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SPDR Portfolio Corporate Bond ETF (SPBO) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$275.79M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$199.13M
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SPBO Institutional Buying and Selling by Quarter

SPDR Portfolio Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2025Kingdom Financial Group LLC.17,693$517K0.5%N/A0.031%
8/11/2025Perennial Investment Advisors LLC7,921$231K0.0%-5.3%0.014%
8/8/2025 Financial Gravity Companies Inc.374,959$10.96M1.7%N/A0.652%
8/8/2025 Avantax Advisory Services Inc.68,615$2.01M0.0%-2.1%0.119%
8/8/2025 Cetera Investment Advisers43,136$1.26M0.0%+16.1%0.075%
8/8/2025 Flaharty Asset Management LLC680,216$19.88M4.1%+1.7%1.183%
8/8/2025 Creative Planning16,712$488K0.0%+63.6%0.029%
8/8/2025 Foundations Investment Advisors LLC109,347$3.20M0.1%+83.8%0.190%
8/8/2025 Good Life Advisors LLC664,234$19.41M1.2%+11.6%1.155%
8/8/2025 Advyzon Investment Management LLC12,430$363K0.1%N/A0.022%
8/7/2025 Allworth Financial LP3,510$103K0.0%N/A0.006%
8/6/2025 RWA Wealth Partners LLC1,399,638$40.90M0.5%-81.6%2.434%
8/6/2025 AE Wealth Management LLC1,604,981$46.90M0.3%+5.4%2.791%
8/6/2025 Quadrant Private Wealth Management LLC36,656$1.07M0.2%-14.3%0.064%
8/6/2025 Savant Capital LLC48,256$1.41M0.0%-19.5%0.084%
8/5/2025 Bank of Montreal Can7,333$214K0.0%+30.7%0.013%
8/4/2025 Creative Financial Designs Inc. ADV2,934$86K0.0%+17.3%0.005%
8/4/2025 World Investment Advisors40,005$1.17M0.0%-9.6%0.070%
8/4/2025 Flagship Harbor Advisors LLC339,046$9.91M0.5%+29.3%0.590%
8/1/2025 Cobblestone Capital Advisors LLC NY61,250$1.79M0.1%+9.6%0.105%
8/1/2025 Envestnet Asset Management Inc.67,542$1.97M0.0%+8.3%0.116%
7/31/2025 Kathleen S. Wright Associates Inc.44,786$1.31M0.5%-3.2%0.077%
7/29/2025 Birmingham Capital Management Co. Inc. AL147,500$4.31M1.9%-21.5%0.261%
7/29/2025 Tradewinds Capital Management LLC77,755$2.27M0.6%+17.8%0.137%
7/29/2025 ShoreHaven Wealth Partners LLC45,694$1.34M0.5%+2.0%0.081%
7/29/2025 Private Trust Co. NA8,950$262K0.0%-27.4%0.016%
7/28/2025 5th Street Advisors LLC149,109$4.36M2.2%-6.7%0.263%
7/28/2025 Ritholtz Wealth Management78,141$2.28M0.1%+91.1%0.138%
7/28/2025 RFG Advisory LLC7,796$228K0.0%-60.3%0.014%
7/25/2025 CWM LLC294,861$8.62M0.0%+8.8%0.521%
7/23/2025 Optas LLC57,002$1.67M0.3%-5.3%0.101%
7/23/2025 Valmark Advisers Inc.208,156$6.08M0.1%+70.4%0.367%
7/23/2025 Detalus Advisors LLC13,159$385K0.1%-7.9%0.023%
7/21/2025 Ascent Group LLC12,219$357K0.0%-28.8%0.022%
7/18/2025 Truist Financial Corp6,895$201K0.0%N/A0.012%
7/18/2025 Donald L. Hagan LLC21,503$628K0.3%-17.4%0.038%
7/17/2025 David Kennon Inc58,467$1.71M0.6%-1.6%0.104%
7/16/2025 Arkansas Financial Group Inc.551,268$15.91M2.5%+8.6%0.983%
7/16/2025 ST Germain D J Co. Inc.2,300,466$67.22M2.9%-0.9%4.101%
7/11/2025 Farther Finance Advisors LLC5,581$163K0.0%-68.4%0.010%
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7/10/2025 Exchange Traded Concepts LLC1,494,916$43.68M0.5%N/A2.651%
7/10/2025 Sovran Advisors LLC10,043$290K0.0%N/A0.018%
7/9/2025 Breakwater Investment Management12,153$355K0.1%-6.8%0.022%
7/9/2025 Procyon Advisors LLC1,349,276$39.43M3.7%-1.9%2.392%
7/9/2025 Tounjian Advisory Partners LLC82,740$2.40M0.4%-0.4%0.147%
7/9/2025 Keystone Wealth Services LLC34,085$996K0.2%-11.7%0.060%
7/9/2025 Breakwater Capital Group125,290$3.66M0.6%-12.5%0.222%
7/9/2025 Alesco Advisors LLC36,645$1.07M0.0%+108.4%0.065%
7/9/2025 Sterling Manor Financial LLC538,925$15.75M10.5%+5.3%0.956%
7/8/2025 Melone Private Wealth LLC179,257$5.22M2.7%+1.0%0.318%
7/8/2025 Parallel Advisors LLC9,506$278K0.0%-3.8%0.017%
5/15/2025OLD Mission Capital LLC70,996$2.06M0.0%N/A0.132%
5/14/2025Ameriprise Financial Inc.6,552,185$190.22M0.1%+443.6%12.201%
5/14/2025Flow Traders U.S. LLC170,091$4.94M0.2%N/A0.317%
5/7/2025 MJT & Associates Financial Advisory Group Inc.16,327$474K0.5%N/A0.028%
4/30/2025Financial Gravity Asset Management Inc.350,334$10.17M2.2%N/A0.601%
4/28/2025 Private Trust Co. NA12,336$358K0.0%-9.8%0.021%
4/23/2025 Creative Financial Designs Inc. ADV2,502$73K0.0%+18.4%0.004%
4/22/2025 Cambridge Investment Research Advisors Inc.14,227$413K0.0%-63.9%0.024%
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%
3/4/2025 Birmingham 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%
2/10/2025 Creative 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%
2/5/2025 Private 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%
1/17/2025 Avior 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%
11/13/2024 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%
10/18/2024 ST Germain D J Co. Inc.2,473,678$74.29M3.4%-4.2%4.987%
10/9/2024Sanibel 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%
8/2/2024Jackson 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%
5/4/2024 Richardson Financial Services Inc.1,196$35K0.0%N/A0.002%
What's the Best Way to Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.

