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 215 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
225
shares
|
$5,087
0.0% of portfolio
|
Q1 2024
Added 287.93%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
198
shares
|
$4,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
139
shares
|
$3,142
0.0% of portfolio
|
Q1 2024
Reduced 48.33%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
107
shares
|
$2,419
0.0% of portfolio
|
Q2 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
105
shares
|
$2,374
0.0% of portfolio
|
Q1 2024
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
104
shares
|
$2,351
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
93
shares
|
$2,102
0.0% of portfolio
|
Q2 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
84
shares
|
$1,899
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
80
shares
|
$1,808
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
67
shares
|
$1,514
0.0% of portfolio
|
Q1 2024
New holding
|
|
Values First Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
13
shares
|
$293
0.0% of portfolio
|
Q1 2023
Reduced 99.98%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
9
shares
|
$203
0.0% of portfolio
|
Q2 2024
Reduced 88.61%
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|