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Disclosery

SPBO SPDR SERIES TRUST

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SHS (fund)

170 managers (171 13F filers) reported a position in SPBO shares at 2025-12-31, 42,773,271 shares in all. 20 filers opened a position and 22 filers sold out during the quarter.

Managers
170
13F filers
171
New
20
Added
77
Reduced
44
Sold out
22
Shares held by filers
42,773,271

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,027,001$236M0.05%+687,68613F-HRTimelineGroup
LPL Financial LLC3,029,120$88.9M0.02%+100,33913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,769,840$81.3M0.01%+42,73113F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,133,922$62.6M2.43%-118,02113F-HRTimelineGroup
CX Institutional2,011,300$59M1.76%+5,85113F-HRTimeline
AE Wealth Management LLC1,974,900$57.9M0.33%+237,24113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,541,476$45.2M0.07%+178,34613F-HRTimelineGroup
Procyon Advisors, LLC1,493,672$43.8M2.17%+89,09513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,475,908$43.3M0.09%+72,38813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,373,620$40.3M0.34%-988,12313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,316,598$38.6M<0.01%+47,60113F-HR/ATimelineGroup
North Dakota State Investment Board1,089,068$32M1.19%13F-HRTimeline
RWA WEALTH PARTNERS, LLC1,049,314$30.8M0.34%-110,87613F-HRTimeline
Summit Financial Wealth Advisors, LLC1,027,716$30.2M4.32%+110,78813F-HRTimeline
Geneos Wealth Management Inc.991,804$29.1M0.71%+27,64713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.820,153$24.1M3.47%+91,53213F-HRTimeline
Tradewinds Capital Management, LLC755,118$22.2M4.67%+627,35913F-HRTimeline
Flaharty Asset Management, LLC736,686$21.6M2.7%+28,19213F-HRTimeline
Sterling Manor Financial, LLC632,857$18.6M11.59%+15,53813F-HRTimeline
Financial Engines Advisors L.L.C.566,708$16.6M0.03%+47,47813F-HRTimeline
Mariner, LLCin group Mariner, LLC543,856$16M0.02%+208,51813F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …425,259$12.5M2.4%+27,33013F-HRTimelineGroup
IHT Wealth Management, LLC389,390$11.4M0.28%-171,91413F-HRTimeline
Valmark Advisers, Inc.358,456$10.5M0.13%+153,69513F-HRTimeline
Asset Management One Co., Ltd.352,430$10.4M0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN317,662$9.32M<0.01%+27,12713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…294,036$8.65M0.02%+3,61613F-HRTimelineGroup
Enstar Group LTDin group Enstar Group LTD276,400$8.11M3.14%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA262,162$7.69M<0.01%-5,21413F-HRTimelineGroup
NEPC LLC258,781$7.59M0.16%-1,380,66513F-HRTimeline
CWM, LLCin group CWM, LLC231,532$6.79M0.02%+3,69113F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…203,753$5.98M0.21%-1,060,11813F-HRTimeline
Breakwater Capital Group200,119$5.87M0.82%+32,25413F-HRTimeline
Jacobi Capital Management LLC176,303$5.17M0.3%+7,58213F-HRTimeline
Foundations Investment Advisors, LLC172,793$5.07M0.07%+30,93313F-HRTimeline
Melone Private Wealth, LLC167,659$4.92M2.09%-10,09113F-HRTimeline
NorthRock Partners, LLC163,984$4.81M0.08%+27,21913F-HRTimeline
HighPoint Advisor Group LLC155,532$4.56M0.1%new13F-HRTimeline
MML INVESTORS SERVICES, LLC145,689$4.27M0.01%-5,04513F-HRTimeline
Private Advisor Group, LLC142,234$4.17M0.02%-70113F-HRTimeline
5th Street Advisors, LLC134,861$3.96M1.85%-10,36613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,390$3.71M<0.01%+34,40613F-HRTimelineGroup
Cetera Investment Advisers124,407$3.65M<0.01%-4113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC113,361$3.33M0.02%-1,51513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding90,110$2.64M+21,464Timeline
