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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20,930
shares
|
$469,669
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
20,809
shares
|
$466,953
7.33% of portfolio
|
Q1 2023
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
20,699
shares
|
$464,485
0.02% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
20,340
shares
|
$456,429
0.04% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
18,743
shares
|
$420,592
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
18,569
shares
|
$416,688
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 22, 2026 Q4 2025 |
18,250
shares
|
$409,530
0.43% of portfolio
|
Q4 2025
Reduced 4.24%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
17,724
shares
|
$397,726
0.16% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
15,811
shares
|
$354,798
0.23% of portfolio
|
Q4 2025
Reduced 5.81%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
15,732
shares
|
$353,026
0.01% of portfolio
|
Q4 2025
Reduced 4.08%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
15,672
shares
|
$351,679
0.07% of portfolio
|
Q4 2025
Added 29.85%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15,354
shares
|
$344,543
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
14,874
shares
|
$333,772
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
14,825
shares
|
$332,673
0.02% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
14,378
shares
|
$322,642
0.0% of portfolio
|
Q4 2025
Reduced 4.28%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
13,201
shares
|
$296,230
0.03% of portfolio
|
Q4 2025
Reduced 6.42%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
12,997
shares
|
$291,652
0.08% of portfolio
|
Q4 2025
Reduced 6.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
12,712
shares
|
$285,257
0.02% of portfolio
|
Q3 2025
Reduced 32.33%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Jan 23, 2026 Q4 2025 |
12,195
shares
|
$273,655
0.21% of portfolio
|
Q4 2025
Added 1.57%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
12,000
shares
|
$269,280
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
11,904
shares
|
$267,125
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
10,960
shares
|
$245,942
0.01% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
10,919
shares
|
$245,022
0.11% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,880
shares
|
$244,147
0.0% of portfolio
|
Q3 2025
Reduced 43.64%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
10,839
shares
|
$243,227
0.02% of portfolio
|
Q3 2025
Added 2.53%
|
|