SS SPDR P Mort Back Bond ETFSPMBETF
13F holders, Q1 2025 (March 31)223holders −1
27new positions
27sold out
1famous investor
$22.04avg. 13F price*
At the end of Q1 2025, 223 institutions reported holding SS SPDR P Mort Back Bond ETF (SPMB) in their 13F filings, down 1 from Q4 2024. 27 opened new positions and 27 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.0B), LPL Financial LLC ($339.9M) and Stifel Financial Corp. ($135.8M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P Mort Back Bond ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $115.4M |
| Exits | 27 | $12.4M |
All 13F filers, Q4 2024 → Q1 2025: 12,138,948 shares bought and 4,460,338 shares sold, net +7,678,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Financial Engines Advisors L.L.C. | 8.69% | Add +0.5% | 183,658,709 | $4.0B |
| LPL Financial LLC | 0.13% | Add +16.2% | 15,416,905 | $339.9M |
| Stifel Financial Corp. | 0.14% | Add +11.8% | 6,160,763 | $135.8M |
| Townsquare Capital LLC | 1.32% | Add +2.3% | 5,641,415 | $124.4M |
| Benjamin Edwards Inc. | 1.54% | Add +14.4% | 4,997,010 | $110.2M |
| Confluence Investment Management LLC | 1.32% | Add +6.0% | 4,161,523 | $91.8M |
| State Street Corp. | 0.00% | Reduce -9.2% | 4,014,155 | $88.5M |
| Ameriprise Financial Inc. | 0.02% | Add +9.4% | 2,654,235 | $58.5M |
| Bank of America Corp. | 0.00% | Add +0.8% | 2,171,530 | $47.9M |
| Advisory Alpha, LLC | 1.48% | New | 1,978,820 | $43.6M |
| CX Institutional | 1.52% | Reduce -7.3% | 1,822,471 | $40.2M |
| Cwm, LLC | 0.15% | Add +1.6% | 1,710,232 | $37.7M |
| Compton Financial Group, LLC | 10.29% | New | 1,621,007 | $35.7M |
| Assetmark, Inc. | 0.09% | Add +4.4% | 1,516,233 | $33.4M |
| Zurich Insurance Group Ltd | 0.26% | No change | 1,482,295 | $32.7M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 1,432,972 | $31.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.9% | 1,247,856 | $27.5M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 1,196,415 | $26.4M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -13.5% | 911,249 | $20.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 9.08% | Add +5.4% | 787,344 | $17.4M |
| Altfest L J & Co. Inc. | 2.18% | Add +5.4% | 786,676 | $17.3M |
| Financial Life Advisors | 6.44% | Add +5.4% | 783,551 | $17.3M |
| Private Advisor Group, LLC | 0.10% | Add +4.7% | 735,465 | $16.2M |
| St Germain D J Co. Inc. | 0.65% | Reduce -0.8% | 631,802 | $13.9M |
| BlackRock, Inc. | 0.00% | Reduce -10.1% | 605,551 | $13.4M |
| Clearwater Capital Advisors, LLC | 1.28% | Reduce -2.9% | 600,519 | $13.2M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +1126.5% | 593,025 | $13.1M |
| Signet Financial Management, LLC | 1.65% | Add +3.8% | 553,451 | $12.2M |
| Gibbs Wealth Management | 2.87% | Add +11.0% | 539,655 | $11.9M |
| Stokes Family Office, LLC | 1.31% | Add +13.6% | 529,072 | $11.7M |
| Collier Financial | 9.80% | New | 523,004 | $11.5M |
| Cetera Investment Advisers | 0.02% | Reduce -2.2% | 472,969 | $10.4M |
| Mariner, LLC | 0.02% | Reduce -12.7% | 446,177 | $9.8M |
| Flagship Harbor Advisors, LLC | 0.48% | Add +7.9% | 413,287 | $9.1M |
| Tidemark, LLC | 3.30% | Reduce -10.3% | 408,444 | $9.0M |
| Kestra Investment Management, LLC | 0.17% | Add +235.9% | 508,460 | $8.9M |
| Equitable Holdings, Inc. | 0.08% | Reduce -16.6% | 374,887 | $8.3M |
| Kingsview Wealth Management, LLC | 0.15% | Add +0.6% | 363,772 | $8.0M |
| Leslie Global Wealth, LLC | 3.86% | Reduce -1.5% | 359,214 | $7.9M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +2.2% | 355,644 | $7.8M |
| Certified Advisory Corp | 0.88% | Add +2.8% | 354,082 | $7.8M |
| Collaborative Wealth Managment Inc. | 3.40% | Add +1.2% | 329,862 | $7.3M |
| Checchi Capital Advisers, LLC | 0.50% | Reduce -0.1% | 320,409 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 310,073 | $6.8M |
