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Disclosery

SPBO SPDR SERIES TRUST

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SHS (fund)

153 managers (153 13F filers) reported a position in SPBO shares at 2024-12-31, 50,390,961 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
153
13F filers
153
New
15
Added
71
Reduced
43
Sold out
15
Shares held by filers
50,390,961

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RWA WEALTH PARTNERS, LLC13,778,234$395M4.86%+390,89813F-HRTimeline
NEPC LLC6,459,529$185M4.97%+3,995,93513F-HRTimeline
LPL Financial LLC3,615,030$104M0.04%+423,70013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,449,191$70.1M0.01%+174,52913F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,419,567$69.3M3.15%-54,11113F-HRTimelineGroup
CX Institutional1,776,829$50.9M2.02%+551,88313F-HRTimeline
AE Wealth Management LLC1,440,675$41.3M0.35%+203,28613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,284,657$36.8M0.1%+213,83613F-HRTimelineGroup
Procyon Advisors, LLC1,234,639$35.4M2.26%+111,09813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,205,293$34.5M0.01%+332,89513F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,200,094$34.4M1.49%+81,79113F-HRTimeline
CW Advisors, LLC1,145,172$32.8M0.45%+16,83213F-HRTimeline
CoreCap Advisors, LLC900,237$25.8M1.17%+680,53813F-HRTimeline
Private Advisor Group, LLC779,710$22.3M0.13%+86,65013F-HRTimeline
Good Life Advisors, LLC632,100$18.1M1.32%+129,30113F-HRTimeline
Flaharty Asset Management, LLC600,949$17.2M2.51%-19,34613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY538,221$15.4M<0.01%+15,19813F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.522,155$15M0.03%-6,20813F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.462,865$13.3M2.14%+130,41913F-HRTimeline
Summit Financial Wealth Advisors, LLC459,939$13.2M2.58%new13F-HRTimeline
Geneos Wealth Management Inc.377,854$10.8M0.38%+28,00113F-HRTimeline
MML INVESTORS SERVICES, LLC374,703$10.7M0.04%+1,01413F-HRTimeline
Sterling Manor Financial, LLC353,418$10.1M7.06%+20,09513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …326,430$9.35M2.14%+10,23913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…294,820$8.63M0.02%+1,68713F-HRTimelineGroup
CWM, LLCin group CWM, LLC280,219$8.03M0.03%+46,70813F-HRTimelineGroup
Enstar Group LTDin group Enstar Group LTD276,400$7.92M2.75%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA246,572$7.06M<0.01%+2,41613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC226,598$6.49M0.34%+91,74913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC207,074$5.93M<0.01%13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC203,417$5.83M0.01%+197,17013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.190,000$5.44M0.06%new13F-HR/ATimelineGroup
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL188,000$5.38M1.99%new13F-HRTimeline
Melone Private Wealth, LLC176,317$5.05M2.62%-27,96113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT167,454$4.8M0.04%-10,04613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC162,762$4.66M0.01%+116,83313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC132,713$3.8M0.01%+18,86613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN132,563$3.8M<0.01%+76,07213F-HRTimelineGroup
Valmark Advisers, Inc.128,955$3.69M0.06%+30,23113F-HRTimeline
Breakwater Capital Group120,978$3.46M0.69%+18,61413F-HRTimeline
5th Street Advisors, LLC120,635$3.45M1.8%+15,59613F-HRTimeline
Jacobi Capital Management LLC115,212$3.3M0.25%+12,84513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO113,220$3.24M<0.01%-49,85413F-HRTimelineGroup
Eldridge Investment Advisors, Inc.112,346$3.22M0.75%-11,53813F-HRTimeline
Tidemark, LLC104,088$2.98M1.14%+1,99313F-HRTimeline
RFG Advisory, LLC87,925$2.52M0.07%-6,75813F-HRTimeline
Tradewinds Capital Management, LLC83,287$2.39M0.63%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,881$2.14M<0.01%-607,50913F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.71,307$2.04M0.01%+63,62913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC67,746$1.94M0.02%-8,97413F-HRTimelineGroup
Optas, LLC64,889$1.86M0.4%-2,91513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…63,469$1.82M0.35%+6,60513F-HRTimelineGroup
Elevated Capital Advisors, LLC61,721$1.77M0.48%+32,91413F-HRTimeline
KWB Wealth58,270$1.75M0.22%-9,14213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,907$1.74M<0.01%-30,47413F-HRTimelineGroup
Keystone Wealth Services, LLC60,258$1.73M0.46%-4,06913F-HRTimeline
David Kennon Inc60,140$1.72M0.68%-35313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…59,015$1.69M0.17%-1,77913F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/58,105$1.66M0.09%-3,53513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC55,429$1.59M0.6%+6913F-HR/ATimeline
Foundations Investment Advisors, LLC53,862$1.54M0.03%-32,21213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,891$1.46M<0.01%+6,18313F-HRTimeline
Kathleen S. Wright Associates Inc.50,512$1.45M0.6%+2,93813F-HRTimeline
Independent Advisor Alliance50,228$1.44M0.02%new13F-HRTimeline
First Heartland Consultants, Inc.47,289$1.35M0.14%new13F-HRTimeline
World Investment Advisors46,654$1.34M0.04%-11,60713F-HRTimeline
ShoreHaven Wealth Partners, LLC44,564$1.28M0.6%+2,29513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,091$1.21M0.04%+5,78113F-HRTimelineGroup
Financial Advocates Investment Manageme…40,424$1.16M0.07%+2,77113F-HRTimeline
