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Disclosery

SPBO SPDR SERIES TRUST

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SHS (fund)

173 managers (175 13F filers) reported a position in SPBO shares at 2026-03-31, 46,177,469 shares in all. 24 filers opened a position and 18 filers sold out during the quarter.

Managers
173
13F filers
175
New
24
Added
83
Reduced
41
Sold out
18
Shares held by filers
46,177,469

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,036,950$233M0.05%+9,94913F-HR/ATimelineGroup
LPL Financial LLC2,950,041$85.6M0.02%-79,07913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,252,492$65.4M<0.01%-517,34813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,170,235$63M0.13%+694,32713F-HRTimelineGroup
AE Wealth Management LLC2,120,579$61.6M0.33%+145,67913F-HRTimeline
CX Institutional2,053,033$59.6M1.82%+41,73313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,975,748$57.4M2.27%-158,17413F-HRTimelineGroup
Procyon Advisors, LLC1,740,756$50.5M2.49%+247,08413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,566,772$45.5M0.07%+25,29613F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,513,411$44M1.4%+1,309,65813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,437,482$41.7M0.32%+63,86213F-HRTimeline
Summit Financial Wealth Advisors, LLC1,126,788$32.7M4.64%+99,07213F-HRTimeline
North Dakota State Investment Board1,089,068$31.6M1.37%013F-HRTimeline
Geneos Wealth Management Inc.1,014,637$29.5M0.68%+22,83313F-HRTimeline
RWA WEALTH PARTNERS, LLC951,457$27.6M0.3%-97,85713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.877,107$25.5M3.56%+56,95413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY856,986$24.9M<0.01%-459,61213F-HRTimelineGroup
Flaharty Asset Management, LLC746,259$21.7M2.69%+9,57313F-HRTimeline
CoreCap Advisors, LLC727,245$21.1M0.72%+717,23113F-HRTimeline
NEPC LLC724,227$21M0.42%+465,44613F-HRTimeline
Sterling Manor Financial, LLC672,350$19.5M12.21%+39,49313F-HRTimeline
Financial Engines Advisors L.L.C.582,061$16.9M0.03%+15,35313F-HRTimeline
Mariner, LLCin group Mariner, LLC520,981$15.1M0.02%-22,87513F-HRTimelineGroup
Tradewinds Capital Management, LLC502,038$14.6M2.89%-253,08013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …442,070$12.8M2.28%+16,81113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC393,741$11.4M0.5%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN393,249$11.4M<0.01%+75,58713F-HR/ATimelineGroup
IHT Wealth Management, LLC387,713$11.3M0.26%-1,67713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA340,386$9.88M<0.01%+78,22413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…314,391$9.11M0.02%+20,35513F-HRTimelineGroup
Valmark Advisers, Inc.308,596$8.96M0.11%-49,86013F-HRTimeline
HighPoint Advisor Group LLC259,097$7.52M0.32%+103,56513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO239,054$6.9M<0.01%+112,66413F-HR/ATimelineGroup
Foundations Investment Advisors, LLC235,629$6.84M0.08%+62,83613F-HRTimeline
CWM, LLCin group CWM, LLC215,712$6.26M0.02%-15,82013F-HRTimelineGroup
Breakwater Capital Group212,279$6.16M0.83%+12,16013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC211,771$6.15M0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC201,456$5.85M0.33%+25,15313F-HRTimeline
NorthRock Partners, LLC192,498$5.59M0.09%+28,51413F-HRTimeline
Asset Management One Co., Ltd.177,430$5.15M0.02%-175,00013F-HRTimeline
Melone Private Wealth, LLC167,806$4.87M1.99%+14713F-HRTimeline
Tidemark, LLC157,503$4.57M1.16%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC157,191$4.56M0.02%+43,83013F-HRTimeline
Cetera Investment Advisers148,925$4.32M<0.01%+24,51813F-HRTimeline
Private Advisor Group, LLC148,144$4.3M0.02%+5,91013F-HRTimeline
5th Street Advisors, LLC118,039$3.43M1.49%-16,82213F-HRTimeline
MML INVESTORS SERVICES, LLC116,530$3.38M0.01%-29,15913F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA107,967$3.13M0.08%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT100,235$2.91M0.05%+19,45113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding99,917$2.9M+9,807Timeline
