SPDR PORTFOLIO CORPORATE BON (SPBO) Institutional Shareholders
SPDR PORTFOLIO CORPORATE BON (SPBO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.37B in SPBO holdings during the latest filing period.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of SPBO tracked by InsiderSet, reporting ownership valued at approximately $241.75M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $233.09M, representing an estimated loss of -3.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed SPBO value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Lpl Financial Llc, Assetmark, Inc, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO CORPORATE BON (SPBO).
This page ranks the largest institutional SPBO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
181
Total Reported Value
$1.37B
Largest Holder
Ameriprise Financial Inc
Largest Position
$241.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.05% | 8,324,643 | $241,748,754 | $233,090,004 | -$8,658,750 | -3.58% | |
| Lpl Financial Llc | 0.02% | 2,786,418 | $80,917,571 | $78,019,704 | -$2,897,867 | -3.58% | |
| Assetmark, Inc | 0.12% | 2,328,329 | $67,614,661 | $65,193,212 | -$2,421,449 | -3.58% | |
| Cx Institutional | 1.76% | 2,095,671 | $60,858,000 | $58,678,788 | -$2,179,212 | -3.58% | |
| Bank Of America Corp | 0.00% | 1,914,852 | $55,607,295 | $53,615,856 | -$1,991,439 | -3.58% | |
| Procyon Advisors, Llc | 2.39% | 1,910,729 | $55,487,562 | $53,500,412 | -$1,987,150 | -3.58% | |
| St Germain D J Co Inc | 1.96% | 1,874,355 | $54,431,269 | $52,481,940 | -$1,949,329 | -3.58% | |
| Gerber Kawasaki Wealth & Investment Management | 1.32% | 1,703,349 | $49,465,238 | $47,693,772 | -$1,771,466 | -3.58% | |
| Nepc Llc | 0.90% | 1,669,124 | $48,471,361 | $46,735,472 | -$1,735,889 | -3.58% | |
| Exchange Traded Concepts, Llc | 0.24% | 1,657,547 | $48,135,165 | $46,411,316 | -$1,723,849 | -3.58% | |
| Osaic Holdings, Inc. | 0.06% | 1,631,201 | $47,372,225 | $45,673,628 | -$1,698,597 | -3.59% | |
| Bank Hapoalim Bm | 2.41% | 346,250 | $36,200,000 | $9,695,000 | -$26,505,000 | -73.22% | |
| Summit Financial Wealth Advisors, Llc | 4.42% | 1,189,025 | $34,529,294 | $33,292,700 | -$1,236,594 | -3.58% | |
| Morgan Stanley | 0.00% | 1,102,771 | $32,024,492 | $30,877,588 | -$1,146,904 | -3.58% | |
| Geneos Wealth Management Inc. | 0.64% | 1,080,256 | $31,370,620 | $30,247,168 | -$1,123,452 | -3.58% | |
| Arkansas Financial Group, Inc. | 3.64% | 962,946 | $27,963,952 | $26,962,488 | -$1,001,464 | -3.58% | |
| Rwa Wealth Partners, Llc | 0.23% | 828,567 | $24,061,574 | $23,199,876 | -$861,698 | -3.58% | |
| Modern Wealth Management, Llc | 0.25% | 709,247 | $20,596,533 | $19,858,916 | -$737,617 | -3.58% | |
| Mariner, Llc | 0.02% | 698,681 | $20,289,689 | $19,563,068 | -$726,621 | -3.58% | |
| Sterling Manor Financial, Llc | 12.21% | 672,350 | $19,518,322 | $18,825,800 | -$692,522 | -3.55% | |
| Financial Engines Advisors L.L.C. | 0.03% | 601,055 | $17,454,631 | $16,829,540 | -$625,091 | -3.58% | |
| Financial Gravity Asset Management, Inc. | 2.28% | 442,070 | $12,833,283 | $12,377,960 | -$455,323 | -3.55% | |
