SPDR SERIES TRUST (SPBO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
181
Reporting holders
$1.4B
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $241.7M | 8,324,643 | 0.05% | 15q | -48.2%-$225.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $96.3M | 3,315,094 | 0.22% | 5q | +130.6%+$54.5M |
| LPL Financial LLC | $80.9M | 2,786,418 | 0.02% | 29q | -5.5%-$4.8M |
| ASSETMARK, INC | $67.6M | 2,328,329 | 0.12% | 10q | +7.3%+$4.6M |
| AE Wealth Management LLC | $67.3M | 2,317,936 | 0.31% | 21q | +9.3%+$5.7M |
| BANK OF AMERICA CORP /DE/ | $55.6M | 1,914,852 | 0.00% | 31q | -15.0%-$9.8M |
| Procyon Advisors, LLC | $55.5M | 1,910,729 | 2.39% | 10q | +9.8%+$4.9M |
| ST GERMAIN D J CO INC | $54.4M | 1,874,355 | 1.96% | 18q | -5.1%-$2.9M |
| Gerber Kawasaki Wealth & Investment Management | $49.5M | 1,703,349 | 1.32% | 20q | +12.6%+$5.5M |
| NEPC LLC | $48.5M | 1,669,124 | 0.90% | 9q | +130.5%+$27.4M |
| OSAIC HOLDINGS, INC. | $47.4M | 1,631,201 | 0.06% | 26q | +4.1%+$1.9M |
| Summit Financial Wealth Advisors, LLC | $34.5M | 1,189,025 | 4.42% | 7q | +5.5%+$1.8M |
| MORGAN STANLEY | $32.0M | 1,102,771 | 0.00% | 35q | +28.7%+$7.1M |
| Geneos Wealth Management Inc. | $31.4M | 1,080,256 | 0.64% | 24q | +6.5%+$1.9M |
| ARKANSAS FINANCIAL GROUP, INC. | $28.0M | 962,946 | 3.64% | 17q | +9.8%+$2.5M |
| RWA WEALTH PARTNERS, LLC | $24.1M | 828,567 | 0.23% | 12q | -12.9%-$3.6M |
| Modern Wealth Management, LLC | $20.6M | 709,247 | 0.25% | new | NEW |
| Mariner, LLC | $20.3M | 698,681 | 0.02% | 15q | +34.1%+$5.2M |
| Financial Engines Advisors L.L.C. | $17.5M | 601,055 | 0.03% | 16q | +3.3%+$551.6K |
| Financial Gravity Companies, Inc. | $13.1M | 450,676 | 2.12% | 4q | +20.2%+$2.2M |
| ALLSTATE CORP | $12.7M | 438,111 | 0.13% | new | NEW |
| ROYAL BANK OF CANADA | $12.6M | 433,588 | 0.00% | 31q | +27.4%+$2.7M |
| FLAGSHIP HARBOR ADVISORS, LLC | $12.1M | 415,885 | 0.46% | 2q | +5.6%+$643.1K |
| IHT Wealth Management, LLC | $11.4M | 393,988 | 0.24% | 6q | +1.6%+$182.2K |
| WELLS FARGO & COMPANY/MN | $11.0M | 380,197 | 0.00% | 14q | -51.7%-$11.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.6M | 365,302 | 0.00% | 2q | +1314.2%+$9.9M |
| North Dakota State Investment Board | $9.1M | 311,928 | 0.37% | 3q | -71.4%-$22.6M |
| Hobart Private Capital, LLC | $8.9M | 307,667 | 1.53% | new | NEW |
| Valmark Advisers, Inc. | $8.6M | 296,451 | 0.09% | 15q | -3.9%-$352.7K |
| Foundations Investment Advisors, LLC | $7.8M | 269,799 | 0.08% | 9q | +14.5%+$992.3K |
