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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$22.07 +0.03 (+0.14%)
Closing price 04:10 PM Eastern
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$22.07 0.00 (0.00%)
As of 05:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Mortgage Backed Bond ETF (NYSEARCA:SPMB)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$216.12M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$58.74M
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SPMB Institutional Buying and Selling by Quarter

SPDR Portfolio Mortgage Backed Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Advisory Services Network LLC34,100$748K0.0%N/A0.012%
8/18/2025 Kestra Investment Management LLC176,942$3.91M0.1%-30.4%0.063%
8/15/2025 Strategic Investment Advisors MI35,961$793K0.1%-4.0%0.013%
8/15/2025 Equitable Holdings Inc.390,052$8.62M0.1%+4.0%0.138%
8/15/2025 Captrust Financial Advisors15,971$353K0.0%+14.9%0.006%
8/15/2025 Visionary Wealth Advisors168,116$3.72M0.2%+21.8%0.059%
8/15/2025 Scott Marsh Financial LLC50,375$1.11M0.4%N/A0.018%
8/15/2025 Redwood Financial Network Corp104,649$2.31M1.6%-10.7%0.037%
8/15/2025 Great Valley Advisor Group Inc.10,514$232K0.0%N/A0.004%
8/15/2025 Benjamin Edwards Inc.6,235,452$137.80M1.8%+24.8%2.205%
8/15/2025 Bank of America Corp DE2,071,342$45.78M0.0%-4.6%0.732%
8/15/2025 Ameriprise Financial Inc.2,768,358$61.18M0.0%+4.3%0.979%
8/14/2025 Raymond James Financial Inc.150,826$3.33M0.0%+9.2%0.053%
8/14/2025 Quantinno Capital Management LP20,597$455K0.0%N/A0.007%
8/14/2025 Diversify Wealth Management LLC18,784$414K0.0%-23.9%0.007%
8/14/2025 Diversify Advisory Services LLC81,062$1.79M0.1%+7.4%0.029%
8/14/2025 NewEdge Advisors LLC3,093$68K0.0%+185.1%0.001%
8/14/2025 State Street Corp5,858,146$129.47M0.0%+45.9%2.071%
8/14/2025 Vertex Planning Partners LLC119,897$2.65M0.6%+1.6%0.042%
8/14/2025 Cerity Partners LLC58,421$1.29M0.0%-44.6%0.021%
8/13/2025 Idaho Trust Co114,411$2.53M0.9%-3.3%0.040%
8/13/2025 Vance Wealth LLC10,149$224K0.1%N/A0.004%
8/13/2025 Baird Financial Group Inc.310,301$6.86M0.0%+12.8%0.110%
8/13/2025 Fisher Asset Management LLC147,312$3.26M0.0%-4.1%0.052%
8/13/2025 Leslie Global Wealth LLC21,797$482K0.3%-93.9%0.008%
8/13/2025 Northwestern Mutual Wealth Management Co.144,422$3.19M0.0%+9.3%0.051%
8/12/2025 Global Retirement Partners LLC30,406$672K0.0%N/A0.011%
8/12/2025 AlphaCore Capital LLC1,150$25K0.0%+666.7%0.000%
8/12/2025 JPMorgan Chase & Co.1,259,729$27.84M0.0%+1.0%0.445%
8/11/2025 Portside Wealth Group LLC236,738$5.23M0.8%+8.1%0.084%
8/11/2025 Western Wealth Management LLC173,723$3.84M0.2%+27.2%0.061%
8/11/2025 Bell Investment Advisors Inc46,553$1.03M0.2%-3.7%0.016%
8/8/2025 Kingsview Wealth Management LLC359,281$7.94M0.1%-1.2%0.127%
8/8/2025 Collaborative Wealth Managment Inc.302,664$6.69M2.9%-8.2%0.107%
8/8/2025 Cetera Investment Advisers471,694$10.42M0.0%-0.3%0.167%
8/8/2025 Meridian Wealth Management LLC37,746$834K0.0%-2.5%0.013%
8/8/2025 Leicht Financial Planning & Wealth Management Inc.861,456$19.04M9.0%+9.4%0.305%
8/8/2025 Good Life Advisors LLC210,147$4.64M0.3%+10.9%0.074%
8/8/2025 PNC Financial Services Group Inc.3,757$83K0.0%+622.5%0.001%
8/7/2025 Vise Technologies Inc.24,489$541K0.0%N/A0.009%
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8/7/2025 PFG Advisors124,289$2.75M0.1%+286.1%0.044%
8/6/2025 AE Wealth Management LLC32,653$722K0.0%-26.4%0.012%
8/6/2025 Stokes Family Office LLC545,139$12.05M1.3%+3.0%0.193%
8/6/2025 Golden State Wealth Management LLC23,364$516K0.1%-2.0%0.008%
8/6/2025 Atlantic Union Bankshares Corp1,744$39K0.0%N/A0.001%
