SS SPDR P Corp. Bond ETFSPBOETF
13F holders, Q2 2024 (June 30)133holders +7
22new positions
19sold out
2famous investors
$28.70avg. 13F price*
At the end of Q2 2024, 133 institutions reported holding SS SPDR P Corp. Bond ETF (SPBO) in their 13F filings, up 7 from Q1 2024. 22 opened new positions and 19 sold out. The largest holders were Rwa Wealth Partners, LLC ($379.4M), LPL Financial LLC ($84.9M) and St Germain D J Co. Inc. ($74.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P Corp. Bond ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A144
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $84.9M |
| Exits | 19 | $14.9M |
All 13F filers, Q1 2024 → Q2 2024: 4,644,726 shares bought and 1,639,883 shares sold, net +3,004,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Rwa Wealth Partners, LLC | 5.00% | Add +2.0% | 13,219,746 | $379.4M |
| LPL Financial LLC | 0.04% | Add +3.0% | 2,958,671 | $84.9M |
| St Germain D J Co. Inc. | 3.58% | Reduce -4.9% | 2,581,228 | $74.1M |
| Nepc LLC | 2.33% | New | 2,463,594 | $70.7M |
| Bank of America Corp. | 0.01% | Reduce -3.2% | 2,228,191 | $63.9M |
| AE Wealth Management LLC | 0.35% | Add +26.4% | 1,230,890 | $35.3M |
| CX Institutional | 1.57% | Reduce -2.0% | 1,162,376 | $33.4M |
| CW Advisors, LLC | 0.52% | Reduce -0.3% | 1,134,341 | $32.6M |
| Procyon Advisors, LLC | 2.31% | Add +26.3% | 1,088,765 | $31.2M |
| Assetmark, Inc. | 0.10% | Add +2.4% | 1,072,898 | $30.8M |
| Gerber Kawasaki Wealth & Investment Management | 1.40% | Add +11.3% | 971,275 | $27.9M |
| Ameriprise Financial Inc. | 0.01% | Add +0.5% | 738,966 | $21.2M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +12.3% | 641,969 | $18.4M |
| Flaharty Asset Management, LLC | 2.72% | Add +2.2% | 641,541 | $18.4M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +3.8% | 496,090 | $14.2M |
| Good Life Advisors, LLC | 1.08% | Add +87.1% | 456,219 | $13.1M |
| Morgan Stanley | 0.00% | Add +8.8% | 412,261 | $11.8M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.8% | 398,995 | $11.5M |
| MML Investors Services, LLC | 0.04% | Reduce -3.4% | 380,671 | $10.9M |
| Financial Gravity Asset Management, Inc. | 2.42% | Add +15.6% | 339,971 | $9.7M |
| Geneos Wealth Management Inc. | 0.39% | Add +15.6% | 302,856 | $8.7M |
| Arkansas Financial Group, Inc. | 1.37% | Add +8.1% | 268,994 | $7.7M |
| Zacks Investment Management | 0.08% | Reduce -3.9% | 254,965 | $7.3M |
| Cwm, LLC | 0.03% | Add +0.1% | 235,650 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.4% | 210,491 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 208,303 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.3% | 194,194 | $5.6M |
| Melone Private Wealth, LLC | 3.29% | Add +0.5% | 193,220 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -40.3% | 159,371 | $4.6M |
| Flagship Harbor Advisors, LLC | 0.22% | Reduce -14.8% | 128,095 | $3.7M |
| Eldridge Investment Advisors, Inc. | 0.87% | Add +11.9% | 120,455 | $3.5M |
| Old Mission Capital LLC | 0.09% | New | 119,239 | $3.4M |
| Mariner, LLC | 0.01% | Reduce -6.6% | 112,449 | $3.2M |
| ShoreHaven Wealth Partners, LLC | 1.64% | Reduce -15.4% | 108,956 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +26.8% | 105,228 | $3.0M |
| 5th Street Advisors, LLC | 1.58% | Add +136.4% | 105,205 | $3.0M |
| Valmark Advisers, Inc. | 0.05% | Reduce -0.8% | 100,866 | $2.9M |
| Tidemark, LLC | 1.25% | Add +12.6% | 94,960 | $2.7M |
| Breakwater Capital Group | 0.60% | Add +28.8% | 92,744 | $2.7M |
| RFG Advisory, LLC | 0.08% | Reduce -24.2% | 89,366 | $2.6M |
| Savant Capital, LLC | 0.03% | New | 88,076 | $2.5M |
| Jacobi Capital Management LLC | 0.21% | Add +5.8% | 85,781 | $2.5M |
| Acute Investment Advisory, LLC | 1.38% | New | 84,584 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.8% | 81,573 | $2.3M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -29.5% | 80,661 | $2.3M |
| KWB Wealth | 0.28% | Reduce -7.1% | 70,665 | $2.1M |
| Transamerica Financial Advisors, LLC | 0.22% | No change | 71,617 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +306.9% | 68,795 | $2.0M |
| Optas, LLC | 0.50% | Add +0.1% | 67,438 | $1.9M |
| Keystone Wealth Services, LLC | 0.60% | Reduce -19.9% | 67,101 | $1.9M |
| David Kennon Inc | 0.74% | Reduce -2.8% | 61,225 | $1.8M |
| Cobblestone Capital Advisors LLC | 0.10% | New | 58,105 | $1.7M |
| Merit Financial Group, LLC | 0.04% | Reduce -27.9% | 55,549 | $1.6M |
| Ascentis Independent Advisors | 0.33% | — | 55,077 | $1.6M |
| World Investment Advisors | 0.09% | Add +89.9% | 51,602 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | — | 47,390 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -64.7% | 46,262 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.30% | Add +7.3% | 46,151 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.9% | 45,361 | $1.3M |
| Kathleen S. Wright Associates Inc. | 0.49% | Reduce -1.9% | 36,989 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Add +0.1% | 35,813 | $1.0M |
