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Disclosery

SPBO SPDR SERIES TRUST

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SHS (fund)

171 managers (171 13F filers) reported a position in SPBO shares at 2025-09-30, 45,274,546 shares in all. 27 filers opened a position and 7 filers sold out during the quarter.

Managers
171
13F filers
171
New
27
Added
70
Reduced
42
Sold out
7
Shares held by filers
45,274,546

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC7,339,315$217M0.05%+988,96413F-HRTimelineGroup
LPL Financial LLC2,928,781$86.8M0.03%+150,10113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,727,109$80.8M0.01%+24,94913F-HR/ATimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,361,743$70M0.67%+866,82713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,251,943$66.7M2.67%-48,52313F-HRTimelineGroup
CX Institutional2,005,449$59.4M1.8%+326,92713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,000,173$59.3M0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,737,659$51.5M0.33%+132,67813F-HRTimeline
NEPC LLC1,639,446$48.6M1.28%-915,39413F-HRTimeline
Procyon Advisors, LLC1,404,577$41.6M2.48%+55,30113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,403,520$41.6M0.09%+68,49713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,363,130$40.4M0.06%+1,179,71413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,268,997$37.6M<0.01%+137,17313F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,263,871$37.4M1.29%-77,03213F-HRTimeline
RWA WEALTH PARTNERS, LLC1,160,190$34.4M0.39%-239,44813F-HRTimeline
Geneos Wealth Management Inc.964,157$28.6M0.72%+60,05213F-HRTimeline
Summit Financial Wealth Advisors, LLC916,928$27.1M4.21%+121,85713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.728,621$21.6M3.18%+177,99813F-HR/ATimeline
Flaharty Asset Management, LLC708,494$21M2.67%+20,37413F-HRTimeline
Sterling Manor Financial, LLC617,319$18.3M11.53%+78,39413F-HRTimeline
IHT Wealth Management, LLC561,304$16.6M0.42%+455,14413F-HRTimeline
Financial Engines Advisors L.L.C.519,230$15.4M0.03%+36,13713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC510,066$15.1M0.02%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …397,929$11.8M2.33%13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC357,425$10.6M0.46%+18,37913F-HRTimeline
Mariner, LLCin group Mariner, LLC335,338$9.94M0.01%+87,25513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN290,535$8.61M<0.01%+35,38313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…290,420$8.61M0.02%new13F-HRTimelineGroup
Enstar Group LTDin group Enstar Group LTD276,400$8.19M3.03%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA267,376$7.92M<0.01%+15,27013F-HRTimelineGroup
CWM, LLCin group CWM, LLC227,841$6.75M0.02%-67,02013F-HRTimelineGroup
Valmark Advisers, Inc.204,761$6.07M0.08%-3,39513F-HRTimeline
Melone Private Wealth, LLC177,750$5.27M2.39%-1,50713F-HRTimeline
Jacobi Capital Management LLC168,721$5M0.3%+27,82213F-HRTimeline
Breakwater Capital Group167,865$4.97M0.73%+42,57513F-HRTimeline
MML INVESTORS SERVICES, LLC150,734$4.47M0.01%-221,90213F-HRTimeline
5th Street Advisors, LLC145,227$4.3M2.13%-3,88213F-HRTimeline
Private Advisor Group, LLC142,935$4.24M0.02%+3,55813F-HRTimeline
Foundations Investment Advisors, LLC141,860$4.2M0.06%+32,51313F-HRTimeline
NorthRock Partners, LLC136,765$4.05M0.07%new13F-HRTimeline
Tidemark, LLC132,230$3.92M1.14%+4,68913F-HRTimeline
Tradewinds Capital Management, LLC127,759$3.79M0.85%+50,00413F-HRTimeline
APS Management Group, Inc.127,001$3.76M3.33%13F-HRTimeline
