SS SPDR P Corp. Bond ETFSPBOETF
13F holders, Q1 2024 (March 31)126holders
1famous investor
$29.11avg. 13F price*
At the end of Q1 2024, 126 institutions reported holding SS SPDR P Corp. Bond ETF (SPBO) in their 13F filings. The largest holders were Rwa Wealth Partners, LLC ($377.1M), LPL Financial LLC ($83.6M) and St Germain D J Co. Inc. ($79.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P Corp. Bond ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A144
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $81.7M |
| Exits | 20 | $15.2M |
Ownership 126 holders
| Rwa Wealth Partners, LLC | 5.08% | Add +2.0% | 12,955,011 | $377.1M |
| LPL Financial LLC | 0.04% | Reduce -0.1% | 2,872,986 | $83.6M |
| St Germain D J Co. Inc. | 3.86% | Reduce -9.9% | 2,715,123 | $79.0M |
| Bank of America Corp. | 0.01% | Add +12.1% | 2,302,399 | $67.0M |
| CX Institutional | 1.66% | Add +13.1% | 1,185,902 | $34.5M |
| CW Advisors, LLC | 0.57% | Add +1.4% | 1,137,452 | $33.1M |
| Assetmark, Inc. | 0.10% | New | 1,048,161 | $30.5M |
| AE Wealth Management LLC | 0.32% | Add +16.8% | 973,906 | $28.4M |
| Gerber Kawasaki Wealth & Investment Management | 1.37% | Add +21.9% | 872,642 | $25.4M |
| Procyon Advisors, LLC | 1.94% | New | 861,841 | $25.1M |
| Ameriprise Financial Inc. | 0.01% | Add +41.2% | 735,544 | $21.4M |
| Flaharty Asset Management, LLC | 2.71% | Reduce -3.6% | 627,986 | $18.3M |
| Great Valley Advisor Group, Inc. | 0.51% | Add +35.8% | 571,465 | $16.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -42.3% | 477,802 | $13.9M |
| Private Advisor Group, LLC | 0.09% | Reduce -5.7% | 414,524 | $12.1M |
| MML Investors Services, LLC | 0.05% | Reduce -7.9% | 393,983 | $11.5M |
| Morgan Stanley | 0.00% | Add +5.4% | 378,921 | $11.0M |
| Financial Gravity Asset Management, Inc. | 2.43% | Reduce -92.9% | 294,104 | $8.6M |
| Raymond James & Associates | 0.01% | Add +6.7% | 266,803 | $7.8M |
| Zacks Investment Management | 0.08% | New | 265,282 | $7.7M |
| Geneos Wealth Management Inc. | 0.35% | Add +60.1% | 261,907 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 248,819 | $7.2M |
| Arkansas Financial Group, Inc. | 1.27% | Add +25.5% | 248,752 | $7.2M |
| Good Life Advisors, LLC | 0.63% | Add +10.2% | 243,854 | $7.1M |
| Cwm, LLC | 0.03% | Add +2.3% | 235,356 | $6.9M |
| Milestone Asset Management, LLC | 1.79% | New | 214,875 | $6.3M |
| Royal Bank of Canada | 0.00% | Reduce -21.3% | 207,321 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -70.2% | 204,957 | $6.0M |
| Melone Private Wealth, LLC | 3.36% | Reduce -0.3% | 192,313 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +501.2% | 152,761 | $4.4M |
| Flagship Harbor Advisors, LLC | 0.28% | Add +9.2% | 150,253 | $4.4M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Reduce -23.2% | 141,089 | $4.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1058.1% | 137,285 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +251.6% | 130,887 | $3.8M |
| ShoreHaven Wealth Partners, LLC | 2.06% | Add +2.0% | 128,769 | $3.7M |
| Mariner, LLC | 0.01% | Reduce -31.0% | 120,379 | $3.5M |
| RFG Advisory, LLC | 0.12% | New | 117,960 | $3.4M |
| CreativeOne Wealth, LLC | 0.13% | Add +181.6% | 114,423 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +945.1% | 113,267 | $3.3M |
| Eldridge Investment Advisors, Inc. | 0.80% | Reduce -30.0% | 107,640 | $3.1M |
| Valmark Advisers, Inc. | 0.05% | Reduce -1.3% | 101,627 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.6% | 86,566 | $2.5M |
| Tidemark, LLC | 1.37% | Add +31.7% | 84,332 | $2.5M |
| Keystone Wealth Services, LLC | 0.79% | Add +5.7% | 83,763 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -60.9% | 83,016 | $2.4M |
| Jacobi Capital Management LLC | 0.22% | Add +113.6% | 81,074 | $2.4M |
| KWB Wealth | 0.30% | Add +135.7% | 76,096 | $2.2M |
| Merit Financial Group, LLC | 0.05% | Reduce -8.8% | 77,011 | $2.2M |
| Breakwater Capital Group | 0.53% | Add +2.7% | 72,026 | $2.1M |
| Transamerica Financial Advisors, LLC | 0.21% | Add +201.9% | 71,617 | $2.1M |
| Optas, LLC | 0.54% | Reduce -0.8% | 67,355 | $2.0M |
| David Kennon Inc | 0.78% | Reduce -4.8% | 63,014 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +630.8% | 56,040 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +162.8% | 53,277 | $1.6M |
| 5th Street Advisors, LLC | 0.73% | New | 44,498 | $1.3M |
| Financial Life Advisors | 0.53% | Reduce -41.6% | 43,397 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.32% | Add +5.9% | 42,993 | $1.3M |
