SS SPDR P Mort Back Bond ETFSPMBETF
13F holders, Q2 2026 (June 30)257holders +15
39new positions
23sold out
2famous investors
$22.31avg. 13F price*
At the end of Q2 2026, 257 institutions reported holding SS SPDR P Mort Back Bond ETF (SPMB) in their 13F filings, up 15 from Q1 2026. 39 opened new positions and 23 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.4B), LPL Financial LLC ($500.2M) and Stifel Financial Corp. ($131.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P Mort Back Bond ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $51.9M |
| Exits | 23 | $153.9M |
All 13F filers, Q1 2026 → Q2 2026: 16,017,645 shares bought and 15,668,859 shares sold, net +348,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Financial Engines Advisors L.L.C. | 7.80% | Add +4.5% | 196,882,687 | $4.4B |
| LPL Financial LLC | 0.11% | Reduce -4.3% | 22,418,421 | $500.2M |
| Stifel Financial Corp. | 0.11% | Reduce -25.1% | 5,892,272 | $131.5M |
| Benjamin Edwards Inc. | 0.98% | Reduce -25.1% | 4,813,580 | $107.4M |
| Ameriprise Financial Inc. | 0.02% | Add +2.9% | 3,577,787 | $79.8M |
| Confluence Investment Management LLC | 1.17% | Reduce -12.5% | 3,370,501 | $75.2M |
| CX Institutional | 1.76% | Add +2.4% | 2,735,565 | $61.0M |
| Bank of America Corp. | 0.00% | Add +2.9% | 2,245,455 | $50.1M |
| Advisory Alpha, LLC | 1.22% | Add +2.9% | 2,230,802 | $49.8M |
| Assetmark, Inc. | 0.08% | Add +8.2% | 1,962,264 | $43.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +1484.3% | 1,942,502 | $43.3M |
| Morgan Stanley | 0.00% | Add +0.8% | 1,907,212 | $42.5M |
| JPMorgan Chase & Co. | 0.00% | Add +11.8% | 1,507,711 | $33.8M |
| Zurich Insurance Group Ltd | 0.23% | No change | 1,482,295 | $33.1M |
| Citadel Advisors | 0.02% | New | 1,438,482 | $32.1M |
| Financial Plan, Inc. | 2.87% | Add +6.5% | 1,354,741 | $30.2M |
| Financial Life Advisors | 8.25% | Add +24.9% | 1,300,999 | $29.0M |
| Sanctuary Advisors, LLC | 0.11% | Add +8.8% | 1,090,336 | $24.3M |
| Baird Financial Group, Inc. | 0.03% | Add +0.3% | 1,078,449 | $24.1M |
| Altfest L J & Co. Inc. | 1.92% | Add +2.7% | 885,863 | $19.8M |
| Gladstone Institutional Advisory LLC | 0.62% | Add +7.7% | 885,033 | $19.7M |
| Compton Financial Group, LLC | 3.74% | Reduce -50.6% | 870,078 | $19.4M |
| 93 Financial Group, LLC | 7.06% | Add +2.8% | 801,374 | $17.9M |
| Cetera Investment Advisers | 0.02% | Add +1.9% | 782,706 | $17.5M |
| Private Advisor Group, LLC | 0.07% | Add +29.0% | 713,679 | $15.9M |
| St Germain D J Co. Inc. | 0.57% | Add +2.9% | 705,795 | $15.7M |
| Tidemark, LLC | 3.53% | Add +20.8% | 703,013 | $15.7M |
| Summit Financial, LLC | 0.17% | Add +3.4% | 695,748 | $15.5M |
| Private Advisory Group LLC | 0.81% | Add +11.8% | 656,299 | $14.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 5.66% | Reduce -32.5% | 618,696 | $13.8M |
| Equitable Holdings, Inc. | 0.08% | Add +33.1% | 581,145 | $13.0M |
| Collier Financial | 7.55% | Reduce -21.3% | 494,650 | $11.0M |
| Stokes Family Office, LLC | 1.27% | Reduce -19.0% | 487,991 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +11.4% | 470,785 | $10.5M |
| Vise Technologies, Inc. | 0.10% | Add +212.7% | 414,577 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -14.8% | 394,180 | $8.8M |
| Detalus Advisors, LLC | 1.43% | Add +17.6% | 328,868 | $7.3M |
| Leslie Global Wealth, LLC | 2.83% | New | 326,291 | $7.3M |
| Flagship Harbor Advisors, LLC | 0.28% | Reduce -16.8% | 325,064 | $7.3M |
| Chesapeake Wealth Management | 1.99% | Add +0.5% | 318,400 | $7.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.46% | Add +0.5% | 305,897 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 293,896 | $6.6M |
| True Blue Financial, LLC | 2.72% | Add +1524.6% | 289,271 | $6.5M |
| Waverly Advisors, LLC | 0.04% | Add +35.9% | 286,215 | $6.4M |
| Portside Wealth Group, LLC | 0.74% | Add +6.5% | 284,956 | $6.4M |
| Tsfg, LLC | 0.76% | Add +9.7% | 271,418 | $6.1M |
