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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
35,513
shares
|
$796,911
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
32,718
shares
|
$734,191
0.07% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
32,189
shares
|
$722,321
0.03% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
31,789
shares
|
$713,345
0.02% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,010
shares
|
$673,424
0.0% of portfolio
|
Q3 2024
Added 150.96%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
29,862
shares
|
$670,103
0.07% of portfolio
|
Q3 2025
Added 27.81%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
29,100
shares
|
$653,004
0.02% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
27,588
shares
|
$619,074
0.03% of portfolio
|
Q3 2025
Added 30.26%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
27,493
shares
|
$616,942
0.19% of portfolio
|
Q3 2025
Reduced 46.58%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
27,359
shares
|
$613,935
0.0% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
26,704
shares
|
$599,237
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
26,552
shares
|
$595,826
0.02% of portfolio
|
Q3 2022
Reduced 32.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
26,049
shares
|
$584,539
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,972
shares
|
$560,371
0.0% of portfolio
|
Q3 2025
Reduced 47.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
23,810
shares
|
$534,296
0.01% of portfolio
|
Q3 2025
Reduced 42.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
22,818
shares
|
$512,035
0.0% of portfolio
|
Q3 2025
Added 56.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
22,482
shares
|
$504,496
0.01% of portfolio
|
Q3 2025
Added 47.66%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,097
shares
|
$495,856
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
22,023
shares
|
$494,196
0.54% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
21,941
shares
|
$492,356
0.55% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
21,925
shares
|
$491,997
0.0% of portfolio
|
Q3 2025
Reduced 62.47%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
21,655
shares
|
$485,938
0.02% of portfolio
|
Q2 2025
Reduced 33.38%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
21,612
shares
|
$484,973
0.13% of portfolio
|
Q1 2023
Reduced 1.87%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20,930
shares
|
$469,669
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
20,809
shares
|
$466,953
7.33% of portfolio
|
Q1 2023
New holding
|
|