COMMONWEALTH EQUITY SERVICES, LLC83,800$2.43M<0.01%+7,94513F-HRTimeline
HighTower Advisors, LLC79,809$2.32M<0.01%+57,34913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS77,283$2.24M<0.01%+7,10413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP73,953$2.15M<0.01%+20,00613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,653$2.14M<0.01%+4,32013F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC73,430$2.13M0.77%-2,12413F-HRTimeline
Independent Advisor Alliance71,673$2.08M0.02%new13F-HRTimeline
Center For Asset Management LLC57,392$1.67M0.83%+19,02213F-HRTimeline
David Kennon Inc55,946$1.62M0.58%-35913F-HRTimeline
Strategic Investment Advisors / MI53,190$1.54M0.11%+20,13913F-HRTimeline
World Investment Advisors52,777$1.53M0.02%+4,39713F-HRTimeline
Compound Planning, Inc.52,623$1.53M0.05%+26,90113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50,127$1.46M0.12%-2,84813F-HRTimelineGroup
National Wealth Management Group, LLC49,942$1.45M0.54%+29,80813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…49,169$1.43M0.05%+1,71613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC46,893$1.36M<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC44,396$1.29M<0.01%+16,34413F-HR/ATimeline
Quadrant Private Wealth Management, LLC40,856$1.19M0.18%-69613F-HRTimeline
Advisor Resource Council38,030$1.1M0.44%+5,72213F-HRTimeline
Elevated Capital Advisors, LLC36,880$1.07M0.27%-6,92413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT36,043$1.05M0.01%-11,21113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC35,610$1.03M<0.01%-2,04413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\34,804$1.01M<0.01%+62313F-HRTimelineGroup
Keystone Wealth Services, LLC33,828$982K0.21%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,772$951K<0.01%+30513F-HRTimelineGroup
Florida Trust Wealth Management Co30,000$871K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,305$851K0.02%+1,67713F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC27,528$799K0.29%-49513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,142$759K<0.01%+1,62413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,831$750K<0.01%new13F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co24,410$709K0.02%-68513F-HRTimeline
INVENIO WEALTH PARTNERS LLC21,377$621K0.25%013F-HRTimeline
TIAAgroup of 2 filers holding21,179$615KnewTimeline
Betterment LLC20,184$586K<0.01%+11,22913F-HRTimeline
Laraway Financial Advisors Inc20,104$584K0.41%+10213F-HRTimeline
Ashton Thomas Private Wealth, LLC19,886$577K0.01%-1,92613F-HRTimeline
Sanctuary Advisors, LLC19,524$567K<0.01%-4,76713F-HRTimeline
Creative Planningin group Creative Planning18,452$536K<0.01%+4,13113F-HRTimelineGroup
Detalus Advisors, LLC16,035$465K0.11%-1,53013F-HRTimeline
Gateway Wealth Partners, LLC15,820$459K0.02%new13F-HRTimeline
Sanchez Levi Garrett15,692$456K0.29%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,505$450K<0.01%+6013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC14,561$423K0.01%+2,35913F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,552$422K<0.01%-4,77613F-HRTimeline
Breakwater Investment Management13,966$405K0.15%+1,63413F-HRTimeline
ARRIEN INVESTMENTS, INC.13,785$400K0.22%+61713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,358$388K<0.01%+56513F-HRTimelineGroup
Rice Partnership, LLC13,356$388K0.05%013F-HRTimeline
Keystone Financial Group13,308$386K0.03%+1,80713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,995$377K<0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.12,837$373K0.03%+15413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,826$372K0.01%+3,05813F-HRTimelineGroup
Triad Wealth Partners, LLC12,452$361K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC11,489$332K<0.01%-2,61813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,973$319K<0.01%-31313F-HRTimelineGroup
Visionary Horizons, LLC10,403$302K0.15%new13F-HRTimeline
AIRE ADVISORS, LLC9,852$286K0.05%+2213F-HRTimeline
Sovran Advisors, LLC9,858$286K0.02%-6613F-HRTimeline
1832 Asset Management L.P.9,814$285K<0.01%+1,52113F-HRTimeline