| Midwest Capital Advisors, LLC | 2.43% | Add +27.2% | 268,183 | $6.0M |
| Abound Financial, LLC | 2.36% | Reduce -0.5% | 265,292 | $5.9M |
| Drucker Wealth 3.0, LLC | 0.79% | Add +10.1% | 225,295 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.1% | 224,804 | $5.0M |
| Boltwood Capital Management | 1.14% | Add +10.7% | 223,723 | $5.0M |
| Checchi Capital Advisers, LLC | 0.32% | Reduce -0.2% | 222,811 | $5.0M |
| Clearwater Capital Advisors, LLC | 0.36% | Reduce -6.2% | 221,864 | $4.9M |
| Horizon Financial Services, LLC | 1.80% | Add +0.0% | 210,457 | $4.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.8% | 207,876 | $4.6M |
| Vertex Planning Partners, LLC | 0.65% | Add +42.3% | 197,532 | $4.4M |
| Western Wealth Management, LLC | 0.13% | Reduce -3.1% | 183,412 | $4.1M |
| West Wealth Group, LLC | 0.64% | Add +10.6% | 175,486 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Add +23.1% | 168,817 | $3.8M |
| JPL Wealth Management, LLC | 0.74% | Add +190.9% | 166,364 | $3.7M |
| Forefront Wealth Partners, LLC | 1.13% | Add +82.7% | 162,919 | $3.6M |
| Archer Investment Management, LLC | 1.22% | Add +83.3% | 159,834 | $3.6M |
| Keystone Financial Group | 0.19% | Reduce -15.8% | 144,536 | $3.2M |
| Spectrum Planning & Advisory Services Inc. | 1.43% | Add +11.2% | 142,862 | $3.2M |
| Ehrlich Financial Group | 1.60% | Add +5.9% | 139,202 | $3.1M |
| Seed Wealth Management, Inc. | 1.96% | Add +16.9% | 138,610 | $3.1M |
| Valmark Advisers, Inc. | 0.03% | Reduce -23.7% | 132,997 | $3.0M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -2.1% | 127,145 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -1.3% | 120,865 | $2.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -45.2% | 119,069 | $2.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.5% | 118,481 | $2.6M |
| Visionary Wealth Advisors | 0.10% | Reduce -28.9% | 116,235 | $2.6M |
| Captrust Financial Advisors | 0.00% | Add +6.6% | 110,044 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.7% | 100,864 | $2.3M |
| Simplicity Wealth,LLC | 0.08% | New | 100,365 | $2.2M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Add +1.9% | 97,915 | $2.2M |
| Apollon Financial, LLC | 0.26% | Reduce -15.3% | 97,548 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.0% | 95,358 | $2.1M |
| Fort Point Capital Partners LLC | 0.22% | Add +57.1% | 93,143 | $2.1M |
| Diversify Advisory Services, LLC | 0.03% | New | 91,781 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -8.0% | 91,781 | $2.0M |
| Ewa, LLC | 0.36% | Add +6.9% | 88,003 | $2.0M |
| CacheTech Inc. | 0.32% | Reduce -17.4% | 87,954 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 83,439 | $1.9M |
| Amundi | 0.00% | Add +7.5% | 79,627 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Add +64.3% | 78,751 | $1.8M |
| Adams Wealth Management | 0.33% | Reduce -18.6% | 78,165 | $1.7M |
| Private Trust Co. NA | 0.13% | Reduce -12.0% | 75,244 | $1.7M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -3.2% | 74,258 | $1.7M |
| Kestra Investment Management, LLC | 0.03% | Add +91.7% | 66,427 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.9% | 65,030 | $1.5M |
| Uptick Partners, LLC | 0.22% | New | 64,561 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 64,421 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.53% | Reduce -24.8% | 56,640 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +7.8% | 56,623 | $1.3M |
| Strategic Blueprint, LLC | 0.06% | Add +1.1% | 55,993 | $1.2M |
| Independent Advisor Alliance | 0.03% | Reduce -96.4% | 55,587 | $1.2M |
| Center For Asset Management LLC | 0.53% | Add +5.5% | 53,668 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -13.0% | 51,985 | $1.2M |
| TMB Capital Partners, LLC | 0.36% | Add +15.5% | 51,923 | $1.2M |
"% of holder's portfolio" is SPMB's weight in each manager's 13F, not the share of SS SPDR P Mort Back Bond ETF the manager owns.