| Donald L. Hagan, LLC | 0.53% | Add +36.8% | 35,061 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -79.7% | 31,087 | $892K |
| Corient Private Wealth LP | 0.00% | Reduce -0.0% | 29,577 | $849K |
| Ameritas Advisory Services, LLC | 0.03% | Add +28.0% | 28,543 | $819K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.1% | 26,821 | $770K |
| OneDigital Investment Advisors LLC | 0.01% | New | 25,869 | $742K |
| Sequent Planning LLC | 0.25% | Reduce -6.8% | 26,087 | $742K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -77.6% | 25,391 | $729K |
| Strategic Investment Advisors / MI | 0.09% | Add +3.5% | 25,225 | $724K |
| Stifel Financial Corp. | 0.00% | Add +23.4% | 23,357 | $670K |
| HRT Financial LP | 0.00% | New | 22,409 | $643K |
| Financial Life Advisors | 0.25% | Reduce -49.8% | 21,787 | $625K |
| Citigroup Inc. | 0.00% | Add +8.5% | 19,243 | $552K |
| Diversify Advisory Services, LLC | 0.03% | New | 18,818 | $543K |
| Avior Wealth Management, LLC | 0.02% | No change | 18,452 | $530K |
| Laraway Financial Advisors Inc | 0.44% | Reduce -0.4% | 18,013 | $517K |
| Cetera Investment Advisers | 0.00% | Reduce -18.9% | 16,863 | $484K |
| Center For Asset Management LLC | 0.31% | New | 16,124 | $463K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -88.3% | 16,086 | $462K |
| Citadel Advisors | 0.00% | Reduce -47.2% | 15,818 | $454K |
| National Wealth Management Group, LLC | 0.34% | Add +19.5% | 15,441 | $443K |
| Principal Securities, Inc. | 0.01% | Reduce -6.0% | 13,927 | $400K |
| Renaissance Technologies | 0.00% | New | 13,400 | $385K |
| Rice Partnership, LLC | 0.08% | No change | 13,356 | $383K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1597.6% | 12,749 | $366K |
| Aire Advisors, LLC | 0.08% | Reduce -0.0% | 12,530 | $360K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 11,532 | $331K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -16.9% | 11,417 | $328K |
| Breakwater Investment Management | 0.15% | New | 11,410 | $327K |
| Creative Planning | 0.00% | Add +20.3% | 10,458 | $300K |
| Private Trust Co. NA | 0.03% | Add +33.7% | 10,293 | $295K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -16.6% | 10,124 | $291K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Add +25.4% | 9,968 | $286K |
| Hobart Private Capital, LLC | 0.08% | Reduce -69.5% | 9,847 | $283K |
| Ascent Group, LLC | 0.02% | Reduce -1.4% | 9,777 | $281K |
| Parallel Advisors, LLC | 0.01% | New | 9,506 | $273K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 9,013 | $259K |
| Jackson Creek Investment Advisors LLC | 0.09% | Reduce -51.3% | 8,726 | $250K |
| Foundations Investment Advisors, LLC | 0.01% | New | 8,530 | $245K |
| NewEdge Advisors, LLC | 0.00% | Add +16.1% | 8,453 | $243K |
| Detalus Advisors, LLC | 0.08% | Reduce -9.3% | 8,301 | $238K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 8,264 | $237K |
| Coppell Advisory Solutions LLC | 0.04% | — | 8,167 | $234K |
| Trilogy Capital Inc. | 0.01% | New | 7,954 | $228K |
| Wedmont Private Capital | 0.01% | Add +1.3% | 7,486 | $218K |
| Mach-1 Financial Group, LLC | 0.14% | New | 7,164 | $206K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 7,003 | $201K |
| Advisors Asset Management, Inc. | 0.00% | Add +20.7% | 6,910 | $198K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -22.8% | 4,469 | $128K |
| Carmichael Hill & Associates, Inc. | 0.04% | Add +6.6% | 3,498 | $100K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +3.5% | 3,485 | $100K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | No change | 2,986 | $86K |
| Front Row Advisors LLC | 0.02% | No change | 2,335 | $67K |
| Gradient Investments LLC | 0.00% | New | 1,833 | $53K |
| Comerica Bank | 0.00% | Reduce -0.4% | 1,345 | $39K |
| Richardson Financial Services Inc. | 0.03% | Add +3.3% | 1,235 | $35K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,034 | $30K |
| Harbour Investments, Inc. | 0.00% | No change | 1,000 | $29K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 911 | $26K |
| Capital Analysts, LLC | 0.00% | New | 808 | $23K |
| Global Retirement Partners, LLC | 0.00% | Add +1.3% | 754 | $22K |
| Biltmore Family Office, LLC | 0.00% | New | 662 | $19K |
| FMR LLC | 0.00% | Reduce -84.3% | 461 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 460 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -69.8% | 372 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 235 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.3% | 235 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 154 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 137 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 98 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 34 | $975 |
| Mfa Wealth Advisors, LLC | 0.00% | New | 1 | $30 |
"% 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.