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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$21.23 +0.03 (+0.14%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$20.98 -0.25 (-1.20%)
As of 10/13/2026 07:30 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 Massive. 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)
175
Total
Institutional Inflows
(last 12 months)
$582.66M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$90.79M
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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
10/14/2026Signal Advisors Wealth LLC11,761$249K0.0%N/A0.004%
10/9/2026GK Wealth Management LLC13,683$289K0.2%-3.4%0.004%
10/9/2026Balefire LLC19,017$402K0.1%-40.7%0.006%
10/8/2026Farther Finance Advisors LLC129,726$2.74M0.0%-24.2%0.040%
10/8/2026CoreCap Advisors LLC2,969$63K0.0%-88.2%0.001%
10/5/2026Baker Tilly Wealth Management LLC13,973$295K0.1%+9.9%0.004%
10/2/2026 Boltwood Capital Management248,177$5.25M1.2%-7.6%0.077%
10/1/2026 Confluence Investment Management LLC3,301,336$69.79M1.1%N/A1.025%
9/23/2026QRG Capital Management Inc.8,428$188K0.0%N/A0.003%
9/23/2026Envestnet Asset Management Inc.417,748$9.87M0.0%+36.7%0.128%
9/9/2026Lunt Capital Management Inc.23,020$514K0.2%N/A0.007%
9/9/2026Integrated Wealth Concepts LLC207,876$4.64M0.0%+0.9%0.065%
9/9/2026RFG Advisory LLC56,623$1.26M0.0%+7.8%0.018%
9/9/2026IFP Advisors Inc16,182$361K0.0%-4.0%0.005%
9/9/2026Baird Financial Group Inc.1,078,449$24.06M0.0%+0.3%0.339%
9/8/2026Allworth Financial LP37,679$853K0.0%+5.7%0.012%
9/8/2026Waverly Advisors LLC286,215$6.39M0.0%+35.9%0.090%
9/2/2026Citadel Advisors LLC1,460,140$32.67M0.0%N/A0.460%
8/27/2026Corient Private Wealth LP43,087$961K0.0%N/A0.014%
8/25/2026Tobias Financial Advisors Inc.3,370$75K0.0%N/A0.001%
8/23/2026DMC Group LLC199,152$4.44M3.1%N/A0.063%
8/23/2026Studio Investment Management LLC76,055$1.70M0.3%N/A0.024%
8/22/2026Compass Financial Management LLC1,949$43K0.0%N/A0.001%
8/22/2026Cornerstone Advisors Asset Management LLC63,149$1.41M0.2%N/A0.020%
8/22/2026Jim Saulnier & Associates LLC2,546$57K0.0%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC7,771$173K0.0%N/A0.002%
8/21/2026Montz Harcus Wealth Management LLC7,036$157K0.1%N/A0.002%
8/21/2026Fortune 45 LLC495,365$11.05M4.8%N/A0.156%
8/21/2026Carter Financial Group INC.19,317$431K0.2%N/A0.006%
8/21/2026Rodgers & Associates LTD322,641$7.20M0.5%N/A0.102%
8/21/2026Emergent Wealth Advisors LLC1,921$43K0.0%N/A0.001%
8/21/2026Pacifica Partners Inc.3,231$72K0.0%N/A0.001%
8/21/2026Firestone Capital Management14,729$329K0.1%N/A0.005%
8/21/2026Symphony Financial Ltd. Co.591,638$13.20M1.5%N/A0.186%
8/21/2026Chesapeake Wealth Management318,400$7.10M2.0%+0.5%0.100%
8/21/2026Acorn Wealth Advisors LLC47,764$1.07M0.2%N/A0.015%
8/21/2026Rinkey Investments60,896$1.36M0.3%N/A0.019%
8/21/2026Financial Life Advisors1,300,999$29.03M8.3%+24.9%0.410%
8/20/2026Avant Capital LLC2,779$62K0.0%N/A0.001%
8/20/2026Nwam LLC110,462$2.46M0.1%N/A0.035%
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8/20/2026JNBA Financial Advisors5,825$130K0.0%N/A0.002%
8/12/2026Compass Financial Management LLC1,949$43K0.0%N/A0.001%
7/10/2026Wealthcare Advisory Partners LLC27,225$607K0.0%-2.5%0.009%
7/9/2026Centurion Wealth Management LLC9,381$209K0.0%N/A0.003%
7/9/2026Ehrlich Financial Group139,202$3.11M1.6%+5.9%0.044%
7/8/2026Archer Investment Management LLC159,834$3.57M1.2%+83.3%0.050%
7/7/2026Balefire LLC19,949$445K0.1%-10.6%0.006%
7/7/2026Dynamic Advisor Solutions LLC120,865$2.70M0.1%-1.3%0.038%
7/7/2026GK Wealth Management LLC14,171$316K0.2%N/A0.004%
7/7/2026Pacific Excel Wealth Advisors Inc.9,363$209K0.1%N/A0.003%
7/6/2026 Boltwood Capital Management223,723$4.99M1.1%+10.7%0.071%
7/6/2026Trilogy Capital Inc.45,696$1.02M0.0%+14.0%0.014%
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%
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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%
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%


SPMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 240 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 ($69.79M), and Ameriprise Financial Inc. ($68.10M).Learn more on SPDR Portfolio Mortgage Backed Bond ETF's institutional investors.

Of the 200 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: Confluence Investment Management LLC ($5.29M), Financial Engines Advisors L.L.C. ($4.43M), State Street Corp ($3.91M), LPL Financial LLC ($1.97M), Citadel Advisors LLC ($1.83M), Benjamin Edwards Inc. ($1.58M), and Financial Plan Inc. ($1.27M).

Institutional investors have bought a total of 26,184,746 shares in the last 24 months. This purchase volume represents approximately $582.42M in transactions.

Of the 87 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), Benjamin Edwards Inc. ($456.32K), Compton Financial Group LLC ($336.17K), Clearwater Capital Advisors LLC ($335.50K), Kingsview Wealth Management LLC ($242.33K), RFG Advisory LLC ($228.17K), and Collaborative Wealth Managment Inc. ($227.39K).

Institutional investors have sold a total of 4,567,357 shares in the last 24 months. This volume of shares sold represents approximately $102.22M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPMB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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