SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

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+0.16 (+0.76%)

(As of 04/17/2024 ET)

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Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 33
Total Institutional Inflows (last 12 months): $494.26M

Number of Institutional Sellers (last 12 months): 21
Total Institutional Outflows (last 12 months): $19.96M

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SPMB Institutional Buying and Selling by Quarter

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SPDR Portfolio Mortgage Backed Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/16/2024	Tsfg LLC	192,053	$4.17M	1.1%	+2,326.1%	0.083%
4/3/2024	Arden Trust Co	83,781	$1.82M	0.3%	-24.7%	0.041%
4/2/2024	ST Germain D J Co. Inc.	687,462	$14.93M	0.7%	-11.5%	0.335%
4/1/2024	Confluence Investment Management LLC	2,581,084	$56.06M	0.8%	N/A	1.256%
3/8/2024	ICA Group Wealth Management LLC	12,144	$268K	0.1%	+11.6%	0.006%
2/15/2024	Bartlett & CO. Wealth Management LLC	10,341	$229K	0.0%	N/A	0.005%
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2/15/2024	Baird Financial Group Inc.	204,693	$4.52M	0.0%	N/A	0.100%
2/13/2024	Hirtle Callaghan & Co LLC	1,422,612	$31.40M	1.4%	+7.6%	0.692%
2/9/2024	Cambridge Investment Research Advisors Inc.	142,324	$3.14M	0.0%	+12.9%	0.069%
2/9/2024	Tidemark LLC	146,100	$3.22M	2.0%	N/A	0.071%
2/9/2024	Certified Advisory Corp	283,440	$6.26M	0.9%	-4.2%	0.138%
2/9/2024	Keystone Financial Group	100,755	$2.22M	0.4%	+4.4%	0.049%
2/8/2024	Exchange Capital Management Inc.	62,912	$1.39M	0.2%	-1.6%	0.031%
2/5/2024	Cary Street Partners Asset Management LLC	182,062	$4.02M	0.7%	-1.7%	0.089%
2/5/2024	Hexagon Capital Partners LLC	3,876	$86K	0.0%	+1,702.8%	0.002%
2/1/2024	Foster & Motley Inc.	14,417	$318K	0.0%	-21.4%	0.007%
1/29/2024	Tennessee Valley Asset Management Partners	2,976	$66K	0.0%	N/A	0.001%
1/25/2024	Strategic Blueprint LLC	50,473	$1.11M	0.1%	+53.6%	0.025%
1/24/2024	Prime Capital Investment Advisors LLC	16,325	$360K	0.0%	-18.4%	0.008%
1/24/2024	Private Trust Co. NA	19,297	$426K	0.1%	+30.8%	0.009%
1/24/2024	Tsfg LLC	7,916	$175K	0.1%	+1,667.0%	0.004%
1/23/2024	Householder Group Estate & Retirement Specialist LLC	24,764	$546K	0.2%	-11.9%	0.012%
1/12/2024	GPS Wealth Strategies Group LLC	96,312	$2.13M	0.4%	-39.2%	0.047%
1/10/2024	Creative Financial Designs Inc. ADV	3,542	$78K	0.0%	+548.7%	0.002%
1/8/2024	Bartlett & Co. LLC	10,341	$229K	0.0%	N/A	0.005%
1/4/2024	Arden Trust Co	111,231	$2.46M	0.4%	+15.3%	0.054%
11/15/2023	Integrated Wealth Concepts LLC	177,414	$3.69M	0.1%	-5.1%	0.086%
11/15/2023	JPMorgan Chase & Co.	1,078,167	$22.43M	0.0%	+6,194.8%	0.525%
11/15/2023	Ameriprise Financial Inc.	1,480,313	$30.79M	0.0%	+5.9%	0.720%
11/13/2023	Certified Advisory Corp	295,961	$5.67M	0.6%	+6.7%	0.144%
11/13/2023	Financial Engines Advisors L.L.C.	158,268,550	$3.29B	8.7%	+5.4%	77.016%
11/9/2023	Prime Capital Investment Advisors LLC	20,012	$416K	0.0%	-76.8%	0.010%
11/6/2023	Keystone Financial Group	96,515	$2.01M	0.3%	+707.4%	0.047%
11/2/2023	Cullen Frost Bankers Inc.	13,045	$271K	0.0%	N/A	0.006%
10/30/2023	Exchange Capital Management Inc.	63,947	$1.33M	0.3%	-5.7%	0.031%
10/26/2023	GPS Wealth Strategies Group LLC	158,424	$3.30M	0.6%	+14.7%	0.077%
10/25/2023	OLD Second National Bank of Aurora	1,725	$36K	0.0%	N/A	0.001%
10/24/2023	Foster & Motley Inc.	18,332	$381K	0.0%	-20.5%	0.009%
10/24/2023	Cambridge Investment Research Advisors Inc.	126,072	$2.62M	0.0%	-50.8%	0.061%
10/23/2023	ST Germain D J Co. Inc.	832,237	$17.31M	1.0%	-1.8%	0.405%
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10/18/2023	CX Institutional	1,250,972	$25.99M	1.4%	+14.6%	0.609%
10/18/2023	Strategic Blueprint LLC	32,853	$683K	0.1%	-6.3%	0.016%
10/18/2023	Private Trust Co. NA	14,752	$307K	0.0%	-20.1%	0.007%
10/10/2023	Householder Group Estate & Retirement Specialist LLC	28,106	$585K	0.2%	N/A	0.014%
10/10/2023	Arden Trust Co	96,446	$2.01M	0.3%	+60.4%	0.047%
