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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
33,663
shares
|
$752,368
0.02% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
32,881
shares
|
$734,890
0.03% of portfolio
|
Q2 2025
Reduced 40.79%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
32,653
shares
|
$729,794
0.01% of portfolio
|
Q2 2025
Reduced 26.36%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
32,180
shares
|
$719,223
0.08% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
30,406
shares
|
$679,574
0.02% of portfolio
|
Q2 2025
Reduced 50.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,010
shares
|
$670,723
0.0% of portfolio
|
Q3 2024
Added 150.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
26,734
shares
|
$597,504
0.0% of portfolio
|
Q2 2025
Added 38.65%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
26,701
shares
|
$596,767
0.05% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,552
shares
|
$593,437
0.02% of portfolio
|
Q3 2022
Reduced 32.18%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
25,967
shares
|
$580,362
0.34% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
25,732
shares
|
$575,110
0.32% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
24,489
shares
|
$547,329
0.02% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
24,302
shares
|
$543,149
0.01% of portfolio
|
Q2 2025
Reduced 82.26%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
23,564
shares
|
$526,655
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
|
$522,185
0.06% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,097
shares
|
$493,867
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
21,797
shares
|
$487,162
0.26% of portfolio
|
Q2 2025
Reduced 93.93%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
21,655
shares
|
$483,989
0.02% of portfolio
|
Q2 2025
Reduced 33.38%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
21,612
shares
|
$483,028
0.13% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
21,179
shares
|
$473,350
0.02% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
20,809
shares
|
$465,081
7.33% of portfolio
|
Q1 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,597
shares
|
$460,342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
20,455
shares
|
$457,169
0.02% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
19,974
shares
|
$446,418
0.54% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
19,508
shares
|
$436,003
0.31% of portfolio
|
Q2 2025
Reduced 0.25%
|