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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,948
shares
|
$42,933
0.1% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,900
shares
|
$41,876
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,744
shares
|
$38,437
0.0% of portfolio
|
Q1 2023
Reduced 60.76%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,720
shares
|
$37,908
0.0% of portfolio
|
Q1 2025
Reduced 18.79%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,650
shares
|
$36,366
0.01% of portfolio
|
Q1 2025
Reduced 66.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,464
shares
|
$32,266
0.0% of portfolio
|
Q1 2025
Reduced 56.34%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,349
shares
|
$29,731
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,280
shares
|
$28,211
0.02% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,243
shares
|
$27,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,125
shares
|
$24,795
0.01% of portfolio
|
Q4 2023
Reduced 60.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,085
shares
|
$23,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
915
shares
|
$20,166
0.0% of portfolio
|
Q4 2024
Added 626.19%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
838
shares
|
$18,469
0.0% of portfolio
|
Q1 2025
Reduced 53.96%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
792
shares
|
$17,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
754
shares
|
$16,618
0.0% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
665
shares
|
$14,656
0.0% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
520
shares
|
$11,460
0.0% of portfolio
|
Q1 2025
Reduced 80.63%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
500
shares
|
$11,020
0.0% of portfolio
|
Q4 2021
Reduced 67.06%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
500
shares
|
$11,020
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
461
shares
|
$10,160
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$8,816
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
400
shares
|
$8,816
0.0% of portfolio
|
Q2 2023
Reduced 4.31%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
348
shares
|
$7,669
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
341
shares
|
$7,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
322
shares
|
$7,096
0.01% of portfolio
|
Q3 2022
Added 0.63%
|