Skip to content
Disclosery

SPBO SPDR SERIES TRUST

Follow

SHS (fund)

156 managers (156 13F filers) reported a position in SPBO shares at 2025-06-30, 40,552,275 shares in all. 11 filers opened a position and 20 filers sold out during the quarter.

Managers
156
13F filers
156
New
11
Added
54
Reduced
63
Sold out
20
Shares held by filers
40,552,275

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC6,350,351$186M0.05%-201,83413F-HRTimelineGroup
LPL Financial LLC2,778,680$81.2M0.03%-241,75013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,702,160$79M0.01%+71,44713F-HRTimelineGroup
NEPC LLC2,554,840$74.7M1.89%-589,47313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,300,466$67.2M2.9%-21,19913F-HRTimelineGroup
CX Institutional1,678,522$49M1.71%+5,28713F-HR/ATimeline
AE Wealth Management LLC1,604,981$46.9M0.34%+81,58813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,494,916$43.7M0.56%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC1,399,638$40.9M0.51%-6,202,14713F-HRTimeline
Procyon Advisors, LLC1,349,276$39.4M3.73%-26,12813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,340,903$39.2M1.51%+14,30713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,335,023$39M0.09%+18,10013F-HRTimelineGroup
CW Advisors, LLC1,179,900$34.5M0.33%+39,06913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,131,824$33.1M<0.01%+531,81613F-HRTimelineGroup
Geneos Wealth Management Inc.904,105$26.4M0.65%-330,75013F-HRTimeline
Summit Financial Wealth Advisors, LLC795,071$23.2M4.17%+61,26413F-HRTimeline
Flaharty Asset Management, LLC688,120$20.1M2.75%+19,36313F-HR/ATimeline
Good Life Advisors, LLC664,234$19.4M1.21%+68,89413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.550,623$16.1M2.5%+42,96113F-HR/ATimeline
Sterling Manor Financial, LLC538,925$15.7M10.5%+27,22013F-HRTimeline
Financial Engines Advisors L.L.C.483,093$14.1M0.03%+5,83313F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …374,959$11M2.15%13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC372,636$10.9M0.03%-2,53213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC339,046$9.91M0.47%+76,74013F-HRTimeline
CWM, LLCin group CWM, LLC294,861$8.62M0.03%+23,83013F-HRTimelineGroup
Enstar Group LTDin group Enstar Group LTD276,400$8.08M2.97%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN255,152$7.46M<0.01%+8,83713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA252,106$7.37M<0.01%-7,47113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC248,083$7.25M0.01%+8,17313F-HRTimelineGroup
Valmark Advisers, Inc.208,156$6.08M0.08%+86,00913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.183,416$5.34M0.01%+112,94013F-HR/ATimelineGroup
Melone Private Wealth, LLC179,257$5.21M2.67%+1,69713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.159,815$4.67M0.08%-40,28513F-HRTimelineGroup
5th Street Advisors, LLC149,109$4.36M2.16%-10,67213F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL147,500$4.31M1.91%-40,50013F-HRTimeline
Jacobi Capital Management LLC140,899$4.12M0.27%+19,12913F-HRTimeline
Private Advisor Group, LLC139,377$4.07M0.02%-57,68713F-HRTimeline
Tidemark, LLC127,541$3.73M1.2%+4,27313F-HRTimeline
Breakwater Capital Group125,290$3.66M0.6%-17,92213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC113,438$3.31M0.02%+43,97313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO112,647$3.29M<0.01%-1,33013F-HRTimelineGroup
OLD MISSION CAPITAL LLC112,499$3.29M0.09%+41,50313F-HRTimeline
Foundations Investment Advisors, LLC109,347$3.2M0.05%+49,85913F-HRTimeline
IHT Wealth Management, LLC106,160$3.1M0.09%+8,53613F-HRTimeline
Financial Advocates Investment Manageme…98,885$2.89M0.24%+29713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT88,024$2.57M0.02%-79,72013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC82,740$2.4M0.47%-35213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT78,141$2.28M0.05%+37,24213F-HRTimeline
Tradewinds Capital Management, LLC77,755$2.27M0.57%+11,76213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.68,615$2M0.01%-1,46413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,542$1.97M<0.01%+5,19713F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC62,560$1.83M0.67%+1,76613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/61,250$1.79M0.09%+5,36013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,928$1.78M<0.01%+8,93913F-HRTimeline
David Kennon Inc58,467$1.71M0.64%-92713F-HRTimeline
Optas, LLC57,002$1.67M0.32%-3,18113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…55,478$1.62M0.15%-99413F-HRTimelineGroup
Elevated Capital Advisors, LLC54,287$1.58M0.44%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…53,652$1.57M0.08%+2,77613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC48,088$1.41M0.01%-11,33813F-HR/ATimelineGroup
ShoreHaven Wealth Partners, LLC45,694$1.34M0.55%+91213F-HRTimeline
Kathleen S. Wright Associates Inc.44,786$1.31M0.51%-1,48113F-HRTimeline
Cetera Investment Advisers43,136$1.26M<0.01%+5,99413F-HRTimeline
World Investment Advisors40,005$1.17M0.03%-4,24713F-HRTimeline
Quadrant Private Wealth Management, LLC36,656$1.07M0.22%-6,10713F-HRTimeline
Alesco Advisors, LLC, An ESL Co36,645$1.07M0.03%+19,06013F-HRTimeline
Keystone Wealth Services, LLC34,085$996K0.24%-4,53513F-HRTimeline
Strategic Investment Advisors / MI32,990$962K0.09%-1,69713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,822$930K<0.01%013F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,275$914K0.03%+4,35613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,398$888K<0.01%new13F-HRTimelineGroup
