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 249 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
21,930
shares
|
$482,021
0.04% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
21,612
shares
|
$475,031
0.13% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,274
shares
|
$467,602
0.03% of portfolio
|
Q1 2025
Added 32.8%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
20,809
shares
|
$457,381
7.33% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
20,784
shares
|
$456,832
0.6% of portfolio
|
Q1 2025
Added 26.65%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
20,435
shares
|
$449,161
0.15% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,355
shares
|
$447,402
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
20,225
shares
|
$444,545
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
19,556
shares
|
$429,840
0.29% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
19,281
shares
|
$423,796
0.0% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
19,164
shares
|
$421,224
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
18,486
shares
|
$406,322
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
17,695
shares
|
$388,936
0.16% of portfolio
|
Q1 2025
Added 77.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,832
shares
|
$369,967
0.0% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
16,664
shares
|
$366,274
0.33% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
16,623
shares
|
$365,373
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
16,431
shares
|
$361,153
0.02% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
15,192
shares
|
$333,920
0.01% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
14,993
shares
|
$329,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
14,874
shares
|
$326,930
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
14,670
shares
|
$322,446
0.12% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,569
shares
|
$320,226
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,894
shares
|
$305,390
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
13,695
shares
|
$301,016
0.02% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,330
shares
|
$292,993
0.02% of portfolio
|
Q1 2025
Added 100.96%
|