SPDR SER TR

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SPBO·78464A144·US·ETF

SPBO (SPDR SER TR) is held by 54 institutional investors as of Q2 2026. Largest holders: AMERIPRISE FINANCIAL INC ($241.7M), LPL Financial LLC ($80.9M), ASSETMARK, INC ($67.6M). Net institutional sentiment: Bullish.

54

Holders

(10 Elite)

$808.2M

Total Value

67% (55)

Consensus

37 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)34

Insider (Form 4)43

Activist (13D/13G)48

Congressional (STOCK Act)68

Holder Quality

79

★★★★★

Elite

63

★★★★

Strong

87

★★★

Solid

45

★★

Below

64

★

Weak

Held by 54 funds

10 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SPBO.

Top Holders

Top Holders (54)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AMERIPRISE FINANCIAL INC	Increased	8.3M(+3.6%)	$241.7M	0.0%	+1.72%	32
LPL Financial LLC	Decreased	2.8M(-5.5%)	$80.9M	0.0%	+5.21%	0
ASSETMARK, INC	Increased	2.3M(+7.3%)	$67.6M	0.1%	+2.28%	38
AE Wealth Management LLC	Increased	2.3M(+9.3%)	$67.3M	0.3%	+5.32%	39
BANK OF AMERICA CORP /DE/	Decreased	1.9M(-15.0%)	$55.6M	0.0%	+9.59%	0
EXCHANGE TRADED CONCEPTS, LLC	Increased	1.7M(+15.3%)	$48.1M	0.2%	-1.32%	40
OSAIC HOLDINGS, INC.	Increased	1.6M(+4.1%)	$47.4M	0.1%	-2.23%	30
MORGAN STANLEY	Increased	1.1M(+28.7%)	$32M	0.0%	+0.71%	36
RWA WEALTH PARTNERS, LLC	Decreased	828,567(-12.9%)	$24.1M	0.2%	+13.62%	0
Mariner, LLC	Increased	698,681(+34.1%)	$20.3M	0.0%	+0.29%	37
Financial Engines Advisors L.L.C.	Increased	601,055(+3.3%)	$17.5M	0.0%	+6.19%	29
ROYAL BANK OF CANADA	Increased	433,588(+27.4%)	$12.6M	0.0%	-0.10%	35
WELLS FARGO & COMPANY/MN	Decreased	380,197(-3.3%)	$11M	0.0%	+1.67%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	365,302(+1314.2%)	$10.6M	0.0%	-4.05%	45
JPMORGAN CHASE & CO	Increased	261,058(+9.2%)	$7.6M	0.0%	-0.68%	30
Private Advisor Group, LLC	Increased	187,266(+26.4%)	$5.4M	0.0%	+2.27%	33
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	174,195(+10.8%)	$5.1M	0.0%	-0.29%	30
MML INVESTORS SERVICES, LLC	Increased	173,089(+48.5%)	$5M	0.0%	+5.95%	37
Asset Management One Co., Ltd.	Decreased	152,180(-14.2%)	$4.4M	0.0%	-3.10%	0
Cetera Investment Advisers	Increased	151,263(+1.6%)	$4.4M	0.0%	-0.73%	27

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SPBOSPDR SER TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer