SS SPDR P Mort Back Bond ETFSPMBETF
13F holders, Q1 2024 (March 31)208holders
2famous investors
$21.72avg. 13F price*
At the end of Q1 2024, 208 institutions reported holding SS SPDR P Mort Back Bond ETF (SPMB) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($3.6B), LPL Financial LLC ($207.6M) and Townsquare Capital LLC ($116.6M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P Mort Back Bond ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $58.3M |
| Exits | 23 | $54.1M |
Ownership 208 holders
| Financial Engines Advisors L.L.C. | 8.19% | Add +4.2% | 167,346,786 | $3.6B |
| LPL Financial LLC | 0.11% | Add +8.6% | 9,557,773 | $207.6M |
| Townsquare Capital LLC | 1.71% | Add +13.2% | 5,367,747 | $116.6M |
| State Street Corp. | 0.00% | Reduce -0.8% | 3,114,104 | $67.6M |
| Confluence Investment Management LLC | 0.75% | Add +16.9% | 2,581,084 | $56.1M |
| Bank of America Corp. | 0.00% | Add +18.1% | 1,973,784 | $42.9M |
| Stifel Financial Corp. | 0.05% | Add +482.9% | 1,826,568 | $39.7M |
| Ameriprise Financial Inc. | 0.01% | Add +9.3% | 1,806,912 | $39.3M |
| JPMorgan Chase & Co. | 0.00% | Add +10.4% | 1,523,122 | $33.1M |
| Cwm, LLC | 0.16% | Add +9.6% | 1,520,529 | $33.0M |
| Zurich Insurance Group Ltd | 0.29% | No change | 1,482,295 | $32.2M |
| Assetmark, Inc. | 0.10% | New | 1,422,583 | $30.9M |
| Morgan Stanley | 0.00% | Reduce -11.3% | 1,389,825 | $30.2M |
| CX Institutional | 1.44% | Add +14.0% | 1,380,799 | $30.0M |
| BlackRock Inc. | 0.00% | Add +111.8% | 1,075,457 | $23.4M |
| Benjamin F. Edwards & Company, Inc. | 0.37% | Add +2645.3% | 934,346 | $20.3M |
| Private Advisor Group, LLC | 0.14% | Reduce -0.3% | 913,857 | $19.8M |
| KWB Wealth | 2.34% | Add +7.9% | 802,314 | $17.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.64% | Add +7.4% | 725,428 | $15.8M |
| St Germain D J Co. Inc. | 0.73% | Reduce -11.4% | 687,462 | $14.9M |
| Clearwater Capital Advisors, LLC | 1.52% | Reduce -1.4% | 654,872 | $14.2M |
| Financial Life Advisors | 5.83% | Add +10.1% | 641,114 | $13.9M |
| Osaic Holdings, Inc. | 0.03% | Add +2892.6% | 584,749 | $12.7M |
| Equitable Holdings, Inc. | 0.14% | Add +15.7% | 569,718 | $12.4M |
| Mariner, LLC | 0.02% | Reduce -7.4% | 539,161 | $11.7M |
| Carr Financial Group Corp | 3.42% | Reduce -2.3% | 473,767 | $10.3M |
| Signet Financial Management, LLC | 1.36% | Add +22.3% | 455,899 | $9.9M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +2413.6% | 410,341 | $8.9M |
| Stokes Family Office, LLC | 1.06% | Add +7.5% | 388,942 | $8.4M |
| Flagship Harbor Advisors, LLC | 0.53% | Add +0.0% | 378,540 | $8.2M |
| Gibbs Wealth Management | 4.68% | — | 375,252 | $8.2M |
| Forum Financial Management, LP | 0.13% | New | 359,515 | $7.8M |
| AE Wealth Management LLC | 0.09% | Reduce -9.6% | 358,987 | $7.8M |
| Astoria Portfolio Advisors LLC. | 2.90% | Add +9.8% | 355,674 | $7.5M |
| Checchi Capital Advisers, LLC | 0.57% | Add +1.1% | 335,741 | $7.3M |
| Certified Advisory Corp | 0.94% | Add +8.8% | 308,508 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +2896.8% | 305,078 | $6.6M |
| Kingsview Wealth Management, LLC | 0.15% | Add +0.1% | 281,521 | $6.1M |
| Mgo One Seven LLC | 0.31% | New | 274,211 | $6.0M |
| Chesapeake Wealth Management | 2.15% | Add +2.2% | 271,819 | $5.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.42% | Add +1.5% | 259,972 | $5.6M |
| Allworth Financial LP | 0.04% | Reduce -3.3% | 258,079 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Add +18.8% | 243,126 | $5.3M |
| Mutual Advisors, LLC | 0.17% | Add +3.6% | 239,251 | $5.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.8% | 233,214 | $5.1M |
| Portside Wealth Group, LLC | 0.83% | Add +4.0% | 206,344 | $4.5M |
