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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
55,923
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Added 89.77%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
52,273
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Reduced 35.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
52,268
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
51,659
shares
|
$1.13 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
50,548
shares
|
$1.1 Million
0.41% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
49,583
shares
|
$1.08 Million
0.28% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
49,062
shares
|
$1.07 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
48,352
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 27.87%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
46,785
shares
|
$1.02 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
45,908
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
45,484
shares
|
$992,915
0.17% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
44,400
shares
|
$969,251
0.08% of portfolio
|
Q4 2023
Reduced 9.19%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
43,245
shares
|
$944,038
0.51% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
42,828
shares
|
$934,935
0.05% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
42,200
shares
|
$921,225
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
41,072
shares
|
$896,601
0.13% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
40,569
shares
|
$885,621
0.01% of portfolio
|
Q4 2024
Reduced 74.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
39,501
shares
|
$862,306
0.0% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
37,080
shares
|
$809,456
0.0% of portfolio
|
Q4 2024
Added 818.28%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
37,047
shares
|
$808,736
0.08% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
32,507
shares
|
$709,627
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
31,909
shares
|
$696,573
0.75% of portfolio
|
Q4 2024
Reduced 41.6%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
30,869
shares
|
$673,870
0.08% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
30,810
shares
|
$672,582
0.05% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
30,438
shares
|
$664,461
0.02% of portfolio
|
Q4 2024
Added 1999.17%
|