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 $6.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
184,335,955
shares
|
$4.06 Billion
8.16% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
16,282,417
shares
|
$359 Million
0.13% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,797,906
shares
|
$172 Million
0.17% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
6,235,452
shares
|
$137 Million
1.85% of portfolio
|
Q2 2025
Added 24.78%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,858,146
shares
|
$129 Million
0.0% of portfolio
|
Q2 2025
Added 45.94%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
4,727,616
shares
|
$104 Million
1.53% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,768,358
shares
|
$61 Million
0.02% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,235,549
shares
|
$49.2 Million
1.72% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,086,473
shares
|
$46 Million
1.45% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,071,342
shares
|
$45.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,058,372
shares
|
$45.3 Million
0.16% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,895,436
shares
|
$41.8 Million
0.72% of portfolio
|
Q2 2024
Added 102.86%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
1,862,493
shares
|
$41 Million
5.79% of portfolio
|
Q2 2025
New holding
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,862,493
shares
|
$41 Million
10.71% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,564,779
shares
|
$34.5 Million
0.08% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
1,482,295
shares
|
$32.7 Million
0.26% of portfolio
|
Q4 2021
Added 44.18%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,448,029
shares
|
$31.9 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,247,856
shares
|
$27.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,228,316
shares
|
$27.1 Million
0.01% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,168,958
shares
|
$25.8 Million
0.98% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,053,934
shares
|
$23.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
861,456
shares
|
$19 Million
9.04% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
825,673
shares
|
$18.2 Million
6.34% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
809,137
shares
|
$17.8 Million
2.51% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
807,932
shares
|
$17.8 Million
0.0% of portfolio
|
Q2 2025
New holding
|