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Disclosery

SPBO SPDR SERIES TRUST

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SHS (fund)

187 managers (187 13F filers) reported a position in SPBO shares at 2026-06-30, 47,719,703 shares in all. 29 filers opened a position and 16 filers sold out during the quarter.

Managers
187
13F filers
187
New
29
Added
80
Reduced
46
Sold out
16
Shares held by filers
47,719,703

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,324,643$242M0.05%+287,69313F-HRTimelineGroup
LPL Financial LLC2,786,418$80.9M0.02%-163,62313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,328,329$67.6M0.12%+158,09413F-HRTimelineGroup
AE Wealth Management LLC2,317,936$67.3M0.31%+197,35713F-HRTimeline
CX Institutional2,095,671$60.9M1.76%+42,63813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,914,852$55.6M<0.01%-337,64013F-HRTimelineGroup
Procyon Advisors, LLC1,910,729$55.5M2.4%+169,97313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,874,355$54.4M1.96%-101,39313F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,703,349$49.5M1.32%+189,93813F-HRTimeline
NEPC LLC1,669,124$48.5M0.9%+944,89713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,657,547$48.1M0.24%+220,06513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,631,201$47.4M0.06%+64,42913F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM346,250$36.2M2.41%new13F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC1,189,025$34.5M4.42%+62,23713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,102,771$32M<0.01%+245,78513F-HRTimelineGroup
Geneos Wealth Management Inc.1,080,256$31.4M0.64%+65,61913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.962,946$28M3.64%+85,83913F-HRTimeline
RWA WEALTH PARTNERS, LLC828,567$24.1M0.23%-122,89013F-HRTimeline
Modern Wealth Management, LLC709,247$20.6M0.25%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC698,681$20.3M0.02%+177,70013F-HRTimelineGroup
Financial Engines Advisors L.L.C.601,055$17.5M0.03%+18,99413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …450,676$13.1M2.12%13F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP438,111$12.7M0.13%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA433,588$12.6M<0.01%+93,20213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC415,885$12.1M0.46%+22,14413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…396,808$11.5M0.02%+82,41713F-HRTimelineGroup
IHT Wealth Management, LLC393,988$11.4M0.24%+6,27513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN380,197$11M<0.01%-13,05213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…365,302$10.6M0.01%+339,47113F-HRTimelineGroup
North Dakota State Investment Board311,928$9.06M0.37%-777,14013F-HRTimeline
Hobart Private Capital, LLC307,667$8.93M1.53%new13F-HRTimeline
Valmark Advisers, Inc.296,451$8.61M0.09%-12,14513F-HRTimeline
Foundations Investment Advisors, LLC269,799$7.83M0.08%+34,17013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO261,058$7.62M<0.01%+22,00413F-HRTimelineGroup
Jacobi Capital Management LLC231,662$6.73M0.33%+30,20613F-HRTimeline
Private Advisor Group, LLC187,266$5.44M0.02%+39,12213F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA180,193$5.23M0.11%+72,22613F-HRTimelineGroup
5th Street Advisors, LLC178,166$5.17M2%+60,12713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC174,195$5.06M0.02%+17,00413F-HRTimeline
MML INVESTORS SERVICES, LLC173,089$5.03M0.01%+56,55913F-HRTimeline
HighPoint Advisor Group LLC172,535$5.01M0.18%-86,56213F-HRTimeline
Melone Private Wealth, LLC169,598$4.93M1.88%+1,79213F-HRTimeline
NorthRock Partners, LLC163,990$4.76M0.07%-28,50813F-HRTimeline
Tidemark, LLC162,442$4.72M1.06%+4,93913F-HRTimeline
OLD MISSION CAPITAL LLC159,916$4.64M0.12%new13F-HRTimeline
Asset Management One Co., Ltd.152,180$4.42M0.01%-25,25013F-HRTimeline
Cetera Investment Advisers151,263$4.39M<0.01%+2,33813F-HRTimeline
Breakwater Capital Group140,249$4.07M0.49%-72,03013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC130,896$3.8M<0.01%-80,87513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC126,638$3.68M<0.01%+52,98513F-HRTimelineGroup
Tradewinds Capital Management, LLC123,188$3.58M0.64%-378,85013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC115,697$3.36M<0.01%+15,78013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP105,032$3.05M<0.01%+31,07913F-HRTimelineGroup
