# SPDR SERIES TRUST (SPBO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPBO/

- Reporting holders: 6
- Reported value: $3.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.5M | 53,431 | 0.2% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $853.5K | 31,049 | 0.0% | 13 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $405.0K | 14,734 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $334.3K | 12,159 | 0.0% | 11 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $49.4K | 1,798 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $38.1K | 1,386,153 | 1.0% | 20 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $27.5K | 1,002 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $3.1M |
| Q2 2026 | 189 | $1.5B |
| Q1 2026 | 174 | $1.6B |
| Q4 2025 | 173 | $1.3B |
| Q3 2025 | 171 | $1.4B |
| Q2 2025 | 156 | $1.2B |
| Q1 2025 | 162 | $1.4B |
| Q4 2024 | 152 | $1.4B |
| Q3 2024 | 146 | $1.3B |
| Q2 2024 | 133 | $1.2B |
| Q1 2024 | 127 | $1.1B |
| Q4 2023 | 124 | $1.1B |