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SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Institutional Ownership

SPDR Portfolio Mortgage Backed Bond ETF logo
$21.56 -0.04 (-0.16%)
As of 02:12 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)
23
Total
Institutional Inflows
(last 12 months)
$104.68M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$23.15M
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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
1/15/2025 Householder Group Estate & Retirement Specialist LLC6,327$136K0.1%-83.6%0.003%
1/13/2025 Tsfg LLC235,829$5.08M1.0%+8.9%0.099%
1/10/2025 ST Germain D J Co. Inc.637,071$13.73M0.6%-1.5%0.269%
1/2/2025 Confluence Investment Management LLC3,926,847$84.62M1.2%+41.7%1.656%
12/26/2024JPMorgan Chase & Co.1,396,920$31.47M0.0%-18.3%0.589%
11/15/2024Integrated Wealth Concepts LLC115,583$2.60M0.0%+8.7%0.049%
11/13/2024Private Trust Co. NA22,440$506K0.1%+29.2%0.009%
11/13/2024Fisher Asset Management LLC148,384$3.34M0.0%-5.2%0.063%
11/7/2024Tidemark LLC430,682$9.70M4.0%+7.9%0.182%
11/5/2024Prime 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%
10/30/2024Cary Street Partners Asset Management LLC204,102$4.60M0.6%+1.9%0.086%
10/29/2024Farther Finance Advisors LLC2,573$58K0.0%+52.2%0.001%
10/28/2024Creative Financial Designs Inc. ADV2,393$54K0.0%-16.5%0.001%
10/18/2024 ST 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%
8/9/2024One Capital Management LLC25,171$543K0.0%N/A0.011%
8/9/2024Prime Capital Investment Advisors LLC91,834$1.98M0.0%-77.6%0.039%
8/7/2024Ashton Thomas Private Wealth LLC1,579$34K0.0%N/A0.001%
7/27/2024Strategic Blueprint LLC29,806$643K0.0%-41.5%0.013%
7/26/2024Cambridge Investment Research Advisors Inc.49,348$1.06M0.0%+11.0%0.021%
7/26/2024Bank of New York Mellon Corp10,222$220K0.0%N/A0.004%
7/23/2024Exchange 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%
7/16/2024GPS 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%
7/9/2024Kingswood Wealth Advisors LLC22,623$488K0.0%N/A0.010%
7/8/2024 ST 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%
5/11/2024Hirtle Callaghan & Co LLC1,504,247$32.67M1.4%+5.7%0.640%
5/4/2024Richardson Financial Services Inc.1,623$35K0.0%N/A0.001%
4/24/2024Private Trust Co. NA32,442$705K0.1%+68.1%0.014%
4/24/2024NBT Bank N A NY1,234$27K0.0%N/A0.001%
4/23/2024Strategic Blueprint LLC50,965$1.11M0.1%+1.0%0.022%
4/18/2024Hexagon 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%
4/2/2024 ST 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%
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3/8/2024ICA Group Wealth Management LLC12,144$268K0.1%+11.6%0.006%
2/15/2024 Bartlett & CO. Wealth Management LLC10,341$229K0.0%N/A0.005%
2/13/2024Hirtle Callaghan & Co LLC1,422,612$31.40M1.4%+7.6%0.692%
2/9/2024Cambridge Investment Research Advisors Inc.142,324$3.14M0.0%+12.9%0.069%
2/9/2024Tidemark LLC146,100$3.22M2.0%N/A0.071%
2/9/2024 Certified Advisory Corp283,440$6.26M0.9%-4.2%0.138%
2/9/2024Keystone Financial Group100,755$2.22M0.4%+4.4%0.049%
2/8/2024Exchange Capital Management Inc.62,912$1.39M0.2%-1.6%0.031%
2/5/2024Cary Street Partners Asset Management LLC182,062$4.02M0.7%-1.7%0.089%
2/5/2024Hexagon Capital Partners LLC3,876$86K0.0%+1,702.8%0.002%
2/1/2024Foster & Motley Inc.14,417$318K0.0%-21.4%0.007%
1/29/2024Tennessee Valley Asset Management Partners2,976$66K0.0%N/A0.001%
1/25/2024Strategic Blueprint LLC50,473$1.11M0.1%+53.6%0.025%
1/24/2024Prime Capital Investment Advisors LLC16,325$360K0.0%-18.4%0.008%
1/24/2024Private Trust Co. NA19,297$426K0.1%+30.8%0.009%
1/24/2024 Tsfg LLC7,916$175K0.1%+1,667.0%0.004%
1/23/2024 Householder Group Estate & Retirement Specialist LLC24,764$546K0.2%-11.9%0.012%
