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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
122,278
shares
|
$2.73 Million
2.03% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
121,092
shares
|
$2.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
120,886
shares
|
$2.7 Million
1.73% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
119,897
shares
|
$2.68 Million
0.55% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
117,127
shares
|
$2.62 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
114,414
shares
|
$2.56 Million
0.72% of portfolio
|
Q2 2025
Added 18.46%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
114,411
shares
|
$2.56 Million
0.9% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
112,561
shares
|
$2.52 Million
0.37% of portfolio
|
Q2 2025
Reduced 24.09%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
104,649
shares
|
$2.34 Million
1.6% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
99,218
shares
|
$2.22 Million
0.11% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
94,950
shares
|
$2.12 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
|
$2.07 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
90,150
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
84,322
shares
|
$1.88 Million
0.27% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
83,987
shares
|
$1.88 Million
0.1% of portfolio
|
Q2 2025
Added 22.93%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
82,986
shares
|
$1.85 Million
0.9% of portfolio
|
Q1 2024
Added 34.18%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
81,646
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
81,062
shares
|
$1.81 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
|
$1.79 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
71,889
shares
|
$1.61 Million
0.57% of portfolio
|
Q2 2025
Reduced 30.08%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
70,467
shares
|
$1.57 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
70,148
shares
|
$1.57 Million
0.16% of portfolio
|
Q2 2025
Added 93.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
67,317
shares
|
$1.5 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
|
$1.46 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
|
$1.38 Million
0.12% of portfolio
|
Q2 2025
Added 15.46%
|