Who Owns SPDR SERIES TRUST (SPBO)? -- Institutional Holders (2026-06-30)
201 institutions reported holding $1.41B of SPDR SERIES TRUST (SPBO) in SEC 13F filings for 2026-06-30. Largest institutional holders: AMERIPRISE FINANCIAL INC ($241.7M), LPL Financial LLC ($80.9M), ASSETMARK, INC ($67.6M), AE Wealth Management LLC ($67.3M), CX Institutional ($60.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AMERIPRISE FINANCIAL INC | $241.7M | 8.3M | Added |
| 2 | LPL Financial LLC | $80.9M | 2.8M | Trimmed |
| 3 | ASSETMARK, INC | $67.6M | 2.3M | Added |
| 4 | AE Wealth Management LLC | $67.3M | 2.3M | Added |
| 5 | CX Institutional | $60.9M | 2.1M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $55.6M | 1.9M | Trimmed |
| 7 | Procyon Advisors, LLC | $55.5M | 1.9M | Added |
| 8 | ST GERMAIN D J CO INC | $54.4M | 1.9M | Trimmed |
| 9 | Gerber Kawasaki Wealth & Investment Management | $49.5M | 1.7M | Added |
| 10 | NEPC LLC | $48.5M | 1.7M | Added |
| 11 | EXCHANGE TRADED CONCEPTS, LLC | $48.1M | 1.7M | Added |
| 12 | OSAIC HOLDINGS, INC. | $47.4M | 1.6M | Added |
| 13 | BANK HAPOALIM BM | $36.2M | 346,250 | New |
| 14 | Summit Financial Wealth Advisors, LLC | $34.5M | 1.2M | Added |
| 15 | MORGAN STANLEY | $32.0M | 1.1M | Added |
| 16 | Geneos Wealth Management Inc. | $31.4M | 1.1M | Added |
| 17 | ARKANSAS FINANCIAL GROUP, INC. | $28.0M | 962,946 | Added |
| 18 | RWA WEALTH PARTNERS, LLC | $24.1M | 828,567 | Trimmed |
| 19 | Modern Wealth Management, LLC | $20.6M | 709,247 | New |
| 20 | Mariner, LLC | $20.3M | 698,681 | Added |
| 21 | Financial Engines Advisors L.L.C. | $17.5M | 601,055 | Added |
| 22 | Financial Gravity Companies, Inc. | $13.1M | 450,676 | Added |
| 23 | ALLSTATE CORP | $12.7M | 438,111 | New |
| 24 | Royal Bank of Canada | $12.6M | 433,588 | Added |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | $12.1M | 415,885 | Added |
Source: SEC Form 13F filings · as of 2026-06-30