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SPDR Portfolio Corporate Bond ETF (SPBO) Institutional Ownership

SPDR Portfolio Corporate Bond ETF logo
$29.09 0.00 (0.00%)
(As of 12/17/2024 ET)

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)
$13.44M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$119.51M
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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
11/13/2024 Private Trust Co. NA11,125$334K0.0%+8.1%0.022%
11/8/2024 Avior 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%
10/28/2024 Creative Financial Designs Inc. ADV1,012$30K0.0%+638.7%0.002%
10/18/2024ST 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%
8/7/2024 Ashton Thomas Private Wealth LLC911$26K0.0%N/A0.002%
8/2/2024 Jackson Creek Investment Advisors LLC8,726$250K0.1%-51.3%0.018%
8/1/2024 Eldridge Investment Advisors Inc.120,455$3.46M0.9%+11.9%0.243%
7/8/2024ST 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%
5/4/2024 Richardson Financial Services Inc.1,196$35K0.0%N/A0.002%
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%
4/2/2024ST 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%
2/14/2024 Vermillion & 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%
2/6/2024 Eldridge Investment Advisors Inc.153,853$4.53M1.2%+135.7%0.445%
2/5/2024 Jackson Creek Investment Advisors LLC20,966$617K0.2%+1.9%0.061%
1/30/2024 Avior Wealth Management LLC18,452$543K0.0%N/A0.053%
1/19/2024 AdvisorNet Financial Inc1,034$30K0.0%-60.9%0.003%
11/13/2023 Financial 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%
11/6/2023 Eldridge 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%
10/23/2023ST 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%
9/7/2023ST Germain D J Co. Inc.4,105,745$118.55M6.3%N/A15.852%
8/11/2023 Financial 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%
5/2/2023 Jackson Creek Investment Advisors LLC20,141$589K0.2%+11.4%0.092%
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4/12/2023 Private Trust Co. NA8,136$238K0.0%+181.1%0.042%
3/6/2023 OLD Mission Capital LLC44,440$1.26M0.0%-18.7%0.230%
2/27/2023ST 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%
2/6/2023 Jackson 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%
1/19/2023 Melone Private Wealth LLC192,886$5.47M4.6%+3.9%1.018%
11/15/2022 Laraway Financial Advisors Inc20,560$566K0.6%+3.0%0.131%
11/14/2022 OLD 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%
10/14/2022 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%
9/16/2022 Private Trust Co. NA2,913$86K0.0%N/A0.024%
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%
7/11/2022 Melone Private Wealth LLC174,111$5.15M4.4%+2.9%1.507%
5/12/2022ST 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%
2/11/2022 Laraway Financial Inc12,030$419K0.4%N/A0.113%
2/10/2022 OLD Mission Capital LLC14,360$500K0.0%+7.5%0.135%
2/7/2022 Advisors 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%
1/21/2022 Melone Private Wealth LLC173,119$6.03M4.5%N/A1.588%
1/19/2022 Curbstone Financial Management Corp12,070$420K0.1%N/A0.111%
11/2/2021 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%
8/13/2021 OLD 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%
(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, 23 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. ($74.29M), Congress Wealth Management LLC DE ($63.78M), CX Institutional ($29.93M), Arkansas Financial Group Inc. ($9.98M), 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. ($302.20K), 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 7,949,492 shares in the last 24 months. This purchase volume represents approximately $227.97M 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: Financial Gravity Asset Management Inc. ($3.55M), ST Germain D J Co. Inc. ($1.21M), Cambridge Investment Research Advisors Inc. ($17.87K), OLD Mission Capital LLC ($10.25K), Jackson Creek Investment Advisors LLC ($9.17K), NBC Securities Inc. ($1.99K), and AdvisorNet Financial Inc ($1.61K).

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

Institutional investors have sold a total of 4,800,124 shares in the last 24 months. This volume of shares sold represents approximately $138.72M in transactions.



This page (NYSEARCA:SPBO) was last updated on 12/18/2024 by MarketBeat.com Staff
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