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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
10,803
shares
|
$238,098
0.04% of portfolio
|
Q1 2025
Reduced 21.64%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
10,477
shares
|
$230,913
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,341
shares
|
$227,915
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
10,341
shares
|
$227,915
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,337
shares
|
$227,827
0.03% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
10,281
shares
|
$226,593
0.18% of portfolio
|
Q1 2025
Reduced 53.36%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,279
shares
|
$226,549
0.02% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
10,079
shares
|
$222,141
0.01% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
9,999
shares
|
$220,377
0.1% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
9,797
shares
|
$215,925
0.1% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,667
shares
|
$213,060
0.04% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
9,363
shares
|
$206,360
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,052
shares
|
$199,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
6,734
shares
|
$148,417
0.03% of portfolio
|
Q1 2025
Added 35.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,327
shares
|
$139,447
0.1% of portfolio
|
Q4 2024
Reduced 83.6%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
6,276
shares
|
$138,323
0.07% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,067
shares
|
$111,676
0.0% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,797
shares
|
$105,725
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
4,186
shares
|
$92,259
0.04% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,906
shares
|
$86,088
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,876
shares
|
$85,427
0.0% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,787
shares
|
$83,465
0.0% of portfolio
|
Q1 2025
Added 2624.46%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,089
shares
|
$68,081
0.0% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,673
shares
|
$58,912
0.0% of portfolio
|
Q1 2025
Added 267200.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,148
shares
|
$47,341
0.0% of portfolio
|
Q1 2025
Added 19.67%
|