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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,887
shares
|
$64,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,410
shares
|
$54,080
0.0% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,008
shares
|
$45,059
0.0% of portfolio
|
Q3 2025
Reduced 35.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,813
shares
|
$40,683
0.0% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,750
shares
|
$39,270
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,744
shares
|
$39,135
0.0% of portfolio
|
Q1 2023
Reduced 60.76%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,744
shares
|
$39,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,650
shares
|
$37,026
0.01% of portfolio
|
Q1 2025
Reduced 66.33%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,258
shares
|
$28,229
0.0% of portfolio
|
Q3 2025
Reduced 37.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,150
shares
|
$25,806
0.0% of portfolio
|
Q2 2025
Added 666.67%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,119
shares
|
$25,110
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,106
shares
|
$24,818
0.02% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
921
shares
|
$20,667
0.01% of portfolio
|
Q3 2025
Reduced 52.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
863
shares
|
$19,365
0.0% of portfolio
|
Q3 2025
Added 143.79%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
799
shares
|
$17,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
757
shares
|
$16,987
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
754
shares
|
$16,919
0.0% of portfolio
|
Q1 2025
Reduced 57.97%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
677
shares
|
$15,191
0.0% of portfolio
|
Q3 2025
Added 82.48%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
625
shares
|
$14,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$11,220
0.0% of portfolio
|
Q4 2021
Reduced 67.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
500
shares
|
$11,220
0.0% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
479
shares
|
$10,748
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
461
shares
|
$10,344
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
430
shares
|
$9,649
0.0% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
404
shares
|
$9,065
0.01% of portfolio
|
Q3 2025
Reduced 97.86%
|
|