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 245 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 $5.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
130,647
shares
|
$2.88 Million
0.31% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
123,884
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
119,896
shares
|
$2.64 Million
0.09% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
118,482
shares
|
$2.61 Million
1.9% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
118,258
shares
|
$2.61 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
118,054
shares
|
$2.6 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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
109,475
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2025
Added 4379.34%
|
|
|
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
|
$2.27 Million
0.91% of portfolio
|
Q1 2025
Added 109.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
100,157
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
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
|
$2.19 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
99,218
shares
|
$2.19 Million
0.11% of portfolio
|
Q1 2025
Added 23.28%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
96,583
shares
|
$2.13 Million
0.65% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
93,850
shares
|
$2.07 Million
0.06% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
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
|
$1.86 Million
0.27% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
82,986
shares
|
$1.83 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%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
77,482
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
75,456
shares
|
$1.66 Million
0.1% of portfolio
|
Q1 2025
Added 5.08%
|