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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$22.07 +0.14 (+0.64%)
Closing price 08/1/2025 04:10 PM Eastern
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$22.08 +0.00 (+0.02%)
As of 08/1/2025 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)
51
Total
Institutional Inflows
(last 12 months)
$127.63M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$51.22M
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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
8/1/2025Capital Investment Counsel LLC39,368$870K0.1%-5.7%0.014%
8/1/2025Advisory Alpha LLC2,086,473$46.11M1.4%+5.4%0.738%
8/1/2025Cobblestone Capital Advisors LLC NY90,150$1.99M0.1%+12.0%0.032%
8/1/2025Envestnet Asset Management Inc.325,332$7.19M0.0%+4.9%0.115%
7/30/2025 Strategic Blueprint LLC83,987$1.86M0.1%+22.9%0.030%
7/30/2025 Brookstone Capital Management54,291$1.20M0.0%-1.0%0.019%
7/29/2025 Swmg LLC71,889$1.57M0.5%-30.1%0.025%
7/29/2025 Stratos Wealth Partners LTD.370,984$8.20M0.1%+4.3%0.131%
7/29/2025 Private Trust Co. NA70,148$1.55M0.1%+93.3%0.025%
7/28/2025 Chesapeake Wealth Management271,211$5.99M2.0%-3.0%0.096%
7/28/2025 Mutual Advisors LLC173,329$3.80M0.1%-14.1%0.061%
7/28/2025 RFG Advisory LLC32,881$727K0.0%-40.8%0.012%
7/25/2025 Northwest Capital Management Inc25,732$569K0.3%-8.8%0.009%
7/25/2025 Concord Wealth Partners8,659$191K0.0%-19.8%0.003%
7/25/2025 MGO One Seven LLC41,458$916K0.0%-54.4%0.015%
7/25/2025 Midwest Capital Advisors LLC231,791$5.12M2.7%-1.3%0.082%
7/25/2025 CWM LLC2,058,372$45.49M0.2%+20.4%0.728%
7/25/2025 Hobbs Group Advisors LLC51,469$1.14M0.4%-7.3%0.018%
7/24/2025 Drucker Wealth 3.0 LLC70,467$1.55M0.3%N/A0.025%
7/24/2025 Eastern Bank24,302$537K0.0%-82.3%0.009%
7/24/2025 IFP Advisors Inc33,663$744K0.0%+2.7%0.012%
7/23/2025 Columbus Macro LLC16,509$365K0.0%-58.1%0.006%
7/23/2025 Valmark Advisers Inc.134,250$2.97M0.0%+34.3%0.047%
7/23/2025 Financial Life Advisors825,673$18.25M6.2%+5.4%0.292%
7/23/2025 Detalus Advisors LLC222,806$4.92M1.4%+4.3%0.079%
7/23/2025 Sachetta LLC7,246$160K0.1%+437.1%0.003%
7/23/2025 Prime Capital Investment Advisors LLC35,551$786K0.0%-94.0%0.013%
7/22/2025 Belpointe Asset Management LLC21,179$468K0.0%+27.4%0.007%
7/22/2025 Checchi Capital Advisers LLC297,857$6.58M0.4%-7.0%0.105%
7/21/2025 Ascent Group LLC15,377$340K0.0%-6.4%0.005%
7/18/2025 EWA LLC60,771$1.34M0.4%+22.2%0.022%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.239,881$5.30M0.4%-6.7%0.085%
7/18/2025 Trilogy Capital Inc.54,059$1.20M0.1%+14.6%0.019%
7/18/2025 MJT & Associates Financial Advisory Group Inc.18,842$416K0.5%-6.8%0.007%
7/16/2025 Diversified Enterprises LLC10,572$234K0.0%-10.9%0.004%
7/16/2025 ST Germain D J Co. Inc.644,810$14.25M0.6%+2.1%0.228%
7/16/2025 MJT & Associates Financial Advisory Group Inc.18,842$416K0.5%-6.8%0.007%
7/15/2025 Spectrum Planning & Advisory Services Inc.122,278$2.70M1.7%-13.3%0.043%
