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 248 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $6.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
122,278
shares
|
$2.76 Million
2.03% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
121,092
shares
|
$2.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
119,897
shares
|
$2.71 Million
0.55% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
119,037
shares
|
$2.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
115,586
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
114,411
shares
|
$2.58 Million
0.9% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
104,649
shares
|
$2.36 Million
1.6% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
99,089
shares
|
$2.24 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
94,950
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
92,559
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
90,150
shares
|
$2.03 Million
0.11% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
89,695
shares
|
$2.02 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
84,568
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
84,322
shares
|
$1.9 Million
0.27% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
82,986
shares
|
$1.87 Million
0.9% of portfolio
|
Q1 2024
Added 34.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
81,900
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
81,062
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
80,133
shares
|
$1.81 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
75,948
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
70,467
shares
|
$1.59 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
67,623
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Added 25.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
67,317
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
65,433
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
61,632
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
60,771
shares
|
$1.37 Million
0.42% of portfolio
|
Q2 2025
Added 22.23%
|