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 260 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $6.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
58,297
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
57,720
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 76.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
57,211
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
56,974
shares
|
$1.28 Million
0.3% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
55,486
shares
|
$1.25 Million
0.34% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
53,820
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Added 119.77%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
52,637
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
52,461
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
50,375
shares
|
$1.13 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
50,106
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
49,954
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2025
Reduced 8.54%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
46,785
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
46,512
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Center For Asset Management LLC
|
Jan 21, 2026 Q4 2025 |
46,084
shares
|
$1.03 Million
0.55% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 23, 2026 Q4 2025 |
45,513
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
44,967
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
44,400
shares
|
$996,336
0.08% of portfolio
|
Q4 2023
Reduced 9.19%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
43,917
shares
|
$985,497
0.16% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
43,114
shares
|
$967,478
0.54% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
41,124
shares
|
$922,822
0.0% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
37,281
shares
|
$836,585
0.12% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
37,181
shares
|
$834,341
0.01% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
36,916
shares
|
$828,395
0.01% of portfolio
|
Q3 2025
Reduced 69.51%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
35,513
shares
|
$796,911
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
32,189
shares
|
$722,321
0.03% of portfolio
|
Q3 2025
Reduced 14.72%
|
|