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 |
|---|---|---|---|---|---|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
60,771
shares
|
$1.36 Million
0.42% of portfolio
|
Q2 2025
Added 22.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
59,625
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
58,421
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.6%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
58,012
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 40.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
54,919
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
54,291
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
54,059
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
52,385
shares
|
$1.17 Million
0.28% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
51,469
shares
|
$1.15 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
50,375
shares
|
$1.13 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
|
$1.05 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
46,553
shares
|
$1.04 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
44,400
shares
|
$995,004
0.08% of portfolio
|
Q4 2023
Reduced 9.19%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
44,194
shares
|
$990,387
0.28% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
42,609
shares
|
$954,867
0.53% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
42,389
shares
|
$949,937
0.03% of portfolio
|
Q2 2025
Added 34.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
41,458
shares
|
$929,073
0.03% of portfolio
|
Q2 2025
Reduced 54.39%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
39,368
shares
|
$882,236
0.13% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
37,746
shares
|
$845,887
0.04% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
36,107
shares
|
$809,157
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
35,961
shares
|
$805,886
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
|
$796,697
0.01% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
35,480
shares
|
$795,106
0.21% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
34,100
shares
|
$764,181
0.01% of portfolio
|
Q2 2025
New holding
|