1/12/2024GPS Wealth Strategies Group LLC96,312$2.13M0.4%-39.2%0.047%
1/10/2024Creative 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%
11/15/2023Integrated 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%
11/13/2023Financial Engines Advisors L.L.C.158,268,550$3.29B8.7%+5.4%77.016%
11/9/2023Prime Capital Investment Advisors LLC20,012$416K0.0%-76.8%0.010%
11/6/2023Keystone Financial Group96,515$2.01M0.3%+707.4%0.047%
11/2/2023Cullen Frost Bankers Inc.13,045$271K0.0%N/A0.006%
10/30/2023Exchange Capital Management Inc.63,947$1.33M0.3%-5.7%0.031%
10/26/2023GPS Wealth Strategies Group LLC158,424$3.30M0.6%+14.7%0.077%
10/25/2023OLD Second National Bank of Aurora1,725$36K0.0%N/A0.001%
10/24/2023Foster & Motley Inc.18,332$381K0.0%-20.5%0.009%
10/24/2023Cambridge Investment Research Advisors Inc.126,072$2.62M0.0%-50.8%0.061%
10/23/2023 ST Germain D J Co. Inc.832,237$17.31M1.0%-1.8%0.405%
10/18/2023CX Institutional1,250,972$25.99M1.4%+14.6%0.609%
10/18/2023Strategic Blueprint LLC32,853$683K0.1%-6.3%0.016%
10/18/2023Private Trust Co. NA14,752$307K0.0%-20.1%0.007%
10/10/2023 Householder 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%
9/7/2023 ST Germain D J Co. Inc.847,269$18.56M1.0%N/A0.412%
8/14/2023United 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%
8/11/2023Financial Engines Advisors L.L.C.150,211,438$3.29B8.3%+5.0%73.096%
8/10/2023Hirtle Callaghan & Co LLC1,322,114$28.97M1.4%+10.8%0.643%
8/8/2023Foster & Motley Inc.23,056$505K0.0%-22.2%0.011%
8/7/2023Keystone Financial Group11,954$262K0.0%N/A0.006%
8/3/2023Eldridge Investment Advisors Inc.11,425$250K0.1%-18.6%0.006%
7/27/2023Next Capital Management LLC14,557$319K0.1%+44.2%0.008%
7/24/2023Exchange Capital Management Inc.67,777$1.49M0.3%-3.3%0.035%
7/20/2023Scissortail Wealth Management LLC271,188$5.96M4.9%N/A0.141%
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7/17/2023GPS 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%
7/13/2023Cambridge Investment Research Advisors Inc.256,408$5.62M0.0%N/A0.133%
7/10/2023Disciplined 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%
5/11/2023Hirtle Callaghan & Co LLC1,192,751$26.46M1.3%+1,258.8%0.625%
5/10/2023Disciplined Investments LLC13,159$292K0.1%-29.4%0.007%
5/10/2023WealthPLAN Partners LLC2,740$61K0.0%N/A0.001%
5/9/2023Foster & Motley Inc.29,629$657K0.1%+7.8%0.016%
5/9/2023US Bancorp DE2,266$50K0.0%-40.1%0.001%
(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, 53 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 ($84.62M), Hirtle Callaghan & Co LLC ($32.67M), JPMorgan Chase & Co. ($31.47M), CX Institutional ($25.99M), and United Capital Financial Advisers LLC ($19.06M).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 ($4.06M), 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 23,515,739 shares in the last 24 months. This purchase volume represents approximately $505.16M in transactions.

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

Of the 26 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), JPMorgan Chase & Co. ($313.65K), Confluence Investment Management LLC ($306.08K), Cambridge Investment Research Advisors Inc. ($190.74K), ST Germain D J Co. Inc. ($154.34K), and GPS Wealth Strategies Group LLC ($69.21K).

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

Institutional investors have sold a total of 2,194,397 shares in the last 24 months. This volume of shares sold represents approximately $47.85M in transactions.


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This page (NYSEARCA:SPMB) was last updated on 1/22/2025 by MarketBeat.com Staff
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