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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
20,699
shares
|
$464,485
0.02% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
20,340
shares
|
$456,429
0.04% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
19,871
shares
|
$445,905
0.01% of portfolio
|
Q3 2025
Reduced 44.11%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
19,059
shares
|
$427,683
0.34% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
18,569
shares
|
$416,688
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
17,724
shares
|
$397,726
0.16% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Nov 06, 2025 Q3 2025 |
16,787
shares
|
$376,700
0.28% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
16,402
shares
|
$368,060
0.01% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15,354
shares
|
$344,543
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
15,021
shares
|
$337,071
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
14,874
shares
|
$333,772
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
14,495
shares
|
$325,267
0.02% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
14,107
shares
|
$316,561
0.04% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
13,829
shares
|
$310,322
0.07% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
12,712
shares
|
$285,257
0.02% of portfolio
|
Q3 2025
Reduced 32.33%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
12,069
shares
|
$270,828
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
12,007
shares
|
$269,437
0.2% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
12,000
shares
|
$269,280
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
11,904
shares
|
$267,125
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
10,960
shares
|
$245,942
0.01% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
10,919
shares
|
$245,022
0.11% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,880
shares
|
$244,147
0.0% of portfolio
|
Q3 2025
Reduced 43.64%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
10,839
shares
|
$243,227
0.02% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,585
shares
|
$237,527
0.04% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
10,341
shares
|
$232,052
0.0% of portfolio
|
Q4 2023
New holding
|
|