8/5/2025 Tsfg LLC212,861$4.70M0.9%+7.6%0.075%
8/5/2025 Compton Financial Group LLC1,862,493$41.16M10.7%+14.9%0.659%
8/4/2025 Creative Financial Designs Inc. ADV2,170$48K0.0%-83.7%0.001%
8/4/2025 Flagship Harbor Advisors LLC427,088$9.44M0.4%+3.3%0.151%
8/1/2025 Capital Investment Counsel LLC39,368$870K0.1%-5.7%0.014%
8/1/2025 Advisory Alpha LLC2,086,473$46.11M1.4%+5.4%0.738%
8/1/2025 Cobblestone Capital Advisors LLC NY90,150$1.99M0.1%+12.0%0.032%
8/1/2025 Envestnet Asset Management Inc.325,332$7.19M0.0%+4.9%0.115%
7/30/2025 Strategic Blueprint LLC83,987$1.86M0.1%+22.9%0.030%
7/30/2025 Brookstone Capital Management54,291$1.20M0.0%-1.0%0.019%
7/29/2025 Swmg LLC71,889$1.57M0.5%-30.1%0.025%
7/29/2025 Stratos Wealth Partners LTD.370,984$8.20M0.1%+4.3%0.131%
7/29/2025 Private Trust Co. NA70,148$1.55M0.1%+93.3%0.025%
7/28/2025 Chesapeake Wealth Management271,211$5.99M2.0%-3.0%0.096%
7/28/2025 Mutual Advisors LLC173,329$3.80M0.1%-14.1%0.061%
7/28/2025 RFG Advisory LLC32,881$727K0.0%-40.8%0.012%
7/25/2025 Northwest Capital Management Inc25,732$569K0.3%-8.8%0.009%
7/25/2025 Concord Wealth Partners8,659$191K0.0%-19.8%0.003%
7/25/2025 MGO One Seven LLC41,458$916K0.0%-54.4%0.015%
7/25/2025 Midwest Capital Advisors LLC231,791$5.12M2.7%-1.3%0.082%
7/25/2025 CWM LLC2,058,372$45.49M0.2%+20.4%0.728%
7/25/2025 Hobbs Group Advisors LLC51,469$1.14M0.4%-7.3%0.018%
7/24/2025 Drucker Wealth 3.0 LLC70,467$1.55M0.3%N/A0.025%
7/24/2025 Eastern Bank24,302$537K0.0%-82.3%0.009%
7/24/2025 IFP Advisors Inc33,663$744K0.0%+2.7%0.012%
7/23/2025 Columbus Macro LLC16,509$365K0.0%-58.1%0.006%
7/23/2025 Valmark Advisers Inc.134,250$2.97M0.0%+34.3%0.047%
7/23/2025 Financial Life Advisors825,673$18.25M6.2%+5.4%0.292%
7/23/2025 Detalus Advisors LLC222,806$4.92M1.4%+4.3%0.079%
7/23/2025 Sachetta LLC7,246$160K0.1%+437.1%0.003%
7/23/2025 Prime Capital Investment Advisors LLC35,551$786K0.0%-94.0%0.013%
7/22/2025 Belpointe Asset Management LLC21,179$468K0.0%+27.4%0.007%
7/22/2025 Checchi Capital Advisers LLC297,857$6.58M0.4%-7.0%0.105%
7/21/2025 Ascent Group LLC15,377$340K0.0%-6.4%0.005%
7/18/2025 EWA LLC60,771$1.34M0.4%+22.2%0.022%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.239,881$5.30M0.4%-6.7%0.085%
7/18/2025 Trilogy Capital Inc.54,059$1.20M0.1%+14.6%0.019%
7/18/2025 MJT & Associates Financial Advisory Group Inc.18,842$416K0.5%-6.8%0.007%
7/16/2025 Diversified Enterprises LLC10,572$234K0.0%-10.9%0.004%
7/16/2025 ST Germain D J Co. Inc.644,810$14.25M0.6%+2.1%0.228%
7/16/2025 MJT & Associates Financial Advisory Group Inc.18,842$416K0.5%-6.8%0.007%
7/15/2025 Spectrum Planning & Advisory Services Inc.122,278$2.70M1.7%-13.3%0.043%
7/15/2025 Signet Financial Management LLC566,011$12.51M1.6%+2.3%0.200%
7/15/2025 Carr Financial Group Corp19,116$422K0.1%-6.5%0.007%
7/15/2025 Norden Group LLC32,180$711K0.1%+10.1%0.011%
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7/14/2025 Seed Wealth Management Inc.126,840$2.80M2.1%-11.4%0.045%
7/14/2025 U.S. Capital Wealth Advisors LLC244,389$5.40M0.2%+2.7%0.087%
7/11/2025 Farther Finance Advisors LLC122,990$2.72M0.1%+12.3%0.044%
7/11/2025 Kingstone Capital Partners Texas LLC807,932$17.63M0.0%N/A0.289%
7/10/2025 Baker Tilly Wealth Management LLC14,670$324K0.1%-31.7%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC67,317$1.48M0.0%-32.8%0.024%
7/10/2025 Sharkey Howes & Javer112,561$2.49M0.3%-24.1%0.040%
7/9/2025 Dynamic Advisor Solutions LLC117,127$2.59M0.1%-2.3%0.042%
7/9/2025 Alesco Advisors LLC94,950$2.10M0.1%+1.2%0.034%
7/9/2025 Christopher J. Hasenberg Inc80,133$1.77M0.7%N/A0.029%
(Data available from 1/1/2016 forward)

SPMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPMB shares?

During the previous two years, 136 institutional investors and hedge funds held shares of SPDR Portfolio Mortgage Backed Bond ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($3.29B), Benjamin Edwards Inc. ($137.80M), State Street Corp ($129.47M), Confluence Investment Management LLC ($104.48M), Ameriprise Financial Inc. ($61.18M), Advisory Alpha LLC ($46.11M), and Bank of America Corp DE ($45.78M).Learn more on SPDR Portfolio Mortgage Backed Bond ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio Mortgage Backed Bond ETF's stock?

Of the 94 institutional investors that purchased SPDR Portfolio Mortgage Backed Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Engines Advisors L.L.C. ($8.06M), Confluence Investment Management LLC ($4.86M), State Street Corp ($1.84M), Benjamin Edwards Inc. ($1.24M), ST Germain D J Co. Inc. ($860.28K), Kingstone Capital Partners Texas LLC ($807.93K), and Ameriprise Financial Inc. ($763.48K).

How much institutional buying is happening at SPDR Portfolio Mortgage Backed Bond ETF?

Institutional investors have bought a total of 9,836,760 shares in the last 24 months. This purchase volume represents approximately $216.12M in transactions.

Which of SPDR Portfolio Mortgage Backed Bond ETF's major shareholders have been selling company stock?

Of the 59 institutional investors that sold SPDR Portfolio Mortgage Backed Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prime Capital Investment Advisors LLC ($582.28K), Leslie Global Wealth LLC ($337.42K), JPMorgan Chase & Co. ($313.65K), Hirtle Callaghan & Co LLC ($263.97K), Confluence Investment Management LLC ($129.16K), Eastern Bank ($112.68K), and Bank of America Corp DE ($100.19K).

How much institutional selling is happening at SPDR Portfolio Mortgage Backed Bond ETF?

Institutional investors have sold a total of 2,655,359 shares in the last 24 months. This volume of shares sold represents approximately $58.74M in transactions.


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This page (NYSEARCA:SPMB) was last updated on 8/20/2025 by MarketBeat.com Staff
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