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 |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
222,806
shares
|
$4.89 Million
1.54% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
218,945
shares
|
$4.8 Million
0.79% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
208,006
shares
|
$4.56 Million
2.57% of portfolio
|
Q1 2025
Reduced 95.46%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
204,102
shares
|
$4.48 Million
0.67% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
201,663
shares
|
$4.42 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
197,840
shares
|
$4.34 Million
0.89% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
194,725
shares
|
$4.27 Million
0.02% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
189,512
shares
|
$4.16 Million
0.31% of portfolio
|
Q1 2025
Added 33.23%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
185,706
shares
|
$4.07 Million
2.11% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
160,295
shares
|
$3.52 Million
0.04% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
153,682
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
152,307
shares
|
$3.34 Million
0.04% of portfolio
|
Q1 2025
Added 29.23%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
143,353
shares
|
$3.15 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
139,427
shares
|
$3.06 Million
0.04% of portfolio
|
Q1 2025
Added 58.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
138,110
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
138,006
shares
|
$3.03 Million
0.19% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
136,602
shares
|
$3 Million
1.22% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
136,583
shares
|
$3 Million
0.21% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
134,250
shares
|
$2.95 Million
0.04% of portfolio
|
Q2 2025
Added 34.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
132,175
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
132,032
shares
|
$2.9 Million
0.89% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
130,647
shares
|
$2.87 Million
0.31% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
126,840
shares
|
$2.78 Million
2.09% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
123,884
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Added 385.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
122,990
shares
|
$2.7 Million
0.05% of portfolio
|
Q2 2025
Added 12.35%
|