Parallel Advisors, LLC9,794$284K0.01%-10,44213F-HR/ATimeline
Next Level Wealth Planning, LLC9,390$273K0.14%+6013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,385$272K<0.01%+6,31413F-HRTimelineGroup
Caldwell Trust Co9,303$270K0.02%013F-HRTimeline
APS Management Group, Inc.9,212$267K0.23%-11,53413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,933$259K<0.01%+4313F-HRTimelineGroup
Tennessee Valley Asset Management Partn…8,467$246K0.03%-26913F-HRTimeline
Arlington Financial Advisors, LLC8,264$240K0.03%013F-HRTimeline
Wedmont Private Capital8,186$238K0.01%+10213F-HRTimeline
Summit Financial, LLC8,182$238K<0.01%+33913F-HRTimeline
Mutual Advisors, LLC8,166$237K0.01%013F-HRTimeline
American State Bank (Iowa)7,900$229K0.11%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,824$227K<0.01%+25913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,636$222K<0.01%-15813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,181$208K0.01%new13F-HRTimeline
Sanchez Gaunt Capital Management, LLC7,113$206K0.13%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,000$203K0.03%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,748$196K<0.01%+6,59613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,664$193K+1,664Timeline
PRIVATE TRUST CO NA5,640$164K0.01%-1,76713F-HRTimeline
Prestige Wealth Management Group LLC4,283$124K0.02%-3,02513F-HRTimeline
Synergy Investment Management, LLC4,060$118K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,077$89.3K<0.01%+17513F-HRTimelineGroup
Westside Investment Management, Inc.2,500$72.6K0.01%new13F-HRTimeline
Archer Investment Corp2,352$68.3K0.01%013F-HRTimeline
Front Row Advisors LLC2,335$67.8K0.02%013F-HRTimeline
Qube Research & Technologies Ltd2,264$65.7K<0.01%new13F-HRTimeline
Root Financial Partners, LLC2,170$63K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.2,047$59.4K0.03%013F-HRTimeline
EASTERN BANK1,798$52.2K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,714$49.8K0.01%+92613F-HRTimeline
Collier Financial1,696$49.2K0.04%+113F-HRTimeline
Advisory Services Network, LLC1,658$48.1K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,426$41.4K0.03%+43713F-HRTimeline
Aptus Capital Advisors, LLC1,389$40.3K<0.01%+513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,381$40.1K<0.01%-9313F-HRTimeline
Creative Capital Management Investments…1,333$38.7K0.01%new13F-HRTimeline
SHP Wealth Management1,292$37.5K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,201$34.9K0.03%013F-HRTimeline
FMR LLCin group FMR LLC1,044$30.3K<0.01%-5,70513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,000$29K<0.01%013F-HRTimeline
Rossby Financial, LCC851$24.6K0.01%+24613F-HRTimeline
Quest 10 Wealth Builders, Inc.797$23.1K0.02%+77013F-HRTimeline
MAI Capital Management591$17.2K<0.01%-1,03813F-HRTimeline
ROTHSCHILD INVESTMENT LLC530$15.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…431$12.5K<0.01%+10413F-HRTimeline
N.E.W. Advisory Services LLC356$10.3K<0.01%013F-HRTimeline
Atomic Invest LLC317$9.14K<0.01%+2013F-HRTimeline
Federation des caisses Desjardins du Qu…300$8.7K<0.01%013F-HRTimeline
Graney & King, LLC295$8.56K<0.01%-7213F-HRTimeline
Nova Wealth Management, Inc.294$8.54K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.257$7.46K<0.01%+213F-HRTimeline
Virtus Fixed Income Advisers, LLCin group Virtus Investment Advisers, L…239$6.94K0.01%-113F-HRTimelineGroup
Pflug Koory, LLC212$6.16K<0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management167$4.85K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC138$4.01K<0.01%013F-HRTimeline
Triumph Capital Management135$3.92K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…121$3.51K<0.01%+113F-HRTimeline
Wagner Wealth Management, LLC74$2.14K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC54$1.57K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$581<0.01%013F-HRTimelineGroup
Silver Grove Financial Group, Inc.7$203<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5$146<0.01%+213F-HRTimeline
BLUELINE ADVISORS LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.