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Disclosery

SPBO SPDR SERIES TRUST

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SHS (fund)

163 managers (163 13F filers) reported a position in SPBO shares at 2025-03-31, 47,880,187 shares in all. 27 filers opened a position and 18 filers sold out during the quarter.

Managers
163
13F filers
163
New
27
Added
55
Reduced
51
Sold out
18
Shares held by filers
47,880,187

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC7,601,785$221M2.78%-6,176,44913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,552,185$190M0.05%+5,346,89213F-HRTimelineGroup
NEPC LLC3,144,313$91.3M2.53%-3,315,21613F-HRTimeline
LPL Financial LLC3,020,430$87.7M0.03%-594,60013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,630,713$76.4M0.01%+181,52213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,321,665$67.4M3.17%-97,90213F-HRTimelineGroup
CX Institutional1,673,235$48.6M1.83%-103,59413F-HRTimeline
AE Wealth Management LLC1,523,393$44.2M0.37%+82,71813F-HRTimeline
Procyon Advisors, LLC1,375,404$39.9M2.43%+140,76513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,326,596$38.5M1.73%+126,50213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,316,923$38.2M0.11%+32,26613F-HRTimelineGroup
Geneos Wealth Management Inc.1,234,855$35.8M0.52%+857,00113F-HRTimeline
CW Advisors, LLC1,140,831$33.1M0.4%-4,34113F-HRTimeline
CoreCap Advisors, LLC966,820$28.1M1.24%+66,58313F-HRTimeline
Summit Financial Wealth Advisors, LLC733,807$21.3M4.23%+273,86813F-HRTimeline
Flaharty Asset Management, LLC668,757$19.4M2.8%+67,80813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY600,008$17.4M<0.01%+61,78713F-HRTimelineGroup
Good Life Advisors, LLC595,340$17.3M1.22%-36,76013F-HRTimeline
Sterling Manor Financial, LLC511,705$14.9M10.61%+158,28713F-HRTimeline
Advisor Resource Council505,467$14.3M1.16%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.507,662$14.3M2.47%+44,79713F-HR/ATimeline
Financial Engines Advisors L.L.C.477,260$13.9M0.03%-44,89513F-HRTimeline
MML INVESTORS SERVICES, LLC375,168$10.9M0.04%+46513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …350,334$10.2M2.22%13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…294,820$8.63M0.02%013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC293,050$8.51M0.01%+89,63313F-HRTimelineGroup
Enstar Group LTDin group Enstar Group LTD276,400$8.02M3.03%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC271,031$7.87M0.03%-9,18813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC262,306$7.61M0.4%+35,70813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA259,577$7.54M<0.01%+13,00513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN246,315$7.15M<0.01%+113,75213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC239,910$6.96M0.01%+107,19713F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.200,100$5.81M0.1%+10,10013F-HRTimelineGroup
Private Advisor Group, LLC197,064$5.72M0.03%-582,64613F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL188,000$5.46M2.05%013F-HRTimeline
Melone Private Wealth, LLC177,560$5.15M2.7%+1,24313F-HRTimeline
FLOW TRADERS U.S. LLC170,091$4.94M0.21%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT167,744$4.87M0.05%+29013F-HRTimeline
5th Street Advisors, LLC159,781$4.64M2.24%+39,14613F-HRTimeline
Breakwater Capital Group143,212$4.16M0.74%+22,23413F-HRTimeline
Tidemark, LLC123,268$3.58M1.31%+19,18013F-HRTimeline
Valmark Advisers, Inc.122,147$3.55M0.05%-6,80813F-HRTimeline
Jacobi Capital Management LLC121,770$3.53M0.26%+6,55813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO113,977$3.31M<0.01%+75713F-HRTimelineGroup
Eldridge Investment Advisors, Inc.104,670$3.03M0.7%-7,67613F-HRTimeline
Financial Advocates Investment Manageme…98,588$2.86M0.2%+58,16413F-HRTimeline
IHT Wealth Management, LLC97,624$2.83M0.09%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC83,092$2.41M0.45%13F-HRTimeline
OLD MISSION CAPITAL LLC70,996$2.06M0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.70,476$2.05M<0.01%-4,40513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.70,079$2.03M0.01%-1,22813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC69,465$2.02M0.02%new13F-HRTimeline
Tradewinds Capital Management, LLC65,993$1.92M0.51%-17,29413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,345$1.81M<0.01%+1,43813F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC60,794$1.76M0.7%+5,36513F-HRTimeline
Optas, LLC60,183$1.75M0.3%-4,70613F-HRTimeline
Foundations Investment Advisors, LLC59,488$1.73M0.03%+5,62613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC59,426$1.73M0.01%-8,32013F-HR/ATimelineGroup
David Kennon Inc59,394$1.72M0.69%-74613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…56,472$1.64M0.17%-2,54313F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/55,890$1.62M0.09%-2,21513F-HRTimeline
Elevated Capital Advisors, LLC54,287$1.58M0.44%-7,43413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,989$1.51M<0.01%+1,09813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…51,288$1.49M0.29%-12,18113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,876$1.48M0.06%+8,78513F-HRTimelineGroup
Kathleen S. Wright Associates Inc.46,267$1.34M0.56%-4,24513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,965$1.31M<0.01%new13F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC44,782$1.3M0.62%+21813F-HRTimeline
World Investment Advisors44,252$1.28M0.03%-2,40213F-HRTimeline
Quadrant Private Wealth Management, LLC42,763$1.24M0.31%+5,09613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT40,899$1.19M0.04%new13F-HRTimeline
KWB Wealth39,783$1.14M0.14%-18,48713F-HRTimeline
Keystone Wealth Services, LLC38,620$1.12M0.3%-21,63813F-HRTimeline
Cetera Investment Advisers37,142$1.08M<0.01%+94413F-HRTimeline
