SS SPDR P Corp. Bond ETFSPBOETF
13F holders, Q4 2024 (December 31)152holders +6
15new positions
14sold out
1famous investor
$28.65avg. 13F price*
At the end of Q4 2024, 152 institutions reported holding SS SPDR P Corp. Bond ETF (SPBO) in their 13F filings, up 6 from Q3 2024. 15 opened new positions and 14 sold out. The largest holders were Rwa Wealth Partners, LLC ($394.6M), Nepc LLC ($185.0M) and LPL Financial LLC ($103.5M). 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 (Q4 2024)
- CUSIP
- 78464A144
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $38.4M |
| Exits | 14 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 9,759,306 shares bought and 2,010,446 shares sold, net +7,748,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Rwa Wealth Partners, LLC | 4.86% | Add +2.9% | 13,778,234 | $394.6M |
| Nepc LLC | 4.97% | Add +162.2% | 6,459,529 | $185.0M |
| LPL Financial LLC | 0.04% | Add +13.3% | 3,615,030 | $103.5M |
| Bank of America Corp. | 0.01% | Add +7.7% | 2,449,191 | $70.1M |
| St Germain D J Co. Inc. | 3.15% | Reduce -2.2% | 2,419,567 | $69.3M |
| CX Institutional | 2.02% | Add +45.0% | 1,776,829 | $50.9M |
| AE Wealth Management LLC | 0.35% | Add +16.4% | 1,440,675 | $41.3M |
| Assetmark, Inc. | 0.10% | Add +20.0% | 1,284,657 | $36.8M |
| Procyon Advisors, LLC | 2.26% | Add +9.9% | 1,234,639 | $35.4M |
| Ameriprise Financial Inc. | 0.01% | Add +38.2% | 1,205,293 | $34.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.49% | Add +7.3% | 1,200,094 | $34.4M |
| CW Advisors, LLC | 0.45% | Add +1.5% | 1,145,172 | $32.8M |
| CoreCap Advisors, LLC | 1.17% | Add +309.8% | 900,237 | $25.8M |
| Private Advisor Group, LLC | 0.13% | Add +12.5% | 779,710 | $22.3M |
| Good Life Advisors, LLC | 1.32% | Add +25.7% | 632,100 | $18.1M |
| Flaharty Asset Management, LLC | 2.51% | Reduce -3.1% | 600,949 | $17.2M |
| Morgan Stanley | 0.00% | Add +2.9% | 538,221 | $15.4M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -1.2% | 522,155 | $15.0M |
| Arkansas Financial Group, Inc. | 2.14% | Add +39.2% | 462,865 | $13.3M |
| Summit Financial Wealth Advisors, LLC | 2.58% | New | 459,939 | $13.2M |
| Geneos Wealth Management Inc. | 0.38% | Add +8.0% | 377,854 | $10.8M |
| MML Investors Services, LLC | 0.04% | Add +0.3% | 374,703 | $10.7M |
| Sterling Manor Financial, LLC | 7.06% | Add +6.0% | 353,418 | $10.1M |
| Financial Gravity Companies, Inc. | 2.14% | Add +3.2% | 326,430 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.6% | 294,820 | $8.6M |
| Cwm, LLC | 0.03% | Add +20.0% | 280,219 | $8.0M |
| Enstar Group LTD | 2.75% | New | 276,400 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 246,572 | $7.1M |
| Flagship Harbor Advisors, LLC | 0.34% | Add +68.0% | 226,598 | $6.5M |
| Raymond James Financial Inc. | 0.00% | — | 207,074 | $5.9M |
| Citadel Advisors | 0.01% | Add +3156.2% | 203,417 | $5.8M |
| Jefferies Financial Group Inc. | 0.06% | New | 190,000 | $5.4M |
| Birmingham Capital Management Co. Inc. | 1.99% | New | 188,000 | $5.4M |
| Melone Private Wealth, LLC | 2.62% | Reduce -13.7% | 176,317 | $5.0M |
| Zacks Investment Management | 0.04% | Reduce -5.7% | 167,454 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +254.4% | 162,762 | $4.7M |
| Mariner, LLC | 0.01% | Add +16.6% | 132,713 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +134.7% | 132,563 | $3.8M |
| Valmark Advisers, Inc. | 0.06% | Add +30.6% | 128,955 | $3.7M |
| Breakwater Capital Group | 0.69% | Add +18.2% | 120,978 | $3.5M |
| 5th Street Advisors, LLC | 1.80% | Add +14.8% | 120,635 | $3.5M |
| Jacobi Capital Management LLC | 0.25% | Add +12.6% | 115,212 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.6% | 113,220 | $3.2M |
| Eldridge Investment Advisors, Inc. | 0.75% | Reduce -9.3% | 112,346 | $3.2M |
| Tidemark, LLC | 1.14% | Add +1.9% | 104,088 | $3.0M |
