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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
121,289
shares
|
$2.72 Million
0.52% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
119,037
shares
|
$2.67 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
115,586
shares
|
$2.59 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
112,399
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.48%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
100,812
shares
|
$2.26 Million
1.48% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
94,950
shares
|
$2.13 Million
0.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
93,645
shares
|
$2.1 Million
0.11% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
92,874
shares
|
$2.08 Million
0.18% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
90,085
shares
|
$2.02 Million
0.41% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
84,568
shares
|
$1.9 Million
0.09% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
84,322
shares
|
$1.89 Million
0.27% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
82,986
shares
|
$1.86 Million
0.9% of portfolio
|
Q1 2024
Added 34.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
81,900
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
81,460
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 93.37%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
80,893
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
80,133
shares
|
$1.8 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
79,993
shares
|
$1.8 Million
0.43% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
78,198
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
75,948
shares
|
$1.7 Million
0.16% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
72,993
shares
|
$1.64 Million
0.77% of portfolio
|
Q3 2025
Reduced 60.69%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
67,623
shares
|
$1.52 Million
0.07% of portfolio
|
Q3 2025
Added 25.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
64,501
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
63,987
shares
|
$1.44 Million
0.48% of portfolio
|
Q3 2025
Reduced 44.07%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
58,968
shares
|
$1.32 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
58,419
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|