SPBO Institutional Ownership & Shareholders
SPDR PORTFOLIO CORPORATE BON (SPBO) is currently held by 188 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.31B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $232.92M, representing an estimated loss of -3.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% 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
188
Total Reported Value
$1.31B
Largest Holder
Ameriprise Financial Inc
Largest Position
$241.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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 | $232,923,511 | -$8,825,243 | -3.65% | |
| Lpl Financial Llc | 0.02% | 2,786,418 | $80,917,571 | $77,963,976 | -$2,953,595 | -3.65% | |
| Assetmark, Inc | 0.12% | 2,623,495 | $72,119,883 | $73,405,390 | +$1,285,507 | +1.78% | |
| Procyon Advisors, Llc | 2.38% | 2,048,577 | $56,315,388 | $57,319,184 | +$1,003,796 | +1.78% | |
| Bank Of America Corp | 0.00% | 1,914,852 | $55,607,295 | $53,577,559 | -$2,029,736 | -3.65% | |
| St Germain D J Co Inc | 1.96% | 1,874,355 | $54,431,269 | $52,444,453 | -$1,986,816 | -3.65% | |
| Gerber Kawasaki Wealth & Investment Management | 1.25% | 1,793,161 | $49,294,004 | $50,172,645 | +$878,641 | +1.78% | |
| Nepc Llc | 0.90% | 1,669,124 | $48,471,361 | $46,702,090 | -$1,769,271 | -3.65% | |
| Exchange Traded Concepts, Llc | 0.21% | 1,737,367 | $47,760,219 | $48,611,529 | +$851,310 | +1.78% | |
| Osaic Holdings, Inc. | 0.06% | 1,631,201 | $47,372,225 | $45,641,004 | -$1,731,221 | -3.65% | |
| Bank Hapoalim Bm | 2.41% | 346,250 | $36,200,000 | $9,688,075 | -$26,511,925 | -73.24% | |
| Morgan Stanley | 0.00% | 1,102,771 | $32,024,492 | $30,855,533 | -$1,168,959 | -3.65% | |
| Summit Financial Wealth Advisors, Llc | 3.89% | 1,142,910 | $31,418,601 | $31,978,622 | +$560,021 | +1.78% | |
| Geneos Wealth Management Inc. | 0.64% | 1,080,256 | $31,370,620 | $30,225,563 | -$1,145,057 | -3.65% | |
| Arkansas Financial Group, Inc. | 3.89% | 1,064,470 | $29,262,292 | $29,783,871 | +$521,579 | +1.78% | |
| Rwa Wealth Partners, Llc | 0.23% | 828,567 | $24,061,574 | $23,183,305 | -$878,269 | -3.65% | |
| Sterling Manor Financial, Llc | 12.10% | 760,411 | $20,903,724 | $21,276,300 | +$372,576 | +1.78% | |
| Modern Wealth Management, Llc | 0.25% | 709,247 | $20,596,533 | $19,844,731 | -$751,802 | -3.65% | |
| Mariner, Llc | 0.02% | 698,681 | $20,289,689 | $19,549,094 | -$740,595 | -3.65% | |
| Financial Engines Advisors L.L.C. | 0.03% | 601,055 | $17,454,631 | $16,817,519 | -$637,112 | -3.65% | |
| Flagship Harbor Advisors, Llc | 0.51% | 504,569 | $13,870,594 | $14,117,841 | +$247,247 | +1.78% | |
| Financial Gravity Asset Management, Inc. | 2.28% | 442,070 | $12,833,283 | $12,369,119 | -$464,164 | -3.62% | |
| Allstate Corp | 0.13% | 438,111 | $12,722,743 | $12,258,346 | -$464,397 | -3.65% | |
| Royal Bank Of Canada | 0.00% | 433,588 | $12,592,000 | $12,131,792 | -$460,208 | -3.65% | |
| Thrivent Financial For Lutherans | 0.02% | 396,808 | $11,545,000 | $11,102,688 | -$442,312 | -3.83% | |
| Iht Wealth Management, Llc | 0.24% | 393,988 | $11,441,417 | $11,023,784 | -$417,633 | -3.65% | |
| Wells Fargo & Company/Mn | 0.00% | 380,197 | $11,040,919 | $10,637,912 | -$403,007 | -3.65% | |
| Susquehanna International Group, Llp | 0.01% | 365,302 | $10,608,370 | $10,221,150 | -$387,220 | -3.65% | |
| Hobart Private Capital, Llc | 1.49% | 320,076 | $8,798,896 | $8,955,726 | +$156,830 | +1.78% | |
