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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$21.91 -0.08 (-0.36%)
As of 07/3/2025 05:00 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)
31
Total
Institutional Inflows
(last 12 months)
$91.51M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$30.17M
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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
7/1/2025 Confluence Investment Management LLC4,727,616$104.48M1.5%+13.6%1.773%
5/16/2025Integrated Wealth Concepts LLC152,307$3.36M0.0%+29.2%0.057%
5/15/2025Baird Financial Group Inc.274,971$6.06M0.0%-11.3%0.103%
5/14/2025Ameriprise Financial Inc.2,654,235$58.53M0.0%+9.4%0.991%
5/12/2025Hirtle Callaghan & Co LLC1,223,851$26.99M1.1%-5.2%0.457%
5/9/2025Tidemark LLC408,444$9.01M3.3%-10.3%0.155%
5/7/2025MJT & Associates Financial Advisory Group Inc.20,225$446K0.4%N/A0.008%
4/30/2025Synergy Investment Management LLC104,423$2.30M1.0%-11.3%0.040%
4/29/2025Hexagon Capital Partners LLC6,734$148K0.0%+35.9%0.003%
4/29/2025Bank of New York Mellon Corp45,027$993K0.0%-12.3%0.017%
4/29/2025Strategic Blueprint LLC68,321$1.51M0.1%+22.2%0.026%
4/28/2025Private Trust Co. NA36,295$800K0.1%+53.2%0.014%
4/24/2025Golden State Wealth Management LLC23,842$526K0.1%+47.3%0.009%
4/24/2025Tsfg LLC197,840$4.36M0.9%-16.1%0.075%
4/23/2025Western Wealth Management LLC136,583$3.01M0.2%+12.0%0.052%
4/23/2025Creative Financial Designs Inc. ADV13,330$294K0.0%+101.0%0.005%
4/23/2025Golden State Wealth Management LLC47,684$1.05M0.1%+194.6%0.018%
4/23/2025Fourth Dimension Wealth LLC6,276$138K0.1%-24.2%0.002%
4/22/2025Cambridge Investment Research Advisors Inc.47,994$1.06M0.0%-18.7%0.018%
4/22/2025Crews Bank & Trust1,650$36K0.0%-66.3%0.001%
4/15/2025GPS Wealth Strategies Group LLC60,073$1.33M0.2%-27.2%0.022%
4/15/2025Collier Financial523,004$11.53M9.8%N/A0.194%
4/14/2025Farther Finance Advisors LLC109,475$2.42M0.1%+4,379.3%0.041%
4/9/2025ST Germain D J Co. Inc.631,802$13.93M0.7%-0.8%0.234%
4/1/2025 Confluence Investment Management LLC4,161,523$91.76M1.3%+6.0%1.542%
2/18/2025Fourth Dimension Wealth LLC8,275$178K0.1%N/A0.003%
2/17/2025Baird Financial Group Inc.309,890$6.68M0.0%+7.7%0.131%
2/17/2025Ameriprise Financial Inc.2,426,991$52.29M0.0%+21.1%1.023%
2/17/2025Ancora Advisors LLC1,794$39K0.0%N/A0.001%
2/14/2025Integrated Wealth Concepts LLC117,859$2.54M0.0%+2.0%0.050%
2/13/2025United Capital Financial Advisors LLC117,467$2.53M0.0%-5.3%0.050%
2/13/2025Keystone Financial Group128,102$2.76M0.3%N/A0.054%
2/12/2025JPMorgan Chase & Co.1,399,835$30.17M0.0%+0.2%0.590%
2/11/2025Hirtle Callaghan & Co LLC1,291,430$27.83M1.2%-13.2%0.544%
2/10/2025Creative Financial Designs Inc. ADV6,633$143K0.0%+177.2%0.003%
2/10/2025Tidemark LLC455,135$9.81M3.8%+5.7%0.192%
2/6/2025Synergy Investment Management LLC117,682$2.54M1.1%N/A0.050%
2/5/2025Fisher Asset Management LLC172,112$3.71M0.0%+16.0%0.073%
