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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
21,470
shares
|
$473,198
0.19% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,274
shares
|
$468,878
0.03% of portfolio
|
Q1 2025
Added 32.8%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
20,809
shares
|
$458,630
7.33% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
20,784
shares
|
$458,079
0.6% of portfolio
|
Q1 2025
Added 26.65%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
20,435
shares
|
$450,387
0.15% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,355
shares
|
$448,624
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
20,225
shares
|
$445,759
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
19,556
shares
|
$431,014
0.29% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
19,281
shares
|
$424,953
0.0% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
19,164
shares
|
$422,374
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
17,695
shares
|
$389,997
0.16% of portfolio
|
Q1 2025
Added 77.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,832
shares
|
$370,977
0.0% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
16,431
shares
|
$362,139
0.02% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
15,192
shares
|
$334,831
0.01% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
14,993
shares
|
$330,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
14,874
shares
|
$327,822
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,569
shares
|
$321,100
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,894
shares
|
$306,223
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
13,695
shares
|
$301,837
0.02% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,330
shares
|
$293,793
0.02% of portfolio
|
Q1 2025
Added 100.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,274
shares
|
$270,518
0.0% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
12,000
shares
|
$264,480
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
11,870
shares
|
$261,614
0.02% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
11,786
shares
|
$259,763
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
11,748
shares
|
$258,925
0.03% of portfolio
|
Q1 2025
Added 760.03%
|