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 |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
9,363
shares
|
$204,394
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,052
shares
|
$197,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
8,275
shares
|
$180,643
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
7,238
shares
|
$158,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
7,005
shares
|
$152,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
6,633
shares
|
$144,798
0.01% of portfolio
|
Q4 2024
Added 177.18%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,327
shares
|
$138,118
0.1% of portfolio
|
Q4 2024
Reduced 83.6%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,080
shares
|
$110,896
0.0% of portfolio
|
Q4 2024
Reduced 66.79%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
4,955
shares
|
$108,167
0.02% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
4,900
shares
|
$106,966
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
4,445
shares
|
$97,034
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,906
shares
|
$85,267
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,619
shares
|
$79,002
0.0% of portfolio
|
Q4 2024
Added 133.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,353
shares
|
$73,195
0.0% of portfolio
|
Q4 2024
Added 144.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,684
shares
|
$58,591
0.0% of portfolio
|
Q4 2024
Added 320.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,444
shares
|
$53,352
0.0% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
2,118
shares
|
$46,235
0.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,038
shares
|
$44,489
0.0% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,948
shares
|
$42,524
0.1% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,900
shares
|
$41,477
0.0% of portfolio
|
Q1 2024
Reduced 23.17%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,820
shares
|
$39,730
0.0% of portfolio
|
Q4 2024
Added 375.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,795
shares
|
$39,184
0.0% of portfolio
|
Q4 2023
Added 2795.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,794
shares
|
$39,163
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,744
shares
|
$38,071
0.0% of portfolio
|
Q1 2023
Reduced 60.76%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,557
shares
|
$33,989
0.02% of portfolio
|
Q4 2024
Reduced 7.6%
|