SS SPDR P Corp. Bond ETFSPBOETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 146 institutions reported holding SS SPDR P Corp. Bond ETF (SPBO) in their 13F filings, up 13 from Q2 2024. 22 opened new positions and 11 sold out. The largest holders were Rwa Wealth Partners, LLC ($402.0M), LPL Financial LLC ($95.8M) and St Germain D J Co. Inc. ($74.3M). 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 (Q3 2024)
- CUSIP
- 78464A144
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $43.0M |
| Exits | 11 | $6.7M |
All 13F filers, Q2 2024 → Q3 2024: 4,263,434 shares bought and 1,508,336 shares sold, net +2,755,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Rwa Wealth Partners, LLC | 5.02% | Add +1.3% | 13,387,336 | $402.0M |
| LPL Financial LLC | 0.04% | Add +7.9% | 3,191,330 | $95.8M |
| St Germain D J Co. Inc. | 3.41% | Reduce -4.2% | 2,473,678 | $74.3M |
| Nepc LLC | 2.23% | No change | 2,463,594 | $74.0M |
| Bank of America Corp. | 0.01% | Add +2.1% | 2,274,662 | $68.3M |
| AE Wealth Management LLC | 0.34% | Add +0.5% | 1,237,389 | $37.2M |
| CX Institutional | 1.63% | Add +5.4% | 1,224,946 | $36.8M |
| CW Advisors, LLC | 0.45% | Reduce -0.5% | 1,128,340 | $33.9M |
| Procyon Advisors, LLC | 2.32% | Add +3.2% | 1,123,541 | $33.7M |
| Gerber Kawasaki Wealth & Investment Management | 1.55% | Add +15.1% | 1,118,303 | $33.6M |
| Assetmark, Inc. | 0.09% | Reduce -0.2% | 1,070,821 | $32.2M |
| Ameriprise Financial Inc. | 0.01% | Add +18.1% | 872,398 | $26.2M |
| Prestige Wealth Management Group LLC | 5.39% | New | 864,961 | $26.0M |
| Private Advisor Group, LLC | 0.13% | Add +73.7% | 693,060 | $20.8M |
| Osaic Holdings, Inc. | 0.05% | Add +1404.3% | 682,390 | $20.5M |
| Flaharty Asset Management, LLC | 2.62% | Reduce -3.3% | 620,295 | $18.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +6.5% | 528,363 | $15.9M |
| Morgan Stanley | 0.00% | Add +26.9% | 523,023 | $15.7M |
| Good Life Advisors, LLC | 0.93% | Add +10.2% | 502,799 | $15.1M |
| MML Investors Services, LLC | 0.04% | Reduce -1.8% | 373,689 | $11.2M |
| Geneos Wealth Management Inc. | 0.40% | Add +15.5% | 349,853 | $10.5M |
| Sterling Manor Financial, LLC | 6.78% | New | 333,323 | $10.0M |
| Arkansas Financial Group, Inc. | 1.64% | Add +23.6% | 332,446 | $10.0M |
| Financial Gravity Companies, Inc. | 2.54% | — | 316,191 | $9.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +51.0% | 293,133 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +17.2% | 244,156 | $7.3M |
| Cwm, LLC | 0.03% | Reduce -0.9% | 233,511 | $7.0M |
| CoreCap Advisors, LLC | 0.31% | Add +58958.9% | 219,699 | $6.6M |
| Melone Private Wealth, LLC | 3.26% | Add +5.7% | 204,278 | $6.1M |
| Raymond James & Associates | 0.00% | Add +22.6% | 195,334 | $5.9M |
| Zacks Investment Management | 0.05% | Reduce -30.4% | 177,500 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.5% | 163,074 | $4.9M |
| Flagship Harbor Advisors, LLC | 0.22% | Add +5.3% | 134,849 | $4.0M |
| Eldridge Investment Advisors, Inc. | 0.87% | Add +2.9% | 123,884 | $3.7M |
| Mariner, LLC | 0.01% | Add +1.2% | 113,847 | $3.4M |
| 5th Street Advisors, LLC | 1.54% | Reduce -0.2% | 105,039 | $3.2M |
| Jacobi Capital Management LLC | 0.23% | Add +19.3% | 102,367 | $3.1M |
| Breakwater Capital Group | 0.62% | Add +10.4% | 102,364 | $3.1M |
| Tidemark, LLC | 1.26% | Add +7.5% | 102,095 | $3.1M |
| Valmark Advisers, Inc. | 0.05% | Reduce -2.1% | 98,724 | $3.0M |
| RFG Advisory, LLC | 0.09% | Add +6.0% | 94,683 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.0% | 91,381 | $2.7M |
