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 241 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $5.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
618,461
shares
|
$13.5 Million
1.38% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
577,811
shares
|
$12.6 Million
1.58% of portfolio
|
Q4 2024
Reduced 29.15%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
533,328
shares
|
$11.6 Million
1.5% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
527,279
shares
|
$11.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
511,205
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Added 22.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
483,410
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 513.1%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
465,769
shares
|
$10.2 Million
1.12% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
455,135
shares
|
$9.94 Million
3.88% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
449,630
shares
|
$9.82 Million
0.1% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
439,026
shares
|
$9.58 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.18%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
383,090
shares
|
$8.36 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
364,639
shares
|
$7.96 Million
3.65% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
361,459
shares
|
$7.89 Million
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
348,025
shares
|
$7.6 Million
0.11% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
344,620
shares
|
$7.52 Million
0.82% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
325,848
shares
|
$7.11 Million
3.28% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
320,726
shares
|
$7 Million
0.4% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
309,890
shares
|
$6.76 Million
0.01% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
293,762
shares
|
$6.41 Million
0.0% of portfolio
|
Q4 2024
Added 22.81%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
271,439
shares
|
$5.93 Million
2.02% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
269,520
shares
|
$5.88 Million
4.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
269,225
shares
|
$5.88 Million
0.0% of portfolio
|
Q4 2024
Added 127.81%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
250,132
shares
|
$5.46 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
238,593
shares
|
$5.21 Million
0.2% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
235,829
shares
|
$5.15 Million
1.04% of portfolio
|
Q4 2024
Added 8.86%
|