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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$21.53 +0.10 (+0.47%)
(As of 12/20/2024 04:33 PM ET)
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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)
25
Total
Institutional Inflows
(last 12 months)
$79.99M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$16.56M
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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
11/15/2024 Integrated Wealth Concepts LLC115,583$2.60M0.0%+8.7%0.049%
11/13/2024 Private Trust Co. NA22,440$506K0.1%+29.2%0.009%
11/13/2024Fisher Asset Management LLC148,384$3.34M0.0%-5.2%0.063%
11/7/2024 Tidemark LLC430,682$9.70M4.0%+7.9%0.182%
11/5/2024 Prime Capital Investment Advisors LLC67,032$1.51M0.0%-27.0%0.028%
10/31/2024 Confluence Investment Management LLC2,771,898$62.45M0.8%-4.5%1.169%
10/30/2024 Cary Street Partners Asset Management LLC204,102$4.60M0.6%+1.9%0.086%
10/29/2024 Farther Finance Advisors LLC2,573$58K0.0%+52.2%0.001%
10/28/2024 Creative Financial Designs Inc. ADV2,393$54K0.0%-16.5%0.001%
10/18/2024ST Germain D J Co. Inc.646,614$14.57M0.7%-2.1%0.273%
10/16/2024 Tsfg LLC216,645$4.88M1.1%+3.3%0.091%
8/14/2024 Certified Advisory Corp318,941$6.88M0.9%+3.4%0.134%
8/9/2024 One Capital Management LLC25,171$543K0.0%N/A0.011%
8/9/2024 Prime Capital Investment Advisors LLC91,834$1.98M0.0%-77.6%0.039%
8/7/2024 Ashton Thomas Private Wealth LLC1,579$34K0.0%N/A0.001%
7/27/2024 Strategic Blueprint LLC29,806$643K0.0%-41.5%0.013%
7/26/2024 Cambridge Investment Research Advisors Inc.49,348$1.06M0.0%+11.0%0.021%
7/26/2024 Bank of New York Mellon Corp10,222$220K0.0%N/A0.004%
7/23/2024 Exchange Capital Management Inc.62,247$1.34M0.2%-0.8%0.026%
7/16/2024 Tsfg LLC209,648$4.52M1.1%+9.2%0.088%
7/16/2024 GPS Wealth Strategies Group LLC88,920$1.92M0.3%-7.4%0.037%
7/9/2024Arden Trust Co84,322$1.82M0.3%+0.6%0.036%
7/9/2024 Kingswood Wealth Advisors LLC22,623$488K0.0%N/A0.010%
7/8/2024ST Germain D J Co. Inc.660,455$14.25M0.7%-3.9%0.278%
7/1/2024 Confluence Investment Management LLC2,901,057$62.58M0.9%+12.4%1.223%
5/11/2024 Hirtle Callaghan & Co LLC1,504,247$32.67M1.4%+5.7%0.640%
5/4/2024 Richardson Financial Services Inc.1,623$35K0.0%N/A0.001%
4/24/2024 Private Trust Co. NA32,442$705K0.1%+68.1%0.014%
4/24/2024 NBT Bank N A NY1,234$27K0.0%N/A0.001%
4/23/2024 Strategic Blueprint LLC50,965$1.11M0.1%+1.0%0.022%
4/18/2024 Hexagon Capital Partners LLC4,981$108K0.0%+28.5%0.002%
4/16/2024 Tsfg LLC192,053$4.17M1.1%+2,326.1%0.083%
4/3/2024Arden Trust Co83,781$1.82M0.3%-24.7%0.041%
4/2/2024ST Germain D J Co. Inc.687,462$14.93M0.7%-11.5%0.335%
4/1/2024 Confluence Investment Management LLC2,581,084$56.06M0.8%N/A1.256%
3/8/2024ICA Group Wealth Management LLC12,144$268K0.1%+11.6%0.006%
2/15/2024Bartlett & CO. Wealth Management LLC10,341$229K0.0%N/A0.005%
2/13/2024 Hirtle Callaghan & Co LLC1,422,612$31.40M1.4%+7.6%0.692%
2/9/2024 Cambridge Investment Research Advisors Inc.142,324$3.14M0.0%+12.9%0.069%
