SS SPDR P Corp. Bond ETFSPBOETF
13F holders, Q1 2025 (March 31)162holders +10
27new positions
18sold out
1famous investor
$29.01avg. 13F price*
At the end of Q1 2025, 162 institutions reported holding SS SPDR P Corp. Bond ETF (SPBO) in their 13F filings, up 10 from Q4 2024. 27 opened new positions and 18 sold out. The largest holders were Rwa Wealth Partners, LLC ($220.7M), Ameriprise Financial Inc. ($190.2M) and Nepc LLC ($91.3M). 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 2025)
- CUSIP
- 78464A144
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $32.4M |
| Exits | 18 | $9.5M |
All 13F filers, Q4 2024 → Q1 2025: 8,344,232 shares bought and 11,797,248 shares sold, net −3,453,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Rwa Wealth Partners, LLC | 2.78% | Reduce -44.8% | 7,601,785 | $220.7M |
| Ameriprise Financial Inc. | 0.05% | Add +443.6% | 6,552,185 | $190.2M |
| Nepc LLC | 2.53% | Reduce -51.3% | 3,144,313 | $91.3M |
| LPL Financial LLC | 0.03% | Reduce -16.4% | 3,020,430 | $87.7M |
| Bank of America Corp. | 0.01% | Add +7.4% | 2,630,713 | $76.4M |
| St Germain D J Co. Inc. | 3.17% | Reduce -4.0% | 2,321,665 | $67.4M |
| CX Institutional | 1.83% | Reduce -5.8% | 1,673,235 | $48.6M |
| AE Wealth Management LLC | 0.37% | Add +5.7% | 1,523,393 | $44.2M |
| Procyon Advisors, LLC | 2.43% | Add +11.4% | 1,375,404 | $39.9M |
| Gerber Kawasaki Wealth & Investment Management | 1.73% | Add +10.5% | 1,326,596 | $38.5M |
| Assetmark, Inc. | 0.10% | Add +2.5% | 1,316,923 | $38.2M |
| CW Advisors, LLC | 0.40% | Reduce -0.4% | 1,140,831 | $33.1M |
| CoreCap Advisors, LLC | 1.24% | Add +7.4% | 966,820 | $28.1M |
| Summit Financial Wealth Advisors, LLC | 4.23% | Add +59.5% | 733,807 | $21.3M |
| Flaharty Asset Management, LLC | 2.80% | Add +11.3% | 668,757 | $19.4M |
| Morgan Stanley | 0.00% | Add +11.5% | 600,008 | $17.4M |
| Good Life Advisors, LLC | 1.22% | Reduce -5.8% | 595,340 | $17.3M |
| Sterling Manor Financial, LLC | 10.61% | Add +44.8% | 511,705 | $14.9M |
| Advisor Resource Council | 1.16% | New | 505,467 | $14.3M |
| Arkansas Financial Group, Inc. | 2.47% | Add +9.7% | 507,662 | $14.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -8.6% | 477,260 | $13.9M |
| Geneos Wealth Management Inc. | 0.40% | Add +9.7% | 414,320 | $12.0M |
| MML Investors Services, LLC | 0.04% | Add +0.1% | 375,168 | $10.9M |
| Financial Gravity Asset Management, Inc. | 2.22% | — | 350,334 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | No change | 294,820 | $8.6M |
| Citadel Advisors | 0.01% | Add +44.1% | 293,050 | $8.5M |
| Enstar Group LTD | 3.03% | No change | 276,400 | $8.0M |
| Cwm, LLC | 0.03% | Reduce -3.3% | 271,031 | $7.9M |
| Flagship Harbor Advisors, LLC | 0.40% | Add +15.8% | 262,306 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +5.3% | 259,577 | $7.5M |
| Wells Fargo & Company | 0.00% | Add +85.8% | 246,315 | $7.2M |
| Mariner, LLC | 0.01% | Add +80.8% | 239,910 | $7.0M |
| Jefferies Financial Group Inc. | 0.10% | Add +5.3% | 200,100 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -74.7% | 197,064 | $5.7M |
| Birmingham Capital Management Co. Inc. | 2.05% | No change | 188,000 | $5.5M |
| Melone Private Wealth, LLC | 2.70% | Add +0.7% | 177,560 | $5.2M |
| Flow Traders U.S. LLC | 0.21% | New | 170,091 | $4.9M |
| Zacks Investment Management | 0.05% | Add +0.2% | 167,744 | $4.9M |
| 5th Street Advisors, LLC | 2.24% | Add +32.5% | 159,781 | $4.6M |
| Breakwater Capital Group | 0.74% | Add +18.4% | 143,212 | $4.2M |
| Tidemark, LLC | 1.31% | Add +18.4% | 123,268 | $3.6M |
| Valmark Advisers, Inc. | 0.05% | Reduce -5.3% | 122,147 | $3.5M |
| Jacobi Capital Management LLC | 0.26% | Add +5.7% | 121,770 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 113,977 | $3.3M |
| Eldridge Investment Advisors, Inc. | 0.70% | Reduce -6.8% | 104,670 | $3.0M |
