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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
218,890
shares
|
$4.91 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
218,705
shares
|
$4.91 Million
0.78% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
217,518
shares
|
$4.88 Million
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
210,147
shares
|
$4.72 Million
0.31% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
205,354
shares
|
$4.61 Million
2.21% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
204,102
shares
|
$4.58 Million
0.67% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
190,855
shares
|
$4.28 Million
0.76% of portfolio
|
Q3 2025
Added 170.84%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
180,310
shares
|
$4.05 Million
0.11% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
179,671
shares
|
$4.03 Million
1.94% of portfolio
|
Q3 2025
Reduced 22.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
179,462
shares
|
$4.03 Million
0.04% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
174,409
shares
|
$3.91 Million
0.22% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
171,937
shares
|
$3.86 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
167,950
shares
|
$3.77 Million
0.04% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
162,546
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
156,679
shares
|
$3.52 Million
0.94% of portfolio
|
Q3 2025
Added 36.94%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
154,060
shares
|
$3.46 Million
0.29% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
149,995
shares
|
$3.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
140,946
shares
|
$3.16 Million
0.8% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
132,704
shares
|
$2.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
131,284
shares
|
$2.95 Million
0.12% of portfolio
|
Q3 2025
Added 32.32%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
128,464
shares
|
$2.88 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
126,840
shares
|
$2.85 Million
1.97% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
126,084
shares
|
$2.83 Million
0.12% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
125,816
shares
|
$2.82 Million
1.68% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
124,510
shares
|
$2.79 Million
1.88% of portfolio
|
Q3 2025
Added 1.83%
|
|