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 241 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $5.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
182,794,417
shares
|
$3.96 Billion
8.31% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
13,264,447
shares
|
$287 Million
0.12% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,512,529
shares
|
$119 Million
1.38% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,509,095
shares
|
$119 Million
0.13% of portfolio
|
Q4 2024
Added 98.82%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,419,735
shares
|
$95.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
4,367,937
shares
|
$94.5 Million
1.39% of portfolio
|
Q4 2024
Added 109.85%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
3,926,847
shares
|
$85 Million
1.22% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,426,991
shares
|
$52.5 Million
0.01% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,153,655
shares
|
$46.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
1,966,186
shares
|
$42.5 Million
1.69% of portfolio
|
Q4 2024
Added 47.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,895,436
shares
|
$41 Million
0.72% of portfolio
|
Q2 2024
Added 102.86%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,683,073
shares
|
$36.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
1,482,295
shares
|
$32.1 Million
0.27% of portfolio
|
Q4 2021
Added 44.18%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,463,280
shares
|
$31.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,451,756
shares
|
$31.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,399,835
shares
|
$30.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
1,291,430
shares
|
$27.9 Million
1.17% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,205,841
shares
|
$26.1 Million
0.01% of portfolio
|
Q4 2024
Added 1384.64%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,140,442
shares
|
$24.7 Million
0.34% of portfolio
|
Q4 2024
Added 3827.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,053,934
shares
|
$22.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
746,474
shares
|
$16.2 Million
2.32% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
743,157
shares
|
$16.1 Million
6.1% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
739,460
shares
|
$16 Million
8.39% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
702,190
shares
|
$15.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 34.14%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
637,071
shares
|
$13.8 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.48%
|