10/10/2023	Confluence Investment Management LLC	2,320,051	$48.26M	0.7%	-1.4%	1.129%
9/7/2023	ST Germain D J Co. Inc.	847,269	$18.56M	1.0%	N/A	0.412%
8/15/2023	Integrated Wealth Concepts LLC	186,994	$4.10M	0.1%	-7.6%	0.091%
8/14/2023	Mercer Global Advisors Inc. ADV	115,184	$2.52M	0.0%	N/A	0.056%
8/14/2023	United Capital Financial Advisers LLC	869,870	$19.06M	0.1%	-2.6%	0.423%
8/14/2023	Certified Advisory Corp	277,460	$6.08M	1.1%	+14.4%	0.135%
8/11/2023	Financial Engines Advisors L.L.C.	150,211,438	$3.29B	8.3%	+5.0%	73.096%
8/11/2023	JPMorgan Chase & Co.	17,128	$375K	0.0%	-6.6%	0.008%
8/10/2023	Hirtle Callaghan & Co LLC	1,322,114	$28.97M	1.4%	+10.8%	0.643%
8/8/2023	Foster & Motley Inc.	23,056	$505K	0.0%	-22.2%	0.011%
8/7/2023	Keystone Financial Group	11,954	$262K	0.0%	N/A	0.006%
8/3/2023	Eldridge Investment Advisors Inc.	11,425	$250K	0.1%	-18.6%	0.006%
7/27/2023	Next Capital Management LLC	14,557	$319K	0.1%	+44.2%	0.008%
7/24/2023	Exchange Capital Management Inc.	67,777	$1.49M	0.3%	-3.3%	0.035%
7/20/2023	Scissortail Wealth Management LLC	271,188	$5.96M	4.9%	N/A	0.141%
7/17/2023	GPS Wealth Strategies Group LLC	138,081	$3.03M	0.6%	+42.2%	0.072%
7/14/2023	Arden Trust Co	60,118	$1.32M	0.2%	+150.4%	0.031%
7/13/2023	Cambridge Investment Research Advisors Inc.	256,408	$5.62M	0.0%	N/A	0.133%
7/10/2023	Disciplined Investments LLC	7,611	$167K	0.1%	-42.2%	0.004%
7/3/2023	Confluence Investment Management LLC	2,351,936	$51.53M	0.8%	-0.5%	1.223%
5/22/2023	Ameriprise Financial Inc.	1,370,048	$30.37M	0.0%	-20.7%	0.718%
5/18/2023	JPMorgan Chase & Co.	18,342	$407K	0.0%	-10.2%	0.010%
5/15/2023	Certified Advisory Corp	242,476	$5.38M	1.0%	+78.7%	0.127%
5/11/2023	Hirtle Callaghan & Co LLC	1,192,751	$26.46M	1.3%	+1,258.8%	0.625%
5/10/2023	Disciplined Investments LLC	13,159	$292K	0.1%	-29.4%	0.007%
5/10/2023	WealthPLAN Partners LLC	2,740	$61K	0.0%	N/A	0.001%
5/9/2023	Foster & Motley Inc.	29,629	$657K	0.1%	+7.8%	0.016%
5/9/2023	US Bancorp DE	2,266	$50K	0.0%	-40.1%	0.001%
5/5/2023	Sandy Spring Bank	1,744	$39K	0.0%	-60.8%	0.001%
5/3/2023	Exchange Capital Management Inc.	70,092	$1.56M	0.3%	-10.5%	0.037%
5/3/2023	Integrated Wealth Concepts LLC	202,420	$4.49M	0.1%	+71.4%	0.106%
4/28/2023	Strategic Blueprint LLC	44,054	$977K	0.1%	+1.1%	0.023%
4/21/2023	Bogart Wealth LLC	2,793	$62K	0.0%	N/A	0.001%
4/17/2023	GPS Wealth Strategies Group LLC	97,094	$2.15M	0.4%	+63.4%	0.051%
4/17/2023	Arden Trust Co	24,010	$533K	0.1%	N/A	0.013%
4/13/2023	Householder Group Estate & Retirement Specialist LLC	4,668	$104K	0.0%	N/A	0.003%
4/12/2023	Private Trust Co. NA	18,218	$404K	0.1%	+20.1%	0.010%
4/4/2023	Confluence Investment Management LLC	2,364,736	$52.45M	0.8%	-5.3%	1.275%
3/6/2023	OLD Mission Capital LLC	1,902	$41K	0.0%	-95.6%	0.001%
2/16/2023	Certified Advisory Corp	135,658	$2.94M	0.6%	+48.8%	0.074%
2/16/2023	United Capital Financial Advisers LLC	1,050,977	$22.81M	0.1%	-19.3%	0.571%
2/13/2023	Wealthcare Advisory Partners LLC	51,408	$1.12M	0.1%	+25.1%	0.028%
2/13/2023	JPMorgan Chase & Co.	20,430	$443K	0.0%	-4.8%	0.011%
2/10/2023	CoreCap Advisors LLC	1,132	$25K	0.0%	N/A	0.001%
2/10/2023	Sandy Spring Bank	4,444	$96K	0.0%	-39.8%	0.002%
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2/9/2023	Foster & Motley Inc.	27,496	$597K	0.1%	+52.2%	0.015%
2/8/2023	Cambridge Investment Research Advisors Inc.	9,718	$211K	0.0%	-86.1%	0.005%
2/3/2023	Eldridge Investment Advisors Inc.	14,097	$306K	0.1%	-54.0%	0.008%
2/3/2023	CX Institutional	1,030,196	$22.36M	1.4%	+9.1%	0.560%
2/3/2023	Sugarloaf Wealth Management LLC	20,039	$435K	0.1%	N/A	0.011%
2/2/2023	Congress Wealth Management LLC DE	32,510	$705K	0.0%	-16.5%	0.018%
2/1/2023	Wealth Enhancement Advisory Services LLC	5,457,844	$122.04M	1.6%	-8.0%	2.968%
2/1/2023	Exchange Capital Management Inc.	78,302	$1.70M	0.4%	-10.6%	0.043%
1/30/2023	Concourse Financial Group Securities Inc.	5,824	$126K	0.0%	-23.6%	0.003%
1/27/2023	GPS Wealth Strategies Group LLC	59,421	$1.29M	0.4%	+21.6%	0.032%