| Kathleen S. Wright Associates Inc. | 0.52% | Add +2.1% | 37,694 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Add +3.6% | 35,771 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 34,552 | $1.0M |
| Hobart Private Capital, LLC | 0.29% | Reduce -75.0% | 32,312 | $941K |
| Citadel Advisors | 0.00% | New | 29,980 | $873K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 29,579 | $861K |
| Advisor Resource Council | 0.36% | Reduce -86.9% | 28,496 | $838K |
| Sequent Planning LLC | 0.29% | — | 27,983 | $815K |
| World Investment Advisors | 0.11% | New | 27,170 | $791K |
| Donald L. Hagan, LLC | 0.39% | Add +120.5% | 25,639 | $746K |
| Strategic Investment Advisors / MI | 0.09% | New | 24,381 | $710K |
| Ameritas Advisory Services, LLC | 0.03% | New | 22,300 | $649K |
| Cetera Investment Advisers | 0.00% | New | 20,805 | $606K |
| Stifel Financial Corp. | 0.00% | New | 18,932 | $551K |
| Avior Wealth Management, LLC | 0.03% | No change | 18,452 | $537K |
| Laraway Financial Advisors Inc | 0.46% | Reduce -6.5% | 18,078 | $526K |
| Jackson Creek Investment Advisors LLC | 0.19% | Reduce -14.6% | 17,900 | $521K |
| Citigroup Inc. | 0.00% | Add +51.6% | 17,732 | $516K |
| Keystone Financial Group | 0.07% | Add +7.6% | 16,138 | $470K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -43.5% | 16,906 | $466K |
| Principal Securities, Inc. | 0.01% | Add +5.1% | 14,817 | $431K |
| Convergence Financial, LLC | 0.17% | New | 13,997 | $407K |
| Perennial Investment Advisors, LLC | 0.06% | Add +7.5% | 13,736 | $400K |
| Rice Partnership, LLC | 0.09% | New | 13,356 | $389K |
| National Wealth Management Group, LLC | 0.29% | Reduce -8.9% | 12,919 | $376K |
| Aire Advisors, LLC | 0.08% | Add +0.1% | 12,533 | $365K |
| Belpointe Asset Management LLC | 0.03% | Add +9.1% | 12,442 | $362K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +87.1% | 12,136 | $353K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 11,491 | $335K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,374 | $302K |
| Coppell Advisory Solutions Corp. | 0.06% | — | 10,220 | $298K |
| Ascent Group, LLC | 0.03% | Reduce -0.3% | 9,915 | $289K |
| Prospera Financial Services Inc | 0.01% | Add +12.6% | 9,574 | $279K |
| Detalus Advisors, LLC | 0.10% | Reduce -80.2% | 9,156 | $267K |
| Creative Planning | 0.00% | Reduce -1.0% | 8,694 | $253K |
| Arlington Financial Advisors, LLC | 0.05% | New | 8,264 | $241K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Reduce -19.2% | 7,951 | $234K |
| SageView Advisory Group, LLC | 0.01% | New | 4,945 | $230K |
| Private Trust Co. NA | 0.02% | Add +3.8% | 7,699 | $224K |
| Security Financial Services, INC. | 0.05% | Reduce -15.3% | 7,355 | $214K |
| Wedmont Private Capital | 0.02% | Add +1.3% | 7,388 | $213K |
| NewEdge Advisors, LLC | 0.00% | Add +75.0% | 7,284 | $212K |
| Tucker Asset Management LLC | 0.05% | New | 7,262 | $211K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 7,084 | $206K |
| Truist Financial Corp. | 0.00% | Add +1.1% | 7,037 | $205K |
| Aptus Capital Advisors, LLC | 0.00% | Add +13.7% | 5,789 | $169K |
| Advisors Asset Management, Inc. | 0.00% | Add +158.2% | 5,726 | $167K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -12.4% | 3,368 | $98K |
| Carmichael Hill & Associates, Inc. | 0.04% | New | 3,282 | $96K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Add +55.8% | 2,986 | $87K |
| FMR LLC | 0.00% | Add +136.1% | 2,935 | $85K |
| Front Row Advisors LLC | 0.03% | No change | 2,335 | $68K |
| Comerica Bank | 0.00% | Add +14.6% | 1,350 | $39K |
| CoreCap Advisors, LLC | 0.00% | New | 1,232 | $36K |
| Richardson Financial Services Inc. | 0.02% | New | 1,196 | $35K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,034 | $30K |
| Harbour Investments, Inc. | 0.00% | Add +49900.0% | 1,000 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.2% | 751 | $22K |
| Global Retirement Partners, LLC | 0.00% | Add +4.5% | 744 | $22K |
| WASHINGTON TRUST Co | 0.00% | New | 248 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.9% | 232 | $7K |
| Mma Asset Management LLC | 0.00% | New | 142 | $4K |
| Lanark Financial, Inc. | 0.00% | Reduce -99.2% | 154 | $4K |
| Creative Financial Designs Inc. | 0.00% | New | 137 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 98 | $3K |
| Global Wealth Strategies & Associates | 0.00% | New | 47 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 34 | $989 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 24 | $678 |
| Main Street Group, LTD | 0.00% | No change | 23 | $661 |
"% of holder's portfolio" is SPBO's weight in each manager's 13F, not the share of SS SPDR P Corp. Bond ETF the manager owns.