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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$22.42 -0.03 (-0.13%)
Closing price 10/3/2025 04:10 PM Eastern
Extended Trading
$22.27 -0.15 (-0.66%)
As of 10/3/2025 04:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
78
Total
Institutional Inflows
(last 12 months)
$222.54M
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
9/25/2025CacheTech Inc.99,089$2.19M0.4%N/A0.035%
9/25/2025Adams Wealth Management89,695$1.98M0.4%N/A0.032%
9/4/2025Osaic Holdings Inc.225,714$4.98M0.0%+82.2%0.080%
8/19/2025Advisory Services Network LLC34,100$748K0.0%N/A0.012%
8/18/2025Kestra Investment Management LLC176,942$3.91M0.1%-30.4%0.063%
8/15/2025Strategic Investment Advisors MI35,961$793K0.1%-4.0%0.013%
8/15/2025Equitable Holdings Inc.390,052$8.62M0.1%+4.0%0.138%
8/15/2025Captrust Financial Advisors15,971$353K0.0%+14.9%0.006%
8/15/2025Visionary Wealth Advisors168,116$3.72M0.2%+21.8%0.059%
8/15/2025Scott Marsh Financial LLC50,375$1.11M0.4%N/A0.018%
8/15/2025Redwood Financial Network Corp104,649$2.31M1.6%-10.7%0.037%
8/15/2025Great Valley Advisor Group Inc.10,514$232K0.0%N/A0.004%
8/15/2025Benjamin Edwards Inc.6,235,452$137.80M1.8%+24.8%2.205%
8/15/2025Bank of America Corp DE2,071,342$45.78M0.0%-4.6%0.732%
8/15/2025Ameriprise Financial Inc.2,768,358$61.18M0.0%+4.3%0.979%
8/14/2025Raymond James Financial Inc.150,826$3.33M0.0%+9.2%0.053%
8/14/2025Quantinno Capital Management LP20,597$455K0.0%N/A0.007%
8/14/2025Diversify Wealth Management LLC18,784$414K0.0%-23.9%0.007%
8/14/2025Diversify Advisory Services LLC81,062$1.79M0.1%+7.4%0.029%
8/14/2025NewEdge Advisors LLC3,093$68K0.0%+185.1%0.001%
8/14/2025State Street Corp5,858,146$129.47M0.0%+45.9%2.071%
8/14/2025Vertex Planning Partners LLC119,897$2.65M0.6%+1.6%0.042%
8/14/2025Cerity Partners LLC58,421$1.29M0.0%-44.6%0.021%
8/13/2025Idaho Trust Co114,411$2.53M0.9%-3.3%0.040%
8/13/2025Vance Wealth LLC10,149$224K0.1%N/A0.004%
8/13/2025Baird Financial Group Inc.310,301$6.86M0.0%+12.8%0.110%
8/13/2025Fisher Asset Management LLC147,312$3.26M0.0%-4.1%0.052%
8/13/2025Leslie Global Wealth LLC21,797$482K0.3%-93.9%0.008%
8/13/2025Northwestern Mutual Wealth Management Co.144,422$3.19M0.0%+9.3%0.051%
8/12/2025Global Retirement Partners LLC30,406$672K0.0%N/A0.011%
8/12/2025AlphaCore Capital LLC1,150$25K0.0%+666.7%0.000%
8/12/2025JPMorgan Chase & Co.1,259,729$27.84M0.0%+1.0%0.445%
8/11/2025Portside Wealth Group LLC236,738$5.23M0.8%+8.1%0.084%
8/11/2025Western Wealth Management LLC173,723$3.84M0.2%+27.2%0.061%
8/11/2025Bell Investment Advisors Inc46,553$1.03M0.2%-3.7%0.016%
8/8/2025Kingsview Wealth Management LLC359,281$7.94M0.1%-1.2%0.127%
8/8/2025Collaborative Wealth Managment Inc.302,664$6.69M2.9%-8.2%0.107%
8/8/2025Cetera Investment Advisers471,694$10.42M0.0%-0.3%0.167%
8/8/2025Meridian Wealth Management LLC37,746$834K0.0%-2.5%0.013%
8/8/2025Leicht Financial Planning & Wealth Management Inc.861,456$19.04M9.0%+9.4%0.305%
8/8/2025Good Life Advisors LLC210,147$4.64M0.3%+10.9%0.074%
8/8/2025PNC Financial Services Group Inc.3,757$83K0.0%+622.5%0.001%
8/7/2025Vise Technologies Inc.24,489$541K0.0%N/A0.009%
8/7/2025PFG Advisors124,289$2.75M0.1%+286.1%0.044%
8/6/2025AE Wealth Management LLC32,653$722K0.0%-26.4%0.012%
8/6/2025Stokes Family Office LLC545,139$12.05M1.3%+3.0%0.193%
8/6/2025Golden State Wealth Management LLC23,364$516K0.1%-2.0%0.008%
8/6/2025Atlantic Union Bankshares Corp1,744$39K0.0%N/A0.001%
8/5/2025Tsfg LLC212,861$4.70M0.9%+7.6%0.075%
8/5/2025Compton Financial Group LLC1,862,493$41.16M10.7%+14.9%0.659%
8/4/2025Creative Financial Designs Inc. ADV2,170$48K0.0%-83.7%0.001%
8/4/2025Flagship Harbor Advisors LLC427,088$9.44M0.4%+3.3%0.151%
