SS SPDR P Mort Back Bond ETFSPMBETF
13F holders, Q4 2024 (December 31)224holders +14
23new positions
16sold out
2famous investors
$21.55avg. 13F price*
At the end of Q4 2024, 224 institutions reported holding SS SPDR P Mort Back Bond ETF (SPMB) in their 13F filings, up 14 from Q3 2024. 23 opened new positions and 16 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.9B), LPL Financial LLC ($285.8M) and Townsquare Capital LLC ($118.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P Mort Back Bond ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $10.8M |
| Exits | 16 | $5.8M |
All 13F filers, Q3 2024 → Q4 2024: 20,205,728 shares bought and 2,443,335 shares sold, net +17,762,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 224 holders
| Financial Engines Advisors L.L.C. | 8.29% | Add +3.8% | 182,794,417 | $3.9B |
| LPL Financial LLC | 0.12% | Add +9.7% | 13,264,447 | $285.8M |
| Townsquare Capital LLC | 1.34% | Add +4.5% | 5,512,529 | $118.8M |
| Stifel Financial Corp. | 0.12% | Add +98.8% | 5,509,095 | $118.7M |
| State Street Corp. | 0.00% | Reduce -12.5% | 4,419,735 | $95.2M |
| Benjamin Edwards Inc. | 1.35% | Add +109.8% | 4,367,937 | $94.1M |
| Confluence Investment Management LLC | 1.17% | Add +41.7% | 3,926,847 | $84.6M |
| Ameriprise Financial Inc. | 0.01% | Add +21.1% | 2,426,991 | $52.3M |
| Bank of America Corp. | 0.00% | Add +2.3% | 2,153,655 | $46.4M |
| CX Institutional | 1.68% | Add +47.8% | 1,966,186 | $42.4M |
| Cwm, LLC | 0.15% | Reduce -3.9% | 1,683,073 | $36.3M |
| Zurich Insurance Group Ltd | 0.26% | No change | 1,482,295 | $31.9M |
| Morgan Stanley | 0.00% | Add +1.4% | 1,463,280 | $31.5M |
| Assetmark, Inc. | 0.09% | Reduce -0.3% | 1,451,756 | $31.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.2% | 1,399,835 | $30.2M |
| Wells Fargo & Company | 0.01% | Add +1384.6% | 1,205,841 | $26.0M |
| Independent Advisor Alliance | 0.33% | Add +3827.7% | 1,140,442 | $24.6M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -3.5% | 1,053,934 | $22.9M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.24% | Add +1.0% | 747,164 | $16.1M |
| Altfest L J & Co. Inc. | 2.05% | Add +14.9% | 746,474 | $16.1M |
| Financial Life Advisors | 6.02% | Add +2.6% | 743,157 | $16.0M |
| Private Advisor Group, LLC | 0.09% | Reduce -34.1% | 702,190 | $15.1M |
| BlackRock, Inc. | 0.00% | Reduce -10.9% | 673,485 | $14.5M |
| St Germain D J Co. Inc. | 0.62% | Reduce -1.5% | 637,071 | $13.7M |
| Clearwater Capital Advisors, LLC | 1.30% | Add +0.8% | 618,461 | $13.3M |
| KWB Wealth | 1.61% | Reduce -29.1% | 577,811 | $13.0M |
| Osaic Holdings, Inc. | 0.03% | Add +13.2% | 601,668 | $13.0M |
| Signet Financial Management, LLC | 1.47% | Add +2.6% | 533,328 | $11.5M |
| Mariner, LLC | 0.02% | Add +22.4% | 511,205 | $11.0M |
| Gibbs Wealth Management | 2.84% | Add +16.6% | 486,106 | $10.5M |
| Cetera Investment Advisers | 0.02% | Add +513.1% | 483,410 | $10.4M |
| Stokes Family Office, LLC | 1.07% | Add +14.7% | 465,769 | $10.0M |
| Tidemark, LLC | 3.76% | Add +5.7% | 455,135 | $9.8M |
| Equitable Holdings, Inc. | 0.09% | Add +11.3% | 449,630 | $9.7M |
| Flagship Harbor Advisors, LLC | 0.43% | Reduce -1.8% | 383,090 | $8.3M |
| Leslie Global Wealth, LLC | 3.65% | Add +6.0% | 364,639 | $7.9M |
| Kingsview Wealth Management, LLC | 0.15% | Add +0.1% | 361,459 | $7.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +4.0% | 348,025 | $7.5M |
| Certified Advisory Corp | 0.81% | Add +3.8% | 344,620 | $7.4M |
| Collaborative Wealth Managment Inc. | 3.19% | Add +6.1% | 325,848 | $7.0M |
| Checchi Capital Advisers, LLC | 0.52% | Reduce -7.3% | 320,726 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Add +7.7% | 309,890 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.8% | 293,762 | $6.3M |
| Chesapeake Wealth Management | 2.01% | Add +3.0% | 271,439 | $5.8M |
