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 251 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
735,465
shares
|
$16.1 Million
0.1% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
644,810
shares
|
$14.1 Million
0.64% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
600,519
shares
|
$13.2 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
566,011
shares
|
$12.4 Million
1.65% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
529,072
shares
|
$11.6 Million
1.37% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
523,004
shares
|
$11.5 Million
9.8% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
472,969
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
446,177
shares
|
$9.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
439,026
shares
|
$9.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.18%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
413,287
shares
|
$9.07 Million
0.51% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
408,444
shares
|
$8.96 Million
3.42% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
374,887
shares
|
$8.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
363,772
shares
|
$7.98 Million
0.17% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
359,214
shares
|
$7.88 Million
3.86% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
355,644
shares
|
$7.8 Million
0.12% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
354,082
shares
|
$7.77 Million
0.89% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
329,862
shares
|
$7.24 Million
3.51% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
310,073
shares
|
$6.8 Million
0.0% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
297,857
shares
|
$6.53 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
279,607
shares
|
$6.13 Million
2.22% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
274,971
shares
|
$6.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
254,230
shares
|
$5.58 Million
0.13% of portfolio
|
Q1 2025
Added 67.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
244,389
shares
|
$5.36 Million
0.17% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
242,923
shares
|
$5.33 Million
2.71% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
234,864
shares
|
$5.15 Million
3.18% of portfolio
|
Q1 2025
Reduced 12.86%
|