7/15/2025 Signet Financial Management LLC566,011$12.51M1.6%+2.3%0.200%
7/15/2025 Carr Financial Group Corp19,116$422K0.1%-6.5%0.007%
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7/15/2025 Norden Group LLC32,180$711K0.1%+10.1%0.011%
7/14/2025 Seed Wealth Management Inc.126,840$2.80M2.1%-11.4%0.045%
7/14/2025 U.S. Capital Wealth Advisors LLC244,389$5.40M0.2%+2.7%0.087%
7/11/2025 Farther Finance Advisors LLC122,990$2.72M0.1%+12.3%0.044%
7/11/2025 Kingstone Capital Partners Texas LLC807,932$17.63M0.0%N/A0.289%
7/10/2025 Baker Tilly Wealth Management LLC14,670$324K0.1%-31.7%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC67,317$1.48M0.0%-32.8%0.024%
7/10/2025 Sharkey Howes & Javer112,561$2.49M0.3%-24.1%0.040%
7/9/2025 Dynamic Advisor Solutions LLC117,127$2.59M0.1%-2.3%0.042%
7/9/2025 Alesco Advisors LLC94,950$2.10M0.1%+1.2%0.034%
7/9/2025 Christopher J. Hasenberg Inc80,133$1.77M0.7%N/A0.029%
7/8/2025 Ehrlich Financial Group120,886$2.67M1.7%+2.0%0.043%
7/8/2025 Boltwood Capital Management114,414$2.53M0.7%+18.5%0.041%
7/1/2025 Confluence Investment Management LLC4,727,616$104.48M1.5%+13.6%1.773%
5/16/2025Integrated Wealth Concepts LLC152,307$3.36M0.0%+29.2%0.057%
5/15/2025Baird Financial Group Inc.274,971$6.06M0.0%-11.3%0.103%
5/14/2025Ameriprise Financial Inc.2,654,235$58.53M0.0%+9.4%0.991%
5/12/2025Hirtle Callaghan & Co LLC1,223,851$26.99M1.1%-5.2%0.457%
5/9/2025Tidemark LLC408,444$9.01M3.3%-10.3%0.155%
5/7/2025 MJT & Associates Financial Advisory Group Inc.20,225$446K0.4%N/A0.008%
4/30/2025Synergy Investment Management LLC104,423$2.30M1.0%-11.3%0.040%
4/29/2025Hexagon Capital Partners LLC6,734$148K0.0%+35.9%0.003%
4/29/2025Bank of New York Mellon Corp45,027$993K0.0%-12.3%0.017%
4/29/2025 Strategic Blueprint LLC68,321$1.51M0.1%+22.2%0.026%
4/28/2025 Private Trust Co. NA36,295$800K0.1%+53.2%0.014%
4/24/2025Golden State Wealth Management LLC23,842$526K0.1%+47.3%0.009%
4/24/2025Tsfg LLC197,840$4.36M0.9%-16.1%0.075%
4/23/2025Western Wealth Management LLC136,583$3.01M0.2%+12.0%0.052%
4/23/2025Creative Financial Designs Inc. ADV13,330$294K0.0%+101.0%0.005%
4/23/2025Golden State Wealth Management LLC47,684$1.05M0.1%+194.6%0.018%
4/23/2025Fourth Dimension Wealth LLC6,276$138K0.1%-24.2%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.47,994$1.06M0.0%-18.7%0.018%
4/22/2025 Crews Bank & Trust1,650$36K0.0%-66.3%0.001%
4/15/2025GPS Wealth Strategies Group LLC60,073$1.33M0.2%-27.2%0.022%
4/15/2025Collier Financial523,004$11.53M9.8%N/A0.194%
4/14/2025 Farther Finance Advisors LLC109,475$2.42M0.1%+4,379.3%0.041%
4/9/2025 ST Germain D J Co. Inc.631,802$13.93M0.7%-0.8%0.234%
4/1/2025 Confluence Investment Management LLC4,161,523$91.76M1.3%+6.0%1.542%
2/18/2025Fourth Dimension Wealth LLC8,275$178K0.1%N/A0.003%
2/17/2025Baird Financial Group Inc.309,890$6.68M0.0%+7.7%0.131%
2/17/2025Ameriprise Financial Inc.2,426,991$52.29M0.0%+21.1%1.023%
