Free Trial
→ The only candlestick pattern worth a darn (From WealthPress) (Ad) Free SPMB Stock Alerts

SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$21.69 -0.03 (-0.14%)
(As of 11/15/2024 ET)
Compare

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
Get SPMB Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio Mortgage Backed Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
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%
Strange: Why is Amazon suddenly yielding 39.70%? (Ad)

Something big is happening with Amazon stock… While most investors collect ZERO dividends from Amazon… A small group just discovered a "backdoor" way to collect yields up to 39.70%!

Click here to see this breakthrough before everyone else →
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%
Strange: Why is Amazon suddenly yielding 39.70%? (Ad)

Something big is happening with Amazon stock… While most investors collect ZERO dividends from Amazon… A small group just discovered a "backdoor" way to collect yields up to 39.70%!

Click here to see this breakthrough before everyone else →
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.


Related Companies

This page (NYSEARCA:SPMB) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
There is a little known company that is changing warfare
With geo - political instability around the world investors are flocking to defense contract stocks. There...
Reticulate | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored