SS SPDR P Mort Back Bond ETFSPMBETF
13F holders, Q2 2025 (June 30)225holders +2
18new positions
20sold out
1famous investor
$22.10avg. 13F price*
At the end of Q2 2025, 225 institutions reported holding SS SPDR P Mort Back Bond ETF (SPMB) in their 13F filings, up 2 from Q1 2025. 18 opened new positions and 20 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.1B), LPL Financial LLC ($359.8M) and Stifel Financial Corp. ($172.3M). 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $51.1M |
| Exits | 20 | $19.3M |
All 13F filers, Q1 2025 → Q2 2025: 11,802,375 shares bought and 8,679,067 shares sold, net +3,123,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| Financial Engines Advisors L.L.C. | 8.13% | Add +0.4% | 184,335,955 | $4.1B |
| LPL Financial LLC | 0.12% | Add +5.6% | 16,282,417 | $359.8M |
| Stifel Financial Corp. | 0.17% | Add +26.6% | 7,797,906 | $172.3M |
| Benjamin Edwards Inc. | 1.75% | Add +24.8% | 6,235,452 | $137.8M |
| State Street Corp. | 0.00% | Add +45.9% | 5,858,146 | $129.5M |
| Confluence Investment Management LLC | 1.48% | Add +13.6% | 4,727,616 | $104.5M |
| Ameriprise Financial Inc. | 0.02% | Add +4.3% | 2,768,358 | $61.2M |
| CX Institutional | 1.72% | Add +22.7% | 2,235,549 | $49.4M |
| Advisory Alpha, LLC | 1.44% | Add +5.4% | 2,086,473 | $46.1M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 2,071,342 | $45.8M |
| Cwm, LLC | 0.16% | Add +20.4% | 2,058,372 | $45.5M |
| Compton Financial Group, LLC | 10.71% | Add +14.9% | 1,862,493 | $41.2M |
| Strategic Financial Concepts, LLC | 5.79% | New | 1,862,493 | $41.2M |
| Assetmark, Inc. | 0.08% | Add +3.2% | 1,564,779 | $34.6M |
| Zurich Insurance Group Ltd | 0.25% | No change | 1,482,295 | $32.7M |
| Morgan Stanley | 0.00% | Add +1.1% | 1,448,029 | $32.0M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 1,259,729 | $27.8M |
| Wells Fargo & Company | 0.01% | Add +2.7% | 1,228,316 | $27.1M |
| Sanctuary Advisors, LLC | 0.13% | Add +1.7% | 926,913 | $20.5M |
| Leicht Financial Planning & Wealth Management, Inc. | 9.04% | Add +9.4% | 861,456 | $19.0M |
| Financial Life Advisors | 6.24% | Add +5.4% | 825,673 | $18.2M |
| BlackRock, Inc. | 0.00% | Add +35.8% | 822,238 | $18.2M |
| Altfest L J & Co. Inc. | 2.11% | Add +2.9% | 809,137 | $17.9M |
| St Germain D J Co. Inc. | 0.61% | Add +2.1% | 644,810 | $14.3M |
| Gibbs Wealth Management | 2.56% | Add +11.5% | 601,510 | $13.3M |
| Clearwater Capital Advisors, LLC | 1.16% | Reduce -4.5% | 573,559 | $12.7M |
| Signet Financial Management, LLC | 1.57% | Add +2.3% | 566,011 | $12.5M |
| Stokes Family Office, LLC | 1.26% | Add +3.0% | 545,139 | $12.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -29.3% | 519,740 | $11.5M |
| Cetera Investment Advisers | 0.02% | Reduce -0.3% | 471,694 | $10.4M |
| Mariner, LLC | 0.01% | Add +4.7% | 467,036 | $10.3M |
| Tidemark, LLC | 3.22% | Add +10.8% | 452,503 | $10.0M |
| Flagship Harbor Advisors, LLC | 0.45% | Add +3.3% | 427,088 | $9.4M |
| Equitable Holdings, Inc. | 0.07% | Add +4.0% | 390,052 | $8.6M |
| Certified Advisory Corp | 0.86% | Add +5.2% | 372,376 | $8.2M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +4.3% | 370,984 | $8.2M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -1.2% | 359,281 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.9% | 325,332 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Add +12.8% | 310,301 | $6.9M |
| Collaborative Wealth Managment Inc. | 2.92% | Reduce -8.3% | 302,664 | $6.7M |
| Checchi Capital Advisers, LLC | 0.46% | Reduce -7.0% | 297,857 | $6.6M |
| Chesapeake Wealth Management | 2.00% | Reduce -3.0% | 271,211 | $6.0M |
