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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
67,317
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,056
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
60,771
shares
|
$1.33 Million
0.42% of portfolio
|
Q2 2025
Added 22.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
60,073
shares
|
$1.32 Million
0.19% of portfolio
|
Q1 2025
Reduced 27.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
56,586
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
55,532
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
54,857
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 82.66%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
54,059
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
54,053
shares
|
$1.19 Million
0.46% of portfolio
|
Q1 2025
Reduced 38.53%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
53,381
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
51,469
shares
|
$1.13 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
50,233
shares
|
$1.1 Million
0.29% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
48,357
shares
|
$1.06 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
47,994
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
47,278
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
46,785
shares
|
$1.03 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
45,075
shares
|
$988,945
0.0% of portfolio
|
Q1 2025
Reduced 52.17%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
44,400
shares
|
$974,136
0.08% of portfolio
|
Q4 2023
Reduced 9.19%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
44,340
shares
|
$972,819
0.01% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
42,785
shares
|
$938,702
0.28% of portfolio
|
Q1 2025
Reduced 29.54%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
42,609
shares
|
$934,841
0.53% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
41,738
shares
|
$915,731
0.15% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
41,383
shares
|
$907,943
0.0% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
38,730
shares
|
$849,736
0.04% of portfolio
|
Q1 2025
Reduced 32.59%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
37,447
shares
|
$821,587
0.09% of portfolio
|
Q1 2025
Added 1.08%
|