2/5/2025Private Trust Co. NA23,684$510K0.1%+5.5%0.010%
2/4/2025Exchange Capital Management Inc.45,484$980K0.2%-14.0%0.019%
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2/4/2025Bank of New York Mellon Corp51,316$1.11M0.0%+60.7%0.022%
2/4/2025Abound Financial LLC250,132$5.39M2.7%N/A0.105%
1/28/2025Golden State Wealth Management LLC16,186$349K0.1%N/A0.007%
1/24/2025GPS Wealth Strategies Group LLC82,483$1.78M0.2%-4.9%0.035%
1/23/2025Crews Bank & Trust4,900$106K0.0%N/A0.002%
1/23/2025Strategic Blueprint LLC55,923$1.21M0.1%+89.8%0.024%
1/15/2025Householder Group Estate & Retirement Specialist LLC6,327$136K0.1%-83.6%0.003%
1/13/2025Tsfg LLC235,829$5.08M1.0%+8.9%0.099%
1/10/2025ST Germain D J Co. Inc.637,071$13.73M0.6%-1.5%0.269%
1/2/2025 Confluence Investment Management LLC3,926,847$84.62M1.2%+41.7%1.656%
12/26/2024JPMorgan Chase & Co.1,396,920$31.47M0.0%-18.3%0.589%
11/15/2024Integrated Wealth Concepts LLC115,583$2.60M0.0%+8.7%0.049%
11/13/2024Private Trust Co. NA22,440$506K0.1%+29.2%0.009%
11/13/2024Fisher Asset Management LLC148,384$3.34M0.0%-5.2%0.063%
11/7/2024Tidemark LLC430,682$9.70M4.0%+7.9%0.182%
11/5/2024Prime Capital Investment Advisors LLC67,032$1.51M0.0%-27.0%0.028%
10/31/2024 Confluence Investment Management LLC2,771,898$62.45M0.8%-4.5%1.169%
10/30/2024Cary Street Partners Asset Management LLC204,102$4.60M0.6%+1.9%0.086%
10/29/2024Farther Finance Advisors LLC2,573$58K0.0%+52.2%0.001%
10/28/2024Creative Financial Designs Inc. ADV2,393$54K0.0%-16.5%0.001%
10/18/2024ST Germain D J Co. Inc.646,614$14.57M0.7%-2.1%0.273%
10/16/2024Tsfg LLC216,645$4.88M1.1%+3.3%0.091%
8/14/2024Certified Advisory Corp318,941$6.88M0.9%+3.4%0.134%
8/9/2024One Capital Management LLC25,171$543K0.0%N/A0.011%
8/9/2024Prime Capital Investment Advisors LLC91,834$1.98M0.0%-77.6%0.039%
8/7/2024Ashton Thomas Private Wealth LLC1,579$34K0.0%N/A0.001%
7/27/2024Strategic Blueprint LLC29,806$643K0.0%-41.5%0.013%
7/26/2024Cambridge Investment Research Advisors Inc.49,348$1.06M0.0%+11.0%0.021%
7/26/2024Bank of New York Mellon Corp10,222$220K0.0%N/A0.004%
7/23/2024Exchange Capital Management Inc.62,247$1.34M0.2%-0.8%0.026%
7/16/2024Tsfg LLC209,648$4.52M1.1%+9.2%0.088%
7/16/2024GPS Wealth Strategies Group LLC88,920$1.92M0.3%-7.4%0.037%
7/9/2024Arden Trust Co84,322$1.82M0.3%+0.6%0.036%
7/9/2024Kingswood Wealth Advisors LLC22,623$488K0.0%N/A0.010%
7/8/2024ST Germain D J Co. Inc.660,455$14.25M0.7%-3.9%0.278%
7/1/2024 Confluence Investment Management LLC2,901,057$62.58M0.9%+12.4%1.223%
5/11/2024Hirtle Callaghan & Co LLC1,504,247$32.67M1.4%+5.7%0.640%
5/4/2024Richardson Financial Services Inc.1,623$35K0.0%N/A0.001%
4/24/2024Private Trust Co. NA32,442$705K0.1%+68.1%0.014%
4/24/2024NBT Bank N A NY1,234$27K0.0%N/A0.001%
4/23/2024Strategic Blueprint LLC50,965$1.11M0.1%+1.0%0.022%
4/18/2024Hexagon Capital Partners LLC4,981$108K0.0%+28.5%0.002%
