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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$22.00 -0.07 (-0.32%)
As of 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)
157
Total
Institutional Inflows
(last 12 months)
$463.32M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$110.63M
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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
8/12/2026 Compass Financial Management LLC1,949$43K0.0%N/A0.001%
7/10/2026 Wealthcare Advisory Partners LLC27,225$607K0.0%-2.5%0.009%
7/9/2026 Centurion Wealth Management LLC9,381$209K0.0%N/A0.003%
7/9/2026 Ehrlich Financial Group139,202$3.11M1.6%+5.9%0.044%
7/8/2026 Archer Investment Management LLC159,834$3.57M1.2%+83.3%0.050%
7/7/2026 Balefire LLC19,949$445K0.1%-10.6%0.006%
7/7/2026 Dynamic Advisor Solutions LLC120,865$2.70M0.1%-1.3%0.038%
7/7/2026 GK Wealth Management LLC14,171$316K0.2%N/A0.004%
7/7/2026 Pacific 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%
7/6/2026 Trilogy 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%
5/19/2026 Chesapeake Wealth Management316,789$7.09M2.2%+3.4%0.102%
5/19/2026Strategic Investment Advisors MI39,476$883K0.1%+6.7%0.013%
5/18/2026 Amundi74,057$1.66M0.0%N/A0.024%
5/18/2026Royal Bank of Canada59,736$1.34M0.0%+7.9%0.019%
5/15/2026 Gateway 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%
5/14/2026 Lido Advisors LLC27,165$608K0.0%-87.5%0.009%
5/13/2026 Cetera Investment Advisers768,195$17.20M0.0%+39.5%0.248%
5/13/2026 Clearwater Capital Advisors LLC236,435$5.29M0.4%-29.2%0.076%
5/13/2026 Wiregrass Investment Management LLC39,907$894K0.7%+13.0%0.013%
5/12/2026 CacheTech Inc.106,495$2.38M0.5%+29.1%0.034%
5/8/2026 CMC Financial Group28,241$632K1.2%N/A0.009%
5/7/2026 Balefire LLC22,324$500K0.1%+42.4%0.007%
5/6/2026 Modera Wealth Management LLC15,994$358K0.0%+11.2%0.005%
5/6/2026 Assetmark Inc.1,813,363$40.60M0.1%+4.1%0.586%
5/5/2026 Marks Group Wealth Management Inc76,687$1.72M0.2%N/A0.025%
5/5/2026 Collaborative 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%
5/5/2026 Sanctuary Advisors LLC1,001,879$22.43M0.1%+2.7%0.324%
5/5/2026 Checchi Capital Advisers LLC223,175$5.00M0.3%-23.9%0.072%
5/4/2026 Hibernia Wealth Partners LLC9,517$213K0.1%N/A0.003%
5/2/2026 Diversify Wealth Management LLC99,734$2.22M0.0%+368.1%0.032%
5/2/2026 Valmark Advisers Inc.174,263$3.90M0.0%+12.7%0.056%
5/1/2026 Fifth Third Bancorp57,245$1.28M0.0%N/A0.019%
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4/30/2026 Kestra Advisory Services LLC98,278$2.20M0.0%-49.6%0.032%
4/29/2026 Financial Life Advisors1,041,380$23.32M7.3%+9.3%0.337%
4/29/2026 Integrated Advisors Network LLC47,929$1.07M0.1%+142.0%0.016%
4/28/2026 Compton Financial Group LLC1,762,070$39.45M8.7%-16.0%0.570%
4/27/2026 Private 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%
4/24/2026 Midwest Capital Advisors LLC210,909$4.72M2.2%+18.8%0.068%
4/24/2026 True Blue Financial LLC17,806$399K0.3%+19.0%0.006%
4/23/2026 Capital Investment Counsel LLC32,061$718K0.1%-7.6%0.010%
4/23/2026 Drucker Wealth 3.0 LLC204,701$4.58M0.8%+1.9%0.066%
4/23/2026 EWA LLC82,323$1.84M0.4%+26.8%0.027%
4/23/2026 Detalus Advisors LLC279,659$6.26M1.4%+8.4%0.090%
4/23/2026 Apollon Financial LLC115,219$2.58M0.4%N/A0.037%
4/22/2026 Trilogy Capital Inc.40,101$898K0.0%-49.1%0.013%
4/21/2026 Columbus Macro LLC12,651$283K0.0%-4.2%0.004%
4/21/2026 Foster & Motley Inc.13,374$299K0.0%-10.1%0.004%
4/20/2026 RFG Advisory LLC52,512$1.18M0.0%-49.9%0.017%
4/17/2026 Certified Advisory Corp415,543$9.30M0.8%+3.9%0.134%
4/17/2026 Bell Investment Advisors Inc40,318$903K0.1%-6.0%0.013%
4/17/2026 Brookstone Capital Management48,367$1.08M0.0%-3.2%0.016%
4/16/2026 Spectrum Planning & Advisory Services Inc.128,424$2.88M1.4%+4.2%0.042%
4/16/2026 Center For Asset Management LLC50,874$1.14M0.6%+10.4%0.016%
2/24/2026 Astoria Portfolio Advisors LLC.9,645$220K0.1%N/A0.003%
2/20/2026 93 Financial Group LLC756,474$16.96M7.4%N/A0.252%
2/19/2026 TMB Capital Partners LLC42,996$964K0.3%N/A0.014%
2/19/2026 Axxcess Wealth Management LLC10,764$241K0.0%N/A0.004%
2/18/2026 CacheTech Inc.82,475$1.85M0.3%-8.4%0.028%
2/18/2026 Adams Wealth Management72,464$1.62M0.3%-9.4%0.024%
2/18/2026 Stokes 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%
2/17/2026 Integrated Advisors Network LLC19,805$444K0.0%-4.3%0.007%
2/17/2026 Cetera 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%
2/17/2026 Private Advisor Group LLC586,996$13.16M0.1%+14.9%0.196%
2/17/2026 Captrust 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%
2/16/2026 MML Investors Services LLC25,489$571K0.0%+11.7%0.009%
2/16/2026 Mariner LLC473,686$10.62M0.0%+3.8%0.158%
2/16/2026Fort Point Capital Partners LLC58,350$1.32M0.1%+11.2%0.019%
2/16/2026 Arax Advisory Partners4,724$106K0.0%N/A0.002%
2/16/2026 Aptus Capital Advisors LLC2,694$60K0.0%-17.2%0.001%
2/13/2026 Kestra Advisory Services LLC194,903$4.37M0.0%-10.4%0.065%
2/13/2026Visionary Wealth Advisors159,212$3.57M0.2%+6.1%0.053%
2/13/2026 Stifel Financial Corp7,602,932$170.42M0.2%+7.4%2.538%
2/13/2026 Wiregrass Investment Management LLC35,323$792K0.7%N/A0.012%
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2/13/2026 Integrated 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%
2/13/2026 State 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%
2/12/2026 Commonwealth Equity Services LLC96,193$2.16M0.0%+17.5%0.032%
2/12/2026JPL Wealth Management LLC38,594$865K0.2%+8.7%0.013%
2/12/2026 Great Valley Advisor Group Inc.14,328$321K0.0%+30.7%0.005%


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 20,689,623 shares in the last 24 months. This purchase volume represents approximately $463.32M 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 4,939,192 shares in the last 24 months. This volume of shares sold represents approximately $110.63M 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 8/12/2026. New 13F filings are added each quarter as they're published.
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