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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
59,625
shares
|
$1.35 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
58,968
shares
|
$1.33 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
58,012
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 40.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
54,919
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
54,619
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
52,385
shares
|
$1.18 Million
0.28% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
51,469
shares
|
$1.16 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
50,375
shares
|
$1.14 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
47,610
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
46,785
shares
|
$1.06 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
46,553
shares
|
$1.05 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
45,879
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2025
Reduced 59.24%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
44,967
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
44,400
shares
|
$1 Million
0.08% of portfolio
|
Q4 2023
Reduced 9.19%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
44,194
shares
|
$997,458
0.28% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
43,114
shares
|
$973,082
0.54% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
42,389
shares
|
$956,719
0.03% of portfolio
|
Q2 2025
Added 34.94%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
40,170
shares
|
$906,636
0.03% of portfolio
|
Q3 2025
Reduced 83.56%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
39,368
shares
|
$888,535
0.13% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
37,746
shares
|
$851,927
0.04% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
36,107
shares
|
$814,934
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
35,961
shares
|
$811,639
0.08% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
35,551
shares
|
$802,386
0.01% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
35,480
shares
|
$800,783
0.21% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
34,100
shares
|
$769,637
0.01% of portfolio
|
Q2 2025
New holding
|