SPBO SPDR SERIES TRUST
FollowSHS (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in SPBO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CX Institutional | 1,386,153 | $38.1M | 1.03% | -709,518 | 13F-HRTimeline |
| Breakwater Capital Group | 53,431 | $1.47M | 0.17% | -86,818 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 31,049 | $854K | 0.01% | -12,236 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 14,734 | $405K | 0.03% | +785 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 12,159 | $334K | 0.01% | -2,983 | 13F-HRTimeline |
| EASTERN BANK | 1,798 | $49.4K | <0.01% | 0 | 13F-HRTimeline |
| MJT & Associates Financial Advisory Gro… | 1,002 | $27.5K | 0.02% | -199 | 13F-HRTimeline |