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 212 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $4.84 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
17,462
shares
|
$376,655
0.02% of portfolio
|
Q1 2024
Reduced 47.62%
|
|
Latitude Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
16,056
shares
|
$346,327
0.25% of portfolio
|
Q1 2024
New holding
|
|
Garrett Investment Advisors LLC
|
Apr 12, 2024 Q1 2024 |
15,887
shares
|
$342,682
0.05% of portfolio
|
Q1 2024
Reduced 59.32%
|
|
True North Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
15,669
shares
|
$337,980
0.09% of portfolio
|
Q1 2024
Reduced 95.24%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
15,369
shares
|
$331,509
0.0% of portfolio
|
Q1 2024
Added 39.59%
|
|
Next Capital Management LLC
|
May 14, 2024 Q1 2024 |
14,557
shares
|
$313,994
0.13% of portfolio
|
Q2 2023
Added 44.2%
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 14, 2024 Q1 2024 |
14,465
shares
|
$312,010
0.13% of portfolio
|
Q1 2024
Reduced 52.02%
|
|
Foster & Motley Inc
Cincinnati, OH |
Apr 18, 2024 Q1 2024 |
14,417
shares
|
$310,974
0.02% of portfolio
|
Q4 2023
Reduced 21.36%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
13,993
shares
|
$301,829
0.01% of portfolio
|
Q1 2024
Added 0.48%
|
|
Rockland Trust CO
|
Apr 11, 2024 Q1 2024 |
13,757
shares
|
$296,738
0.02% of portfolio
|
Q1 2024
Reduced 28.15%
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
13,720
shares
|
$295,940
0.01% of portfolio
|
Q1 2024
New holding
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
13,658
shares
|
$294,603
0.01% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
13,243
shares
|
$285,651
0.04% of portfolio
|
Q1 2024
Added 4.84%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
12,646
shares
|
$272,774
0.01% of portfolio
|
Q4 2023
Added 8.53%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
12,484
shares
|
$269,279
0.01% of portfolio
|
Q1 2024
Reduced 43.84%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
12,449
shares
|
$268,524
0.01% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
12,370
shares
|
$266,820
0.0% of portfolio
|
Q1 2024
Added 17.66%
|
|
Lowe Brockenbrough & CO Inc
|
May 15, 2024 Q1 2024 |
12,000
shares
|
$258,840
0.02% of portfolio
|
Q1 2022
New holding
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
11,499
shares
|
$248,033
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
11,341
shares
|
$244,625
0.01% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2024 Q1 2024 |
10,815
shares
|
$233,279
0.02% of portfolio
|
Q1 2024
Added 14.81%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
10,808
shares
|
$233,128
0.01% of portfolio
|
Q1 2024
Added 1043.7%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
10,642
shares
|
$229,547
0.0% of portfolio
|
Q1 2024
Added 3.53%
|
|
Lincoln Capital Corp
|
Apr 15, 2024 Q1 2024 |
10,444
shares
|
$225,277
0.1% of portfolio
|
Q1 2024
Added 1.06%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,341
shares
|
$223,055
0.0% of portfolio
|
Q4 2023
New holding
|