Institutional Ownership Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
176,177,610
shares
|
$3.83 Billion
8.15% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,088,143
shares
|
$263 Million
0.12% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,272,417
shares
|
$115 Million
1.46% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,052,810
shares
|
$110 Million
0.0% of portfolio
|
Q3 2024
Added 38.7%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
2,771,898
shares
|
$60.2 Million
0.87% of portfolio
|
Q4 2023
Reduced 20.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,770,887
shares
|
$60.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,106,038
shares
|
$45.7 Million
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
2,081,472
shares
|
$45.2 Million
0.7% of portfolio
|
Q3 2024
Added 661.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,004,879
shares
|
$43.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,895,436
shares
|
$41.2 Million
0.72% of portfolio
|
Q2 2024
Added 102.86%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,751,085
shares
|
$38 Million
0.17% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
1,487,822
shares
|
$32.3 Million
1.36% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
1,482,295
shares
|
$32.2 Million
0.29% of portfolio
|
Q4 2021
Added 44.18%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,455,570
shares
|
$31.6 Million
0.09% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,442,296
shares
|
$31.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,396,920
shares
|
$30.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.34%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
1,330,347
shares
|
$28.9 Million
1.34% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,066,122
shares
|
$23.2 Million
0.15% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
815,527
shares
|
$17.7 Million
2.28% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
739,460
shares
|
$16.1 Million
8.39% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
723,978
shares
|
$15.7 Million
6.24% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
649,675
shares
|
$14.1 Million
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
646,614
shares
|
$14 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
613,436
shares
|
$13.3 Million
1.42% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
531,659
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.47%
|