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 |
| Capital Investment Counsel, LLC | 0.19% | Reduce -35.2% | 52,273 | $1.1M |
| Bell Investment Advisors, Inc | 0.21% | Reduce -1.8% | 51,659 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +60.7% | 51,316 | $1.1M |
| Ewa, LLC | 0.41% | Add +4.1% | 50,548 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.28% | Add +8.3% | 49,583 | $1.1M |
| Swmg, LLC | 0.42% | Reduce -4.1% | 49,062 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -27.9% | 48,352 | $1.0M |
| Trilogy Capital Inc. | 0.05% | Add +0.2% | 45,908 | $989K |
| Exchange Capital Management, Inc. | 0.16% | Reduce -14.1% | 45,484 | $980K |
| Donald L. Hagan, LLC | 0.48% | Add +1.7% | 43,245 | $932K |
| Financial Advocates Investment Management | 0.05% | Add +1.5% | 42,828 | $923K |
| Astoria Portfolio Advisors LLC. | 0.32% | New | 42,200 | $897K |
| Columbus Macro, LLC | 0.12% | Add +1.0% | 41,072 | $885K |
| AE Wealth Management LLC | 0.01% | Reduce -74.0% | 40,569 | $874K |
| Allworth Financial LP | 0.00% | Add +9.9% | 39,501 | $851K |
| Comerica Bank | 0.00% | Add +818.3% | 37,080 | $799K |
| Strategic Investment Advisors / MI | 0.08% | Add +5.0% | 37,047 | $798K |
| Bragg Financial Advisors, Inc | 0.03% | New | 32,507 | $701K |
| Acute Investment Advisory, LLC | 0.75% | Reduce -41.6% | 31,909 | $688K |
| Norden Group LLC | 0.08% | Reduce -3.5% | 30,869 | $665K |
| IFP Advisors, Inc | 0.02% | Add +1999.2% | 30,438 | $656K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -11.1% | 30,810 | $656K |
| Brookstone Capital Management | 0.01% | Reduce -9.6% | 30,033 | $647K |
| Northwest Capital Management Inc | 0.27% | Reduce -3.3% | 29,159 | $628K |
| PFG Advisors | 0.04% | Add +34.6% | 27,952 | $602K |
| WBH Advisory Inc. | 0.05% | Add +0.0% | 27,120 | $584K |
| Center For Asset Management LLC | 0.36% | Reduce -2.4% | 26,130 | $563K |
| UBS Group AG | 0.00% | Add +5.1% | 25,630 | $552K |
| Carr Financial Group Corp | 0.17% | Reduce -67.3% | 25,073 | $540K |
| Private Trust Co. NA | 0.05% | Add +5.5% | 23,684 | $510K |
| Thrivent Financial for Lutherans | 0.00% | Add +5.4% | 23,278 | $509K |
| Baker Tilly Wealth Management, LLC | 0.19% | Reduce -9.9% | 22,899 | $493K |
| JPL Wealth Management, LLC | 0.14% | — | 22,599 | $487K |
| CW Advisors, LLC | 0.01% | Add +19.8% | 22,322 | $481K |
| Alterna Wealth Management, Inc. | 0.40% | Add +138.9% | 22,043 | $475K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +18.1% | 21,977 | $474K |
| Vise Technologies, Inc. | 0.04% | Reduce -4.3% | 21,930 | $473K |
| Perennial Investment Advisors, LLC | 0.06% | Add +29.9% | 21,714 | $468K |
| Ascent Group, LLC | 0.03% | Reduce -6.2% | 21,313 | $459K |
| Wallace Advisory Group, LLC | 0.30% | Reduce -3.3% | 19,238 | $433K |
| Creative Planning | 0.00% | New | 19,943 | $430K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.3% | 18,784 | $405K |
| GK Wealth Management LLC | 0.49% | — | 17,844 | $385K |
| Financial Network Wealth Advisors LLC | 0.66% | Reduce -61.7% | 16,410 | $354K |
| Golden State Wealth Management, LLC | 0.05% | — | 16,186 | $349K |
| &partners | 0.00% | New | 16,231 | $349K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -84.6% | 16,019 | $345K |
| Modera Wealth Management, LLC | 0.00% | No change | 14,993 | $323K |
| Foster & Motley Inc. | 0.02% | No change | 14,874 | $321K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.9% | 14,454 | $311K |
| Concord Wealth Partners | 0.05% | Reduce -38.3% | 13,786 | $297K |
| Acropolis Investment Management, LLC | 0.02% | Add +6.0% | 13,695 | $295K |
| Lincoln Capital Corp. | 0.12% | Add +21.8% | 13,115 | $283K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 12,000 | $259K |
| Legacy Advisory Services, LLC | 0.22% | Add +1.4% | 11,716 | $252K |
| Diversified Enterprises, LLC | 0.02% | Add +12.3% | 11,603 | $250K |
| True North Advisors, LLC | 0.06% | New | 11,512 | $248K |
| Capital Investment Advisors, LLC | 0.00% | Add +3.3% | 11,265 | $243K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,804 | $233K |
| StoneX Group Inc. | 0.01% | New | 10,717 | $231K |