2/9/2024 Tidemark LLC146,100$3.22M2.0%N/A0.071%
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2/9/2024 Certified Advisory Corp283,440$6.26M0.9%-4.2%0.138%
2/9/2024 Keystone Financial Group100,755$2.22M0.4%+4.4%0.049%
2/8/2024 Exchange Capital Management Inc.62,912$1.39M0.2%-1.6%0.031%
2/5/2024 Cary Street Partners Asset Management LLC182,062$4.02M0.7%-1.7%0.089%
2/5/2024 Hexagon Capital Partners LLC3,876$86K0.0%+1,702.8%0.002%
2/1/2024 Foster & Motley Inc.14,417$318K0.0%-21.4%0.007%
1/29/2024 Tennessee Valley Asset Management Partners2,976$66K0.0%N/A0.001%
1/25/2024 Strategic Blueprint LLC50,473$1.11M0.1%+53.6%0.025%
1/24/2024 Prime Capital Investment Advisors LLC16,325$360K0.0%-18.4%0.008%
1/24/2024 Private Trust Co. NA19,297$426K0.1%+30.8%0.009%
1/24/2024 Tsfg LLC7,916$175K0.1%+1,667.0%0.004%
1/23/2024Householder Group Estate & Retirement Specialist LLC24,764$546K0.2%-11.9%0.012%
1/12/2024 GPS Wealth Strategies Group LLC96,312$2.13M0.4%-39.2%0.047%
1/10/2024 Creative Financial Designs Inc. ADV3,542$78K0.0%+548.7%0.002%
1/8/2024Bartlett & Co. LLC10,341$229K0.0%N/A0.005%
1/4/2024Arden Trust Co111,231$2.46M0.4%+15.3%0.054%
11/15/2023 Integrated Wealth Concepts LLC177,414$3.69M0.1%-5.1%0.086%
11/13/2023 Certified Advisory Corp295,961$5.67M0.6%+6.7%0.144%
11/13/2023 Financial Engines Advisors L.L.C.158,268,550$3.29B8.7%+5.4%77.016%
11/9/2023 Prime Capital Investment Advisors LLC20,012$416K0.0%-76.8%0.010%
11/6/2023 Keystone Financial Group96,515$2.01M0.3%+707.4%0.047%
11/2/2023 Cullen Frost Bankers Inc.13,045$271K0.0%N/A0.006%
10/30/2023 Exchange Capital Management Inc.63,947$1.33M0.3%-5.7%0.031%
10/26/2023 GPS Wealth Strategies Group LLC158,424$3.30M0.6%+14.7%0.077%
10/25/2023 OLD Second National Bank of Aurora1,725$36K0.0%N/A0.001%
10/24/2023 Foster & Motley Inc.18,332$381K0.0%-20.5%0.009%
10/24/2023 Cambridge Investment Research Advisors Inc.126,072$2.62M0.0%-50.8%0.061%
10/23/2023ST Germain D J Co. Inc.832,237$17.31M1.0%-1.8%0.405%
10/18/2023 CX Institutional1,250,972$25.99M1.4%+14.6%0.609%
10/18/2023 Strategic Blueprint LLC32,853$683K0.1%-6.3%0.016%
10/18/2023 Private Trust Co. NA14,752$307K0.0%-20.1%0.007%
10/10/2023Householder Group Estate & Retirement Specialist LLC28,106$585K0.2%N/A0.014%
10/10/2023Arden Trust Co96,446$2.01M0.3%+60.4%0.047%
10/10/2023 Confluence Investment Management LLC2,320,051$48.26M0.7%-1.4%1.129%
9/7/2023ST Germain D J Co. Inc.847,269$18.56M1.0%N/A0.412%
8/14/2023 United Capital Financial Advisers LLC869,870$19.06M0.1%-2.6%0.423%
8/14/2023 Certified Advisory Corp277,460$6.08M1.1%+14.4%0.135%
8/11/2023 Financial Engines Advisors L.L.C.150,211,438$3.29B8.3%+5.0%73.096%
8/10/2023 Hirtle Callaghan & Co LLC1,322,114$28.97M1.4%+10.8%0.643%
8/8/2023 Foster & Motley Inc.23,056$505K0.0%-22.2%0.011%
8/7/2023 Keystone Financial Group11,954$262K0.0%N/A0.006%
8/3/2023 Eldridge Investment Advisors Inc.11,425$250K0.1%-18.6%0.006%
7/27/2023 Next Capital Management LLC14,557$319K0.1%+44.2%0.008%
