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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$21.81 +0.11 (+0.51%)
Closing price 06/11/2025 04:10 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)
$85.90M
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
5/16/2025 Integrated Wealth Concepts LLC152,307$3.36M0.0%+29.2%0.057%
5/15/2025 Baird Financial Group Inc.274,971$6.06M0.0%-11.3%0.103%
5/14/2025 Ameriprise Financial Inc.2,654,235$58.53M0.0%+9.4%0.991%
5/12/2025 Hirtle Callaghan & Co LLC1,223,851$26.99M1.1%-5.2%0.457%
5/9/2025 Tidemark LLC408,444$9.01M3.3%-10.3%0.155%
5/7/2025 MJT & Associates Financial Advisory Group Inc.20,225$446K0.4%N/A0.008%
4/30/2025 Synergy Investment Management LLC104,423$2.30M1.0%-11.3%0.040%
4/29/2025 Hexagon Capital Partners LLC6,734$148K0.0%+35.9%0.003%
4/29/2025 Bank of New York Mellon Corp45,027$993K0.0%-12.3%0.017%
4/29/2025 Strategic Blueprint LLC68,321$1.51M0.1%+22.2%0.026%
4/28/2025 Private Trust Co. NA36,295$800K0.1%+53.2%0.014%
4/24/2025 Golden State Wealth Management LLC23,842$526K0.1%+47.3%0.009%
4/24/2025 Tsfg LLC197,840$4.36M0.9%-16.1%0.075%
4/23/2025 Western Wealth Management LLC136,583$3.01M0.2%+12.0%0.052%
4/23/2025 Creative Financial Designs Inc. ADV13,330$294K0.0%+101.0%0.005%
4/23/2025 Golden State Wealth Management LLC47,684$1.05M0.1%+194.6%0.018%
4/23/2025 Fourth Dimension Wealth LLC6,276$138K0.1%-24.2%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.47,994$1.06M0.0%-18.7%0.018%
4/22/2025 Crews Bank & Trust1,650$36K0.0%-66.3%0.001%
4/15/2025 GPS Wealth Strategies Group LLC60,073$1.33M0.2%-27.2%0.022%
4/15/2025 Collier Financial523,004$11.53M9.8%N/A0.194%
4/14/2025 Farther Finance Advisors LLC109,475$2.42M0.1%+4,379.3%0.041%
4/9/2025 ST 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%
2/18/2025 Fourth Dimension Wealth LLC8,275$178K0.1%N/A0.003%
2/17/2025 Baird Financial Group Inc.309,890$6.68M0.0%+7.7%0.131%
2/17/2025 Ameriprise Financial Inc.2,426,991$52.29M0.0%+21.1%1.023%
2/17/2025 Ancora Advisors LLC1,794$39K0.0%N/A0.001%
2/14/2025 Integrated Wealth Concepts LLC117,859$2.54M0.0%+2.0%0.050%
2/13/2025 United Capital Financial Advisors LLC117,467$2.53M0.0%-5.3%0.050%
2/13/2025 Keystone Financial Group128,102$2.76M0.3%N/A0.054%
2/12/2025 JPMorgan Chase & Co.1,399,835$30.17M0.0%+0.2%0.590%
2/11/2025 Hirtle Callaghan & Co LLC1,291,430$27.83M1.2%-13.2%0.544%
2/10/2025 Creative Financial Designs Inc. ADV6,633$143K0.0%+177.2%0.003%
2/10/2025 Tidemark LLC455,135$9.81M3.8%+5.7%0.192%
2/6/2025 Synergy Investment Management LLC117,682$2.54M1.1%N/A0.050%
2/5/2025 Fisher Asset Management LLC172,112$3.71M0.0%+16.0%0.073%
2/5/2025 Private Trust Co. NA23,684$510K0.1%+5.5%0.010%
2/4/2025 Exchange Capital Management Inc.45,484$980K0.2%-14.0%0.019%
2/4/2025 Bank of New York Mellon Corp51,316$1.11M0.0%+60.7%0.022%
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2/4/2025 Abound Financial LLC250,132$5.39M2.7%N/A0.105%
1/28/2025 Golden State Wealth Management LLC16,186$349K0.1%N/A0.007%
1/24/2025 GPS Wealth Strategies Group LLC82,483$1.78M0.2%-4.9%0.035%
1/23/2025 Crews Bank & Trust4,900$106K0.0%N/A0.002%
1/23/2025 Strategic 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%
1/13/2025 Tsfg LLC235,829$5.08M1.0%+8.9%0.099%
1/10/2025 ST 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%
12/26/2024 JPMorgan Chase & Co.1,396,920$31.47M0.0%-18.3%0.589%
11/15/2024 Integrated Wealth Concepts LLC115,583$2.60M0.0%+8.7%0.049%
11/13/2024 Private Trust Co. NA22,440$506K0.1%+29.2%0.009%
11/13/2024 Fisher Asset Management LLC148,384$3.34M0.0%-5.2%0.063%
11/7/2024 Tidemark LLC430,682$9.70M4.0%+7.9%0.182%
11/5/2024 Prime 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%
10/29/2024 Farther Finance Advisors LLC2,573$58K0.0%+52.2%0.001%
10/28/2024 Creative Financial Designs Inc. ADV2,393$54K0.0%-16.5%0.001%
