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 219 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $5.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
160,177
shares
|
$3.49 Million
0.54% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
156,007
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 59.43%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
150,235
shares
|
$3.28 Million
2.68% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
148,384
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
148,357
shares
|
$3.23 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
144,495
shares
|
$3.15 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
137,201
shares
|
$2.99 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
136,983
shares
|
$2.99 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
134,850
shares
|
$2.94 Million
2.43% of portfolio
|
Q2 2024
Added 17.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
132,856
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
129,520
shares
|
$2.82 Million
1.05% of portfolio
|
Q3 2024
Reduced 38.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
124,046
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
120,882
shares
|
$2.64 Million
0.84% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
118,182
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Added 318.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
117,994
shares
|
$2.57 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
117,820
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 1696.58%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
115,583
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
107,994
shares
|
$2.35 Million
0.3% of portfolio
|
Q4 2023
Reduced 7.37%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
107,180
shares
|
$2.34 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
104,011
shares
|
$2.27 Million
0.11% of portfolio
|
Q3 2024
Added 864.05%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
98,688
shares
|
$2.15 Million
0.66% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
91,785
shares
|
$2 Million
0.06% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
91,696
shares
|
$2 Million
0.12% of portfolio
|
Q3 2024
Reduced 47.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
86,718
shares
|
$1.89 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
85,333
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
Added 7.61%
|