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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,351
shares
|
$29,492
0.0% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1,344
shares
|
$29,339
0.01% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,125
shares
|
$24,558
0.01% of portfolio
|
Q4 2023
Reduced 60.86%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
915
shares
|
$19,974
0.0% of portfolio
|
Q4 2024
Added 626.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
712
shares
|
$15,542
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
641
shares
|
$13,993
0.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
507
shares
|
$11,067
0.0% of portfolio
|
Q3 2024
Reduced 70.18%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
500
shares
|
$10,915
0.0% of portfolio
|
Q4 2021
Reduced 67.06%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
461
shares
|
$10,063
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
400
shares
|
$8,732
0.0% of portfolio
|
Q2 2023
Reduced 4.31%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$8,732
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
356
shares
|
$7,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
348
shares
|
$7,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
341
shares
|
$7,444
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
322
shares
|
$7,029
0.01% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
297
shares
|
$6,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
239
shares
|
$5,217
0.0% of portfolio
|
Q2 2023
Reduced 67.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
139
shares
|
$3,034
0.0% of portfolio
|
Q1 2024
Reduced 48.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
107
shares
|
$2,335
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
104
shares
|
$2,270
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
84
shares
|
$1,833
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
64
shares
|
$1,397
0.0% of portfolio
|
Q3 2024
Reduced 39.05%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
60
shares
|
$1,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
55
shares
|
$1,200
0.0% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
54
shares
|
$1,178
0.0% of portfolio
|
Q3 2024
New holding
|