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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
3,116
shares
|
$69,923
0.03% of portfolio
|
Q3 2025
Reduced 48.24%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
3,103
shares
|
$69,631
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,011
shares
|
$67,566
0.0% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,887
shares
|
$64,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,410
shares
|
$54,080
0.0% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,008
shares
|
$45,059
0.0% of portfolio
|
Q3 2025
Reduced 35.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,813
shares
|
$40,683
0.0% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,750
shares
|
$39,270
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,744
shares
|
$39,135
0.0% of portfolio
|
Q1 2023
Reduced 60.76%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,744
shares
|
$39,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
1,586
shares
|
$35,589
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
1,564
shares
|
$35,096
0.0% of portfolio
|
Q4 2025
Added 95.74%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,197
shares
|
$26,860
0.0% of portfolio
|
Q4 2025
Added 76.81%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,150
shares
|
$25,806
0.0% of portfolio
|
Q2 2025
Added 666.67%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,119
shares
|
$25,110
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,106
shares
|
$24,818
0.02% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
921
shares
|
$20,667
0.01% of portfolio
|
Q3 2025
Reduced 52.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
863
shares
|
$19,365
0.0% of portfolio
|
Q3 2025
Added 143.79%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
757
shares
|
$16,987
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
754
shares
|
$16,919
0.0% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
750
shares
|
$16,830
0.0% of portfolio
|
Q4 2025
Reduced 54.55%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
625
shares
|
$14,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
500
shares
|
$11,220
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$11,220
0.0% of portfolio
|
Q4 2021
Reduced 67.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
500
shares
|
$11,220
0.0% of portfolio
|
Q3 2025
Reduced 24.92%
|
|