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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
12,000
shares
|
$261,600
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
11,662
shares
|
$254,231
0.02% of portfolio
|
Q3 2024
Reduced 48.45%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,901
shares
|
$237,641
0.01% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
10,766
shares
|
$234,698
0.1% of portfolio
|
Q2 2024
Added 3.08%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
10,538
shares
|
$229,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,415
shares
|
$227,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
10,341
shares
|
$225,433
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,341
shares
|
$225,433
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
10,337
shares
|
$225,346
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,337
shares
|
$225,346
0.03% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,279
shares
|
$224,082
0.02% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
9,797
shares
|
$213,574
0.1% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
9,363
shares
|
$204,113
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
9,227
shares
|
$201,148
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,052
shares
|
$197,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
4,954
shares
|
$107,997
0.0% of portfolio
|
Q3 2024
Reduced 47.54%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
4,771
shares
|
$104,007
0.02% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,343
shares
|
$94,677
0.0% of portfolio
|
Q3 2024
Added 1099.72%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,038
shares
|
$88,028
0.0% of portfolio
|
Q2 2024
Added 1568.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,906
shares
|
$85,150
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,171
shares
|
$69,127
0.0% of portfolio
|
Q3 2024
Added 3863.75%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,033
shares
|
$66,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,573
shares
|
$56,091
0.0% of portfolio
|
Q3 2024
Added 52.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
2,536
shares
|
$55,284
0.0% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,393
shares
|
$52,167
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|