2/17/2025Ancora Advisors LLC1,794$39K0.0%N/A0.001%
2/14/2025Integrated Wealth Concepts LLC117,859$2.54M0.0%+2.0%0.050%
2/13/2025United Capital Financial Advisors LLC117,467$2.53M0.0%-5.3%0.050%
2/13/2025Keystone Financial Group128,102$2.76M0.3%N/A0.054%
2/12/2025JPMorgan Chase & Co.1,399,835$30.17M0.0%+0.2%0.590%
2/11/2025Hirtle Callaghan & Co LLC1,291,430$27.83M1.2%-13.2%0.544%
2/10/2025Creative Financial Designs Inc. ADV6,633$143K0.0%+177.2%0.003%
2/10/2025Tidemark LLC455,135$9.81M3.8%+5.7%0.192%
2/6/2025Synergy Investment Management LLC117,682$2.54M1.1%N/A0.050%
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2/5/2025Fisher Asset Management LLC172,112$3.71M0.0%+16.0%0.073%
2/5/2025 Private Trust Co. NA23,684$510K0.1%+5.5%0.010%
2/4/2025 Exchange Capital Management Inc.45,484$980K0.2%-14.0%0.019%
2/4/2025Bank of New York Mellon Corp51,316$1.11M0.0%+60.7%0.022%
2/4/2025Abound Financial LLC250,132$5.39M2.7%N/A0.105%
1/28/2025Golden State Wealth Management LLC16,186$349K0.1%N/A0.007%
1/24/2025GPS Wealth Strategies Group LLC82,483$1.78M0.2%-4.9%0.035%
1/23/2025 Crews Bank & Trust4,900$106K0.0%N/A0.002%
1/23/2025 Strategic Blueprint LLC55,923$1.21M0.1%+89.8%0.024%
1/15/2025Householder Group Estate & Retirement Specialist LLC6,327$136K0.1%-83.6%0.003%
(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, 97 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), Confluence Investment Management LLC ($104.48M), Ameriprise Financial Inc. ($58.53M), Advisory Alpha LLC ($46.11M), CWM LLC ($45.49M), JPMorgan Chase & Co. ($30.17M), and Hirtle Callaghan & Co LLC ($26.99M).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 67 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. ($15.18M), Confluence Investment Management LLC ($4.86M), ST Germain D J Co. Inc. ($860.28K), Kingstone Capital Partners Texas LLC ($807.93K), Ameriprise Financial Inc. ($649.36K), Collier Financial ($523.00K), and CWM LLC ($348.14K).

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

Institutional investors have bought a total of 5,833,646 shares in the last 24 months. This purchase volume represents approximately $127.63M in transactions.

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

Of the 44 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 ($900.78K), JPMorgan Chase & Co. ($313.65K), Hirtle Callaghan & Co LLC ($263.97K), Confluence Investment Management LLC ($129.16K), Eastern Bank ($112.68K), MGO One Seven LLC ($49.44K), and Tidemark LLC ($46.69K).

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

Institutional investors have sold a total of 2,322,670 shares in the last 24 months. This volume of shares sold represents approximately $51.22M in transactions.


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This page (NYSEARCA:SPMB) was last updated on 8/2/2025 by MarketBeat.com Staff
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