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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
114,275
shares
|
$2.49 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
107,294
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
106,088
shares
|
$2.32 Million
0.04% of portfolio
|
Q4 2024
Added 116.4%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
98,588
shares
|
$2.15 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
94,237
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
93,850
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
92,331
shares
|
$2.02 Million
0.21% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
91,310
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Added 20.68%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
88,877
shares
|
$1.94 Million
0.72% of portfolio
|
Q4 2024
Reduced 31.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
87,905
shares
|
$1.92 Million
0.03% of portfolio
|
Q4 2024
Added 128.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
86,316
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
84,322
shares
|
$1.84 Million
0.27% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
82,986
shares
|
$1.81 Million
0.9% of portfolio
|
Q1 2024
Added 34.18%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
82,483
shares
|
$1.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
80,485
shares
|
$1.76 Million
0.08% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
76,972
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
72,735
shares
|
$1.59 Million
1.33% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
71,810
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
71,699
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 23.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
61,056
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
60,724
shares
|
$1.33 Million
0.4% of portfolio
|
Q4 2024
Reduced 49.77%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
59,343
shares
|
$1.3 Million
0.15% of portfolio
|
Q4 2024
Added 51.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
59,027
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
58,260
shares
|
$1.27 Million
0.2% of portfolio
|
Q2 2024
Reduced 52.84%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
57,453
shares
|
$1.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 24.05%
|