| RFG Advisory, LLC | 0.07% | Reduce -7.1% | 87,925 | $2.5M |
| Tradewinds Capital Management, LLC | 0.63% | New | 83,287 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.0% | 74,881 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +828.7% | 71,307 | $2.0M |
| Savant Capital, LLC | 0.02% | Reduce -11.7% | 67,746 | $1.9M |
| Optas, LLC | 0.40% | Reduce -4.3% | 64,889 | $1.9M |
| Ascentis Independent Advisors | 0.35% | Add +11.6% | 63,469 | $1.8M |
| Elevated Capital Advisors, LLC | 0.48% | Add +114.3% | 61,721 | $1.8M |
| KWB Wealth | 0.22% | Reduce -13.6% | 58,270 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.4% | 60,907 | $1.7M |
| Keystone Wealth Services, LLC | 0.46% | Reduce -6.3% | 60,258 | $1.7M |
| David Kennon Inc | 0.68% | Reduce -0.6% | 60,140 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.17% | Reduce -2.9% | 59,015 | $1.7M |
| Cobblestone Capital Advisors LLC | 0.09% | Reduce -5.7% | 58,105 | $1.7M |
| Transatlantique Private Wealth LLC | 0.60% | Add +0.1% | 55,429 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -37.4% | 53,862 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 50,891 | $1.5M |
| Kathleen S. Wright Associates Inc. | 0.60% | Add +6.2% | 50,512 | $1.4M |
| Independent Advisor Alliance | 0.02% | New | 50,228 | $1.4M |
| First Heartland Consultants, Inc. | 0.14% | New | 47,289 | $1.4M |
| World Investment Advisors | 0.04% | Reduce -19.9% | 46,654 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.60% | Add +5.4% | 44,564 | $1.3M |
| Ameritas Advisory Services, LLC | 0.04% | Add +15.9% | 42,091 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +7.4% | 40,424 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +29.6% | 39,427 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -12.4% | 39,200 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.3% | 39,130 | $1.1M |
| Quadrant Private Wealth Management, LLC | 0.27% | Reduce -57.8% | 37,667 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +38.2% | 36,198 | $1.0M |
| Strategic Investment Advisors / MI | 0.11% | Add +37.3% | 35,367 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +4.6% | 33,371 | $956K |
| Corient Private Wealth LP | 0.00% | Add +7.6% | 31,822 | $911K |
| Florida Trust Wealth Management Co | 0.03% | No change | 30,000 | $859K |
| HRT Financial LP | 0.00% | Reduce -8.1% | 29,990 | $858K |
| Donald L. Hagan, LLC | 0.41% | Reduce -2.4% | 27,400 | $785K |
| Sanctuary Advisors, LLC | 0.00% | Add +15.5% | 24,802 | $716K |
| Level Four Advisory Services, LLC | 0.03% | Add +2.4% | 22,432 | $642K |
| Americana Partners, LLC | 0.03% | New | 21,942 | $628K |
| Invenio Wealth Partners LLC | 0.26% | No change | 21,377 | $612K |
| National Wealth Management Group, LLC | 0.39% | Add +12.5% | 20,534 | $588K |
| Citigroup Inc. | 0.00% | Add +5.8% | 20,477 | $586K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 20,373 | $583K |
| Laraway Financial Advisors Inc | 0.44% | Reduce -2.1% | 20,134 | $577K |
| Center For Asset Management LLC | 0.36% | Reduce -0.9% | 19,529 | $559K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -55.4% | 18,648 | $534K |
| Prestige Wealth Management Group LLC | 0.10% | Reduce -98.0% | 17,208 | $493K |
| Parallel Advisors, LLC | 0.01% | Add +17.5% | 17,057 | $489K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.5% | 16,987 | $487K |
| Farther Finance Advisors, LLC | 0.02% | Add +3.7% | 15,144 | $434K |
| Private Trust Co. NA | 0.04% | Add +22.9% | 13,678 | $392K |
| Detalus Advisors, LLC | 0.13% | Add +52.6% | 13,426 | $385K |
| Rice Partnership, LLC | 0.07% | No change | 13,356 | $383K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.1% | 13,230 | $379K |
| Private Wealth Group, LLC | 0.18% | Reduce -2.0% | 13,024 | $373K |
| Breakwater Investment Management | 0.15% | Add +7.8% | 12,303 | $352K |
"% 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.