Cetera Investment Advisers124,448$3.69M<0.01%+81,31213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC114,876$3.4M0.02%+1,43813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91,984$2.73M<0.01%-20,66313F-HR/ATimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.91,393$2.71M0.03%new13F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.91,393$2.71M<0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT80,313$2.38M0.05%+2,17213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC74,566$2.21M0.72%+12,00613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC74,512$2.21M0.74%-8,22813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,687$2.09M<0.01%+9,75913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,646$2.03M<0.01%+1,10413F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/61,250$1.81M0.09%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP60,381$1.79M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,456$1.7M<0.01%new13F-HRTimelineGroup
David Kennon Inc57,103$1.69M0.61%-1,36413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT56,694$1.68M0.01%-31,33013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…55,009$1.63M0.14%-46913F-HRTimelineGroup
Kingdom Financial Group LLC.51,494$1.53M0.93%+33,80113F-HRTimeline
Kathleen S. Wright Associates Inc.50,348$1.49M0.55%+5,56213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,893$1.39M<0.01%+16,49513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC46,567$1.38M0.01%-1,52113F-HR/ATimelineGroup
Elevated Capital Advisors, LLC45,960$1.36M0.34%-8,32713F-HRTimeline
World Investment Advisors42,646$1.26M0.03%+2,64113F-HRTimeline
Quadrant Private Wealth Management, LLC39,862$1.18M0.22%+3,20613F-HRTimeline
Center For Asset Management LLC39,357$1.17M0.62%+19,97913F-HRTimeline
Alesco Advisors, LLC, An ESL Co36,645$1.09M0.03%013F-HRTimeline
Keystone Wealth Services, LLC34,406$1.02M0.22%+32113F-HRTimeline
Guardian Asset Advisors, LLC32,398$960K0.52%new13F-HRTimeline
Strategic Investment Advisors / MI253$958K0.11%-32,73713F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,822$943K<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co30,000$889K0.03%013F-HRTimeline
National Wealth Management Group, LLC28,884$856K0.32%+2,33313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,787$853K0.03%-2,48813F-HRTimelineGroup
NewEdge Advisors, LLC27,834$825K<0.01%+6,76513F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL27,500$815K0.37%-120,00013F-HRTimeline
ShoreHaven Wealth Partners, LLC27,189$806K0.3%-18,50513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,118$804K0.02%+35313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.25,875$767K0.01%-133,94013F-HRTimelineGroup
Optas, LLC24,830$736K0.12%-32,17213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,586$699K<0.01%-2,97613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC22,226$659K0.02%new13F-HRTimeline
Merit Financial Group, LLC21,840$647K0.01%-1,32613F-HR/ATimeline
Compound Planning, Inc.21,744$644K0.02%-4,59413F-HRTimeline
Donald L. Hagan, LLC21,519$638K0.31%+1613F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,377$633K0.23%013F-HRTimeline
Sanctuary Advisors, LLC21,136$626K<0.01%-3113F-HR/ATimeline
Laraway Financial Advisors Inc19,908$590K0.4%+5013F-HRTimeline
Creative Planningin group Creative Planning16,945$502K<0.01%+23313F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…16,787$497K0.17%+713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,013$474K<0.01%+1,34513F-HRTimelineGroup
Valeo Financial Advisors, LLC15,649$464K0.01%new13F-HRTimeline
Detalus Advisors, LLC14,472$429K0.11%+1,31313F-HRTimeline
RFG Advisory, LLC13,664$405K0.01%+5,86813F-HRTimeline
Rice Partnership, LLC13,356$396K0.06%013F-HRTimeline
FLOW TRADERS U.S. LLC13,161$390K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,008$385K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,995$385K<0.01%013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC12,677$376K0.01%+45813F-HRTimelineGroup
Advyzon Investment Management, LLC12,551$372K0.06%+12113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,387$367K<0.01%+17613F-HRTimelineGroup
Breakwater Investment Management12,153$360K0.13%013F-HRTimeline
Farther Finance Advisors, LLC12,076$358K0.01%+6,49513F-HRTimeline
CoreCap Advisors, LLC11,715$347K0.01%-85313F-HRTimeline
First Heartland Consultants, Inc.11,011$326K0.03%+3,85213F-HRTimeline
Sovran Advisors, LLC9,957$295K0.03%-8613F-HRTimeline
Keystone Financial Group9,838$291K0.02%new13F-HR/ATimeline
