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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,337
shares
|
$231,652
0.03% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,279
shares
|
$230,352
0.02% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
10,149
shares
|
$227,439
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
9,999
shares
|
$224,077
0.09% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
9,983
shares
|
$223,719
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
9,849
shares
|
$220,716
0.18% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
9,797
shares
|
$219,550
0.09% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,667
shares
|
$216,637
0.04% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,366
shares
|
$209,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
9,363
shares
|
$209,824
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,052
shares
|
$202,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
8,659
shares
|
$194,048
0.03% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
7,246
shares
|
$162,382
0.06% of portfolio
|
Q2 2025
Added 437.14%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,327
shares
|
$141,788
0.1% of portfolio
|
Q4 2024
Reduced 83.6%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
6,020
shares
|
$134,908
0.06% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,672
shares
|
$127,109
0.02% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,252
shares
|
$117,697
0.0% of portfolio
|
Q2 2025
Added 176.42%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,188
shares
|
$116,263
0.0% of portfolio
|
Q2 2025
Added 127.34%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,798
shares
|
$107,523
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
3,984
shares
|
$89,281
0.04% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,906
shares
|
$87,533
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,787
shares
|
$84,866
0.0% of portfolio
|
Q1 2025
Added 2624.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,757
shares
|
$84,194
0.0% of portfolio
|
Q2 2025
Added 622.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,093
shares
|
$69,314
0.0% of portfolio
|
Q2 2025
Added 185.07%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,089
shares
|
$69,224
0.0% of portfolio
|
Q1 2025
Reduced 14.64%
|