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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,341
shares
|
$232,052
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,337
shares
|
$231,962
0.03% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,279
shares
|
$230,660
0.02% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
9,766
shares
|
$219,149
0.0% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
9,619
shares
|
$215,850
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
9,600
shares
|
$215,424
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
9,363
shares
|
$210,105
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
9,108
shares
|
$204,383
0.18% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
9,107
shares
|
$204,361
0.08% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,052
shares
|
$203,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,327
shares
|
$141,977
0.1% of portfolio
|
Q4 2024
Reduced 83.6%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
5,932
shares
|
$133,114
0.02% of portfolio
|
Q3 2025
Reduced 31.49%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
5,893
shares
|
$132,238
0.01% of portfolio
|
Q3 2025
Reduced 83.61%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,672
shares
|
$127,279
0.02% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
5,252
shares
|
$117,854
0.0% of portfolio
|
Q2 2025
Added 176.42%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
4,638
shares
|
$104,076
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,610
shares
|
$103,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,504
shares
|
$101,069
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,906
shares
|
$87,650
0.0% of portfolio
|
Q3 2019
Closed
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,787
shares
|
$84,980
0.0% of portfolio
|
Q1 2025
Added 2624.46%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,515
shares
|
$78,876
0.0% of portfolio
|
Q3 2025
Reduced 32.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,253
shares
|
$72,997
0.0% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
3,116
shares
|
$69,923
0.03% of portfolio
|
Q3 2025
Reduced 48.24%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
3,103
shares
|
$69,631
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,969
shares
|
$66,624
0.0% of portfolio
|
Q3 2025
Added 145.78%
|
|