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 255 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 $6.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
619,189
shares
|
$13.9 Million
1.71% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
586,754
shares
|
$13.2 Million
9.9% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
571,935
shares
|
$12.8 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
559,297
shares
|
$12.6 Million
1.28% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
520,738
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
510,894
shares
|
$11.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
484,047
shares
|
$10.9 Million
2.46% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
483,178
shares
|
$10.8 Million
3.64% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
456,514
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
439,026
shares
|
$9.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.18%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
431,184
shares
|
$9.68 Million
0.46% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
426,441
shares
|
$9.57 Million
0.07% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
391,901
shares
|
$8.79 Million
0.11% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
384,004
shares
|
$8.62 Million
0.83% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
367,363
shares
|
$8.24 Million
0.14% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
361,727
shares
|
$8.12 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
338,610
shares
|
$7.6 Million
0.0% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
296,132
shares
|
$6.65 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
283,437
shares
|
$6.36 Million
1.95% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
280,679
shares
|
$6.3 Million
0.23% of portfolio
|
Q3 2025
Added 753.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
260,420
shares
|
$5.84 Million
0.01% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
256,590
shares
|
$5.76 Million
2.3% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
254,734
shares
|
$5.72 Million
2.4% of portfolio
|
Q3 2025
Reduced 15.84%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
240,569
shares
|
$5.4 Million
0.74% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
236,967
shares
|
$5.32 Million
1.5% of portfolio
|
Q3 2025
Added 6.36%
|
|