LLC9,506$273K0.0%N/A0.019%
8/7/2024Ashton Thomas Private Wealth LLC911$26K0.0%N/A0.002%
8/2/2024Jackson Creek Investment Advisors LLC8,726$250K0.1%-51.3%0.018%
8/1/2024Eldridge Investment Advisors Inc.120,455$3.46M0.9%+11.9%0.243%
7/8/2024 ST Germain D J Co. Inc.2,581,228$74.08M3.6%-4.9%5.204%
5/13/2024Financial Gravity Asset Management Inc.318,757$9.28M2.4%-91.8%0.644%
5/4/2024Richardson Financial Services Inc.1,196$35K0.0%N/A0.002%
4/25/2024Cambridge Investment Research Advisors Inc.152,761$4.45M0.0%+501.2%0.314%
4/16/2024Arkansas 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%
2/23/2024Arkansas 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%
2/7/2024NBC 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%
11/4/2023NBC Securities Inc.22,170$611K0.1%N/A0.064%
10/25/2023Arkansas Financial Group Inc.167,729$4.63M0.9%+9.8%0.485%
10/24/2023Cambridge 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%
10/18/2023CX 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%
7/28/2023Private Trust Co. NA7,691$222K0.0%-5.5%0.032%
7/14/2023 AdvisorNet Financial Inc2,645$76K0.0%N/A0.011%
7/13/2023Cambridge Investment Research Advisors Inc.31,020$896K0.0%N/A0.127%
7/11/2023Arkansas Financial Group Inc.152,816$4.41M0.9%+8.2%0.626%
5/3/2023Arkansas 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%
4/12/2023Private 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%
2/6/2023Arkansas 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%
2/3/2023CX Institutional396,718$11.26M0.7%+9.1%2.056%
2/2/2023Congress Wealth Management LLC DE2,247,221$63.78M1.6%+98.2%11.644%
1/19/2023 Melone 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%
11/9/2022Congress Wealth Management LLC DE1,133,546$31.49M0.8%+15.1%7.197%
10/14/2022 Melone Private Wealth LLC185,689$5.19M4.5%+6.6%1.350%
10/11/2022Arkansas Financial Group Inc.10,008$278K0.1%+11.0%0.073%
9/16/2022Private Trust Co. NA2,913$86K0.0%N/A0.024%
8/12/2022Congress 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%
7/15/2022Arkansas Financial Group Inc.9,017$267K0.1%N/A0.076%
7/13/2022Cambridge Investment Research Advisors Inc.32,295$955K0.0%+361.6%0.280%
7/11/2022 Melone 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%
4/29/2022 Melone 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%
2/4/2022Congress Wealth Management LLC DE83,751$2.92M0.1%N/A0.790%
2/3/2022Cambridge Investment Research Advisors Inc.24,713$860K0.0%+32.7%0.233%
1/21/2022 Melone Private Wealth LLC173,119$6.03M4.5%N/A1.588%
1/19/2022Curbstone Financial Management Corp12,070$420K0.1%N/A0.111%
11/2/2021Cambridge 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%
8/10/2021Cambridge Investment Research Advisors Inc.21,772$771K0.0%+26.8%0.203%
5/7/2021Cambridge 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%
2/4/2021Cambridge Investment Research Advisors Inc.15,210$551K0.0%+9.1%0.189%
(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, 24 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. ($69.30M), Congress Wealth Management LLC DE ($63.78M), CX Institutional ($29.93M), Arkansas Financial Group Inc. ($13.26M), Financial Gravity Asset Management Inc. ($9.28M), Financial Engines Advisors L.L.C. ($6.31M), and Melone Private Wealth LLC ($5.47M).Learn more on SPBO's institutional investors.

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

Of the 21 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. ($5.79M), Congress Wealth Management LLC DE ($1.11M), Arkansas Financial Group Inc. ($432.62K), CX Institutional ($172.65K), Eldridge Investment Advisors Inc. ($166.67K), Cambridge Investment Research Advisors Inc. ($158.37K), 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 8,079,911 shares in the last 24 months. This purchase volume represents approximately $231.71M in transactions.

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

Of the 10 institutional investors that sold SPDR Portfolio Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($3.55M), ST Germain D J Co. Inc. ($1.26M), JPMorgan Chase & Co. ($47.42K), Cambridge Investment Research Advisors Inc. ($17.87K), Avior Wealth Management LLC ($17.82K), OLD Mission Capital LLC ($10.25K), and Jackson Creek Investment Advisors LLC ($9.17K).

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

Institutional investors have sold a total of 4,919,468 shares in the last 24 months. This volume of shares sold represents approximately $142.20M in transactions.



This page (NYSEARCA:SPBO) was last updated on 1/17/2025 by MarketBeat.com Staff
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