Click here to see the six strategies and get your free advisor matches today.
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%
4/2/2024 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%
1/30/2024 Avior Wealth Management LLC18,452$543K0.0%N/A0.053%
1/19/2024 AdvisorNet Financial Inc1,034$30K0.0%-60.9%0.003%
(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, 73 institutional investors and hedge funds held shares of SPDR Portfolio Corporate Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($190.22M), ST Germain D J Co. Inc. ($67.22M), AE Wealth Management LLC ($46.90M), Exchange Traded Concepts LLC ($43.68M), RWA Wealth Partners LLC ($40.90M), Procyon Advisors LLC ($39.43M), and CX Institutional ($29.93M).Learn more on SPDR Portfolio Corporate Bond ETF's institutional investors.

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

Of the 50 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. ($5.68M), ST Germain D J Co. Inc. ($4.11M), Exchange Traded Concepts LLC ($1.49M), Financial Gravity Companies Inc. ($374.96K), Financial Gravity Asset Management Inc. ($350.33K), Arkansas Financial Group Inc. ($333.41K), and Enstar Group LTD ($276.40K).

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

Institutional investors have bought a total of 9,492,344 shares in the last 24 months. This purchase volume represents approximately $275.79M in transactions.

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

Of the 30 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 ($6.20M), ST Germain D J Co. Inc. ($280.76K), JPMorgan Chase & Co. ($98.60K), Birmingham Capital Management Co. Inc. AL ($40.50K), Jefferies Financial Group Inc. ($40.29K), Procyon Advisors LLC ($26.13K), and Cambridge Investment Research Advisors Inc. ($25.20K).

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

Institutional investors have sold a total of 6,855,654 shares in the last 24 months. This volume of shares sold represents approximately $200.34M in transactions.


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This page (NYSEARCA:SPBO) was last updated on 8/12/2025 by MarketBeat.com Staff
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