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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,305
shares
|
$431,466
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
19,116
shares
|
$427,242
0.12% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
18,842
shares
|
$421,118
0.04% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
18,784
shares
|
$419,822
0.03% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
18,486
shares
|
$413,162
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
18,090
shares
|
$404,311
0.17% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
18,042
shares
|
$403,238
0.02% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
16,664
shares
|
$372,440
0.33% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
16,509
shares
|
$368,976
0.05% of portfolio
|
Q2 2025
Reduced 58.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
15,971
shares
|
$356,951
0.0% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
15,377
shares
|
$343,675
0.01% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,226
shares
|
$340,301
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
15,021
shares
|
$335,719
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
14,874
shares
|
$332,433
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
14,670
shares
|
$327,874
0.12% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,594
shares
|
$326,175
0.0% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,495
shares
|
$323,963
0.02% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,551
shares
|
$302,864
0.0% of portfolio
|
Q2 2025
Reduced 77.46%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
12,000
shares
|
$268,200
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
11,895
shares
|
$265,853
0.21% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
10,572
shares
|
$236,284
0.02% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
10,514
shares
|
$234,987
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
10,404
shares
|
$232,529
0.11% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,341
shares
|
$231,121
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,341
shares
|
$231,121
0.0% of portfolio
|
Q4 2023
New holding
|