| JPMORGAN CHASE & CO | $7.6M | 261,058 | 0.00% | 12q | +9.2%+$642.3K |
| Jacobi Capital Management LLC | $6.7M | 231,662 | 0.33% | 26q | +15.0%+$877.2K |
| Private Advisor Group, LLC | $5.4M | 187,266 | 0.02% | 27q | +26.4%+$1.1M |
| Banque Transatlantique SA | $5.2M | 180,193 | 0.11% | 2q | +66.9%+$2.1M |
| 5th Street Advisors, LLC | $5.2M | 178,166 | 1.97% | 10q | +50.9%+$1.7M |
| RITHOLTZ WEALTH MANAGEMENT | $5.2M | 177,964 | 0.04% | 6q | +77.5%+$2.3M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5.1M | 174,195 | 0.02% | 6q | +10.8%+$493.8K |
| MML INVESTORS SERVICES, LLC | $5.0M | 173,089 | 0.01% | 24q | +48.5%+$1.6M |
| HighPoint Advisor Group LLC | $5.0M | 172,535 | 0.18% | 3q | -33.4%-$2.5M |
| Melone Private Wealth, LLC | $4.9M | 169,598 | 1.88% | 19q | +1.1%+$52.0K |
| NorthRock Partners, LLC | $4.8M | 163,990 | 0.07% | 4q | -14.8%-$827.9K |
| Tidemark, LLC | $4.7M | 162,442 | 1.06% | 2q | +3.1%+$143.4K |
| OLD MISSION CAPITAL LLC | $4.6M | 159,916 | 0.07% | new | NEW |
| Asset Management One Co., Ltd. | $4.4M | 152,180 | 0.01% | 3q | -14.2%-$733.3K |
| Cetera Investment Advisers | $4.4M | 151,263 | 0.00% | 10q | +1.6%+$67.9K |
| Breakwater Capital Group | $4.1M | 140,249 | 0.49% | 12q | -33.9%-$2.1M |
| JANE STREET GROUP, LLC | $3.8M | 130,896 | 0.00% | 2q | -38.2%-$2.3M |
| RAYMOND JAMES FINANCIAL INC | $3.7M | 126,638 | 0.00% | 7q | +71.9%+$1.5M |
| Tradewinds Capital Management, LLC | $3.6M | 123,188 | 0.64% | 7q | -75.5%-$11.0M |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 115,697 | 0.00% | 23q | +15.8%+$458.3K |
| STATE STREET CORP | $3.1M | 105,032 | 0.00% | 4q | +42.0%+$902.5K |
| HighTower Advisors, LLC | $2.8M | 97,330 | 0.00% | 4q | +22.0%+$508.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 96,975 | 0.00% | 15q | +15.7%+$382.6K |
| CITADEL ADVISORS LLC | $2.5M | 84,580 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $2.3M | 79,880 | 0.00% | 3q | +3.4%+$75.4K |
| Savant Capital, LLC | $2.1M | 71,220 | 0.01% | 9q | +100.0%+$1.0M |
| Corient Private Wealth LP | $2.0M | 69,826 | 0.00% | 12q | +113.1%+$1.1M |
| Ameritas Advisory Services, LLC | $1.8M | 61,118 | 0.04% | 10q | +376.5%+$1.4M |
| Center For Asset Management LLC | $1.7M | 59,709 | 0.77% | 9q | +4.0%+$67.3K |
| Flaharty Asset Management, LLC | $1.7M | 58,923 | 2.44% | 16q | -92.1%-$19.9M |
| Quadrant Private Wealth Management, LLC | $1.6M | 54,902 | 0.36% | 14q | +34.4%+$407.9K |
