SS SPDR P Corp. Bond ETFSPBOETF

13F holders, Q2 2025 (June 30)
155holders −7
11new positions
20sold out
1famous investor
$29.22avg. 13F price*

At the end of Q2 2025, 155 institutions reported holding SS SPDR P Corp. Bond ETF (SPBO) in their 13F filings, down 7 from Q1 2025. 11 opened new positions and 20 sold out. The largest holders were Ameriprise Financial Inc. ($185.6M), LPL Financial LLC ($81.2M) and Bank of America Corp. ($79.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
SS SPDR P Corp. Bond ETF
Filed as
SPDR SERIES TRUST (Q2 2025)
CUSIP
78464A144
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 126Q1 2024Q2 2024: 133Q2 2024Q3 2024: 146Q3 2024Q4 2024: 152Q4 2024Q1 2025: 162Q1 2025Q2 2025: 155Q2 2025Q3 2025: 171Q3 2025Q4 2025: 170Q4 2025Q1 2026: 173Q1 2026Q2 2026: 186Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$47.2M
Exits20$31.5M

All 13F filers, Q1 2025 → Q2 2025: 3,696,591 shares bought and 10,228,821 shares sold, net −6,532,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 155 holders

Ameriprise Financial Inc. 0.05% Reduce -3.1% 6,350,351 $185.6M
LPL Financial LLC 0.03% Reduce -8.0% 2,778,680 $81.2M
Bank of America Corp. 0.01% Add +2.7% 2,702,160 $79.0M
Nepc LLC 1.89% Reduce -18.8% 2,554,840 $74.7M
St Germain D J Co. Inc. 2.90% Reduce -0.9% 2,300,466 $67.2M
CX Institutional 1.71% Add +0.3% 1,678,522 $49.0M
AE Wealth Management LLC 0.34% Add +5.4% 1,604,981 $46.9M
Exchange Traded Concepts, LLC 0.56% New 1,494,916 $43.7M
Rwa Wealth Partners, LLC 0.51% Reduce -81.6% 1,399,638 $40.9M
Procyon Advisors, LLC 3.73% Reduce -1.9% 1,349,276 $39.4M
Gerber Kawasaki Wealth & Investment Management 1.51% Add +1.1% 1,340,903 $39.2M
Assetmark, Inc. 0.09% Add +1.4% 1,335,023 $39.0M
CW Advisors, LLC 0.33% Add +3.4% 1,179,900 $34.5M
Morgan Stanley 0.00% Add +88.6% 1,131,824 $33.1M
Geneos Wealth Management Inc. 0.65% Add +118.2% 904,105 $26.4M
Summit Financial Wealth Advisors, LLC 4.17% Add +8.3% 795,071 $23.2M
Flaharty Asset Management, LLC 2.75% Add +2.9% 688,120 $20.1M
Good Life Advisors, LLC 1.21% Add +11.6% 664,234 $19.4M
Arkansas Financial Group, Inc. 2.50% Add +8.5% 550,623 $16.1M
Sterling Manor Financial, LLC 10.50% Add +5.3% 538,925 $15.7M
Financial Engines Advisors L.L.C. 0.03% Add +1.2% 483,093 $14.1M
Financial Gravity Companies, Inc. 2.15% — 374,959 $11.0M
MML Investors Services, LLC 0.03% Reduce -0.7% 372,636 $10.9M
Flagship Harbor Advisors, LLC 0.47% Add +29.3% 339,046 $9.9M
Cwm, LLC 0.03% Add +8.8% 294,861 $8.6M
Enstar Group LTD 2.97% No change 276,400 $8.1M
Wells Fargo & Company 0.00% Add +3.6% 255,152 $7.5M
Royal Bank of Canada 0.00% Reduce -2.9% 252,106 $7.4M
Mariner, LLC 0.01% Add +3.4% 248,083 $7.2M
Valmark Advisers, Inc. 0.08% Add +70.4% 208,156 $6.1M
Osaic Holdings, Inc. 0.01% Add +160.3% 183,416 $5.3M
Melone Private Wealth, LLC 2.67% Add +1.0% 179,257 $5.2M
Jefferies Financial Group Inc. 0.08% Reduce -20.1% 159,815 $4.7M
5th Street Advisors, LLC 2.16% Reduce -6.7% 149,109 $4.4M
Birmingham Capital Management Co. Inc. 1.91% Reduce -21.5% 147,500 $4.3M
Jacobi Capital Management LLC 0.27% Add +15.7% 140,899 $4.1M
Private Advisor Group, LLC 0.02% Reduce -29.3% 139,377 $4.1M
Tidemark, LLC 1.20% Add +3.5% 127,541 $3.7M
Breakwater Capital Group 0.60% Reduce -12.5% 125,290 $3.7M
O'shaughnessy Asset Management, LLC 0.02% Add +63.3% 113,438 $3.3M
JPMorgan Chase & Co. 0.00% Reduce -1.2% 112,647 $3.3M
Old Mission Capital LLC 0.09% Add +58.5% 112,499 $3.3M
