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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
16,231
shares
|
$354,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
16,186
shares
|
$353,340
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,019
shares
|
$349,694
0.02% of portfolio
|
Q4 2024
Reduced 84.6%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
14,993
shares
|
$327,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
14,874
shares
|
$324,699
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,454
shares
|
$315,530
0.01% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
13,786
shares
|
$300,948
0.05% of portfolio
|
Q4 2024
Reduced 38.27%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,695
shares
|
$298,961
0.02% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
13,115
shares
|
$286,300
0.12% of portfolio
|
Q4 2024
Added 21.82%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
12,000
shares
|
$261,959
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
11,603
shares
|
$253,293
0.02% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,512
shares
|
$251,306
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,265
shares
|
$245,914
0.01% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,804
shares
|
$235,851
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
10,717
shares
|
$233,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
10,467
shares
|
$228,494
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,341
shares
|
$225,744
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,341
shares
|
$225,744
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,337
shares
|
$225,656
0.03% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,279
shares
|
$224,390
0.02% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
10,128
shares
|
$221,094
0.01% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
9,966
shares
|
$217,557
0.08% of portfolio
|
Q4 2024
Reduced 84.88%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
9,797
shares
|
$213,868
0.09% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,581
shares
|
$209,153
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,482
shares
|
$206,992
0.04% of portfolio
|
Q4 2024
New holding
|