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 244 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
183,658,709
shares
|
$4.05 Billion
8.71% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
15,416,905
shares
|
$340 Million
0.14% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,160,763
shares
|
$136 Million
0.15% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,641,415
shares
|
$124 Million
1.38% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
4,997,010
shares
|
$110 Million
1.59% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
4,161,523
shares
|
$91.7 Million
1.37% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
4,014,155
shares
|
$88.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,654,235
shares
|
$58.5 Million
0.02% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,171,530
shares
|
$47.9 Million
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,978,820
shares
|
$43.6 Million
1.5% of portfolio
|
Q1 2025
Added 83.4%
|
|
|
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%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,822,471
shares
|
$40.2 Million
1.52% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,710,232
shares
|
$37.7 Million
0.15% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
1,621,007
shares
|
$35.7 Million
10.3% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,516,233
shares
|
$33.4 Million
0.09% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
1,482,295
shares
|
$32.7 Million
0.27% of portfolio
|
Q4 2021
Added 44.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,432,972
shares
|
$31.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
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%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
1,223,851
shares
|
$27 Million
1.05% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,196,415
shares
|
$26.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
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.
|
Apr 11, 2025 Q1 2025 |
787,344
shares
|
$17.4 Million
9.09% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
786,676
shares
|
$17.3 Million
2.67% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
783,551
shares
|
$17.3 Million
6.52% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
735,465
shares
|
$16.2 Million
0.1% of portfolio
|
Q1 2025
Added 4.74%
|