4/16/2024Tsfg LLC192,053$4.17M1.1%+2,326.1%0.083%
4/3/2024Arden Trust Co83,781$1.82M0.3%-24.7%0.041%
4/2/2024ST Germain D J Co. Inc.687,462$14.93M0.7%-11.5%0.335%
4/1/2024 Confluence Investment Management LLC2,581,084$56.06M0.8%N/A1.256%
3/8/2024ICA Group Wealth Management LLC12,144$268K0.1%+11.6%0.006%
2/15/2024Bartlett & CO. Wealth Management LLC10,341$229K0.0%N/A0.005%
2/13/2024Hirtle Callaghan & Co LLC1,422,612$31.40M1.4%+7.6%0.692%
2/9/2024Cambridge Investment Research Advisors Inc.142,324$3.14M0.0%+12.9%0.069%
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2/9/2024Tidemark LLC146,100$3.22M2.0%N/A0.071%
2/9/2024Certified Advisory Corp283,440$6.26M0.9%-4.2%0.138%
2/9/2024Keystone Financial Group100,755$2.22M0.4%+4.4%0.049%
2/8/2024Exchange Capital Management Inc.62,912$1.39M0.2%-1.6%0.031%
2/5/2024Cary Street Partners Asset Management LLC182,062$4.02M0.7%-1.7%0.089%
2/5/2024Hexagon Capital Partners LLC3,876$86K0.0%+1,702.8%0.002%
2/1/2024Foster & Motley Inc.14,417$318K0.0%-21.4%0.007%
1/29/2024Tennessee Valley Asset Management Partners2,976$66K0.0%N/A0.001%
1/25/2024Strategic Blueprint LLC50,473$1.11M0.1%+53.6%0.025%
1/24/2024Prime Capital Investment Advisors LLC16,325$360K0.0%-18.4%0.008%
(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, 54 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), Confluence Investment Management LLC ($104.48M), Ameriprise Financial Inc. ($58.53M), JPMorgan Chase & Co. ($30.17M), Hirtle Callaghan & Co LLC ($26.99M), CX Institutional ($25.99M), and United Capital Financial Advisers LLC ($19.06M).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 47 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. ($15.18M), Confluence Investment Management LLC ($4.86M), ST Germain D J Co. Inc. ($847.27K), Ameriprise Financial Inc. ($649.36K), Collier Financial ($523.00K), Hirtle Callaghan & Co LLC ($311.50K), and Cambridge Investment Research Advisors Inc. ($277.56K).

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

Institutional investors have bought a total of 4,200,752 shares in the last 24 months. This purchase volume represents approximately $91.51M in transactions.

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

Of the 20 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 ($343.31K), JPMorgan Chase & Co. ($313.65K), Hirtle Callaghan & Co LLC ($263.97K), Confluence Investment Management LLC ($129.16K), ST Germain D J Co. Inc. ($55.66K), Tidemark LLC ($46.69K), and Tsfg LLC ($37.99K).

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

Institutional investors have sold a total of 1,371,511 shares in the last 24 months. This volume of shares sold represents approximately $30.17M in transactions.


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This page (NYSEARCA:SPMB) was last updated on 7/4/2025 by MarketBeat.com Staff
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