Florida Trust Wealth Management Co30,000$877K0.03%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,765$782K0.02%-8,15613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,562$776K<0.01%-7,79713F-HRTimelineGroup
National Wealth Management Group, LLC26,551$776K0.43%+64413F-HRTimeline
Compound Planning, Inc.26,338$770K0.03%+4,33413F-HRTimeline
Merit Financial Group, LLC23,166$677K0.01%-1,56713F-HRTimeline
Donald L. Hagan, LLC21,503$628K0.31%-4,51713F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,377$625K0.25%013F-HRTimeline
Sanctuary Advisors, LLC21,167$618K<0.01%+17913F-HRTimeline
NewEdge Advisors, LLC21,069$616K<0.01%-72613F-HRTimeline
Laraway Financial Advisors Inc19,858$580K0.44%-18913F-HRTimeline
Center For Asset Management LLC19,378$556K0.34%-16,77913F-HRTimeline
Kingdom Financial Group LLC.17,693$517K0.45%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…16,780$490K0.18%new13F-HRTimelineGroup
Creative Planningin group Creative Planning16,712$488K<0.01%+6,49813F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…16,327$477K0.59%013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,668$429K<0.01%-18613F-HRTimelineGroup
NWF Advisory Services Inc.13,794$403K0.05%new13F-HRTimeline
Rice Partnership, LLC13,356$390K0.07%013F-HRTimeline
Detalus Advisors, LLC13,159$385K0.11%-1,12313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,995$380K<0.01%013F-HR/ATimelineGroup
CoreCap Advisors, LLC12,568$367K0.01%-954,25213F-HRTimeline
Advyzon Investment Management, LLC12,430$363K0.08%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,219$357K0.01%-4,95213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC12,211$357K<0.01%-7,90213F-HRTimelineGroup
Breakwater Investment Management12,153$355K0.14%-89313F-HRTimeline
Advisor Resource Council12,101$354K0.17%-493,36613F-HRTimeline
Sovran Advisors, LLC10,043$290K0.03%new13F-HRTimeline
AIRE ADVISORS, LLC9,841$288K0.06%+3413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,537$279K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC9,506$278K0.01%-38013F-HRTimeline
Caldwell Trust Co9,303$272K0.03%013F-HRTimeline
Next Level Wealth Planning, LLC9,119$266K0.17%+9013F-HRTimeline
PRIVATE TRUST CO NA8,950$262K0.02%-3,38613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,744$256K<0.01%-1,69713F-HRTimelineGroup
Betterment LLC8,387$245K<0.01%new13F-HRTimeline
Arlington Financial Advisors, LLC8,264$241K0.04%013F-HRTimeline
Cambridge Investment Research Advisors,…8,103$237K<0.01%-6,12413F-HRTimeline
Perennial Investment Advisors, LLC7,921$231K0.02%-44213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…7,850$229K0.01%-97513F-HRTimeline
Wedmont Private Capital7,883$229K0.01%+10213F-HRTimeline
RFG Advisory, LLC7,796$228K0.01%-11,83213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,689$224K<0.01%-7,27313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,333$214K<0.01%+1,72213F-HRTimelineGroup
Prestige Wealth Management Group LLC7,308$214K0.04%-9,90013F-HR/ATimeline
UBS Group AGin group UBS Group AG7,200$210K<0.01%+20013F-HRTimelineGroup
First Heartland Consultants, Inc.7,159$209K0.02%-1,27013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,895$201K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC5,581$163K<0.01%-12,06913F-HRTimeline
Woodside Wealth Management LLC5,483$160K0.14%013F-HRTimeline
COMERICA BANK4,985$146K<0.01%-36013F-HRTimeline
Allworth Financial LP3,510$103K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,113$91K<0.01%-16013F-HRTimelineGroup
MAI Capital Management2,951$86.2K<0.01%-20013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,934$85.7K0.01%+43213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,700$78.9K<0.01%013F-HRTimeline
Front Row Advisors LLC2,335$68.2K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,317$68K<0.01%-31313F-HRTimelineGroup
Global Retirement Partners, LLC2,173$63.5K<0.01%13F-HRTimeline
Decker Retirement Planning Inc.2,047$59.8K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC1,839$53.7K<0.01%+12813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.974$28.4K0.02%-18613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\842$24.6K<0.01%-50713F-HRTimelineGroup
Cherry Tree Wealth Management, LLC788$23K0.01%013F-HRTimeline
Capital A Wealth Management, LLC680$20K0.22%+63513F-HRTimeline
Biltmore Family Office, LLC662$19.3K<0.01%013F-HRTimeline
Rossby Financial, LCC594$17.4K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC530$15.5K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…483$14.1K<0.01%+10813F-HRTimelineGroup
FMR LLCin group FMR LLC413$12.1K<0.01%-4,36213F-HRTimelineGroup
Graney & King, LLC356$10.4K0.01%+413F-HRTimeline
N.E.W. Advisory Services LLC356$10.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…327$9.55K<0.01%+813F-HRTimeline
Federation des caisses Desjardins du Qu…300$8.76K<0.01%-1,90013F-HRTimeline
FAS Wealth Partners, Inc.247$7.23K<0.01%+313F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…212$6.2K0.01%13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management167$4.88K<0.01%-9113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…152$4.44K<0.01%-95513F-HRTimelineGroup
AlphaCore Capital LLC138$4.03K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC34$993<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.27$789<0.01%-14313F-HRTimeline
Legacy Investment Solutions, LLC20$585<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$585<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$88<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.