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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
27,080
shares
|
$590,344
0.04% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
26,761
shares
|
$583,389
0.36% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,552
shares
|
$578,833
0.02% of portfolio
|
Q3 2022
Reduced 32.18%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
25,427
shares
|
$554,308
0.26% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
24,386
shares
|
$531,614
0.0% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
22,919
shares
|
$499,634
0.07% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
22,720
shares
|
$495,296
0.04% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
22,440
shares
|
$489,192
0.05% of portfolio
|
Q3 2024
Added 29.19%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
22,332
shares
|
$486,837
0.09% of portfolio
|
Q3 2024
Reduced 37.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
22,083
shares
|
$481,409
0.0% of portfolio
|
Q3 2024
Added 14.31%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
21,612
shares
|
$471,141
0.13% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
20,930
shares
|
$456,274
0.01% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
20,809
shares
|
$453,636
7.33% of portfolio
|
Q1 2023
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
20,763
shares
|
$452,633
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
19,894
shares
|
$433,689
0.31% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
18,631
shares
|
$406,155
0.01% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
18,609
shares
|
$405,676
0.0% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,714
shares
|
$364,365
0.05% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
15,297
shares
|
$333,474
0.01% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
14,993
shares
|
$326,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
14,874
shares
|
$324,253
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
13,909
shares
|
$303,216
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
13,390
shares
|
$291,902
0.0% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,915
shares
|
$281,547
0.02% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,210
shares
|
$266,178
0.01% of portfolio
|
Q3 2024
Added 3.3%
|