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 271 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
130,647
shares
|
$2.87 Million
0.31% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
123,884
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Added 385.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
122,990
shares
|
$2.7 Million
0.05% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
120,886
shares
|
$2.66 Million
1.73% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
118,258
shares
|
$2.6 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
118,054
shares
|
$2.59 Million
0.57% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
117,236
shares
|
$2.58 Million
2.02% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
117,127
shares
|
$2.57 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
114,414
shares
|
$2.51 Million
0.72% of portfolio
|
Q2 2025
Added 18.46%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
112,561
shares
|
$2.47 Million
0.37% of portfolio
|
Q2 2025
Reduced 24.09%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
105,459
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
104,423
shares
|
$2.3 Million
0.96% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
102,818
shares
|
$2.26 Million
0.91% of portfolio
|
Q1 2025
Added 109.57%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
99,978
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
99,404
shares
|
$2.18 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
99,218
shares
|
$2.18 Million
0.11% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
94,950
shares
|
$2.09 Million
0.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
92,331
shares
|
$2.03 Million
0.21% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
90,895
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Reduced 61.9%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
89,948
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
84,322
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
82,986
shares
|
$1.82 Million
0.9% of portfolio
|
Q1 2024
Added 34.18%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
80,520
shares
|
$1.77 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
80,133
shares
|
$1.76 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
77,482
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.23%
|