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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,033
shares
|
$655,620
0.01% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,010
shares
|
$655,118
0.0% of portfolio
|
Q3 2024
Added 150.96%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
29,159
shares
|
$636,540
0.28% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
27,952
shares
|
$610,192
0.04% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
27,120
shares
|
$592,029
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,552
shares
|
$579,630
0.02% of portfolio
|
Q3 2022
Reduced 32.18%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
26,130
shares
|
$570,417
0.37% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
25,630
shares
|
$559,502
0.0% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
25,073
shares
|
$547,343
0.17% of portfolio
|
Q4 2024
Reduced 67.28%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
23,684
shares
|
$517,021
0.05% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
23,278
shares
|
$508,158
0.0% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
22,899
shares
|
$499,885
0.2% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
22,599
shares
|
$493,336
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
22,322
shares
|
$487,289
0.01% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
22,043
shares
|
$481,198
0.41% of portfolio
|
Q4 2024
Added 138.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,977
shares
|
$479,757
0.01% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
21,930
shares
|
$478,731
0.04% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
21,714
shares
|
$474,016
0.06% of portfolio
|
Q4 2024
Added 29.92%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
21,612
shares
|
$471,789
0.13% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
21,313
shares
|
$465,262
0.04% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
20,809
shares
|
$454,260
7.33% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
19,943
shares
|
$435,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
19,238
shares
|
$419,965
0.3% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
18,784
shares
|
$410,054
0.01% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
16,410
shares
|
$358,230
0.66% of portfolio
|
Q4 2024
Reduced 61.66%
|