Foundations Investment Advisors, LLC 0.05% Add +83.8% 109,347 $3.2M
IHT Wealth Management, LLC 0.09% Add +8.7% 106,160 $3.1M
Financial Advocates Investment Management 0.24% Add +0.3% 98,885 $2.9M
Zacks Investment Management 0.02% Reduce -47.5% 88,024 $2.6M
Tounjian Advisory Partners, LLC 0.47% Reduce -0.4% 82,740 $2.4M
Ritholtz Wealth Management 0.05% Add +91.1% 78,141 $2.3M
Tradewinds Capital Management, LLC 0.57% Add +17.8% 77,755 $2.3M
Avantax Advisory Services, Inc. 0.01% Reduce -2.1% 68,615 $2.0M
Envestnet Asset Management Inc. 0.00% Add +8.3% 67,542 $2.0M
Transatlantique Private Wealth LLC 0.67% Add +2.9% 62,560 $1.8M
Cobblestone Capital Advisors LLC 0.09% Add +9.6% 61,250 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +17.2% 60,928 $1.8M
David Kennon Inc 0.64% Reduce -1.6% 58,467 $1.7M
Optas, LLC 0.32% Reduce -5.3% 57,002 $1.7M
Transamerica Financial Advisors, LLC 0.15% Reduce -1.8% 55,478 $1.6M
Elevated Capital Advisors, LLC 0.44% No change 54,287 $1.6M
Ameritas Advisory Services, LLC 0.08% Add +5.5% 53,652 $1.6M
Savant Capital, LLC 0.01% Reduce -19.1% 48,088 $1.4M
ShoreHaven Wealth Partners, LLC 0.55% Add +2.0% 45,694 $1.3M
Kathleen S. Wright Associates Inc. 0.51% Reduce -3.2% 44,786 $1.3M
Cetera Investment Advisers 0.00% Add +16.1% 43,136 $1.3M
World Investment Advisors 0.03% Reduce -9.6% 40,005 $1.2M
Quadrant Private Wealth Management, LLC 0.22% Reduce -14.3% 36,656 $1.1M
Alesco Advisors, LLC, An ESL Co 0.03% Add +108.4% 36,645 $1.1M
Keystone Wealth Services, LLC 0.24% Reduce -11.7% 34,085 $996K
Strategic Investment Advisors / MI 0.09% Reduce -4.9% 32,990 $962K
Corient Private Wealth LP 0.00% No change 31,822 $930K
Level Four Advisory Services, LLC 0.03% Add +16.2% 31,275 $914K
AQR Capital Management 0.00% New 30,398 $888K
Florida Trust Wealth Management Co 0.03% No change 30,000 $877K
CreativeOne Wealth, LLC 0.02% Reduce -23.4% 26,765 $782K
Raymond James Financial Inc. 0.00% Reduce -22.7% 26,562 $776K
National Wealth Management Group, LLC 0.43% Add +2.5% 26,551 $776K
Compound Planning, Inc. 0.03% Add +19.7% 26,338 $770K
Merit Financial Group, LLC 0.01% Reduce -6.3% 23,166 $677K
Donald L. Hagan, LLC 0.31% Reduce -17.4% 21,503 $628K
Invenio Wealth Partners LLC 0.25% No change 21,377 $625K
Sanctuary Advisors, LLC 0.00% Add +0.8% 21,167 $618K
NewEdge Advisors, LLC 0.00% Reduce -3.3% 21,069 $616K
Laraway Financial Advisors Inc 0.44% Reduce -0.9% 19,858 $580K
Center For Asset Management LLC 0.34% Reduce -46.4% 19,378 $556K
Kingdom Financial Group LLC. 0.45% New 17,693 $517K
Prosperity Wealth Management, Inc. 0.18% New 16,780 $490K
Creative Planning 0.00% Add +63.6% 16,712 $488K
MJT & Associates Financial Advisory Group, Inc. 0.59% No change 16,327 $477K
Stifel Financial Corp. 0.00% Reduce -1.3% 14,668 $429K
NWF Advisory Services Inc. 0.05% New 13,794 $403K
Rice Partnership, LLC 0.07% No change 13,356 $390K
Detalus Advisors, LLC 0.11% Reduce -7.9% 13,159 $385K
Rockefeller Capital Management L.P. 0.00% No change 12,995 $380K
CoreCap Advisors, LLC 0.01% Reduce -98.7% 12,568 $367K
Advyzon Investment Management, LLC 0.08% New 12,430 $363K
Ascent Group, LLC 0.01% Reduce -28.8% 12,219 $357K
Citigroup Inc. 0.00% Reduce -39.3% 12,211 $357K
Breakwater Investment Management 0.14% Reduce -6.8% 12,153 $355K
Advisor Resource Council 0.17% Reduce -97.6% 12,101 $354K
Sovran Advisors, LLC 0.03% New 10,043 $290K
Aire Advisors, LLC 0.06% Add +0.3% 9,841 $288K

"% 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.

Show all 155 holders