10/18/2024 ST Germain D J Co. Inc.646,614$14.57M0.7%-2.1%0.273%
10/16/2024 Tsfg LLC216,645$4.88M1.1%+3.3%0.091%
8/14/2024 Certified Advisory Corp318,941$6.88M0.9%+3.4%0.134%
8/9/2024 One Capital Management LLC25,171$543K0.0%N/A0.011%
8/9/2024 Prime Capital Investment Advisors LLC91,834$1.98M0.0%-77.6%0.039%
8/7/2024 Ashton Thomas Private Wealth LLC1,579$34K0.0%N/A0.001%
7/27/2024 Strategic Blueprint LLC29,806$643K0.0%-41.5%0.013%
7/26/2024 Cambridge Investment Research Advisors Inc.49,348$1.06M0.0%+11.0%0.021%
7/26/2024 Bank of New York Mellon Corp10,222$220K0.0%N/A0.004%
7/23/2024 Exchange Capital Management Inc.62,247$1.34M0.2%-0.8%0.026%
7/16/2024 Tsfg LLC209,648$4.52M1.1%+9.2%0.088%
7/16/2024 GPS 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%
7/9/2024 Kingswood Wealth Advisors LLC22,623$488K0.0%N/A0.010%
7/8/2024 ST 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%
5/11/2024 Hirtle Callaghan & Co LLC1,504,247$32.67M1.4%+5.7%0.640%
5/4/2024 Richardson Financial Services Inc.1,623$35K0.0%N/A0.001%
4/24/2024 Private Trust Co. NA32,442$705K0.1%+68.1%0.014%
4/24/2024 NBT Bank N A NY1,234$27K0.0%N/A0.001%
4/23/2024 Strategic Blueprint LLC50,965$1.11M0.1%+1.0%0.022%
4/18/2024 Hexagon Capital Partners LLC4,981$108K0.0%+28.5%0.002%
4/16/2024 Tsfg LLC192,053$4.17M1.1%+2,326.1%0.083%
4/3/2024Arden Trust Co83,781$1.82M0.3%-24.7%0.041%
4/2/2024 ST 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%
2/15/2024 Bartlett & CO. Wealth Management LLC10,341$229K0.0%N/A0.005%
2/13/2024 Hirtle Callaghan & Co LLC1,422,612$31.40M1.4%+7.6%0.692%
2/9/2024 Cambridge Investment Research Advisors Inc.142,324$3.14M0.0%+12.9%0.069%
2/9/2024 Tidemark LLC146,100$3.22M2.0%N/A0.071%
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2/9/2024 Certified Advisory Corp283,440$6.26M0.9%-4.2%0.138%
2/9/2024 Keystone Financial Group100,755$2.22M0.4%+4.4%0.049%
2/8/2024 Exchange 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%
2/5/2024 Hexagon Capital Partners LLC3,876$86K0.0%+1,702.8%0.002%
2/1/2024 Foster & Motley Inc.14,417$318K0.0%-21.4%0.007%
1/29/2024 Tennessee Valley Asset Management Partners2,976$66K0.0%N/A0.001%
1/25/2024 Strategic Blueprint LLC50,473$1.11M0.1%+53.6%0.025%
1/24/2024 Prime Capital Investment Advisors LLC16,325$360K0.0%-18.4%0.008%
1/24/2024 Private Trust Co. NA19,297$426K0.1%+30.8%0.009%
(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 ($91.76M), 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 SPMB's institutional investors.

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

Of the 47 institutional investors that purchased SPDR Portfolio Mortgage Backed Bond ETF 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 ($4.29M), 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 24,333,744 shares in the last 24 months. This purchase volume represents approximately $522.58M in transactions.

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

Of the 29 institutional investors that sold SPDR Portfolio Mortgage Backed Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prime Capital Investment Advisors LLC ($413.28K), JPMorgan Chase & Co. ($313.65K), Hirtle Callaghan & Co LLC ($263.97K), Confluence Investment Management LLC ($173.84K), ST Germain D J Co. Inc. ($159.61K), Cambridge Investment Research Advisors Inc. ($141.37K), and GPS Wealth Strategies Group LLC ($95.86K).

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

Institutional investors have sold a total of 1,897,893 shares in the last 24 months. This volume of shares sold represents approximately $41.40M in transactions.


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This page (NYSEARCA:SPMB) was last updated on 6/12/2025 by MarketBeat.com Staff
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