| Allstate Corp | 0.13% | 438,111 | $12,722,743 | $12,267,108 | -$455,635 | -3.58% | |
| Royal Bank Of Canada | 0.00% | 433,588 | $12,592,000 | $12,140,464 | -$451,536 | -3.59% | |
| Flagship Harbor Advisors, Llc | 0.46% | 415,885 | $12,077,286 | $11,644,780 | -$432,506 | -3.58% | |
| Thrivent Financial For Lutherans | 0.02% | 396,808 | $11,545,000 | $11,110,624 | -$434,376 | -3.76% | |
| Iht Wealth Management, Llc | 0.24% | 393,988 | $11,441,417 | $11,031,664 | -$409,753 | -3.58% | |
| Wells Fargo & Company/Mn | 0.00% | 380,197 | $11,040,919 | $10,645,516 | -$395,403 | -3.58% | |
| Susquehanna International Group, Llp | 0.01% | 365,302 | $10,608,370 | $10,228,456 | -$379,914 | -3.58% | |
| North Dakota State Investment Board | 0.37% | 311,928 | $9,058,389 | $8,733,984 | -$324,405 | -3.58% | |
| Hobart Private Capital, Llc | 1.53% | 307,667 | $8,934,649 | $8,614,676 | -$319,973 | -3.58% | |
| Valmark Advisers, Inc. | 0.09% | 296,451 | $8,608,938 | $8,300,628 | -$308,310 | -3.58% | |
| Foundations Investment Advisors, Llc | 0.08% | 269,799 | $7,834,948 | $7,554,372 | -$280,576 | -3.58% | |
| Jpmorgan Chase & Co | 0.00% | 261,058 | $7,620,299 | $7,309,624 | -$310,675 | -4.08% | |
| Jacobi Capital Management Llc | 0.33% | 231,662 | $6,727,495 | $6,486,536 | -$240,959 | -3.58% | |
| Cwm, Llc | 0.02% | 215,712 | $6,262,105 | $6,039,936 | -$222,169 | -3.55% | |
| Private Advisor Group, Llc | 0.02% | 187,266 | $5,438,202 | $5,243,448 | -$194,754 | -3.58% | |
| Banque Transatlantique Sa | 0.11% | 180,193 | $5,232,805 | $5,045,404 | -$187,401 | -3.58% | |
| 5Th Street Advisors, Llc | 2.00% | 178,166 | $5,173,954 | $4,988,648 | -$185,306 | -3.58% | |
| O'Shaughnessy Asset Management, Llc | 0.02% | 174,195 | $5,058,623 | $4,877,460 | -$181,163 | -3.58% | |
| Mml Investors Services, Llc | 0.01% | 173,089 | $5,026,514 | $4,846,492 | -$180,022 | -3.58% | |
| Highpoint Advisor Group Llc | 0.18% | 172,535 | $5,010,402 | $4,830,980 | -$179,422 | -3.58% | |
| Melone Private Wealth, Llc | 1.88% | 169,598 | $4,925,122 | $4,748,744 | -$176,378 | -3.58% | |
| Northrock Partners, Llc | 0.07% | 163,990 | $4,762,274 | $4,591,720 | -$170,554 | -3.58% | |
| Tidemark, Llc | 1.06% | 162,442 | $4,717,310 | $4,548,376 | -$168,934 | -3.58% | |
| Old Mission Capital Llc | 0.12% | 159,916 | $4,643,960 | $4,477,648 | -$166,312 | -3.58% | |
| Asset Management One Co., Ltd. | 0.01% | 152,180 | $4,419,307 | $4,261,040 | -$158,267 | -3.58% | |
| Cetera Investment Advisers | 0.00% | 151,263 | $4,392,691 | $4,235,364 | -$157,327 | -3.58% | |
| Breakwater Capital Group | 0.49% | 140,249 | $4,072,823 | $3,926,972 | -$145,851 | -3.58% | |
| Jane Street Group, Llc | 0.00% | 130,896 | $3,801,220 | $3,665,088 | -$136,132 | -3.58% |
Frequently asked questions about SPBO
Who owns the most SPBO stock?
The largest holders of SPBO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO CORPORATE BON (SPBO).
Is SPBO widely held by superinvestors?
Many widely followed stocks like SPBO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPBO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.