SS SPDR P CORP BOND ETF SPBO
$28.92
+0.2% 52w: $27.44 – $29.19
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data27.4428.3229.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
173
+3 QoQ
13F value
$1.34B
+6.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$35.0M calls / — puts
Institutional value by quarter
Number of holders
Who owns SPBO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | Bank broker | 8.0M | $233.3M | 0.1% | +0.1% |
| LPL Financial LLC | Bank broker | 3.0M | $85.6M | 0.0% | -2.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.3M | $65.4M | 0.0% | -18.7% |
| ASSETMARK, INC | Wealth advisor | 2.2M | $63.0M | 0.1% | +47.0% |
| AE Wealth Management LLC | Wealth advisor | 2.1M | $61.6M | 0.3% | +7.4% |
| CX Institutional | Wealth advisor | 2.1M | $59.6M | 1.8% | +2.1% |
| ST GERMAIN D J CO INC | Other | 2.0M | $57.4M | 2.3% | -7.4% |
| Procyon Advisors, LLC | Wealth advisor | 1.7M | $50.5M | 2.5% | +16.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.6M | $45.5M | 0.1% | +1.6% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 1.5M | $44.0M | 1.4% | +642.8% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 1.4M | $41.7M | 0.3% | +4.6% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 1.1M | $32.7M | 4.6% | +9.6% |
| North Dakota State Investment Board | Other | 1.1M | $31.6M | 1.4% | Held |
| Geneos Wealth Management Inc. | Wealth advisor | 1.0M | $29.5M | 0.7% | +2.3% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 951.5K | $27.6M | 0.3% | -9.3% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 877.1K | $25.5M | 3.6% | +6.9% |
| MORGAN STANLEY | Bank broker | 857.0K | $24.9M | 0.0% | -34.9% |
| Flaharty Asset Management, LLC | Wealth advisor | 746.3K | $21.7M | 2.7% | +1.3% |
| CoreCap Advisors, LLC | Wealth advisor | 727.2K | $21.1M | 0.7% | +7162.3% |
| NEPC LLC | Wealth advisor | 724.2K | $21.0M | 0.4% | +179.9% |
| Sterling Manor Financial, LLC | Wealth advisor | 672.4K | $19.5M | 12.2% | +6.2% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 582.1K | $16.9M | 0.0% | +2.7% |
| Mariner, LLC | Diversified mechanical | 521.0K | $15.1M | 0.0% | -4.2% |
| Tradewinds Capital Management, LLC | Wealth advisor | 502.0K | $14.6M | 2.9% | -33.5% |
| Financial Gravity Asset Management, Inc. | Wealth advisor | 442.1K | $12.8M | 2.3% | +4.0% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 393.7K | $11.4M | 0.5% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 393.2K | $11.4M | 0.0% | +23.8% |
| IHT Wealth Management, LLC | Wealth advisor | 387.7K | $11.3M | 0.3% | -0.4% |
| ROYAL BANK OF CANADA | Bank broker | 340.4K | $9.9M | 0.0% | +29.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 314.4K | $9.1M | 0.0% | +6.9% |
| Valmark Advisers, Inc. | Wealth advisor | 308.6K | $9.0M | 0.1% | -13.9% |
| HighPoint Advisor Group LLC | Wealth advisor | 259.1K | $7.5M | 0.3% | +66.6% |
| JPMORGAN CHASE & CO | Bank broker | 239.1K | $6.9M | 0.0% | +89.1% |
| Foundations Investment Advisors, LLC | Wealth advisor | 235.6K | $6.8M | 0.1% | +36.4% |
| CWM, LLC | Wealth advisor | 215.7K | $6.3M | 0.0% | -6.8% |
| Breakwater Capital Group | Wealth advisor | 212.3K | $6.2M | 0.8% | +6.1% |
| JANE STREET GROUP, LLC | Market maker | 211.8K | $6.1M | 0.0% | New |
| Jacobi Capital Management LLC | Wealth advisor | 201.5K | $5.8M | 0.3% | +14.3% |
| NorthRock Partners, LLC | Wealth advisor | 192.5K | $5.6M | 0.1% | +17.4% |
| Asset Management One Co., Ltd. | Other | 177.4K | $5.2M | 0.0% | -49.7% |
| Melone Private Wealth, LLC | Wealth advisor | 167.8K | $4.9M | 2.0% | +0.1% |
| Tidemark, LLC | Wealth advisor | 157.5K | $4.6M | 1.2% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 157.2K | $4.6M | 0.0% | +38.7% |
| Cetera Investment Advisers | Wealth advisor | 148.9K | $4.3M | 0.0% | +19.7% |
| Private Advisor Group, LLC | Wealth advisor | 148.1K | $4.3M | 0.0% | +4.2% |
| 5th Street Advisors, LLC | Wealth advisor | 118.0K | $3.4M | 1.5% | -12.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 116.5K | $3.4M | 0.0% | -20.0% |
| Banque Transatlantique SA | Other | 108.0K | $3.1M | 0.1% | New |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 100.2K | $2.9M | 0.1% | +24.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 99.9K | $2.9M | 0.0% | +87.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.