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 215 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
82,795
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2024
Added 12.45%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
79,300
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2024
Added 7.75%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
77,910
shares
|
$1.76 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
74,552
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Retirement Capital Strategies
|
Aug 13, 2024 Q2 2024 |
66,221
shares
|
$1.5 Million
0.57% of portfolio
|
Q2 2024
Reduced 53.35%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
64,660
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.8%
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
62,247
shares
|
$1.41 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
60,626
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2024
Added 182.89%
|
|
Centennial Wealth Advisory LLC
|
Jul 22, 2024 Q2 2024 |
60,027
shares
|
$1.36 Million
0.57% of portfolio
|
Q2 2024
Added 2.76%
|
|
Omni Star Financial Group, Inc.
|
Jul 26, 2024 Q2 2024 |
59,906
shares
|
$1.35 Million
1.23% of portfolio
|
Q2 2024
Added 1.55%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
58,009
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.26%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
56,088
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2024
Reduced 19.4%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
54,905
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.19%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
53,557
shares
|
$1.21 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
49,945
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
49,348
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Added 11.02%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
48,810
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2024
Added 33.03%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
48,447
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2024
Added 8.67%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
46,785
shares
|
$1.06 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
46,115
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2024
Reduced 10.12%
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
44,918
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
44,516
shares
|
$1.01 Million
0.72% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
44,400
shares
|
$1 Million
0.08% of portfolio
|
Q4 2023
Reduced 9.19%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
42,252
shares
|
$955,317
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
42,045
shares
|
$950,637
0.0% of portfolio
|
Q2 2024
Added 28.63%
|