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 |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
84,322
shares
|
$1.84 Million
0.27% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
82,986
shares
|
$1.81 Million
0.9% of portfolio
|
Q1 2024
Added 34.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
81,221
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 47.93%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
80,647
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2024
Reduced 48.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
78,869
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
78,847
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
76,632
shares
|
$1.67 Million
0.51% of portfolio
|
Q3 2024
Reduced 82.83%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
75,665
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
75,650
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
74,899
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2024
Added 33.54%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
74,482
shares
|
$1.62 Million
1.33% of portfolio
|
Q3 2024
Added 24.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
70,287
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
68,016
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
67,032
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.01%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
65,922
shares
|
$1.44 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
64,897
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 29.48%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
62,978
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
59,135
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
57,857
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 29, 2024 Q3 2024 |
54,637
shares
|
$1.19 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
54,450
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 29.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
53,817
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
52,917
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
52,599
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
51,178
shares
|
$1.12 Million
0.48% of portfolio
|
Q3 2024
New holding
|