(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, 60 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), Wealth Enhancement Advisory Services LLC ($122.04M), Confluence Investment Management LLC ($56.06M), Hirtle Callaghan & Co LLC ($31.40M), Ameriprise Financial Inc. ($30.79M), CX Institutional ($25.99M), and JPMorgan Chase & Co. ($22.43M).Learn more on SPMB's institutional investors.
Which institutional investors have been buying SPDR Portfolio Mortgage Backed Bond ETF stock?: Of the 52 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. ($31.21M), Confluence Investment Management LLC ($5.08M), Hirtle Callaghan & Co LLC ($1.33M), Wealth Enhancement Advisory Services LLC ($1.20M), JPMorgan Chase & Co. ($1.06M), ST Germain D J Co. Inc. ($948.30K), and Cambridge Investment Research Advisors Inc. ($479.05K).
How much institutional buying is happening at SPDR Portfolio Mortgage Backed Bond ETF?: Institutional investors have bought a total of 43,779,932 shares in the last 24 months. This purchase volume represents approximately $982.15M in transactions.

Which SPDR Portfolio Mortgage Backed Bond ETF major shareholders have been selling company stock?: Of the 32 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: Financial Engines Advisors L.L.C. ($6.12M), United Capital Financial Advisers LLC ($607.26K), Wealth Enhancement Advisory Services LLC ($565.88K), Flow Traders U.S. LLC ($467.13K), Ameriprise Financial Inc. ($357.24K), Cambridge Investment Research Advisors Inc. ($337.61K), and WBI Investments Inc. ($181.37K).
How much institutional selling is happening at SPDR Portfolio Mortgage Backed Bond ETF?: Institutional investors have sold a total of 9,659,441 shares in the last 24 months. This volume of shares sold represents approximately $218.95M in transactions.

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This page (NYSEARCA:SPMB) was last updated on 4/18/2024 by MarketBeat.com Staff

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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPMB Institutional Buying and Selling by Quarter

SPDR Portfolio Mortgage Backed Bond ETF Major Shareholders & Ownership History

SPMB Institutional Ownership - Frequently Asked Questions

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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Mortgage Backed Bond ETF (NYSEARCA:SPMB)

SPMB Institutional Buying and Selling by Quarter

SPDR Portfolio Mortgage Backed Bond ETF Major Shareholders & Ownership History

SPMB Institutional Ownership - Frequently Asked Questions