HighTower Advisors, LLC97,330$2.83M<0.01%+17,52113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC96,975$2.82M<0.01%+13,17513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT88,982$2.58M0.04%-11,25313F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,580$2.46M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS79,880$2.32M<0.01%+2,59713F-HRTimeline
Savant Capital, LLC71,220$2.07M0.01%+35,61013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…61,118$1.77M0.04%+48,29213F-HRTimelineGroup
Center For Asset Management LLC59,709$1.73M0.77%+2,31713F-HRTimeline
Flaharty Asset Management, LLC58,923$1.7M2.44%-687,33613F-HRTimeline
Quadrant Private Wealth Management, LLC54,902$1.59M0.36%+14,04613F-HRTimeline
Strategic Investment Advisors / MI53,308$1.55M0.09%+11813F-HRTimeline
World Investment Advisors52,777$1.53M0.03%013F-HRTimeline
David Kennon Inc52,207$1.52M0.5%-3,73913F-HRTimeline
HRT FINANCIAL LP48,965$1.42M<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…48,604$1.41M0.04%-56513F-HRTimelineGroup
National Wealth Management Group, LLC48,128$1.4M0.43%-1,81413F-HRTimeline
Compound Planning, Inc.47,574$1.38M0.04%-5,04913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,893$1.36M<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…45,779$1.33M0.11%-4,34813F-HRTimelineGroup
NewEdge Advisors, LLC45,257$1.31M<0.01%+86113F-HRTimeline
Farther Finance Advisors, LLC43,285$1.26M0.01%+31,79613F-HRTimeline
Advisor Resource Council39,580$1.15M0.38%+1,55013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34,804$1.01M<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP34,268$995K<0.01%+1,49613F-HR/ATimelineGroup
Keystone Wealth Services, LLC34,019$988K0.18%+19113F-HRTimeline
Guardian Asset Advisors, LLC31,610$918K0.42%new13F-HRTimeline
Sanctuary Advisors, LLC30,380$882K<0.01%+10,85613F-HRTimeline
Florida Trust Wealth Management Co30,000$871K0.02%013F-HRTimeline
Creative Planningin group Creative Planning29,272$850K<0.01%+10,82013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT29,132$846K0.01%-6,91113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,704$834K0.02%-60113F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC27,777$807K0.25%+24913F-HRTimeline
Vise Technologies, Inc.23,974$696K0.01%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co23,737$689K0.02%-67313F-HRTimeline
Detalus Advisors, LLC23,616$686K0.13%+7,58113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,973$667K<0.01%-3,16913F-HRTimelineGroup
Laraway Financial Advisors Inc21,774$632K0.38%+1,67013F-HRTimeline
Betterment LLC21,582$627K<0.01%+1,39813F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,377$621K0.22%013F-HRTimeline
Sanchez Levi Garrett17,006$494K0.27%+1,31413F-HRTimeline
Gateway Wealth Partners, LLC16,151$469K0.03%+33113F-HRTimeline
Keystone Financial Group15,772$458K0.03%+2,46413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,483$450K<0.01%+2,12513F-HRTimelineGroup
CoreCap Advisors, LLC15,142$440K0.01%-712,10313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,509$421K0.01%-5213F-HRTimelineGroup
First Heartland Consultants, Inc.13,949$405K0.03%+1,11213F-HRTimeline
Cambridge Investment Research Advisors,…13,950$405K<0.01%-60213F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,850$402K<0.01%-1,65513F-HRTimelineGroup
Rice Partnership, LLC13,356$388K0.05%013F-HRTimeline
Breakwater Investment Management13,089$380K0.13%-87713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,035$379K<0.01%+4013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,609$337K<0.01%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC11,279$328K0.09%-25,60113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,075$322K<0.01%+10213F-HRTimelineGroup
Visionary Horizons, LLC10,496$305K0.13%+9313F-HRTimeline
ARRIEN INVESTMENTS, INC.10,254$298K0.15%-3,53113F-HRTimeline
American State Bank (Iowa)10,197$296K0.12%+2,29713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,151$295K<0.01%+76613F-HRTimelineGroup
Tennessee Valley Asset Management Partn…9,915$288K0.03%+1,44813F-HRTimeline
AIRE ADVISORS, LLC9,885$287K0.05%+3313F-HRTimeline
Ashton Thomas Private Wealth, LLC9,865$286K0.01%-10,02113F-HRTimeline
Parallel Advisors, LLC9,794$284K<0.01%013F-HRTimeline
Sovran Advisors, LLC9,839$281K0.02%-1913F-HRTimeline
Next Level Wealth Planning, LLC9,483$275K0.12%+9313F-HRTimeline