| Midwest Capital Advisors, LLC | 4.25% | — | 269,520 | $5.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.40% | Add +13.3% | 269,314 | $5.8M |
| Citadel Advisors | 0.01% | Add +127.8% | 269,225 | $5.8M |
| Abound Financial, LLC | 2.73% | — | 250,132 | $5.4M |
| Mgo One Seven LLC | 0.20% | Add +3.1% | 238,593 | $5.1M |
| Tsfg, LLC | 1.04% | Add +8.9% | 235,829 | $5.1M |
| Mutual Advisors, LLC | 0.14% | Reduce -15.3% | 216,744 | $4.7M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +3.5% | 212,851 | $4.6M |
| Portside Wealth Group, LLC | 0.75% | Add +6.4% | 210,000 | $4.5M |
| Detalus Advisors, LLC | 1.49% | Add +0.5% | 209,554 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.3% | 192,720 | $4.2M |
| Sharkey, Howes & Javer | 0.56% | Add +15.7% | 185,337 | $4.0M |
| Fisher Asset Management | 0.00% | Add +16.0% | 172,112 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.1% | 167,374 | $3.6M |
| West Wealth Group, LLC | 1.05% | Add +9.6% | 162,659 | $3.5M |
| Kestra Investment Management, LLC | 0.13% | Add +4.8% | 151,390 | $3.3M |
| Waverly Advisors, LLC | 0.05% | Add +8.9% | 144,687 | $3.1M |
| Seed Wealth Management, Inc. | 2.48% | Add +5.8% | 142,720 | $3.1M |
| Good Life Advisors, LLC | 0.22% | Add +220.2% | 142,242 | $3.1M |
| Vertex Planning Partners, LLC | 0.67% | Add +2.3% | 140,335 | $3.0M |
| Eastern Bank | 0.05% | No change | 136,983 | $3.0M |
| Raymond James Financial Inc. | 0.00% | — | 136,510 | $2.9M |
| Keystone Financial Group | 0.27% | Add +9.1% | 128,102 | $2.8M |
| Redwood Financial Network Corp | 1.98% | Reduce -17.7% | 123,612 | $2.7M |
| Western Wealth Management, LLC | 0.14% | Add +33.0% | 121,950 | $2.6M |
| Ehrlich Financial Group | 1.85% | New | 120,488 | $2.6M |
| Visionary Wealth Advisors | 0.15% | Add +340.9% | 119,396 | $2.6M |
| Howard Bailey Securities, LLC | 0.95% | Add +10.7% | 118,696 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +2.0% | 117,859 | $2.5M |
| Synergy Investment Management, LLC | 1.09% | — | 117,682 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.3% | 117,467 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -3.1% | 114,275 | $2.5M |
| Cerity Partners LLC | 0.01% | New | 107,294 | $2.3M |
| Valmark Advisers, Inc. | 0.04% | Add +116.4% | 106,088 | $2.3M |
| Boltwood Capital Management | 0.65% | Reduce -0.1% | 98,588 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +80.3% | 98,168 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 94,237 | $2.0M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Add +2.3% | 93,850 | $2.0M |
| Willow Creek Wealth Management Inc. | 0.20% | Reduce -0.3% | 92,331 | $2.0M |
| Cobblestone Capital Advisors LLC | 0.11% | Add +20.7% | 91,310 | $2.0M |
| Hobbs Group Advisors, LLC | 0.72% | Reduce -31.4% | 88,877 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +128.0% | 87,905 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.4% | 86,316 | $1.9M |
| GPS Wealth Strategies Group, LLC | 0.23% | Reduce -4.9% | 82,483 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +18.3% | 80,485 | $1.7M |
| Merit Financial Group, LLC | 0.03% | Reduce -9.8% | 76,972 | $1.7M |
| OmniStar Financial Group, Inc. | 1.26% | Reduce -2.4% | 72,735 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +23.9% | 71,699 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -4.1% | 71,810 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Add +13.4% | 61,056 | $1.3M |
| Guidance Capital, Inc. | 0.40% | Reduce -49.8% | 60,724 | $1.3M |
| Fort Point Capital Partners LLC | 0.14% | Add +51.7% | 59,343 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 59,027 | $1.3M |
| Goldstone Financial Group, LLC | 0.20% | Add +80.6% | 58,260 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -24.1% | 57,453 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Add +89.8% | 55,923 | $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.