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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
519,993
shares
|
$11.3 Million
1.51% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
439,026
shares
|
$9.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.18%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
430,682
shares
|
$9.35 Million
4.11% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
417,568
shares
|
$9.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
405,917
shares
|
$8.82 Million
1.04% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
403,931
shares
|
$8.77 Million
0.09% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
390,108
shares
|
$8.47 Million
0.51% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
361,046
shares
|
$7.84 Million
0.18% of portfolio
|
Q3 2024
Added 26.49%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
345,876
shares
|
$7.51 Million
0.44% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
343,949
shares
|
$7.47 Million
3.77% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
334,714
shares
|
$7.27 Million
0.11% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
331,977
shares
|
$7.21 Million
0.85% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
307,054
shares
|
$6.67 Million
3.21% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
287,781
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
263,403
shares
|
$5.72 Million
2.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
255,817
shares
|
$5.56 Million
0.16% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
239,207
shares
|
$5.2 Million
0.0% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
231,466
shares
|
$5.03 Million
0.23% of portfolio
|
Q3 2024
Added 495.76%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
216,645
shares
|
$4.71 Million
1.07% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
208,435
shares
|
$4.53 Million
1.64% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
205,630
shares
|
$4.47 Million
0.17% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
204,102
shares
|
$4.43 Million
0.67% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
197,447
shares
|
$4.29 Million
0.76% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
174,789
shares
|
$3.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
160,177
shares
|
$3.48 Million
0.54% of portfolio
|
Q3 2024
Added 3.78%
|