| Quadrant Private Wealth Management, LLC | 0.66% | Add +93.5% | 89,300 | $2.7M |
| Foundations Investment Advisors, LLC | 0.05% | Add +909.1% | 86,074 | $2.6M |
| Savant Capital, LLC | 0.02% | Reduce -12.9% | 76,720 | $2.3M |
| Optas, LLC | 0.47% | Add +0.5% | 67,804 | $2.0M |
| KWB Wealth | 0.25% | Reduce -4.6% | 67,412 | $1.9M |
| Keystone Wealth Services, LLC | 0.53% | Reduce -4.1% | 64,327 | $1.9M |
| Cobblestone Capital Advisors LLC | 0.10% | Add +6.1% | 61,640 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.18% | Reduce -15.1% | 60,794 | $1.8M |
| David Kennon Inc | 0.72% | Reduce -1.2% | 60,493 | $1.8M |
| World Investment Advisors | 0.06% | Add +12.9% | 58,261 | $1.7M |
| Ascentis Independent Advisors | 0.27% | Add +3.2% | 56,864 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +526.8% | 56,491 | $1.7M |
| Transatlantique Private Wealth LLC | 0.64% | New | 55,360 | $1.7M |
| Kathleen S. Wright Associates Inc. | 0.59% | Add +28.6% | 47,574 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -56.4% | 45,929 | $1.4M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -44.5% | 44,735 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.4% | 44,708 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.61% | Reduce -61.2% | 42,269 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -93.5% | 41,793 | $1.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -29.4% | 39,244 | $1.2M |
| Financial Advocates Investment Management | 0.06% | Add +5.1% | 37,653 | $1.1M |
| Ameritas Advisory Services, LLC | 0.05% | Add +27.2% | 36,310 | $1.1M |
| HRT Financial LP | 0.00% | Add +45.7% | 32,642 | $980K |
| Stifel Financial Corp. | 0.00% | Add +36.5% | 31,894 | $958K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.2% | 30,413 | $913K |
| Renaissance Technologies | 0.00% | Add +124.6% | 30,100 | $904K |
| Florida Trust Wealth Management Co | 0.03% | New | 30,000 | $901K |
| Corient Private Wealth LP | 0.00% | No change | 29,577 | $888K |
| Elevated Capital Advisors, LLC | 0.23% | New | 28,807 | $865K |
| Donald L. Hagan, LLC | 0.43% | Reduce -20.0% | 28,064 | $843K |
| Cetera Investment Advisers | 0.00% | Add +55.3% | 26,190 | $786K |
| Strategic Investment Advisors / MI | 0.08% | Add +2.1% | 25,768 | $774K |
| Avior Wealth Management, LLC | 0.03% | Add +28.0% | 23,617 | $709K |
| Invenio Wealth Partners LLC | 0.28% | New | 21,377 | $642K |
| Level Four Advisory Services, LLC | 0.03% | New | 21,916 | $639K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -54.7% | 21,481 | $623K |
| Laraway Financial Advisors Inc | 0.49% | Add +14.2% | 20,574 | $618K |
| NewEdge Advisors, LLC | 0.00% | Add +142.8% | 20,523 | $616K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.4% | 20,015 | $601K |
| Center For Asset Management LLC | 0.35% | Add +22.2% | 19,710 | $592K |
| Citigroup Inc. | 0.00% | Add +0.6% | 19,355 | $581K |
| Diversify Advisory Services, LLC | 0.03% | Add +2.9% | 19,361 | $567K |
| National Wealth Management Group, LLC | 0.37% | Add +18.2% | 18,258 | $548K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -34.0% | 17,072 | $513K |
| Mach-1 Financial Group, LLC | 0.28% | Add +113.1% | 15,264 | $458K |
| Farther Finance Advisors, LLC | 0.02% | Add +14795.9% | 14,598 | $438K |
| Parallel Advisors, LLC | 0.01% | Add +52.7% | 14,513 | $436K |
| Principal Securities, Inc. | 0.01% | Add +1.0% | 14,063 | $422K |
| Rice Partnership, LLC | 0.08% | No change | 13,356 | $401K |
