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SPDR Portfolio Corporate Bond ETF (SPBO) Institutional Ownership

SPDR Portfolio Corporate Bond ETF logo
$28.56 -0.02 (-0.07%)
As of 04/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$34.69M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$119.10M
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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
4/14/2025 Farther Finance Advisors LLC17,650$512K0.0%+16.5%0.029%
4/9/2025 ST Germain D J Co. Inc.2,321,665$67.40M3.2%-4.0%3.844%
4/8/2025 Parallel 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%
2/10/2025 Parallel 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%
2/10/2025 Farther Finance Advisors LLC15,144$434K0.0%+3.7%0.031%
2/5/2025Private Trust Co. NA13,678$392K0.0%+22.9%0.028%
1/17/2025 Arkansas 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%
10/29/2024 Farther 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%
10/5/2024 Arkansas Financial Group Inc.332,446$9.98M1.5%+23.6%0.670%
8/8/2024 Parallel 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%
4/16/2024 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%
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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%
11/8/2023 Janney 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%
10/24/2023Cambridge 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%
10/18/2023 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%
7/28/2023Private 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%
7/11/2023 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%
4/12/2023Private 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%
2/6/2023 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%
2/2/2023Congress 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%
10/11/2022 Arkansas 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%
7/15/2022 Arkansas 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%
1/19/2022 Curbstone 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%
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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%
(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, 25 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. ($67.40M), Ameriprise Financial Inc. ($34.53M), CX Institutional ($29.93M), Arkansas Financial Group Inc. ($13.26M), Financial Gravity Asset Management Inc. ($9.28M), Enstar Group LTD ($7.92M), and Financial Engines Advisors L.L.C. ($6.31M).Learn more on SPBO's institutional investors.

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

Of the 22 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. ($4.11M), Arkansas Financial Group Inc. ($344.29K), Ameriprise Financial Inc. ($332.90K), Enstar Group LTD ($276.40K), Birmingham Capital Management Co. Inc. AL ($188K), Eldridge Investment Advisors Inc. ($166.67K), and Cambridge Investment Research Advisors Inc. ($158.37K).

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

Institutional investors have bought a total of 5,939,652 shares in the last 24 months. This purchase volume represents approximately $171.17M in transactions.

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

Of the 12 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. ($1.36M), JPMorgan Chase & Co. ($97.27K), Cambridge Investment Research Advisors Inc. ($17.87K), Avior Wealth Management LLC ($17.82K), Eldridge Investment Advisors Inc. ($11.54K), 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 5,077,661 shares in the last 24 months. This volume of shares sold represents approximately $146.77M in transactions.



This page (NYSEARCA:SPBO) was last updated on 4/19/2025 by MarketBeat.com Staff
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