AIRE ADVISORS, LLC9,787$290K0.05%-5413F-HRTimeline
Parallel Advisors, LLC9,506$282K0.01%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,500$281K<0.01%-3713F-HRTimelineGroup
Betterment LLC9,381$278K<0.01%+99413F-HRTimeline
Caldwell Trust Co9,303$276K0.03%013F-HRTimeline
Next Level Wealth Planning, LLC9,210$273K0.15%+9113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,674$257K<0.01%-7013F-HRTimelineGroup
Arlington Financial Advisors, LLC8,264$245K0.04%013F-HRTimeline
Mutual Advisors, LLC8,166$244K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,982$237K<0.01%-12113F-HRTimeline
Wedmont Private Capital7,983$236K0.01%+10013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,946$235K<0.01%new13F-HRTimelineGroup
Tennessee Valley Asset Management Partn…7,745$229K0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG7,700$228K<0.01%+50013F-HRTimelineGroup
PRIVATE TRUST CO NA7,667$227K0.02%-1,28313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,402$219K<0.01%+6913F-HRTimelineGroup
Summit Financial, LLC7,346$218K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC7,308$217K0.04%013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,190$213K<0.01%+29513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,175$213K<0.01%-51413F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…7,075$210K0.01%-77513F-HRTimeline
HighTower Advisors, LLC6,809$202K<0.01%new13F-HRTimeline
Woodside Wealth Management LLC5,483$162K0.13%013F-HRTimeline
COMERICA BANK4,985$148K<0.01%013F-HRTimeline
MAI Capital Management3,411$101K<0.01%+46013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,022$89.5K<0.01%-9113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,479$73K<0.01%+16213F-HRTimelineGroup
Front Row Advisors LLC2,335$69.2K0.02%013F-HRTimeline
Global Retirement Partners, LLC2,195$65K<0.01%+2213F-HRTimeline
Decker Retirement Planning Inc.2,047$60.7K0.03%013F-HRTimeline
Collier Financial1,930$57.2K0.04%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,700$50.4K<0.01%-1,00013F-HRTimeline
Westside Investment Management, Inc.1,664$49.3K0.01%new13F-HRTimeline
Advisory Services Network, LLC1,648$48.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,467$43.5K<0.01%-1,46713F-HRTimeline
Aptus Capital Advisors, LLC1,304$38.6K<0.01%-53513F-HRTimeline
MJT & Associates Financial Advisory Gro…1,240$36.7K0.03%-15,08713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,012$30K0.02%+3813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…881$26.1K<0.01%+39813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\842$24.9K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC788$23.3K0.01%013F-HRTimeline
Rossby Financial, LCC594$17.6K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC530$15.7K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC454$13.5K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC429$12.7K<0.01%+1613F-HRTimelineGroup
Graney & King, LLC361$10.7K0.01%+513F-HRTimeline
N.E.W. Advisory Services LLC356$10.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…326$9.66K<0.01%-113F-HRTimeline
Federation des caisses Desjardins du Qu…300$8.88K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.251$7.43K<0.01%+413F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…220$6.52K<0.01%+813F-HRTimelineGroup
Pflug Koory, LLC207$6.13K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management167$4.95K<0.01%013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC153$4.54K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…152$4.5K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…148$4.37K<0.01%-53,50413F-HRTimelineGroup
AlphaCore Capital LLC138$4.09K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC72$2.13K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$1.04K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC27$800<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.27$800<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$593<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$89<0.01%013F-HRTimeline