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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$22.23 +0.04 (+0.18%)
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)
158
Total
Institutional Inflows
(last 12 months)
$550.08M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$128.83M
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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
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%
5/5/2026 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%
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%
4/27/2026 Financial 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%
2/20/202693 Financial Group LLC756,474$16.96M7.4%N/A0.252%
2/19/2026TMB Capital Partners LLC42,996$964K0.3%N/A0.014%
2/19/2026 Axxcess 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%
2/17/2026 Integrated 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%
2/17/2026 Private 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%
2/17/2026 Abound 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%
2/16/2026Mariner 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%
2/13/2026 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%
2/13/2026Stifel 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%
2/12/2026 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%
2/12/2026Great 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%
2/11/2026 Howard Bailey Securities LLC18,266$409K0.2%-85.8%0.006%
2/11/2026LPL Financial LLC20,238,970$453.66M0.1%+10.8%6.755%
2/11/2026 Vise 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%
2/10/2026 Spectrum Planning & Advisory Services Inc.123,279$2.76M1.4%-1.0%0.041%
2/10/2026 Root 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%
2/9/2026Kingsview Wealth Management LLC125,038$2.80M0.0%-66.0%0.042%
2/9/2026Collaborative Wealth Managment Inc.192,778$4.32M1.5%-24.3%0.064%
2/9/2026Kestra Investment Management LLC168,854$3.79M0.1%-6.4%0.056%
2/9/2026Clearwater Capital Advisors LLC334,027$7.49M0.6%-41.6%0.111%
2/6/2026Advisory Alpha LLC2,256,536$50.58M1.4%+2.7%0.753%
2/6/2026 Axxcess Wealth Management LLC10,764$241K0.0%N/A0.004%
2/6/2026Kingdom Financial Group LLC.1,263$28K0.0%N/A0.000%
2/6/2026Global Retirement Partners LLC35,859$804K0.0%+12.8%0.012%
2/6/2026 IFP Advisors Inc23,375$524K0.0%-19.7%0.008%
2/6/2026 Northbridge Financial Group LLC16,891$379K0.2%N/A0.006%
2/6/2026 Creative Financial Designs Inc. ADV4,446$100K0.0%+84.5%0.001%
2/6/2026 Forefront Wealth Partners LLC80,968$1.82M0.9%+37.3%0.027%
2/6/2026HighTower Advisors LLC10,582$237K0.0%+8.4%0.004%
2/5/2026 Compton Financial Group LLC2,098,239$47.03M10.7%+9.4%0.700%
2/5/2026Allworth Financial LP35,250$790K0.0%-14.3%0.012%
2/5/2026Idaho Trust Co56,487$1.27M0.4%-11.7%0.019%
2/5/2026TrueWealth Financial Partners14,962$335K0.3%N/A0.005%
2/4/2026Independent Advisor Alliance47,836$1.07M0.0%+2.8%0.016%
2/4/2026Hirtle Callaghan & Co LLC1,388,652$31.13M1.1%+6.7%0.464%
2/4/2026 Leicht Financial Planning & Wealth Management Inc.916,454$20.54M9.2%+7.5%0.307%


SPMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPMB shares?

During the previous two years, 215 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 ($95.49M), and Ameriprise Financial Inc. ($68.10M).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 170 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 ($2.31M), LPL Financial LLC ($1.97M), Benjamin Edwards Inc. ($1.58M), Financial Plan Inc. ($1.27M), and Collier Financial ($1.11M).

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

Institutional investors have bought a total of 24,630,777 shares in the last 24 months. This purchase volume represents approximately $550.08M in transactions.

Which of SPDR Portfolio Mortgage Backed Bond ETF's major shareholders have been selling company stock?

Of the 100 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 ($573.15K), Confluence Investment Management LLC ($505.40K), Benjamin Edwards Inc. ($456.32K), Leslie Global Wealth LLC ($337.42K), Compton Financial Group LLC ($336.17K), Collaborative Wealth Managment Inc. ($254.59K), and RFG Advisory LLC ($250.82K).

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

Institutional investors have sold a total of 5,771,826 shares in the last 24 months. This volume of shares sold represents approximately $128.83M in transactions.


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