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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
18,784
shares
|
$423,954
0.03% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
18,090
shares
|
$408,291
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
|
$407,207
0.02% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
16,664
shares
|
$376,106
0.33% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
16,402
shares
|
$370,193
0.01% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
15,971
shares
|
$360,465
0.0% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,226
shares
|
$343,650
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
15,021
shares
|
$339,023
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
14,874
shares
|
$335,706
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,594
shares
|
$329,386
0.0% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
14,495
shares
|
$327,152
0.02% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
14,107
shares
|
$318,394
0.04% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
13,829
shares
|
$312,120
0.07% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
12,069
shares
|
$272,397
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
12,000
shares
|
$270,840
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
11,895
shares
|
$268,470
0.21% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,880
shares
|
$245,561
0.0% of portfolio
|
Q3 2025
Reduced 43.64%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
10,839
shares
|
$244,636
0.02% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
10,514
shares
|
$237,300
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
10,404
shares
|
$234,818
0.11% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
10,341
shares
|
$233,396
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,341
shares
|
$233,396
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,337
shares
|
$233,306
0.03% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,279
shares
|
$231,997
0.02% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
10,149
shares
|
$229,062
0.08% of portfolio
|
Q2 2025
New holding
|