Who Owns SPDR SERIES TRUST (SPBO)? -- Institutional Holders (2026-06-30)

91 institutions reported holding $512.8M of SPDR SERIES TRUST (SPBO) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($67.6M), AE Wealth Management LLC ($67.3M), CX Institutional ($60.9M), Procyon Advisors, LLC ($55.5M), ST GERMAIN D J CO INC ($54.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ASSETMARK, INC$67.6M2.3MAdded
2AE Wealth Management LLC$67.3M2.3MAdded
3CX Institutional$60.9M2.1MAdded
4Procyon Advisors, LLC$55.5M1.9MAdded
5ST GERMAIN D J CO INC$54.4M1.9MTrimmed
6EXCHANGE TRADED CONCEPTS, LLC$48.1M1.7MAdded
7Summit Financial Wealth Advisors, LLC$34.5M1.2MAdded
8ARKANSAS FINANCIAL GROUP, INC.$28.0M962,946Added
9FLAGSHIP HARBOR ADVISORS, LLC$12.1M415,885Added
10North Dakota State Investment Board$9.1M311,928Trimmed
11Hobart Private Capital, LLC$8.9M307,667New
12Jacobi Capital Management LLC$6.7M231,662Added
13Private Advisor Group, LLC$5.4M187,266Added
14Banque Transatlantique SA$5.2M180,193Added
15Melone Private Wealth, LLC$4.9M169,598Added
16Asset Management One Co., Ltd.$4.4M152,180Trimmed
17Breakwater Capital Group$4.1M140,249Trimmed
18Tradewinds Capital Management, LLC$3.6M123,188Trimmed
19ENVESTNET ASSET MANAGEMENT INC$3.4M115,697Added
20COMMONWEALTH EQUITY SERVICES, LLC$2.8M96,975Added
21Center For Asset Management LLC$1.7M59,709Added
22Flaharty Asset Management, LLC$1.7M58,923Trimmed
23Quadrant Private Wealth Management, LLC$1.6M54,902Added
24David Kennon Inc$1.5M52,207Trimmed
25National Wealth Management Group, LLC$1.4M48,128Trimmed

Source: SEC Form 13F filings · as of 2026-06-30