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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,226
shares
|
$48,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,090
shares
|
$45,562
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,948
shares
|
$42,466
0.1% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,900
shares
|
$41,420
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,899
shares
|
$41,398
0.0% of portfolio
|
Q3 2024
Added 859.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,795
shares
|
$39,131
0.0% of portfolio
|
Q4 2023
Added 2795.16%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,744
shares
|
$38,019
0.0% of portfolio
|
Q1 2023
Reduced 60.76%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,685
shares
|
$36,733
0.02% of portfolio
|
Q2 2024
Added 3.82%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,552
shares
|
$33,833
0.0% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
1,378
shares
|
$30,040
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,373
shares
|
$29,931
0.0% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,344
shares
|
$29,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,219
shares
|
$26,574
0.0% of portfolio
|
Q3 2024
Reduced 25.53%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,131
shares
|
$24,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,125
shares
|
$24,525
0.01% of portfolio
|
Q4 2023
Reduced 60.86%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
994
shares
|
$21,669
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
725
shares
|
$15,805
0.0% of portfolio
|
Q1 2023
Reduced 77.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
711
shares
|
$15,499
0.0% of portfolio
|
Q3 2024
Added 216.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
638
shares
|
$13,908
0.0% of portfolio
|
Q3 2024
Added 6988.89%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
633
shares
|
$13,799
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
545
shares
|
$11,881
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
507
shares
|
$11,052
0.01% of portfolio
|
Q3 2024
Reduced 70.18%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$10,900
0.0% of portfolio
|
Q4 2021
Reduced 67.06%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$8,720
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
400
shares
|
$8,720
0.0% of portfolio
|
Q2 2023
Reduced 4.31%
|