Evid Invest
Who owns SPBOWhat SPBO owns — n/a

Who owns State Street SPDR Portfolio Corporate Bond ETF?

Institutional ownership of SPBO from SEC Form 13F filings across 134 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

134

13F holders

$1.10B

value, 2026 filers

54.3%

of shares outstanding (38.2M sh)

29

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPBO's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1AMERIPRISE FINANCIAL INC8.3M$241.7M0.0%11.8%+3.6%
2EXCHANGE TRADED CONCEPTS, LLC3.3M$96.3M0.4%4.7%+130.6%
3LPL Financial LLC2.8M$80.9M0.0%4%-5.5%
4ASSETMARK, INC2.3M$67.6M0.1%3.3%+7.3%
5AE Wealth Management LLC2.3M$67.3M0.3%3.3%+9.3%
6BANK OF AMERICA CORP /DE/1.9M$55.6M0.0%2.7%-15.0%
7ST GERMAIN D J CO INC1.9M$54.4M2.0%2.7%-5.1%
8Gerber Kawasaki Wealth & Investment Management1.7M$49.5M1.3%2.4%+12.6%
9OSAIC HOLDINGS, INC.1.6M$47.4M0.1%2.3%+4.1%
10Summit Financial Wealth Advisors, LLC1.2M$34.5M4.4%1.7%+5.5%
11MORGAN STANLEY1.1M$32.0M0.0%1.6%+28.7%
12RWA WEALTH PARTNERS, LLC828,567$24.1M0.2%1.2%-12.9%
13Modern Wealth Management, LLCNEW709,247$20.6M0.2%1%new
14Mariner, LLC698,681$20.3M0.0%1%+34.1%
15Financial Gravity Companies, Inc.NEW450,676$13.1M2.1%0.6%new
16ROYAL BANK OF CANADA433,588$12.6M0.0%0.6%+27.4%
17FLAGSHIP HARBOR ADVISORS, LLC415,885$12.1M0.5%0.6%+5.6%
18Thrivent Financial for Lutherans396,808$11,5450.0%0.6%+26.2%
19IHT Wealth Management, LLC393,988$11.4M0.2%0.6%+1.6%
20WELLS FARGO & COMPANY/MN380,197$11.0M0.0%0.5%-3.3%
21SUSQUEHANNA INTERNATIONAL GROUP, LLP365,302$10.6M0.0%0.5%+1314.2%
22Valmark Advisers, Inc.296,451$8.6M0.1%0.4%-3.9%
23Foundations Investment Advisors, LLC269,799$7.8M0.1%0.4%+14.5%
24JPMORGAN CHASE & CO261,058$7.6M0.0%0.4%+9.2%
25Jacobi Capital Management LLC231,662$6.7M0.3%0.3%+15.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.