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 212 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $4.84 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
183,039
shares
|
$3.95 Million
0.0% of portfolio
|
Q1 2024
Added 101.34%
|
|
Redwood Financial Network Corp
|
May 02, 2024 Q1 2024 |
160,074
shares
|
$3.45 Million
3.04% of portfolio
|
Q1 2024
Reduced 7.15%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
152,804
shares
|
$3.3 Million
0.66% of portfolio
|
Q1 2024
Added 5674.91%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
150,671
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2024
Reduced 43.75%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
148,396
shares
|
$3.2 Million
0.02% of portfolio
|
Q1 2024
Added 196.82%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
143,217
shares
|
$3.09 Million
0.24% of portfolio
|
Q1 2024
Added 9.18%
|
|
Retirement Capital Strategies
|
May 13, 2024 Q1 2024 |
141,939
shares
|
$3.06 Million
1.26% of portfolio
|
Q1 2024
Reduced 76.68%
|
|
Eastern Bank
|
May 09, 2024 Q1 2024 |
139,528
shares
|
$3.01 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
Sharkey, Howes & Javer
|
Apr 18, 2024 Q1 2024 |
136,498
shares
|
$2.94 Million
0.5% of portfolio
|
Q1 2024
Added 31.4%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
131,702
shares
|
$2.84 Million
0.1% of portfolio
|
Q1 2024
Added 0.45%
|
|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
118,137
shares
|
$2.55 Million
0.38% of portfolio
|
Q1 2024
Added 17.25%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 15, 2024 Q1 2024 |
115,120
shares
|
$2.48 Million
2.37% of portfolio
|
Q1 2024
Added 26.6%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
114,982
shares
|
$2.48 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
111,162
shares
|
$2.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 28.62%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
108,544
shares
|
$2.34 Million
1.21% of portfolio
|
Q1 2024
Added 23.27%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
107,994
shares
|
$2.33 Million
0.3% of portfolio
|
Q4 2023
Reduced 7.37%
|
|
Guidance Capital, Inc
Lousville, KY |
Apr 17, 2024 Q1 2024 |
100,993
shares
|
$2.18 Million
0.78% of portfolio
|
Q1 2024
Added 44.37%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
97,268
shares
|
$2.1 Million
1.69% of portfolio
|
Q1 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
96,022
shares
|
$2.07 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
90,005
shares
|
$1.94 Million
0.06% of portfolio
|
Q4 2023
Added 2.11%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 13, 2024 Q1 2024 |
89,400
shares
|
$1.93 Million
0.54% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
Boltwood Capital Management
|
Apr 04, 2024 Q1 2024 |
85,725
shares
|
$1.85 Million
0.58% of portfolio
|
Q4 2023
Added 108.7%
|
|
Arden Trust CO
|
Apr 03, 2024 Q1 2024 |
83,781
shares
|
$1.81 Million
0.27% of portfolio
|
Q1 2024
Reduced 24.68%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
82,986
shares
|
$1.79 Million
0.9% of portfolio
|
Q1 2024
Added 34.18%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
76,791
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.89%
|