Center For Asset Management LLC36,157$1.05M0.64%+16,62813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,921$1.01M0.03%-4,27913F-HRTimelineGroup
Strategic Investment Advisors / MI34,687$1.01M0.11%-68013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,359$997K<0.01%-172,71513F-HRTimelineGroup
Mach-1 Financial Group, LLC33,928$985K0.3%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,822$924K<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co30,000$871K0.03%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,919$781K0.03%+4,48713F-HRTimelineGroup
Donald L. Hagan, LLC26,020$755K0.39%-1,38013F-HRTimeline
National Wealth Management Group, LLC25,907$752K0.49%+5,37313F-HRTimeline
Merit Financial Group, LLC24,733$718K0.01%-14,39713F-HRTimeline
Compound Planning, Inc.22,004$639K0.03%new13F-HRTimeline
NewEdge Advisors, LLC21,795$633K<0.01%+1,42213F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,377$621K0.26%013F-HRTimeline
Sanctuary Advisors, LLC20,988$609K<0.01%-3,81413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,113$584K<0.01%-36413F-HRTimelineGroup
Laraway Financial Advisors Inc20,047$582K0.46%-8713F-HRTimeline
RFG Advisory, LLC19,628$570K0.02%-68,29713F-HRTimeline
Farther Finance Advisors, LLC17,650$512K0.01%+2,50613F-HRTimeline
Alesco Advisors, LLC, An ESL Co17,585$510K0.02%new13F-HRTimeline
Prestige Wealth Management Group LLC17,208$500K0.11%013F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC17,171$498K0.02%+5,40313F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…16,327$474K0.46%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,962$434K0.01%-3,68613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,854$431K<0.01%-18,51713F-HRTimelineGroup
Detalus Advisors, LLC14,282$415K0.13%+85613F-HRTimeline
Cambridge Investment Research Advisors,…14,227$413K<0.01%-25,20013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,000$406K0.02%new13F-HRTimelineGroup
Rice Partnership, LLC13,356$388K0.08%013F-HRTimeline
Breakwater Investment Management13,046$379K0.16%+74313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,995$377K<0.01%-23513F-HRTimelineGroup
PRIVATE TRUST CO NA12,336$358K0.04%-1,34213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,441$299K0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning10,214$297K<0.01%+16713F-HRTimelineGroup
Parallel Advisors, LLC9,886$287K0.01%-7,17113F-HRTimeline
AIRE ADVISORS, LLC9,807$285K0.06%-1,21013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,537$277K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co9,303$270K0.03%013F-HRTimeline
Next Level Wealth Planning, LLC9,029$262K0.2%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…8,825$256K0.01%013F-HRTimeline
First Heartland Consultants, Inc.8,429$245K0.03%-38,86013F-HRTimeline
Perennial Investment Advisors, LLC8,363$243K0.03%-1,09413F-HRTimeline
Arlington Financial Advisors, LLC8,264$240K0.04%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,050$234K0.03%+35013F-HRTimeline
Composition Wealth, LLC7,911$230K<0.01%new13F-HRTimeline
Tennessee Valley Asset Management Partn…7,836$227K0.04%new13F-HRTimeline
Wedmont Private Capital7,781$220K0.01%+10013F-HRTimeline
Synergy Investment Management, LLC7,355$213K0.09%-2,69813F-HRTimeline
UBS Group AGin group UBS Group AG7,000$203K<0.01%+80713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,611$163K<0.01%+3,19613F-HRTimelineGroup
Woodside Wealth Management LLC5,483$159K0.15%13F-HRTimeline
COMERICA BANK5,345$155K<0.01%+2,07513F-HRTimeline
FMR LLCin group FMR LLC4,775$139K<0.01%+3,65313F-HRTimelineGroup
Advisors Asset Management, Inc.3,486$101K<0.01%-3,31113F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,273$95K<0.01%-5,94913F-HRTimelineGroup
MAI Capital Management3,151$91.5K<0.01%-42213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,700$78.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,630$76K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,502$72.6K0.01%+38913F-HRTimeline
Front Row Advisors LLC2,335$67.8K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,200$63.9K<0.01%new13F-HRTimeline
Collier Financial2,177$63.2K0.05%-10013F-HRTimeline
Decker Retirement Planning Inc.2,047$59.4K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,946$55.7K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC1,711$49.7K<0.01%-40813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,349$39.2K<0.01%new13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.1,160$33.7K0.03%-30513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,107$32.1K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,136$32.1K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC788$22.9K0.01%013F-HRTimeline
Biltmore Family Office, LLC662$19.2K<0.01%013F-HRTimeline
Rossby Financial, LCC594$17.1K0.01%new13F-HRTimeline
Wayfinding Financial, LLC451$13K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…375$10.9K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC356$10.3K<0.01%new13F-HRTimeline
Graney & King, LLC352$10.2K0.01%+313F-HRTimeline
Capital Investment Advisory Services, L…319$9.26K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management258$7.49K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.244$7.09K<0.01%+213F-HRTimeline
Quest 10 Wealth Builders, Inc.170$4.93K0.01%+12213F-HRTimeline
AlphaCore Capital LLC138$4.01K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.84$2.44K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC67$1.95K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC45$1.31K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC34$986<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$581<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$88<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$29<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.