| Financial Advocates Investment Management | 0.20% | Add +143.9% | 98,588 | $2.9M |
| IHT Wealth Management, LLC | 0.09% | New | 97,624 | $2.8M |
| Tounjian Advisory Partners, LLC | 0.45% | — | 83,092 | $2.4M |
| Old Mission Capital LLC | 0.04% | New | 70,996 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.9% | 70,476 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.7% | 70,079 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | New | 69,465 | $2.0M |
| Tradewinds Capital Management, LLC | 0.51% | Reduce -20.8% | 65,993 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 62,345 | $1.8M |
| Transatlantique Private Wealth LLC | 0.70% | Add +9.7% | 60,794 | $1.8M |
| Optas, LLC | 0.30% | Reduce -7.3% | 60,183 | $1.7M |
| Foundations Investment Advisors, LLC | 0.03% | Add +10.4% | 59,488 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -12.3% | 59,426 | $1.7M |
| David Kennon Inc | 0.69% | Reduce -1.2% | 59,394 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.17% | Reduce -4.3% | 56,472 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.09% | Reduce -3.8% | 55,890 | $1.6M |
| Elevated Capital Advisors, LLC | 0.44% | Reduce -12.0% | 54,287 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 51,989 | $1.5M |
| Ascentis Independent Advisors | 0.29% | Reduce -19.2% | 51,288 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +20.9% | 50,876 | $1.5M |
| Kathleen S. Wright Associates Inc. | 0.56% | Reduce -8.4% | 46,267 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 44,965 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.62% | Add +0.5% | 44,782 | $1.3M |
| World Investment Advisors | 0.03% | Reduce -5.2% | 44,252 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.31% | Add +13.5% | 42,763 | $1.2M |
| Ritholtz Wealth Management | 0.04% | New | 40,899 | $1.2M |
| KWB Wealth | 0.14% | Reduce -31.7% | 39,783 | $1.1M |
| Keystone Wealth Services, LLC | 0.30% | Reduce -35.9% | 38,620 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +2.6% | 37,142 | $1.1M |
| Center For Asset Management LLC | 0.64% | Add +85.2% | 36,157 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -10.9% | 34,921 | $1.0M |
| Strategic Investment Advisors / MI | 0.11% | Reduce -1.9% | 34,687 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -83.4% | 34,359 | $997K |
| Mach-1 Financial Group, LLC | 0.30% | New | 33,928 | $985K |
| Corient Private Wealth LP | 0.00% | No change | 31,822 | $924K |
| Florida Trust Wealth Management Co | 0.03% | No change | 30,000 | $871K |
| Level Four Advisory Services, LLC | 0.03% | Add +20.0% | 26,919 | $781K |
| Donald L. Hagan, LLC | 0.39% | Reduce -5.0% | 26,020 | $755K |
| National Wealth Management Group, LLC | 0.49% | Add +26.2% | 25,907 | $752K |
| Merit Financial Group, LLC | 0.01% | Reduce -36.8% | 24,733 | $718K |
| Compound Planning, Inc. | 0.03% | New | 22,004 | $639K |
| NewEdge Advisors, LLC | 0.00% | Add +7.0% | 21,795 | $633K |
| Invenio Wealth Partners LLC | 0.26% | No change | 21,377 | $621K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.4% | 20,988 | $609K |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 20,113 | $584K |
| Laraway Financial Advisors Inc | 0.46% | Reduce -0.4% | 20,047 | $582K |
| RFG Advisory, LLC | 0.02% | Reduce -77.7% | 19,628 | $570K |
| Farther Finance Advisors, LLC | 0.01% | Add +16.6% | 17,650 | $512K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | New | 17,585 | $510K |
| Prestige Wealth Management Group LLC | 0.11% | No change | 17,208 | $500K |
| Ascent Group, LLC | 0.02% | Add +45.9% | 17,171 | $498K |
| MJT & Associates Financial Advisory Group, Inc. | 0.46% | — | 16,327 | $474K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -19.8% | 14,962 | $434K |
| Stifel Financial Corp. | 0.00% | Reduce -55.5% | 14,854 | $431K |
| Detalus Advisors, LLC | 0.13% | Add +6.4% | 14,282 | $415K |
"% 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.