Cambridge Investment Research Advisors,…39,427$1.13M<0.01%+9,01413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,200$1.12M0.03%-5,53513F-HRTimelineGroup
Merit Financial Group, LLC39,130$1.12M0.02%-11413F-HRTimeline
Quadrant Private Wealth Management, LLC37,667$1.08M0.27%-51,63313F-HRTimeline
Cetera Investment Advisers36,198$1.04M<0.01%+10,00813F-HRTimeline
Strategic Investment Advisors / MI35,367$1.01M0.11%+9,59913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,371$956K<0.01%+1,47713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP31,822$911K<0.01%+2,24513F-HRTimelineGroup
Florida Trust Wealth Management Co30,000$859K0.03%013F-HRTimeline
HRT FINANCIAL LP29,990$858K<0.01%-2,65213F-HRTimeline
Donald L. Hagan, LLC27,400$785K0.41%-66413F-HRTimeline
Sanctuary Advisors, LLC24,802$716K<0.01%+3,32113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…22,432$642K0.03%+51613F-HRTimelineGroup
Americana Partners, LLC21,942$628K0.03%new13F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,377$612K0.26%013F-HRTimeline
National Wealth Management Group, LLC20,534$588K0.39%+2,27613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,477$586K<0.01%+1,12213F-HRTimelineGroup
NewEdge Advisors, LLC20,373$583K<0.01%-15013F-HRTimeline
Laraway Financial Advisors Inc20,134$577K0.44%-44013F-HRTimeline
Center For Asset Management LLC19,529$559K0.36%-18113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,648$534K0.01%-23,14513F-HRTimelineGroup
Prestige Wealth Management Group LLC17,208$493K0.1%-847,75313F-HR/ATimeline
Parallel Advisors, LLC17,057$489K0.01%+2,54413F-HRTimeline
OneDigital Investment Advisors LLC16,987$487K0.01%-8513F-HRTimeline
Farther Finance Advisors, LLC15,144$434K0.02%+54613F-HRTimeline
PRIVATE TRUST CO NA13,678$392K0.04%+2,55313F-HRTimeline
Detalus Advisors, LLC13,426$385K0.13%+4,63113F-HRTimeline
Rice Partnership, LLC13,356$383K0.07%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,230$379K<0.01%+1,73913F-HRTimelineGroup
Private Wealth Group, LLC13,024$373K0.18%-26013F-HRTimeline
Breakwater Investment Management12,303$352K0.15%+89313F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC11,768$337K0.03%+2,35913F-HRTimelineGroup
AIRE ADVISORS, LLC11,017$316K0.06%-1,54513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,441$299K0.01%-3,62213F-HRTimelineGroup
Synergy Investment Management, LLC10,053$288K0.12%13F-HRTimeline
Creative Planningin group Creative Planning10,047$288K<0.01%+1,18313F-HRTimelineGroup
Perennial Investment Advisors, LLC9,457$271K0.03%-74513F-HRTimeline
Caldwell Trust Co9,303$266K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,222$264K<0.01%-3,55613F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…8,825$253K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.8,678$249K<0.01%-1,48813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,672$246K0.01%-10,68913F-HRTimelineGroup
Arlington Financial Advisors, LLC8,264$237K0.05%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,700$221K0.03%+90013F-HRTimeline
Wedmont Private Capital7,681$218K0.01%+9913F-HRTimeline
FINANCIAL COUNSELORS INC7,336$210K<0.01%-10513F-HRTimeline
Advisors Asset Management, Inc.6,797$195K<0.01%-13013F-HR/ATimeline
UBS Group AGin group UBS Group AG6,193$177K<0.01%-5,62413F-HRTimelineGroup
Coppell Advisory Solutions LLC6,111$175K0.02%-1,97513F-HRTimeline
Avior Wealth Management, LLC5,801$166K0.01%-17,81613F-HRTimeline
MAI Capital Management3,573$102K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…3,559$101K0.08%+4113F-HRTimeline
Global Retirement Partners, LLC3,521$101K<0.01%+2,75813F-HRTimeline
COMERICA BANK3,270$93.6K<0.01%+1,76713F-HR/ATimeline
HARBOUR INVESTMENTS, INC.2,700$77.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,630$75K<0.01%+48913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,415$69.2K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC2,335$66.9K0.02%013F-HRTimeline
Collier Financial2,277$65.2K0.06%13F-HRTimeline
Aptus Capital Advisors, LLC2,119$60.7K<0.01%-2,36013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,113$60.5K<0.01%+1,10113F-HRTimeline
Decker Retirement Planning Inc.2,047$58.6K0.03%13F-HRTimeline
Glass Jacobson Investment Advisors llc1,946$55.7K0.02%+1,47313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RICHARDSON FINANCIAL SERVICES INC.1,465$42K0.03%+23013F-HRTimeline
FMR LLCin group FMR LLC1,122$32.1K<0.01%+75213F-HRTimelineGroup
Cherry Tree Wealth Management, LLC788$22.6K0.01%013F-HRTimeline
Biltmore Family Office, LLC662$19K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…460$13.2K<0.01%013F-HRTimeline
Graney & King, LLC349$9.99K0.01%13F-HRTimeline
IFP Advisors, Inc337$9.65K<0.01%013F-HRTimeline
Allworth Financial LP317$9.1K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.242$6.94K<0.01%+413F-HRTimeline
AMERIFLEX GROUP, INC.84$2.42K<0.01%13F-HRTimeline
FLP Wealth Management, LLC75$2.14K0.01%13F-HRTimeline
Continuum Advisory, LLC58$1.66K<0.01%+1313F-HRTimeline
Quest 10 Wealth Builders, Inc.48$1.38K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC45$1.29K<0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC34$973<0.01%013F-HRTimeline
GoalVest Advisory LLC29$831<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC20$576<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$576<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$86<0.01%new13F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$29<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.