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 211 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
167,346,786
shares
|
$3.57 Billion
8.2% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
9,557,773
shares
|
$204 Million
0.11% of portfolio
|
Q1 2024
Added 8.59%
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
5,367,747
shares
|
$115 Million
1.74% of portfolio
|
Q1 2024
Added 13.24%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
3,114,104
shares
|
$66.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
2,581,084
shares
|
$55.1 Million
0.79% of portfolio
|
Q1 2024
Added 11.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,973,784
shares
|
$42.2 Million
0.0% of portfolio
|
Q1 2024
Added 18.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,826,568
shares
|
$39 Million
0.05% of portfolio
|
Q1 2024
Added 482.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,806,912
shares
|
$38.6 Million
0.01% of portfolio
|
Q1 2024
Added 9.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,523,122
shares
|
$32.5 Million
0.0% of portfolio
|
Q1 2024
Added 10.39%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,520,529
shares
|
$32.5 Million
0.16% of portfolio
|
Q1 2024
Added 9.57%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 10, 2024 Q1 2024 |
1,504,247
shares
|
$32.1 Million
1.39% of portfolio
|
Q1 2024
Added 5.74%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2024 Q1 2024 |
1,482,295
shares
|
$31.7 Million
0.3% of portfolio
|
Q4 2021
Added 44.18%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,422,583
shares
|
$30.4 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,389,825
shares
|
$29.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.34%
|
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
1,380,799
shares
|
$29.5 Million
1.45% of portfolio
|
Q1 2024
Added 13.98%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,075,457
shares
|
$23 Million
0.0% of portfolio
|
Q1 2024
Added 111.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
934,346
shares
|
$20 Million
0.37% of portfolio
|
Q1 2024
Added 2645.25%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
913,857
shares
|
$19.5 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 19, 2024 Q1 2024 |
802,314
shares
|
$17.1 Million
2.35% of portfolio
|
Q1 2024
Added 7.91%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 30, 2024 Q1 2024 |
725,428
shares
|
$15.5 Million
8.64% of portfolio
|
Q1 2024
Added 7.41%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 02, 2024 Q1 2024 |
687,462
shares
|
$14.7 Million
0.73% of portfolio
|
Q1 2024
Reduced 11.45%
|
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
654,872
shares
|
$14 Million
1.59% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
|
Financial Life Advisors
|
Apr 18, 2024 Q1 2024 |
641,114
shares
|
$13.7 Million
5.84% of portfolio
|
Q1 2024
Added 10.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
584,749
shares
|
$12.5 Million
0.03% of portfolio
|
Q1 2024
Added 2892.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
569,718
shares
|
$12.2 Million
0.14% of portfolio
|
Q1 2024
Added 15.68%
|
|