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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,170
shares
|
$48,629
0.0% of portfolio
|
Q2 2025
Reduced 83.72%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,026
shares
|
$45,402
0.0% of portfolio
|
Q2 2025
Reduced 47.73%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,948
shares
|
$43,654
0.1% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,744
shares
|
$39,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,744
shares
|
$39,083
0.0% of portfolio
|
Q1 2023
Reduced 60.76%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,735
shares
|
$38,881
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,696
shares
|
$38,007
0.0% of portfolio
|
Q2 2025
Reduced 36.55%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,650
shares
|
$36,976
0.01% of portfolio
|
Q1 2025
Reduced 66.33%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,243
shares
|
$27,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,208
shares
|
$27,071
0.0% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,150
shares
|
$25,771
0.0% of portfolio
|
Q2 2025
Added 666.67%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,056
shares
|
$23,664
0.02% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
800
shares
|
$17,928
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
754
shares
|
$16,897
0.0% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
666
shares
|
$14,925
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
655
shares
|
$14,678
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
625
shares
|
$14,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
500
shares
|
$11,205
0.0% of portfolio
|
Q4 2021
Reduced 67.06%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
500
shares
|
$11,205
0.0% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
484
shares
|
$10,846
0.0% of portfolio
|
Q2 2025
Reduced 77.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
461
shares
|
$10,331
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$8,964
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
400
shares
|
$8,964
0.0% of portfolio
|
Q2 2023
Reduced 4.31%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
383
shares
|
$8,583
0.0% of portfolio
|
Q2 2025
Reduced 54.3%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
371
shares
|
$8,314
0.0% of portfolio
|
Q2 2025
New holding
|