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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
33,663
shares
|
$759,773
0.02% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
32,881
shares
|
$742,124
0.03% of portfolio
|
Q2 2025
Reduced 40.79%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
32,718
shares
|
$738,445
0.07% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
32,653
shares
|
$736,978
0.01% of portfolio
|
Q2 2025
Reduced 26.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
31,789
shares
|
$717,477
0.02% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,010
shares
|
$677,325
0.0% of portfolio
|
Q3 2024
Added 150.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
26,734
shares
|
$603,386
0.0% of portfolio
|
Q2 2025
Added 38.65%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
26,701
shares
|
$602,641
0.05% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,552
shares
|
$599,278
0.02% of portfolio
|
Q3 2022
Reduced 32.18%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
25,967
shares
|
$586,075
0.34% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
24,489
shares
|
$552,716
0.02% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
23,810
shares
|
$537,391
0.01% of portfolio
|
Q3 2025
Reduced 42.57%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
23,564
shares
|
$531,839
0.05% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
23,364
shares
|
$527,325
0.06% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,097
shares
|
$498,729
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
22,023
shares
|
$497,059
0.54% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
21,941
shares
|
$495,208
0.55% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
21,925
shares
|
$494,847
0.0% of portfolio
|
Q3 2025
Reduced 62.47%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
21,655
shares
|
$488,753
0.02% of portfolio
|
Q2 2025
Reduced 33.38%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
21,612
shares
|
$487,782
0.13% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
21,179
shares
|
$478,010
0.02% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
20,809
shares
|
$469,659
7.33% of portfolio
|
Q1 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,597
shares
|
$464,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
20,455
shares
|
$461,669
0.02% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
19,059
shares
|
$430,161
0.34% of portfolio
|
Q3 2025
Reduced 2.3%
|