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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
216,744
shares
|
$4.73 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
212,851
shares
|
$4.65 Million
0.15% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
209,554
shares
|
$4.57 Million
1.57% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
204,102
shares
|
$4.46 Million
0.67% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
194,750
shares
|
$4.25 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
192,720
shares
|
$4.21 Million
0.02% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
185,337
shares
|
$4.05 Million
0.59% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
172,112
shares
|
$3.76 Million
0.0% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
167,374
shares
|
$3.65 Million
0.0% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
162,659
shares
|
$3.55 Million
1.05% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
151,390
shares
|
$3.3 Million
0.13% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
144,687
shares
|
$3.16 Million
0.05% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
142,720
shares
|
$3.12 Million
2.48% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
142,242
shares
|
$3.11 Million
0.23% of portfolio
|
Q4 2024
Added 220.21%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
140,335
shares
|
$3.06 Million
0.67% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
136,983
shares
|
$2.99 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
136,510
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
128,102
shares
|
$2.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
123,612
shares
|
$2.7 Million
2.03% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
120,488
shares
|
$2.63 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
119,396
shares
|
$2.61 Million
0.16% of portfolio
|
Q4 2024
Added 340.9%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
118,696
shares
|
$2.59 Million
0.95% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
117,859
shares
|
$2.57 Million
0.03% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
117,682
shares
|
$2.57 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
117,467
shares
|
$2.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.3%
|