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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
36,295
shares
|
$796,312
0.09% of portfolio
|
Q1 2025
Added 53.25%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
36,083
shares
|
$791,661
0.0% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
35,551
shares
|
$779,988
0.01% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,069
shares
|
$769,413
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
33,663
shares
|
$738,566
0.02% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
32,507
shares
|
$713,203
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
32,189
shares
|
$706,226
0.04% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
32,180
shares
|
$706,029
0.08% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
31,413
shares
|
$689,201
0.02% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
30,298
shares
|
$664,738
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,010
shares
|
$658,419
0.0% of portfolio
|
Q3 2024
Added 150.96%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
27,019
shares
|
$592,796
0.06% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,552
shares
|
$582,550
0.02% of portfolio
|
Q3 2022
Reduced 32.18%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
25,967
shares
|
$569,715
0.34% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
25,732
shares
|
$564,560
0.32% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
24,682
shares
|
$541,523
0.04% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
24,302
shares
|
$533,185
0.01% of portfolio
|
Q2 2025
Reduced 82.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
23,842
shares
|
$523,093
0.08% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
23,278
shares
|
$510,719
0.0% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
23,193
shares
|
$508,854
0.06% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
22,794
shares
|
$500,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22,324
shares
|
$489,788
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
21,930
shares
|
$481,144
0.04% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
21,612
shares
|
$474,167
0.13% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,274
shares
|
$466,751
0.03% of portfolio
|
Q1 2025
Added 32.8%
|