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 249 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $6.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
644,810
shares
|
$14.5 Million
0.64% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
601,510
shares
|
$13.5 Million
2.56% of portfolio
|
Q2 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
573,559
shares
|
$12.9 Million
1.27% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
566,011
shares
|
$12.7 Million
1.65% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
545,139
shares
|
$12.2 Million
1.34% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
523,004
shares
|
$11.7 Million
9.8% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
519,740
shares
|
$11.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 29.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
471,694
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
467,036
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
452,503
shares
|
$10.1 Million
3.45% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
439,026
shares
|
$9.84 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.18%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
427,088
shares
|
$9.57 Million
0.48% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
390,052
shares
|
$8.74 Million
0.08% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
372,376
shares
|
$8.34 Million
0.87% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
370,984
shares
|
$8.31 Million
0.12% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
359,281
shares
|
$8.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
325,332
shares
|
$7.29 Million
0.0% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
310,301
shares
|
$6.95 Million
0.01% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
302,664
shares
|
$6.78 Million
3.01% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
297,857
shares
|
$6.67 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
271,211
shares
|
$6.08 Million
2.02% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
255,526
shares
|
$5.73 Million
2.49% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
254,230
shares
|
$5.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 30.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
244,389
shares
|
$5.48 Million
0.17% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
236,738
shares
|
$5.31 Million
0.77% of portfolio
|
Q2 2025
Added 8.13%
|