7/24/2023 Exchange Capital Management Inc.67,777$1.49M0.3%-3.3%0.035%
7/20/2023 Scissortail Wealth Management LLC271,188$5.96M4.9%N/A0.141%
7/17/2023 GPS Wealth Strategies Group LLC138,081$3.03M0.6%+42.2%0.072%
7/14/2023Arden Trust Co60,118$1.32M0.2%+150.4%0.031%
7/13/2023 Cambridge Investment Research Advisors Inc.256,408$5.62M0.0%N/A0.133%
7/10/2023 Disciplined Investments LLC7,611$167K0.1%-42.2%0.004%
7/3/2023 Confluence Investment Management LLC2,351,936$51.53M0.8%-0.5%1.223%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
5/11/2023 Hirtle Callaghan & Co LLC1,192,751$26.46M1.3%+1,258.8%0.625%
5/10/2023 Disciplined Investments LLC13,159$292K0.1%-29.4%0.007%
5/10/2023 WealthPLAN Partners LLC2,740$61K0.0%N/A0.001%
5/9/2023 Foster & Motley Inc.29,629$657K0.1%+7.8%0.016%
5/9/2023 US Bancorp DE2,266$50K0.0%-40.1%0.001%
5/5/2023 Sandy Spring Bank1,744$39K0.0%-60.8%0.001%
5/3/2023 Exchange Capital Management Inc.70,092$1.56M0.3%-10.5%0.037%
5/3/2023 Integrated Wealth Concepts LLC202,420$4.49M0.1%+71.4%0.106%
4/28/2023 Strategic Blueprint LLC44,054$977K0.1%+1.1%0.023%
4/21/2023 Bogart Wealth LLC2,793$62K0.0%N/A0.001%
(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, 52 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 ($62.45M), Hirtle Callaghan & Co LLC ($32.67M), CX Institutional ($25.99M), United Capital Financial Advisers LLC ($19.06M), and ST Germain D J Co. Inc. ($14.57M).Learn more on SPMB's institutional investors.

Which institutional investors have been buying SPDR Portfolio Mortgage Backed Bond ETF stock?

Of the 40 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. ($15.18M), Confluence Investment Management LLC ($5.40M), Hirtle Callaghan & Co LLC ($1.42M), ST Germain D J Co. Inc. ($847.27K), Cambridge Investment Research Advisors Inc. ($277.56K), Scissortail Wealth Management LLC ($271.19K), and CX Institutional ($244.61K).

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

Institutional investors have bought a total of 24,838,576 shares in the last 24 months. This purchase volume represents approximately $534.04M in transactions.

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

Of the 25 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: Wealth Enhancement Advisory Services LLC ($472.67K), Prime Capital Investment Advisors LLC ($413.28K), Confluence Investment Management LLC ($306.08K), Cambridge Investment Research Advisors Inc. ($190.74K), ST Germain D J Co. Inc. ($144.79K), GPS Wealth Strategies Group LLC ($69.21K), and OLD Mission Capital LLC ($41.60K).

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

Institutional investors have sold a total of 1,839,744 shares in the last 24 months. This volume of shares sold represents approximately $39.90M in transactions.


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This page (NYSEARCA:SPMB) was last updated on 12/22/2024 by MarketBeat.com Staff
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