TRANSATLANTIQUE PRIVATE WEALTH LLC87,959$2.58M0.81%+13,39313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC81,581$2.39M<0.01%new13F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT80,784$2.37M0.04%+47113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,855$2.23M<0.01%+5,16813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC75,554$2.22M0.75%+1,04213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS70,179$2.06M<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,333$2.03M<0.01%+45,74713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,841$1.76M<0.01%new13F-HRTimelineGroup
David Kennon Inc56,305$1.65M0.59%-79813F-HRTimeline
STATE STREET CORPin group STATE STREET CORP53,947$1.58M<0.01%-6,43413F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…52,975$1.55M0.13%-2,03413F-HRTimelineGroup
World Investment Advisors48,380$1.42M0.02%+5,73413F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…47,453$1.39M0.05%+18,66613F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT47,254$1.39M0.01%-9,44013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,893$1.38M<0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC43,804$1.29M0.3%-2,15613F-HRTimeline
Quadrant Private Wealth Management, LLC41,552$1.22M0.2%+1,69013F-HRTimeline
Mach-1 Financial Group, LLC39,751$1.17M0.24%new13F-HRTimeline
Center For Asset Management LLC38,370$1.13M0.59%-98713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC37,654$1.1M0.01%-8,91313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\34,181$1M<0.01%+33,33913F-HRTimelineGroup
Strategic Investment Advisors / MI33,051$970K0.08%+32,79813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,467$953K<0.01%+64513F-HR/ATimelineGroup
Guardian Asset Advisors, LLC32,382$950K0.49%-1613F-HRTimeline
Advisor Resource Council32,308$947K0.34%new13F-HRTimeline
Florida Trust Wealth Management Co30,000$880K0.02%013F-HRTimeline
NewEdge Advisors, LLC28,052$823K<0.01%+21813F-HRTimeline
ShoreHaven Wealth Partners, LLC28,023$822K0.3%+83413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,628$811K0.02%+51013F-HRTimelineGroup
Compound Planning, Inc.25,722$755K0.02%+3,97813F-HRTimeline
Alesco Advisors, LLC, An ESL Co25,095$736K0.02%-11,55013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,518$719K<0.01%+11,51013F-HRTimelineGroup
Sanctuary Advisors, LLC24,291$713K<0.01%+3,15513F-HRTimeline
HighTower Advisors, LLC22,460$659K<0.01%+15,65113F-HRTimeline
Ashton Thomas Private Wealth, LLC21,812$640K0.02%-41413F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,377$627K0.23%013F-HRTimeline
Merit Financial Group, LLC21,019$617K<0.01%-82113F-HRTimeline
APS Management Group, Inc.20,746$609K0.52%-106,25513F-HRTimeline
Parallel Advisors, LLC20,236$594K0.01%+10,73013F-HRTimeline
National Wealth Management Group, LLC20,134$591K0.2%-8,75013F-HRTimeline
Laraway Financial Advisors Inc20,002$587K0.38%+9413F-HRTimeline
Cambridge Investment Research Advisors,…19,328$567K<0.01%+11,34613F-HRTimeline
Detalus Advisors, LLC17,565$515K0.13%+3,09313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…16,244$477K0.16%-54313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,445$453K<0.01%-56813F-HRTimelineGroup
Creative Planningin group Creative Planning14,321$420K<0.01%-2,62413F-HRTimelineGroup
Farther Finance Advisors, LLC14,107$414K<0.01%+2,03113F-HRTimeline
Rice Partnership, LLC13,356$392K0.05%013F-HRTimeline
ARRIEN INVESTMENTS, INC.13,168$386K0.22%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,995$381K<0.01%013F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC12,793$375K<0.01%+40613F-HRTimelineGroup
First Heartland Consultants, Inc.12,683$372K0.03%+1,67213F-HRTimeline
Breakwater Investment Management12,332$362K0.13%+17913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,202$358K0.01%-47513F-HRTimelineGroup
Keystone Financial Group11,501$337K0.02%+1,66313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,286$331K<0.01%+4,09613F-HRTimelineGroup
CoreCap Advisors, LLC10,014$294K0.01%-1,70113F-HRTimeline
Sovran Advisors, LLC9,924$293K0.02%-3313F-HRTimeline
AIRE ADVISORS, LLC9,830$288K0.05%+4313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,768$287K0.01%+9,62013F-HRTimelineGroup
Next Level Wealth Planning, LLC9,330$274K0.15%+12013F-HRTimeline