| One Wealth Capital Management, LLC | 0.11% | — | 10,467 | $226K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 10,341 | $223K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -17.1% | 10,128 | $218K |
| Retirement Capital Strategies | 0.08% | Reduce -84.9% | 9,966 | $215K |
| Acorn Wealth Advisors, LLC | 0.09% | No change | 9,797 | $211K |
| MML Investors Services, LLC | 0.00% | New | 9,581 | $206K |
| LexAurum Advisors, LLC | 0.04% | New | 9,482 | $204K |
| Heritage Family Offices, LLP | 0.10% | No change | 9,363 | $202K |
| Fourth Dimension Wealth, LLC | 0.09% | — | 8,275 | $178K |
| Qube Research & Technologies Ltd | 0.00% | New | 7,238 | $156K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,005 | $151K |
| Creative Financial Designs Inc. | 0.01% | Add +177.2% | 6,633 | $143K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Reduce -83.6% | 6,327 | $136K |
| Spire Wealth Management | 0.00% | Reduce -66.8% | 5,080 | $109K |
| Hexagon Capital Partners LLC | 0.02% | Add +3.9% | 4,955 | $107K |
| Crews Bank & Trust | 0.02% | — | 4,900 | $106K |
| Transce3nd, LLC | 0.03% | — | 4,445 | $96K |
| Aptus Capital Advisors, LLC | 0.00% | Add +133.2% | 3,619 | $78K |
| FMR LLC | 0.00% | Reduce -55.4% | 3,380 | $73K |
| CoreCap Advisors, LLC | 0.00% | Add +144.2% | 3,353 | $72K |
| PNC Financial Services Group, Inc. | 0.00% | Add +320.7% | 2,684 | $58K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.0% | 2,444 | $53K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.3% | 2,118 | $46K |
| Jones Financial Companies LLLP | 0.00% | Add +7.3% | 2,038 | $44K |
| US Bancorp \de | 0.00% | No change | 1,900 | $41K |
| Blair William & Co. | 0.00% | Add +375.2% | 1,820 | $39K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,795 | $39K |
| Ancora Advisors LLC | 0.00% | New | 1,794 | $39K |
| Sandy Spring Bank | 0.00% | No change | 1,744 | $38K |
| Richardson Financial Services Inc. | 0.02% | Reduce -7.6% | 1,557 | $34K |
| Talon Private Wealth, LLC | 0.01% | No change | 1,366 | $29K |
| Coppell Advisory Solutions LLC | 0.00% | Add +10.8% | 1,351 | $29K |
| Sachetta, LLC | 0.01% | Reduce -2.5% | 1,344 | $29K |
| Global Financial Private Client, LLC | 0.01% | No change | 1,125 | $24K |
| FLP Wealth Management, LLC | 0.06% | — | 1,101 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +626.2% | 915 | $20K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 712 | $15K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +1.3% | 641 | $14K |
| Realta Investment Advisors | 0.00% | No change | 507 | $11K |
| Citigroup Inc. | 0.00% | No change | 500 | $11K |
| CENTRAL TRUST Co | 0.00% | Reduce -81.8% | 461 | $10K |
| Synergy Asset Management, LLC | 0.00% | New | 356 | $8K |
| Howe & Rusling Inc. | 0.00% | New | 348 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 341 | $7K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 297 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 239 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 139 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 107 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 104 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 84 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 64 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 60 | $1K |
| Avior Wealth Management, LLC | 0.00% | No change | 55 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 54 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | New | 44 | $948 |
| GoalVest Advisory LLC | 0.00% | New | 35 | $754 |
| Legacy Investment Solutions, LLC | 0.00% | No change | 24 | $521 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 24 | $521 |
| Colonial Trust Advisors | 0.00% | New | 21 | $453 |
| Principal Securities, Inc. | 0.00% | Reduce -99.5% | 20 | $431 |
| Values First Advisors, Inc. | 0.00% | No change | 13 | $281 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 5 | $103 |
| SBI Securities Co., Ltd. | 0.00% | — | 2 | $43 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $22 |
"% 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.