| Tidemark, LLC | 2.43% | Add +37.4% | 200,749 | $4.4M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +31.3% | 194,077 | $4.2M |
| Tsfg, LLC | 1.05% | Add +2326.1% | 192,053 | $4.2M |
| Cary Street Partners Asset Management LLC | 0.64% | Add +4.3% | 189,969 | $4.1M |
| Detalus Advisors, LLC | 1.45% | Add +55.2% | 187,297 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +101.3% | 183,039 | $4.0M |
| Capital Investment Counsel, LLC | 0.75% | Add +101.6% | 160,102 | $3.5M |
| Redwood Financial Network Corp | 3.03% | Reduce -7.2% | 160,074 | $3.5M |
| Benjamin Edwards Inc. | 0.66% | Add +5674.9% | 152,804 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -43.8% | 150,671 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +196.8% | 148,396 | $3.2M |
| Western Wealth Management, LLC | 0.24% | Add +9.2% | 143,217 | $3.1M |
| Retirement Capital Strategies | 1.26% | Reduce -76.7% | 141,939 | $3.1M |
| Eastern Bank | 0.13% | No change | 139,528 | $3.0M |
| Sharkey, Howes & Javer | 0.49% | Add +31.4% | 136,498 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +0.5% | 131,702 | $2.9M |
| Keystone Financial Group | 0.38% | Add +17.3% | 118,137 | $2.6M |
| Old Mission Capital LLC | 0.06% | New | 114,982 | $2.5M |
| Seed Wealth Management, Inc. | 2.37% | Add +26.6% | 115,120 | $2.5M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -28.6% | 111,162 | $2.4M |
| Collaborative Wealth Managment Inc. | 1.18% | Add +23.3% | 108,544 | $2.4M |
| Willow Creek Wealth Management Inc. | 0.27% | No change | 107,994 | $2.3M |
| Guidance Capital, Inc. | 0.78% | Add +44.4% | 100,993 | $2.1M |
| Vermillion & White Wealth Management Group, LLC | 1.69% | New | 97,268 | $2.1M |
| GPS Wealth Strategies Group, LLC | 0.34% | Reduce -0.3% | 96,022 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 90,005 | $2.0M |
| Vertex Planning Partners, LLC | 0.54% | Reduce -1.0% | 89,400 | $1.9M |
| Boltwood Capital Management | 0.58% | No change | 85,725 | $1.9M |
| Arden Trust Co | 0.25% | Reduce -24.7% | 83,781 | $1.8M |
| Derbend Asset Management | 0.89% | Add +34.2% | 82,986 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.9% | 76,791 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +64.2% | 75,521 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.8% | 73,627 | $1.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -13.7% | 73,594 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 70,108 | $1.5M |
| Diversify Advisory Services, LLC | 0.09% | — | 69,588 | $1.5M |
| Northwest Capital Management Inc | 0.45% | Add +0.0% | 64,523 | $1.4M |
| SageView Advisory Group, LLC | 0.07% | New | 45,071 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -87.7% | 63,249 | $1.4M |
| Exchange Capital Management, Inc. | 0.22% | Reduce -0.3% | 62,747 | $1.4M |
| OmniStar Financial Group, Inc. | 1.17% | New | 58,994 | $1.3M |
| Centennial Wealth Advisory LLC | 0.59% | Add +29.2% | 58,415 | $1.3M |
| Bell Investment Advisors, Inc | 0.23% | Reduce -3.7% | 53,854 | $1.2M |
| Norden Group LLC | 0.24% | New | 53,404 | $1.2M |
| Concord Wealth Partners | 0.21% | Reduce -26.6% | 53,064 | $1.2M |
| Financial Network Wealth Advisors LLC | 1.14% | Add +0.2% | 52,711 | $1.1M |
| Trilogy Capital Inc. | 0.06% | Reduce -6.3% | 51,310 | $1.1M |
| Strategic Blueprint, LLC | 0.08% | Add +1.0% | 50,965 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +5.8% | 50,299 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.30% | Add +5.8% | 46,536 | $1.0M |
| FirstPurpose Wealth LLC | 0.36% | Reduce -1.7% | 46,785 | $990K |
| JPL Wealth Management, LLC | 0.55% | Reduce -10.7% | 45,584 | $990K |
| Fort Point Capital Partners LLC | 0.13% | Reduce -12.0% | 44,580 | $968K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -68.8% | 44,448 | $965K |
"% 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.