| Chesapeake Wealth Management | 2.20% | Add +3.0% | 279,607 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -11.3% | 274,971 | $6.1M |
| KWB Wealth | 0.70% | Reduce -53.3% | 269,723 | $5.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.41% | Reduce -4.5% | 257,085 | $5.7M |
| Abound Financial, LLC | 2.71% | Reduce -2.9% | 242,923 | $5.4M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +11.8% | 237,868 | $5.2M |
| Midwest Capital Advisors, LLC | 3.18% | Reduce -12.9% | 234,864 | $5.2M |
| Portside Wealth Group, LLC | 0.79% | Add +4.3% | 218,945 | $4.8M |
| Detalus Advisors, LLC | 1.48% | Add +1.9% | 213,639 | $4.7M |
| Horizon Financial Services, LLC | 2.56% | New | 208,006 | $4.6M |
| Mutual Advisors, LLC | 0.13% | Reduce -7.0% | 201,663 | $4.4M |
| Tsfg, LLC | 0.89% | Reduce -16.1% | 197,840 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.0% | 194,725 | $4.3M |
| Good Life Advisors, LLC | 0.29% | Add +33.2% | 189,512 | $4.2M |
| SFG Wealth Management, LLC. | 2.00% | New | 185,706 | $4.1M |
| Howard Bailey Securities, LLC | 1.27% | Add +45.5% | 172,720 | $3.8M |
| Waverly Advisors, LLC | 0.04% | Add +10.8% | 160,295 | $3.5M |
| Fisher Asset Management | 0.00% | Reduce -10.7% | 153,682 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +29.2% | 152,307 | $3.4M |
| Sharkey, Howes & Javer | 0.47% | Reduce -20.0% | 148,273 | $3.3M |
| Ritholtz Wealth Management | 0.09% | New | 143,353 | $3.2M |
| Seed Wealth Management, Inc. | 2.57% | Add +0.3% | 143,190 | $3.2M |
| Spectrum Planning & Advisory Services Inc. | 2.59% | New | 141,047 | $3.1M |
| Atria Investments, Inc | 0.04% | Add +58.6% | 139,427 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 138,110 | $3.0M |
| Visionary Wealth Advisors | 0.18% | Add +15.6% | 138,006 | $3.0M |
| Eastern Bank | 0.06% | No change | 136,983 | $3.0M |
| Western Wealth Management, LLC | 0.20% | Add +12.0% | 136,583 | $3.0M |
| West Wealth Group, LLC | 0.86% | Reduce -18.8% | 132,032 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.0% | 132,175 | $2.9M |
| Keystone Financial Group | 0.29% | Add +2.0% | 130,647 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -79.4% | 123,884 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +4.9% | 119,896 | $2.6M |
| Ehrlich Financial Group | 1.90% | Reduce -1.7% | 118,482 | $2.6M |
| Idaho Trust Co | 1.06% | New | 118,258 | $2.6M |
| Vertex Planning Partners, LLC | 0.57% | Reduce -15.9% | 118,054 | $2.6M |
| Redwood Financial Network Corp | 1.97% | Reduce -5.2% | 117,236 | $2.6M |
| Farther Finance Advisors, LLC | 0.06% | Add +4379.3% | 109,475 | $2.4M |
| Cerity Partners LLC | 0.00% | Reduce -1.7% | 105,459 | $2.3M |
| Synergy Investment Management, LLC | 0.96% | Reduce -11.3% | 104,423 | $2.3M |
| Swmg, LLC | 0.89% | Add +109.6% | 102,818 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.0% | 100,157 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Reduce -5.8% | 99,978 | $2.2M |
| Advisor Resource Council | 0.18% | New | 99,404 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +23.3% | 99,218 | $2.2M |
| Boltwood Capital Management | 0.65% | Reduce -2.0% | 96,583 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | No change | 93,850 | $2.1M |
| Willow Creek Wealth Management Inc. | 0.20% | Reduce -0.1% | 92,285 | $2.0M |
| Mgo One Seven LLC | 0.08% | Reduce -61.9% | 90,895 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -23.4% | 89,948 | $2.0M |
| Cobblestone Capital Advisors LLC | 0.10% | Reduce -11.8% | 80,520 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.2% | 77,482 | $1.7M |
| Diversify Advisory Services, LLC | 0.10% | Add +5.1% | 75,456 | $1.7M |
| Strategic Blueprint, LLC | 0.08% | Add +22.2% | 68,321 | $1.5M |
| Merit Financial Group, LLC | 0.02% | Reduce -21.9% | 60,133 | $1.3M |
| GPS Wealth Strategies Group, LLC | 0.18% | Reduce -27.2% | 60,073 | $1.3M |
"% 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.