| Strategic Investment Advisors / MI | $1.5M | 53,308 | 0.09% | 10q | HELD |
| World Investment Advisors | $1.5M | 52,777 | 0.03% | 10q | HELD |
| David Kennon Inc | $1.5M | 52,207 | 0.50% | 16q | -6.7%-$108.6K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $1.4M | 48,604 | 0.04% | 8q | -1.1%-$16.4K |
| National Wealth Management Group, LLC | $1.4M | 48,128 | 0.43% | 13q | -3.6%-$52.7K |
| Compound Planning, Inc. | $1.4M | 47,574 | 0.04% | 6q | -9.6%-$146.6K |
| AQR CAPITAL MANAGEMENT LLC | $1.4M | 46,893 | 0.00% | 5q | HELD |
| Transamerica Financial Advisors, LLC | $1.3M | 45,779 | 0.11% | 17q | -8.7%-$126.3K |
| NewEdge Advisors, LLC | $1.3M | 45,257 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $1.3M | 43,285 | 0.01% | 12q | +276.8%+$923.4K |
| Advisor Resource Council | $1.1M | 39,580 | 0.32% | 3q | +4.1%+$44.9K |
| US BANCORP \DE\ | $1.0M | 34,804 | 0.00% | 6q | HELD |
| Keystone Wealth Services, LLC | $987.9K | 34,019 | 0.18% | 2q | +0.6%+$5.5K |
| Guardian Asset Advisors, LLC | $918.0K | 31,610 | 0.42% | new | NEW |
| Sanctuary Advisors, LLC | $882.2K | 30,380 | 0.00% | 9q | +55.6%+$315.3K |
| Florida Trust Wealth Management Co | $871.2K | 30,000 | 0.02% | 8q | HELD |
| Creative Planning | $850.1K | 29,272 | 0.00% | 12q | +58.6%+$314.2K |
| ZACKS INVESTMENT MANAGEMENT | $846.0K | 29,132 | 0.01% | 10q | -19.2%-$200.7K |
| CreativeOne Wealth, LLC | $833.6K | 28,704 | 0.02% | 14q | -2.1%-$17.5K |
| ShoreHaven Wealth Partners, LLC | $806.7K | 27,777 | 0.25% | 14q | +0.9%+$7.2K |
| Vise Technologies, Inc. | $696.2K | 23,974 | 0.01% | new | NEW |
| Alesco Advisors, LLC, An ESL Co | $689.3K | 23,737 | 0.02% | 6q | -2.8%-$19.5K |
| Detalus Advisors, LLC | $685.8K | 23,616 | 0.13% | 12q | +47.3%+$220.2K |
| Kestra Advisory Services, LLC | $667.1K | 22,973 | 0.00% | 4q | -12.1%-$92.0K |
| Laraway Financial Advisors Inc | $632.3K | 21,774 | 0.38% | 19q | +8.3%+$48.5K |
| INVENIO WEALTH PARTNERS LLC | $620.8K | 21,377 | 0.22% | 8q | HELD |
| Sanchez Levi Garrett | $493.9K | 17,006 | 0.27% | 2q | +8.4%+$38.2K |
| Gateway Wealth Partners, LLC | $469.0K | 16,151 | 0.03% | 2q | +2.1%+$9.6K |
| Keystone Financial Group | $458.0K | 15,772 | 0.03% | 4q | +18.5%+$71.6K |
| CITIGROUP INC | $449.6K | 15,483 | 0.00% | 25q | +15.9%+$61.7K |
| CoreCap Advisors, LLC | $439.7K | 15,142 | 0.01% | 10q | -97.9%-$20.7M |
| Ascent Group, LLC | $421.3K | 14,509 | 0.01% | 11q | HELD |