| Private Wealth Group, LLC | 0.20% | New | 13,284 | $399K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.4% | 13,282 | $399K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 12,778 | $384K |
| Aire Advisors, LLC | 0.08% | Add +0.3% | 12,562 | $377K |
| UBS Group AG | 0.00% | New | 11,817 | $355K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 11,491 | $345K |
| Breakwater Investment Management | 0.14% | No change | 11,410 | $343K |
| Old Mission Capital LLC | 0.01% | Reduce -90.5% | 11,330 | $340K |
| Private Trust Co. NA | 0.03% | Add +8.1% | 11,125 | $334K |
| Advisor Resource Council | 0.14% | New | 10,251 | $308K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -10.6% | 10,202 | $306K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -60.0% | 10,166 | $305K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 9,814 | $295K |
| Ascent Group, LLC | 0.02% | Reduce -3.8% | 9,409 | $283K |
| Creative Planning | 0.00% | Reduce -15.2% | 8,864 | $266K |
| Detalus Advisors, LLC | 0.09% | Add +6.0% | 8,795 | $264K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 8,264 | $248K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -1.0% | 8,086 | $243K |
| Trilogy Capital Inc. | 0.01% | Add +0.2% | 7,972 | $239K |
| Hobart Private Capital, LLC | 0.06% | Reduce -19.1% | 7,961 | $239K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,678 | $231K |
| Wedmont Private Capital | 0.01% | Add +1.3% | 7,582 | $224K |
| Financial Counselors Inc. | 0.00% | New | 7,441 | $223K |
| GTS Securities LLC | 0.00% | New | 7,336 | $220K |
| Advisors Asset Management, Inc. | 0.00% | Add +0.3% | 6,927 | $208K |
| Sheets Smith Wealth Management | 0.03% | New | 6,800 | $204K |
| B.O.S.S. Retirement Advisors, LLC | 0.04% | Reduce -32.4% | 6,741 | $202K |
| Citadel Advisors | 0.00% | Reduce -60.5% | 6,247 | $188K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 4,479 | $135K |
| Carmichael Hill & Associates, Inc. | 0.04% | No change | 3,498 | $105K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.9% | 3,518 | $105K |
| Harbour Investments, Inc. | 0.00% | Add +170.0% | 2,700 | $81K |
| Front Row Advisors LLC | 0.03% | No change | 2,335 | $70K |
| Capital Analysts, LLC | 0.00% | Add +165.0% | 2,141 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,866 | $56K |
| Comerica Bank | 0.00% | Add +11.8% | 1,503 | $45K |
| Richardson Financial Services Inc. | 0.02% | No change | 1,235 | $35K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,034 | $31K |
| Creative Financial Designs Inc. | 0.00% | Add +638.7% | 1,012 | $30K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 788 | $24K |
| Global Retirement Partners, LLC | 0.00% | Add +1.2% | 763 | $23K |
| Biltmore Family Office, LLC | 0.00% | No change | 662 | $20K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 473 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 460 | $14K |
| FMR LLC | 0.00% | Reduce -19.7% | 370 | $11K |
| IFP Advisors, Inc | 0.00% | New | 337 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.3% | 238 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 154 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 103 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 45 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 34 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | — | 20 | $580 |
| Legacy Wealth Managment, LLC | 0.00% | — | 20 | $580 |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 1 | $32 |
| BNP Paribas Financial Markets | 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.