Caldwell Trust Co9,303$273K0.02%013F-HRTimeline
Betterment LLC8,955$263K<0.01%-42613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,890$261K<0.01%+21613F-HRTimelineGroup
Tennessee Valley Asset Management Partn…8,736$256K0.03%+99113F-HRTimeline
1832 Asset Management L.P.8,293$243K<0.01%new13F-HRTimeline
Arlington Financial Advisors, LLC8,264$242K0.03%013F-HRTimeline
Mutual Advisors, LLC8,166$240K0.01%013F-HRTimeline
Wedmont Private Capital8,084$238K0.01%+10113F-HRTimeline
Summit Financial, LLC7,843$230K<0.01%+49713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,794$229K<0.01%+61913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,565$222K<0.01%+16313F-HRTimelineGroup
PRIVATE TRUST CO NA7,407$217K0.02%-26013F-HRTimeline
Prestige Wealth Management Group LLC7,308$214K0.04%013F-HRTimeline
FMR LLCin group FMR LLC6,749$198K<0.01%+6,32013F-HRTimelineGroup
Woodside Wealth Management LLC5,483$161K0.12%013F-HRTimeline
SG Americas Securities, LLC5,000$147K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG5,000$147K<0.01%-2,70013F-HRTimelineGroup
COMERICA BANK4,985$146K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,071$90.1K<0.01%+2,19013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,902$85.1K<0.01%-12013F-HRTimelineGroup
Archer Investment Corp2,352$69K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,349$69K<0.01%-13013F-HR/ATimelineGroup
Front Row Advisors LLC2,335$68.5K0.02%013F-HRTimeline
Global Retirement Partners, LLC2,281$66.9K<0.01%+8613F-HRTimeline
Decker Retirement Planning Inc.2,047$60.1K0.03%013F-HRTimeline
EASTERN BANK1,798$52.8K<0.01%new13F-HRTimeline
Collier Financial1,695$49.8K0.04%-23513F-HRTimeline
MAI Capital Management1,629$47.8K<0.01%-1,78213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,474$43.2K<0.01%+713F-HRTimeline
Aptus Capital Advisors, LLC1,384$40.6K<0.01%+8013F-HRTimeline
SHP Wealth Management1,292$37.9K<0.01%13F-HRTimeline
MJT & Associates Financial Advisory Gro…1,201$35.2K0.03%-3913F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,000$29.3K<0.01%-70013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.989$29K0.01%-2313F-HRTimeline
Cherry Tree Wealth Management, LLC788$23.1K<0.01%013F-HRTimeline
Rossby Financial, LCC605$17.8K0.01%+1113F-HRTimeline
ROTHSCHILD INVESTMENT LLC530$15.6K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC516$15.1K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC506$14.9K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP395$11.6K<0.01%new13F-HRTimelineGroup
Graney & King, LLC367$10.8K0.01%+613F-HRTimeline
N.E.W. Advisory Services LLC356$10.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…327$9.59K<0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…300$8.8K<0.01%013F-HRTimeline
Atomic Invest LLC297$8.73K<0.01%13F-HRTimeline
FAS Wealth Partners, Inc.255$7.48K<0.01%+413F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…240$7.04K0.01%+2013F-HRTimelineGroup
Pflug Koory, LLC210$6.18K<0.01%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management167$4.9K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…152$4.46K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC138$4.05K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…120$3.51K<0.01%13F-HRTimeline
Wagner Wealth Management, LLC73$2.14K<0.01%+113F-HRTimeline
Kingdom Financial Group LLC.49$1.43K<0.01%-51,44513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS45$1.32K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC35$1.03K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC32$939<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC28$827<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.27$792<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$587<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC5$147<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$89<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$29<0.01%new13F-HRTimelineGroup
BLUELINE ADVISORS LLC0$2<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.