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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
49,025
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
48,547
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
46,785
shares
|
$1.02 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
45,830
shares
|
$999,094
0.05% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
45,772
shares
|
$997,829
0.27% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
44,422
shares
|
$968,399
0.06% of portfolio
|
Q3 2024
Added 94.17%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
44,400
shares
|
$967,920
0.08% of portfolio
|
Q4 2023
Reduced 9.19%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
42,802
shares
|
$933,083
0.8% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
42,525
shares
|
$927,045
0.52% of portfolio
|
Q3 2024
Added 71.4%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
42,201
shares
|
$919,981
0.05% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
40,669
shares
|
$886,584
0.33% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
39,124
shares
|
$852,903
0.11% of portfolio
|
Q3 2024
Reduced 19.24%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
38,588
shares
|
$841,218
0.25% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
38,550
shares
|
$840,390
0.01% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
35,951
shares
|
$783,731
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
35,299
shares
|
$769,518
0.09% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
34,658
shares
|
$755,544
0.07% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
33,230
shares
|
$724,414
0.01% of portfolio
|
Q3 2024
Added 114.66%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
32,264
shares
|
$703,355
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
31,975
shares
|
$697,055
0.09% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
30,165
shares
|
$657,597
0.25% of portfolio
|
Q3 2024
Reduced 22.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,010
shares
|
$654,218
0.0% of portfolio
|
Q3 2024
Added 150.96%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
29,469
shares
|
$642,424
0.04% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
29,036
shares
|
$632,984
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
27,113
shares
|
$591,063
0.06% of portfolio
|
Q3 2024
Added 0.01%
|