Who Owns State Street SPDR Portfolio Corporate Bond ETF (SPBO)?Hedge Fund & Institutional Holders

$28.84-0.09 (-0.29%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.0800088000626096e+220T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$28.18$28.68$29.18$29.68$30.18Sep 24Jun 25Mar 26

SPBO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CX InstitutionalNew Position+2.0M+$59.0M
AE Wealth Management LLCNew Position+2.0M+$57.9M
Procyon Advisors, LLCNew Position+1.5M+$43.8M
North Dakota State Investment BoardNew Position+1.1M+$31.0M
Geneos Wealth Management Inc.New Position+992K+$29.1M
ARKANSAS FINANCIAL GROUP, INC.New Position+820K+$24.1M
Tradewinds Capital Management, LLCNew Position+755K+$22.2M
Flaharty Asset Management, LLCNew Position+737K+$21.6M
Valmark Advisers, Inc.New Position+358K+$10.5M
Asset Management One Co., Ltd.New Position+352K+$10.4M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+294K+$8.0M
CWM, LLCNew Position+232K+$6.8M
Breakwater Capital GroupNew Position+200K+$5.9M
Melone Private Wealth, LLCNew Position+168K+$4.9M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+173K+$4.0M

SPBO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
EXCHANGE TRADED CONCEPTS, LLCDecreased-988K-$69.9B
ST GERMAIN D J CO INCDecreased-118K-$66.7B
NEPC LLCDecreased-1.4M-$48.6B
Gerber Kawasaki Wealth & Investment ManagementDecreased-1.1M-$37.4B
RWA WEALTH PARTNERS, LLCDecreased-111K-$34.3B
IHT Wealth Management, LLCDecreased-172K-$16.6B
JANE STREET GROUP, LLCClosed Position-510K-$15.1B
ROYAL BANK OF CANADADecreased-5K-$7.9B
MML INVESTORS SERVICES, LLCDecreased-5K-$4.5B
Private Advisor Group, LLCDecreased-701-$4.2B
Cetera Investment AdvisersDecreased-41-$3.7B
FLAGSHIP HARBOR ADVISORS, LLCClosed Position-128K-$3.7B
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-2K-$3.4B
BlackRock, Inc.Closed Position-91K-$2.7B
COBBLESTONE CAPITAL ADVISORS LLC /NY/Closed Position-61K-$1.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC7,096,060$208.0M0.05%Share
2LPL Financial LLC3,029,120$88.0M0.02%Share
3ST GERMAIN D J CO INC2,133,922$62.6M2.43%Share
4CX Institutional2,011,300$59.0M1.76%Share
5BANK OF AMERICA CORP /DE/1,772,643$52.0M0.00%Share
6Procyon Advisors, LLC1,493,672$43.8M2.16%Share
7ASSETMARK, INC1,475,908$43.3M0.09%Share
8OSAIC HOLDINGS, INC.1,451,538$42.0M0.06%Share
9EXCHANGE TRADED CONCEPTS, LLC1,373,620$40.3M0.31%Share
10North Dakota State Investment Board1,089,068$31.0M1.15%Share
11Summit Financial Wealth Advisors, LLC1,027,716$30.2M4.32%Share
12RWA WEALTH PARTNERS, LLC1,049,314$30.0M0.33%Share
13Oribel Capital Management, LP344,800$29.4M1.35%Call
14Geneos Wealth Management Inc.991,804$29.1M0.71%Share
15BANK OF AMERICA CORP /DE/997,197$29.0M0.00%Share
16AMERIPRISE FINANCIAL INC919,796$26.0M0.01%Share
17ARKANSAS FINANCIAL GROUP, INC.820,153$24.1M3.47%Share
18MORGAN STANLEY810,136$23.0M0.00%Share
19Tradewinds Capital Management, LLC755,118$22.2M4.67%Share
20Flaharty Asset Management, LLC736,686$21.6M2.70%Share
21Sterling Manor Financial, LLC632,857$18.6M11.59%Share
22Financial Engines Advisors L.L.C.566,708$16.6M0.03%Share
23AE Wealth Management LLC512,334$15.0M0.09%Share
24MORGAN STANLEY505,824$14.0M0.00%Share
25Financial Gravity Asset Management, Inc.425,259$12.5M2.40%Share
26Mariner, LLC428,429$12.0M0.01%Share
27IHT Wealth Management, LLC389,390$11.0M0.27%Share
28Valmark Advisers, Inc.358,456$10.5M0.13%Share
29Asset Management One Co., Ltd.352,430$10.4M0.03%Share
30AE Wealth Management LLC335,312$9.8M0.06%Share
31AE Wealth Management LLC334,320$9.8M0.06%Share
32Enstar Group LTD276,400$8.1M3.14%Share
33THRIVENT FINANCIAL FOR LUTHERANS294,036$8.0M0.01%Share
34NEPC LLC258,781$7.6M0.16%Share
35ROYAL BANK OF CANADA259,521$7.0M0.00%Share
36CWM, LLC231,532$6.8M0.02%Share
37Gerber Kawasaki Wealth & Investment Management203,753$6.0M0.21%Share
38Breakwater Capital Group200,119$5.9M0.82%Share
39Jacobi Capital Management LLC176,303$5.2M0.30%Share
40WELLS FARGO & COMPANY/MN183,220$5.0M0.00%Share
41BOOTHBAY FUND MANAGEMENT, LLC65,100$5.0M0.07%Call
42Melone Private Wealth, LLC167,659$4.9M2.09%Share
43MML INVESTORS SERVICES, LLC145,689$4.0M0.01%Share
44Private Advisor Group, LLC142,234$4.0M0.02%Share
45NorthRock Partners, LLC163,984$4.0M0.07%Share
465th Street Advisors, LLC134,861$4.0M1.85%Share
47AE Wealth Management LLC133,792$3.9M0.02%Share
48FOUNDATIONS INVESTMENT ADVISORS, LLC116,891$3.0M0.04%Share
49WELLS FARGO & COMPANY/MN134,442$3.0M0.00%Share
50Cetera Investment Advisers124,407$3.0M0.00%Share

SPBO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025167$1.2B+59
Q3 2025108$973.1B-35
Q2 2025143$849.3B-17
Q1 2025160$1.3T+28
Q4 2024132$135.9T+26
Q3 2024106$923.3T+8
Q2 202498$865.5T+10
Q1 202488$797.8T—

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As of Q4 2025, 50 institutional investors hold SPBO (State Street SPDR Portfolio Corporate Bond ETF). The largest holder is AMERIPRISE FINANCIAL INC with $208.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SPBO?

As of Q4 2025, 50 institutional investors report holding SPBO (State Street SPDR Portfolio Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of SPBO?

The largest institutional holder of SPBO is AMERIPRISE FINANCIAL INC with $208.0M in shares.

Is institutional ownership of SPBO increasing or decreasing?

This quarter, 15 institutions opened new positions in SPBO and 4 closed their positions.