Who Owns State Street SPDR Portfolio Corporate Bond ETF (SPBO)?Hedge Fund & Institutional Holders

$28.84-0.09 (-0.29%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -6

Price History

$28.18$28.68$29.18$29.68$30.18Sep 24Jun 25Mar 26

SPBO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+43K+$80.9B
Procyon Advisors, LLCNew Position+1.5M+$43.8B
Geneos Wealth Management Inc.New Position+992K+$29.1B
AMERIPRISE FINANCIAL INCIncreased+688K+$16.6B
Valmark Advisers, Inc.New Position+358K+$10.5B
Asset Management One Co., Ltd.New Position+352K+$10.4B
Breakwater Capital GroupNew Position+200K+$5.9B
Melone Private Wealth, LLCNew Position+168K+$4.9B
5th Street Advisors, LLCNew Position+135K+$4.0B
OSAIC HOLDINGS, INC.Increased+178K+$3.6B
RITHOLTZ WEALTH MANAGEMENTNew Position+81K+$2.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+76K+$2.0B
GOLDMAN SACHS GROUP INCNew Position+82K+$2.0B
ASSETMARK, INCIncreased+72K+$1.7B
Quadrant Private Wealth Management, LLCNew Position+42K+$1.2B

SPBO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NEPC LLCDecreased-1.4M-$41.0B
Gerber Kawasaki Wealth & Investment ManagementDecreased-1.1M-$37.4B
RWA WEALTH PARTNERS, LLCDecreased-111K-$34.3B
EXCHANGE TRADED CONCEPTS, LLCDecreased-988K-$29.7B
JANE STREET GROUP, LLCClosed Position-510K-$15.1B
IHT Wealth Management, LLCDecreased-172K-$5.6B
MML INVESTORS SERVICES, LLCDecreased-5K-$4.5B
ST GERMAIN D J CO INCDecreased-118K-$4.1B
Cetera Investment AdvisersDecreased-41-$3.7B
FLAGSHIP HARBOR ADVISORS, LLCClosed Position-128K-$3.7B
COBBLESTONE CAPITAL ADVISORS LLC /NY/Closed Position-61K-$1.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-57K-$1.7B
Kathleen S. Wright Associates Inc.Closed Position-50K-$1.5B
ROYAL BANK OF CANADADecreased-5K-$923.0M
Jefferies Financial Group Inc.Closed Position-26K-$766.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC7,096,060$208.0B47.00%Share
2ST GERMAIN D J CO INC2,133,922$62.6B2.43%Share
3BANK OF AMERICA CORP /DE/1,772,643$52.0B3.78%Share
4Procyon Advisors, LLC1,493,672$43.8B2.16%Share
5ASSETMARK, INC1,475,908$43.3B88.31%Share
6OSAIC HOLDINGS, INC.1,451,538$42.0B61.37%Share
7EXCHANGE TRADED CONCEPTS, LLC1,373,620$40.3B306.62%Share
8Oribel Capital Management, LP344,800$29.4B1.35%Call
9Geneos Wealth Management Inc.991,804$29.1B0.71%Share
10BANK OF AMERICA CORP /DE/997,197$29.0B2.11%Share
11AMERIPRISE FINANCIAL INC919,796$26.0B5.88%Share
12Sterling Manor Financial, LLC632,857$18.6B11.59%Share
13Financial Gravity Asset Management, Inc.425,259$12.5B2.40%Share
14IHT Wealth Management, LLC389,390$11.0B0.27%Share
15Valmark Advisers, Inc.358,456$10.5B129.60%Share
16Asset Management One Co., Ltd.352,430$10.4B28.85%Share
17Enstar Group LTD276,400$8.1B3.14%Share
18NEPC LLC258,781$7.6B0.16%Share
19ROYAL BANK OF CANADA259,521$7.0B1.14%Share
20Breakwater Capital Group200,119$5.9B0.82%Share
21Jacobi Capital Management LLC176,303$5.2B0.30%Share
22WELLS FARGO & COMPANY/MN183,220$5.0B0.91%Share
23Melone Private Wealth, LLC167,659$4.9B2.09%Share
24Private Advisor Group, LLC142,234$4.0B18.82%Share
255th Street Advisors, LLC134,861$4.0B1.85%Share
26JPMORGAN CHASE & CO121,235$3.0B0.19%Share
27WELLS FARGO & COMPANY/MN134,442$3.0B0.55%Share
28O'SHAUGHNESSY ASSET MANAGEMENT, LLC113,361$3.0B16.56%Share
29RITHOLTZ WEALTH MANAGEMENT80,784$2.4B43.26%Share
30TOUNJIAN ADVISORY PARTNERS, LLC75,554$2.2B0.75%Share
31OSAIC HOLDINGS, INC.89,774$2.0B2.92%Share
32TRANSATLANTIQUE PRIVATE WEALTH LLC87,959$2.0B0.63%Share
33COMMONWEALTH EQUITY SERVICES, LLC75,855$2.0B2.67%Share
34GOLDMAN SACHS GROUP INC81,581$2.0B0.25%Share
35David Kennon Inc56,305$1.7B0.59%Share
36Elevated Capital Advisors, LLC43,804$1.3B0.30%Share
37Quadrant Private Wealth Management, LLC41,552$1.2B0.20%Share
38Mach-1 Financial Group, LLC39,751$1.2B0.24%Share
39Center For Asset Management LLC38,370$1.1B0.59%Share
40US BANCORP \DE\34,181$1.0B1.17%Share
41CITADEL ADVISORS LLC59,841$1.0B0.15%Share
42LEVEL FOUR ADVISORY SERVICES, LLC47,453$1.0B0.03%Share
43ZACKS INVESTMENT MANAGEMENT47,254$1.0B7.86%Share
44RAYMOND JAMES FINANCIAL INC57,757$1.0B0.31%Share
45AQR CAPITAL MANAGEMENT LLC46,893$1.0B0.52%Share
46Strategic Investment Advisors / MI33,051$969.0M0.08%Share
47Guardian Asset Advisors, LLC32,382$950.0M0.49%Share
48Advisor Resource Council32,308$946.0M0.34%Share
49ShoreHaven Wealth Partners, LLC28,023$822.0M0.30%Share
50ALESCO ADVISORS LLC25,095$736.0M0.02%Share

SPBO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025167$738.8B+59
Q3 2025108$818.6B-35
Q2 2025143$770.5B-17
Q1 2025160$1.2T+28
Q4 2024132$7.4T+26
Q3 2024106$579.2T+8
Q2 202498$453.2T+10
Q1 202488$449.6T—

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As of Q4 2025, 50 institutional investors hold SPBO (State Street SPDR Portfolio Corporate Bond ETF). The largest holder is AMERIPRISE FINANCIAL INC with $208.0B in shares. This quarter, 11 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own SPBO?

As of Q4 2025, 50 institutional investors report holding SPBO (State Street SPDR Portfolio Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of SPBO?

The largest institutional holder of SPBO is AMERIPRISE FINANCIAL INC with $208.0B in shares.

Is institutional ownership of SPBO increasing or decreasing?

This quarter, 11 institutions opened new positions in SPBO and 6 closed their positions.