8/1/2025Capital Investment Counsel LLC39,368$870K0.1%-5.7%0.014%
8/1/2025Advisory Alpha LLC2,086,473$46.11M1.4%+5.4%0.738%
8/1/2025Cobblestone Capital Advisors LLC NY90,150$1.99M0.1%+12.0%0.032%
8/1/2025Envestnet Asset Management Inc.325,332$7.19M0.0%+4.9%0.115%
7/30/2025Strategic Blueprint LLC83,987$1.86M0.1%+22.9%0.030%
7/30/2025Brookstone Capital Management54,291$1.20M0.0%-1.0%0.019%
7/29/2025Swmg LLC71,889$1.57M0.5%-30.1%0.025%
7/29/2025Stratos Wealth Partners LTD.370,984$8.20M0.1%+4.3%0.131%
7/29/2025Private Trust Co. NA70,148$1.55M0.1%+93.3%0.025%
7/28/2025Chesapeake Wealth Management271,211$5.99M2.0%-3.0%0.096%
7/28/2025Mutual Advisors LLC173,329$3.80M0.1%-14.1%0.061%
7/28/2025RFG Advisory LLC32,881$727K0.0%-40.8%0.012%
7/25/2025Northwest Capital Management Inc25,732$569K0.3%-8.8%0.009%
7/25/2025Concord Wealth Partners8,659$191K0.0%-19.8%0.003%
7/25/2025MGO One Seven LLC41,458$916K0.0%-54.4%0.015%
7/25/2025Midwest Capital Advisors LLC231,791$5.12M2.7%-1.3%0.082%
7/25/2025CWM LLC2,058,372$45.49M0.2%+20.4%0.728%
7/25/2025Hobbs Group Advisors LLC51,469$1.14M0.4%-7.3%0.018%
7/24/2025Drucker Wealth 3.0 LLC70,467$1.55M0.3%N/A0.025%
7/24/2025Eastern Bank24,302$537K0.0%-82.3%0.009%
7/24/2025IFP Advisors Inc33,663$744K0.0%+2.7%0.012%
7/23/2025Columbus Macro LLC16,509$365K0.0%-58.1%0.006%
7/23/2025Valmark Advisers Inc.134,250$2.97M0.0%+34.3%0.047%
7/23/2025Financial Life Advisors825,673$18.25M6.2%+5.4%0.292%
7/23/2025Detalus Advisors LLC222,806$4.92M1.4%+4.3%0.079%
7/23/2025Sachetta LLC7,246$160K0.1%+437.1%0.003%
7/23/2025Prime Capital Investment Advisors LLC35,551$786K0.0%-94.0%0.013%
7/22/2025Belpointe Asset Management LLC21,179$468K0.0%+27.4%0.007%
7/22/2025Checchi Capital Advisers LLC297,857$6.58M0.4%-7.0%0.105%
7/21/2025Ascent Group LLC15,377$340K0.0%-6.4%0.005%
7/18/2025EWA LLC60,771$1.34M0.4%+22.2%0.022%
7/18/2025Cantor Fitzgerald Investment Advisors L.P.239,881$5.30M0.4%-6.7%0.085%
7/18/2025Trilogy Capital Inc.54,059$1.20M0.1%+14.6%0.019%
7/18/2025MJT & Associates Financial Advisory Group Inc.18,842$416K0.5%-6.8%0.007%
7/16/2025Diversified Enterprises LLC10,572$234K0.0%-10.9%0.004%
7/16/2025ST Germain D J Co. Inc.644,810$14.25M0.6%+2.1%0.228%
7/16/2025MJT & Associates Financial Advisory Group Inc.18,842$416K0.5%-6.8%0.007%
7/15/2025Spectrum Planning & Advisory Services Inc.122,278$2.70M1.7%-13.3%0.043%
7/15/2025Signet Financial Management LLC566,011$12.51M1.6%+2.3%0.200%
7/15/2025Carr Financial Group Corp19,116$422K0.1%-6.5%0.007%
7/15/2025Norden Group LLC32,180$711K0.1%+10.1%0.011%
7/14/2025Seed Wealth Management Inc.126,840$2.80M2.1%-11.4%0.045%
7/14/2025U.S. Capital Wealth Advisors LLC244,389$5.40M0.2%+2.7%0.087%
7/11/2025Farther Finance Advisors LLC122,990$2.72M0.1%+12.3%0.044%
7/11/2025Kingstone Capital Partners Texas LLC807,932$17.63M0.0%N/A0.289%
7/10/2025Baker Tilly Wealth Management LLC14,670$324K0.1%-31.7%0.005%
7/10/2025Wealth Enhancement Advisory Services LLC67,317$1.48M0.0%-32.8%0.024%
7/10/2025Sharkey Howes & Javer112,561$2.49M0.3%-24.1%0.040%
(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, 139 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 97 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), Kingstone Capital Partners Texas LLC ($807.93K), Ameriprise Financial Inc. ($763.48K), and Collier Financial ($523.00K).

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

Institutional investors have bought a total of 10,127,374 shares in the last 24 months. This purchase volume represents approximately $222.54M 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 10/4/2025 by MarketBeat.com Staff
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