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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$22.20 0.00 (0.00%)
As of 07/2/2026 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)
164
Total
Institutional Inflows
(last 12 months)
$553.71M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$142.94M
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Skip Chart & View Institutional Buying and Selling Data

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
7/1/2026 Confluence Investment Management LLC3,370,501$75.20M1.2%-12.5%1.063%
6/18/2026Western Wealth Management LLC189,261$4.24M0.2%-1.9%0.061%
5/19/2026Western Wealth Management LLC189,261$4.24M0.2%-1.9%0.061%
5/19/2026Bank of America Corp DE2,183,078$48.88M0.0%+6.6%0.706%
5/19/2026Chesapeake Wealth Management316,789$7.09M2.2%+3.4%0.102%
5/19/2026Strategic Investment Advisors MI39,476$883K0.1%+6.7%0.013%
5/18/2026Amundi74,057$1.66M0.0%N/A0.024%
5/18/2026Royal Bank of Canada59,736$1.34M0.0%+7.9%0.019%
5/15/2026Gateway Wealth Partners LLC30,701$687K0.0%+171.0%0.010%
5/15/2026Waverly Advisors LLC210,632$4.72M0.0%+5.7%0.068%
5/14/2026Gibbs Wealth Management843,445$18.89M2.5%+84.8%0.273%
5/14/2026Lido Advisors LLC27,165$608K0.0%-87.5%0.009%
5/13/2026Cetera Investment Advisers768,195$17.20M0.0%+39.5%0.248%
5/13/2026Clearwater Capital Advisors LLC236,435$5.29M0.4%-29.2%0.076%
5/13/2026Wiregrass Investment Management LLC39,907$894K0.7%+13.0%0.013%
5/12/2026CacheTech Inc.106,495$2.38M0.5%+29.1%0.034%
5/8/2026CMC Financial Group28,241$632K1.2%N/A0.009%
5/7/2026Balefire LLC22,324$500K0.1%+42.4%0.007%
5/6/2026Modera Wealth Management LLC15,994$358K0.0%+11.2%0.005%
5/6/2026Assetmark Inc.1,813,363$40.60M0.1%+4.1%0.586%
5/5/2026Marks Group Wealth Management Inc76,687$1.72M0.2%N/A0.025%
5/5/2026Collaborative Wealth Managment Inc.75,272$1.69M0.8%-61.0%0.024%
5/5/2026Signet Financial Management LLC674,477$15.10M1.7%-0.1%0.218%
5/5/2026Sanctuary Advisors LLC1,001,879$22.43M0.1%+2.7%0.324%
5/5/2026Checchi Capital Advisers LLC223,175$5.00M0.3%-23.9%0.072%
5/4/2026Hibernia Wealth Partners LLC9,517$213K0.1%N/A0.003%
5/2/2026Diversify Wealth Management LLC99,734$2.22M0.0%+368.1%0.032%
5/2/2026Valmark Advisers Inc.174,263$3.90M0.0%+12.7%0.056%
5/1/2026Fifth Third Bancorp57,245$1.28M0.0%N/A0.019%
4/30/2026Kestra Advisory Services LLC98,278$2.20M0.0%-49.6%0.032%
4/29/2026Financial Life Advisors1,041,380$23.32M7.3%+9.3%0.337%
4/29/2026Integrated Advisors Network LLC47,929$1.07M0.1%+142.0%0.016%
4/28/2026Compton Financial Group LLC1,762,070$39.45M8.7%-16.0%0.570%
4/27/2026Private Advisor Group LLC553,135$12.39M0.1%-5.8%0.179%
4/27/2026Financial Plan Inc.1,271,622$28.47M3.1%+22.5%0.411%
4/24/2026Midwest Capital Advisors LLC210,909$4.72M2.2%+18.8%0.068%
4/24/2026True Blue Financial LLC17,806$399K0.3%+19.0%0.006%
4/23/2026Capital Investment Counsel LLC32,061$718K0.1%-7.6%0.010%
4/23/2026Drucker Wealth 3.0 LLC204,701$4.58M0.8%+1.9%0.066%
4/23/2026EWA LLC82,323$1.84M0.4%+26.8%0.027%
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4/23/2026Detalus Advisors LLC279,659$6.26M1.4%+8.4%0.090%
4/23/2026Apollon Financial LLC115,219$2.58M0.4%N/A0.037%
4/22/2026Trilogy Capital Inc.40,101$898K0.0%-49.1%0.013%
4/21/2026Columbus Macro LLC12,651$283K0.0%-4.2%0.004%
4/21/2026Foster & Motley Inc.13,374$299K0.0%-10.1%0.004%
4/20/2026RFG Advisory LLC52,512$1.18M0.0%-49.9%0.017%
4/17/2026Certified Advisory Corp415,543$9.30M0.8%+3.9%0.134%
4/17/2026Bell Investment Advisors Inc40,318$903K0.1%-6.0%0.013%
4/17/2026Brookstone Capital Management48,367$1.08M0.0%-3.2%0.016%
4/16/2026Spectrum Planning & Advisory Services Inc.128,424$2.88M1.4%+4.2%0.042%
4/16/2026Center For Asset Management LLC50,874$1.14M0.6%+10.4%0.016%
2/24/2026Astoria Portfolio Advisors LLC.9,645$220K0.1%N/A0.003%
2/20/202693 Financial Group LLC756,474$16.96M7.4%N/A0.252%
2/19/2026TMB Capital Partners LLC42,996$964K0.3%N/A0.014%
2/19/2026Axxcess Wealth Management LLC10,764$241K0.0%N/A0.004%
2/18/2026CacheTech Inc.82,475$1.85M0.3%-8.4%0.028%
2/18/2026Adams Wealth Management72,464$1.62M0.3%-9.4%0.024%
2/18/2026Stokes Family Office LLC626,988$14.05M1.3%+12.1%0.209%
2/18/2026Vertex Planning Partners LLC125,589$2.82M0.6%+3.5%0.042%
2/18/2026Strategic Investment Advisors MI36,998$829K0.1%+527.8%0.012%
2/17/2026Integrated Advisors Network LLC19,805$444K0.0%-4.3%0.007%
2/17/2026Cetera Investment Advisers550,798$12.35M0.0%+5.8%0.184%
2/17/2026Equitable Holdings Inc.427,467$9.58M0.1%+0.2%0.143%
2/17/2026Osaic Holdings Inc.138,412$3.10M0.0%-46.9%0.046%
2/17/2026Private Advisor Group LLC586,996$13.16M0.1%+14.9%0.196%
2/17/2026Captrust Financial Advisors95,390$2.14M0.0%N/A0.032%
2/17/2026&PARTNERS29,472$661K0.0%+7.7%0.010%
2/17/2026Royal Bank of Canada55,349$1.24M0.0%-3.3%0.018%
2/17/2026Abound Financial LLC280,955$6.30M1.5%+9.5%0.094%
2/16/2026Retirement Capital Strategies250,812$5.62M2.1%+1,315.1%0.084%
2/16/2026MML Investors Services LLC25,489$571K0.0%+11.7%0.009%
2/16/2026Mariner LLC473,686$10.62M0.0%+3.8%0.158%
2/16/2026Fort Point Capital Partners LLC58,350$1.32M0.1%+11.2%0.019%
2/16/2026Arax Advisory Partners4,724$106K0.0%N/A0.002%
2/16/2026Aptus Capital Advisors LLC2,694$60K0.0%-17.2%0.001%
2/13/2026Kestra Advisory Services LLC194,903$4.37M0.0%-10.4%0.065%
2/13/2026Visionary Wealth Advisors159,212$3.57M0.2%+6.1%0.053%
2/13/2026Stifel Financial Corp7,602,932$170.42M0.2%+7.4%2.538%
2/13/2026Wiregrass Investment Management LLC35,323$792K0.7%N/A0.012%
2/13/2026Integrated Wealth Concepts LLC166,098$3.72M0.0%-1.1%0.055%
2/13/2026Ausdal Financial Partners Inc.20,315$455K0.0%+9.4%0.007%
2/13/2026State Street Corp5,020,182$112.53M0.0%+69.8%1.676%
2/13/2026Wells Fargo & Company MN80,763$1.81M0.0%-0.9%0.027%
2/12/2026Jane Street Group LLC151,202$3.39M0.0%N/A0.050%
2/12/2026HRT Financial LP16,802$376K0.0%N/A0.006%
2/12/2026Financial Engines Advisors L.L.C.188,762,736$4.23B8.0%+1.5%63.005%
2/12/2026Commonwealth Equity Services LLC96,193$2.16M0.0%+17.5%0.032%
2/12/2026JPL Wealth Management LLC38,594$865K0.2%+8.7%0.013%
2/12/2026Great Valley Advisor Group Inc.14,328$321K0.0%+30.7%0.005%
2/11/2026Gateway Wealth Partners LLC11,329$254K0.0%-4.8%0.004%
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2/11/2026Howard Bailey Securities LLC18,266$409K0.2%-85.8%0.006%
2/11/2026LPL Financial LLC20,238,970$453.66M0.1%+10.8%6.755%
2/11/2026Vise Technologies Inc.132,595$2.97M0.1%+146.4%0.044%
2/10/2026Lido Advisors LLC217,744$4.89M0.0%-0.5%0.073%
2/10/2026WCG Wealth Advisors LLC13,237$297K0.0%N/A0.004%
2/10/2026Spectrum Planning & Advisory Services Inc.123,279$2.76M1.4%-1.0%0.041%
2/10/2026Root Financial Partners LLC2,057$46K0.0%-28.7%0.001%
2/10/2026Redwood Financial Network Corp92,797$2.08M1.3%-8.0%0.031%
2/10/2026Measured Wealth Private Client Group LLC6,044$135K0.0%+34.2%0.002%
2/10/2026Northwestern Mutual Wealth Management Co.179,023$4.01M0.0%+10.1%0.060%


SPMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 218 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. ($4.23B), LPL Financial LLC ($453.66M), Stifel Financial Corp ($170.42M), Benjamin Edwards Inc. ($137.16M), State Street Corp ($112.53M), Confluence Investment Management LLC ($75.20M), and Ameriprise Financial Inc. ($68.10M).Learn more on SPDR Portfolio Mortgage Backed Bond ETF's institutional investors.

Of the 177 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. ($4.43M), State Street Corp ($3.91M), Confluence Investment Management LLC ($1.99M), LPL Financial LLC ($1.97M), Benjamin Edwards Inc. ($1.58M), Financial Plan Inc. ($1.27M), and Collier Financial ($1.11M).

Institutional investors have bought a total of 24,781,317 shares in the last 24 months. This purchase volume represents approximately $553.71M in transactions.

Of the 98 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: Confluence Investment Management LLC ($988.39K), Prime Capital Investment Advisors LLC ($573.15K), Benjamin Edwards Inc. ($456.32K), Leslie Global Wealth LLC ($337.42K), Compton Financial Group LLC ($336.17K), Clearwater Capital Advisors LLC ($335.50K), and Collaborative Wealth Managment Inc. ($254.59K).

Institutional investors have sold a total of 6,401,106 shares in the last 24 months. This volume of shares sold represents approximately $142.94M in transactions.


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This page (NYSEARCA:SPMB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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