Caldwell Trust Co9,303$270K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,435$245K<0.01%-49813F-HRTimelineGroup
APS Management Group, Inc.8,329$242K0.19%-88313F-HRTimeline
Arlington Financial Advisors, LLC8,264$240K0.03%013F-HRTimeline
Mutual Advisors, LLC8,166$237K<0.01%013F-HRTimeline
NWF Advisory Services Inc.7,859$228K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.7,598$221K<0.01%-3813F-HRTimeline
Summit Financial, LLC7,595$221K<0.01%-58713F-HRTimeline
Sanchez Gaunt Capital Management, LLC7,424$216K0.12%+31113F-HRTimeline
Simplicity Wealth,LLC7,164$208K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,092$206K0.01%-8913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,586$191K<0.01%-16213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,411$186K<0.01%-1,41313F-HRTimelineGroup
Global Retirement Partners, LLC5,828$169K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA5,640$164K0.01%013F-HRTimeline
Synergy Investment Management, LLC5,397$157K0.04%+1,33713F-HRTimeline
Prestige Wealth Management Group LLC4,283$124K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…3,928$114K0.01%+3,49713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,806$81.5K<0.01%-27113F-HRTimelineGroup
Westside Investment Management, Inc.2,500$72.6K0.01%013F-HRTimeline
Front Row Advisors LLC2,335$66.3K0.02%013F-HRTimeline
Decker Retirement Planning Inc.2,047$59.4K0.02%013F-HRTimeline
EASTERN BANK1,798$52.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,732$50.3K<0.01%-53213F-HRTimeline
Collier Financial1,696$49.2K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,385$40.2K<0.01%+413F-HRTimeline
Aptus Capital Advisors, LLC1,338$38.9K<0.01%-5113F-HRTimeline
Creative Capital Management Investments…1,333$38.7K0.01%013F-HRTimeline
SHP Wealth Management1,292$37.5K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,263$36.7K0.02%-16313F-HRTimeline
MJT & Associates Financial Advisory Gro…1,201$34.9K0.02%013F-HRTimeline
FMR LLCin group FMR LLC1,102$32K<0.01%+5813F-HRTimelineGroup
Triumph Capital Management1,063$30.9K0.01%+92813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,000$29K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS978$28.4K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.943$27.4K0.02%+14613F-HRTimeline
Blue Trust, Inc.851$24.7K<0.01%new13F-HRTimeline
Rossby Financial, LCC851$24.7K<0.01%013F-HRTimeline
BFSG, LLC675$19.6K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC645$18.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc542$15.7K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC530$15.4K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.500$14.5K<0.01%new13F-HRTimeline
Atomic Invest LLC439$12.8K<0.01%+12213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…427$12.4K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC408$11.8K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC356$10.3K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC346$10K<0.01%new13F-HRTimeline
Archer Investment Corp325$9.44K<0.01%-2,02713F-HR/ATimeline
Federation des caisses Desjardins du Qu…300$8.71K<0.01%013F-HRTimeline
Graney & King, LLC299$8.67K<0.01%+413F-HRTimeline
Nova Wealth Management, Inc.294$8.54K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.260$7.56K<0.01%+313F-HRTimeline
HOEY INVESTMENTS, INC260$7.55K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC249$7.23K<0.01%new13F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…243$7.06K<0.01%+413F-HRTimelineGroup
Pflug Koory, LLC215$6.24K<0.01%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management167$4.85K<0.01%013F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC143$4.15K<0.01%-73,28713F-HRTimeline
AlphaCore Capital LLC138$4.01K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…122$3.55K<0.01%+113F-HRTimeline
Wagner Wealth Management, LLC75$2.17K<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP73$2.13K<0.01%new13F-HRTimelineGroup
Dogwood Wealth Management LLC48$1.39K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp36$1.04K<0.01%new13F-HRTimeline
IFG Advisory, LLC25$726<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC15$428<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC12$348<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5$146<0.01%013F-HRTimeline
Kingdom Financial Group LLC.1$18<0.01%new13F-HRTimeline