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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
122,278
shares
|
$2.68 Million
2.03% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
120,886
shares
|
$2.65 Million
1.73% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
118,258
shares
|
$2.59 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
118,054
shares
|
$2.59 Million
0.57% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
117,236
shares
|
$2.57 Million
2.02% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
117,127
shares
|
$2.57 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
114,414
shares
|
$2.51 Million
0.72% of portfolio
|
Q2 2025
Added 18.46%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
112,561
shares
|
$2.47 Million
0.37% of portfolio
|
Q2 2025
Reduced 24.09%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
105,459
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
104,423
shares
|
$2.29 Million
0.96% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
102,818
shares
|
$2.26 Million
0.91% of portfolio
|
Q1 2025
Added 109.57%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
99,404
shares
|
$2.18 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
99,218
shares
|
$2.18 Million
0.11% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
94,950
shares
|
$2.08 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
|
$2.03 Million
0.19% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
90,895
shares
|
$1.99 Million
0.08% of portfolio
|
Q1 2025
Reduced 61.9%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
89,948
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
84,322
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
82,986
shares
|
$1.82 Million
0.9% of portfolio
|
Q1 2024
Added 34.18%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
80,520
shares
|
$1.77 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
80,133
shares
|
$1.76 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
77,482
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
75,456
shares
|
$1.66 Million
0.1% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
70,467
shares
|
$1.55 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
68,321
shares
|
$1.5 Million
0.09% of portfolio
|
Q1 2025
Added 22.17%
|