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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
58,297
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
57,720
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 76.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
57,211
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
56,974
shares
|
$1.28 Million
0.3% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
55,486
shares
|
$1.25 Million
0.34% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
54,619
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
53,820
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Added 119.77%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
52,637
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
52,461
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
50,375
shares
|
$1.13 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
50,106
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
46,785
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
46,512
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
45,879
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 59.24%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
45,869
shares
|
$1.03 Million
0.55% of portfolio
|
Q3 2025
Added 76.64%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
44,967
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
44,948
shares
|
$1.01 Million
0.27% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
44,400
shares
|
$996,336
0.08% of portfolio
|
Q4 2023
Reduced 9.19%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
43,917
shares
|
$985,497
0.16% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
43,114
shares
|
$967,478
0.54% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
41,124
shares
|
$922,822
0.0% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
40,170
shares
|
$901,414
0.03% of portfolio
|
Q3 2025
Reduced 83.56%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
37,281
shares
|
$836,585
0.12% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
37,181
shares
|
$834,341
0.01% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
36,916
shares
|
$828,395
0.01% of portfolio
|
Q3 2025
Reduced 69.51%
|
|