| First Heartland Consultants, Inc. | $405.1K | 13,949 | 0.03% | 7q | +8.7%+$32.3K |
| STIFEL FINANCIAL CORP | $402.2K | 13,850 | 0.00% | 10q | -10.7%-$48.1K |
| Rice Partnership, LLC | $387.9K | 13,356 | 0.05% | 10q | HELD |
| Breakwater Investment Management | $380.1K | 13,089 | 0.13% | 9q | -6.3%-$25.5K |
| Rockefeller Capital Management L.P. | $378.5K | 13,035 | 0.00% | 22q | HELD |
| Concurrent Investment Advisors, LLC | $337.1K | 11,609 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $327.5K | 11,279 | 0.09% | 8q | -69.4%-$743.4K |
Showing the largest 100 of 187 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 181 | $1.4B | 46,578,468 | 29 | 73 | 42 | 0.0% |
| Q1 2026 | 169 | $1.5B | 52,165,434 | 25 | 70 | 39 | 0.0% |
| Q4 2025 | 165 | $1.2B | 40,232,941 | 20 | 67 | 40 | 2.9% |
| Q3 2025 | 163 | $1.3B | 42,851,258 | 26 | 65 | 38 | 2.4% |
| Q2 2025 | 149 | $1.1B | 38,391,622 | 10 | 52 | 60 | 0.0% |
| Q1 2025 | 152 | $1.3B | 44,970,073 | 25 | 52 | 45 | 0.1% |
| Q4 2024 | 142 | $1.4B | 49,150,158 | 15 | 63 | 38 | 0.0% |
| Q3 2024 | 135 | $1.2B | 41,603,731 | 23 | 59 | 30 | 0.0% |
| Q2 2024 | 120 | $1.1B | 38,932,305 | 20 | 38 | 38 | 0.0% |
| Q1 2024 | 117 | $1.1B | 36,691,442 | 29 | 48 | 27 | 0.0% |
| Q4 2023 | 111 | $1.1B | 36,998,072 | 23 | 46 | 27 | 0.0% |
| Q3 2023 | 96 | $878.5M | 31,866,289 | 22 | 39 | 21 | 0.0% |
| Q2 2023 | 86 | $521.2M | 18,051,194 | 10 | 39 | 24 | 0.0% |
| Q1 2023 | 81 | $402.6M | 12,884,499 | 23 | 31 | 18 | 6.3% |
| Q4 2022 | 64 | $488.9M | 12,663,016 | 25 | 25 | 7 | 14.9% |
| Q3 2022 | 58 | $243.9M | 8,714,607 | 10 | 25 | 16 | 0.0% |
| Q2 2022 | 58 | $224.3M | 7,583,064 | 11 | 19 | 19 | 0.0% |
| Q1 2022 | 54 | $182.8M | 5,711,729 | 2 | 18 | 25 | 0.0% |
| Q4 2021 | 70 | $258.8M | 7,431,462 | 12 | 27 | 18 | 0.0% |
| Q3 2021 | 59 | $296.6M | 8,449,572 | 8 | 22 | 17 | 0.0% |
| Q2 2021 | 53 | $243.1M | 6,869,559 | 9 | 18 | 15 | 0.0% |
| Q1 2021 | 45 | $199.6M | 5,800,018 | 4 | 21 | 12 | 0.0% |
| Q4 2020 | 45 | $192.7M | 5,319,437 | 7 | 20 | 8 | 0.0% |
| Q3 2020 | 38 | $156.2M | 4,402,941 | 9 | 22 | 5 | 0.1% |
| Q2 2020 | 34 | $114.2M | 3,243,059 | 13 | 10 | 8 | 0.0% |
| Q1 2020 | 30 | $78.8M | 2,411,800 | 13 | 7 | 6 | 0.0% |
| Q4 2019 | 26 | $54.7M | 1,616,410 | 9 | 9 | 4 | 0.1% |
| Q3 2019 | 19 | $45.8M | 1,352,665 | 4 | 5 | 4 | 0.0% |
| Q2 2019 | 17 | $49.6M | 1,497,448 | 3 | 5 | 5 | 0.0% |
| Q1 2019 | 14 | $37.2M | 1,159,467 | 4 | 3 | 3 | 0.0% |
| Q4 2018 | 14 | $33.8M | 1,104,606 | 0 | 1 | 0 | 0.0% |