| Valmark Advisers, Inc. | 0.09% | 296,451 | $8,608,938 | $8,294,699 | -$314,239 | -3.65% | |
| North Dakota State Investment Board | 0.34% | 311,928 | $8,574,901 | $8,727,745 | +$152,844 | +1.78% | |
| Foundations Investment Advisors, Llc | 0.08% | 269,799 | $7,834,948 | $7,548,976 | -$285,972 | -3.65% | |
| Jpmorgan Chase & Co | 0.00% | 261,058 | $7,620,299 | $7,304,403 | -$315,896 | -4.15% | |
| Jacobi Capital Management Llc | 0.33% | 231,662 | $6,727,495 | $6,481,903 | -$245,592 | -3.65% | |
| Cwm, Llc | 0.02% | 215,712 | $6,262,105 | $6,035,622 | -$226,483 | -3.62% | |
| Private Advisor Group, Llc | 0.02% | 187,266 | $5,438,202 | $5,239,703 | -$198,499 | -3.65% | |
| Banque Transatlantique Sa | 0.11% | 180,193 | $5,232,805 | $5,041,800 | -$191,005 | -3.65% | |
| 5Th Street Advisors, Llc | 2.00% | 178,166 | $5,173,954 | $4,985,085 | -$188,869 | -3.65% | |
| O'Shaughnessy Asset Management, Llc | 0.02% | 174,195 | $5,058,623 | $4,873,976 | -$184,647 | -3.65% | |
| Mml Investors Services, Llc | 0.01% | 173,089 | $5,026,514 | $4,843,030 | -$183,484 | -3.65% | |
| Highpoint Advisor Group Llc | 0.18% | 172,535 | $5,010,402 | $4,827,529 | -$182,873 | -3.65% | |
| Northrock Partners, Llc | 0.07% | 163,990 | $4,762,274 | $4,588,440 | -$173,834 | -3.65% | |
| Melone Private Wealth, Llc | 1.85% | 171,725 | $4,720,716 | $4,804,866 | +$84,150 | +1.78% | |
| Tidemark, Llc | 1.06% | 162,442 | $4,717,310 | $4,545,127 | -$172,183 | -3.65% | |
| Old Mission Capital Llc | 0.12% | 159,916 | $4,643,960 | $4,474,450 | -$169,510 | -3.65% | |
| Cetera Investment Advisers | 0.00% | 151,263 | $4,392,691 | $4,232,339 | -$160,352 | -3.65% | |
| Tradewinds Capital Management, Llc | 0.70% | 147,690 | $4,059,997 | $4,132,366 | +$72,369 | +1.78% | |
| Jane Street Group, Llc | 0.00% | 130,896 | $3,801,220 | $3,662,470 | -$138,750 | -3.65% | |
| Raymond James Financial Inc | 0.00% | 126,638 | $3,677,554 | $3,543,331 | -$134,223 | -3.65% | |
| Envestnet Asset Management Inc | 0.00% | 115,697 | $3,359,841 | $3,237,202 | -$122,639 | -3.65% |
Frequently asked questions about SPBO
Who are the largest institutional holders of SPBO?
The largest institutional holders of SPBO reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Lpl Financial Llc, Assetmark, Inc, Procyon Advisors, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported SPBO position.
What is SPBO institutional ownership?
This page tracks SPBO positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO CORPORATE BON (SPBO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPBO?
InsiderSet currently tracks 188 institutional managers reporting SPBO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPBO shareholders.
How much SPBO stock do institutions own?
Institutional investment managers disclosed approximately $1.31B in SPBO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPBO institutional ownership last updated?
The latest SPBO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPBO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPBO position after the reporting date.
Are institutions buying or selling SPBO?
Institutional buying and selling can be analyzed by comparing SPBO positions across consecutive 13F reporting periods. InsiderSet's SPBO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPBO ownership changes.
How has SPBO institutional ownership changed over time?
InsiderSet tracks SPBO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.