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 |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
231,791
shares
|
$5.18 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
225,714
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 66.23%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
222,806
shares
|
$4.98 Million
1.54% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
214,625
shares
|
$4.8 Million
0.03% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
212,861
shares
|
$4.76 Million
0.85% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
210,147
shares
|
$4.7 Million
0.31% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
208,006
shares
|
$4.65 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
|
$4.56 Million
0.67% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
185,706
shares
|
$4.15 Million
2.48% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
173,723
shares
|
$3.88 Million
0.24% of portfolio
|
Q2 2025
Added 27.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
173,329
shares
|
$3.87 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
168,116
shares
|
$3.76 Million
0.2% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
164,027
shares
|
$3.67 Million
0.04% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
161,096
shares
|
$3.6 Million
0.36% of portfolio
|
Q2 2025
Reduced 97.14%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
156,477
shares
|
$3.5 Million
0.04% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
150,826
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
147,312
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
144,422
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
142,166
shares
|
$3.18 Million
0.29% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
134,250
shares
|
$3 Million
0.04% of portfolio
|
Q2 2025
Added 34.28%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
130,226
shares
|
$2.91 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
130,137
shares
|
$2.91 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
126,840
shares
|
$2.83 Million
2.09% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
124,289
shares
|
$2.78 Million
0.09% of portfolio
|
Q2 2025
Added 286.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
122,990
shares
|
$2.75 Million
0.05% of portfolio
|
Q2 2025
Added 12.35%
|