| Abound Financial, LLC | 2.49% | Add +5.2% | 255,526 | $5.6M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +2.7% | 244,389 | $5.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.37% | Reduce -6.7% | 239,881 | $5.3M |
| Portside Wealth Group, LLC | 0.78% | Add +8.1% | 236,738 | $5.2M |
| Midwest Capital Advisors, LLC | 2.70% | Reduce -1.3% | 231,791 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +82.2% | 225,714 | $5.0M |
| Detalus Advisors, LLC | 1.43% | Add +4.3% | 222,806 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.2% | 214,625 | $4.7M |
| Tsfg, LLC | 0.85% | Add +7.6% | 212,861 | $4.7M |
| Good Life Advisors, LLC | 0.29% | Add +10.9% | 210,147 | $4.6M |
| Horizon Financial Services, LLC | 2.35% | Reduce -3.5% | 200,764 | $4.4M |
| SFG Wealth Management, LLC. | 2.48% | No change | 185,706 | $4.1M |
| Kestra Investment Management, LLC | 0.12% | Reduce -65.2% | 176,942 | $3.9M |
| Western Wealth Management, LLC | 0.23% | Add +27.2% | 173,723 | $3.8M |
| Howard Bailey Securities, LLC | 1.17% | Reduce -0.5% | 171,844 | $3.8M |
| Mutual Advisors, LLC | 0.09% | Reduce -14.1% | 173,329 | $3.8M |
| Visionary Wealth Advisors | 0.19% | Add +21.8% | 168,116 | $3.7M |
| Waverly Advisors, LLC | 0.04% | Add +2.3% | 164,027 | $3.6M |
| Townsquare Capital LLC | 0.35% | Reduce -97.1% | 161,096 | $3.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +2.7% | 156,477 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +9.2% | 150,826 | $3.3M |
| Fisher Asset Management | 0.00% | Reduce -4.1% | 147,312 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.3% | 144,422 | $3.2M |
| Keystone Financial Group | 0.28% | Add +8.8% | 142,166 | $3.1M |
| Valmark Advisers, Inc. | 0.04% | Add +34.3% | 134,250 | $3.0M |
| West Wealth Group, LLC | 0.72% | Reduce -1.4% | 130,137 | $2.9M |
| Seed Wealth Management, Inc. | 2.09% | Reduce -11.4% | 126,840 | $2.8M |
| PFG Advisors | 0.13% | Add +286.1% | 124,289 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +24.2% | 123,215 | $2.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +12.3% | 122,990 | $2.7M |
| Spectrum Planning & Advisory Services Inc. | 1.75% | Reduce -13.3% | 122,278 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -13.2% | 121,092 | $2.7M |
| Ehrlich Financial Group | 1.73% | Add +2.0% | 120,886 | $2.7M |
| Vertex Planning Partners, LLC | 0.55% | Add +1.6% | 119,897 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -2.3% | 117,127 | $2.6M |
| Boltwood Capital Management | 0.72% | Add +18.5% | 114,414 | $2.5M |
| Idaho Trust Co | 0.90% | Reduce -3.3% | 114,411 | $2.5M |
| Sharkey, Howes & Javer | 0.33% | Reduce -24.1% | 112,561 | $2.5M |
| Redwood Financial Network Corp | 1.56% | Reduce -10.7% | 104,649 | $2.3M |
| CacheTech Inc. | 0.40% | New | 99,089 | $2.2M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Add +1.2% | 94,950 | $2.1M |
| Willow Creek Wealth Management Inc. | 0.18% | Add +0.3% | 92,559 | $2.0M |
| Cobblestone Capital Advisors LLC | 0.10% | Add +12.0% | 90,150 | $2.0M |
| Adams Wealth Management | 0.38% | New | 89,695 | $2.0M |
| Strategic Blueprint, LLC | 0.09% | Add +22.9% | 83,987 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.4% | 81,646 | $1.8M |
| Diversify Advisory Services, LLC | 0.07% | Add +7.4% | 81,062 | $1.8M |
| Christopher J. Hasenberg, Inc | 0.66% | New | 80,133 | $1.8M |
| Swmg, LLC | 0.53% | Reduce -30.1% | 71,889 | $1.6M |
| Private Trust Co. NA | 0.15% | Add +93.3% | 70,148 | $1.6M |
| Drucker Wealth 3.0, LLC | 0.30% | New | 70,467 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.8% | 67,317 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -27.3% | 65,433 | $1.4M |
| Fort Point Capital Partners LLC | 0.14% | Add +15.5% | 61,632 | $1.4M |
| Ewa, LLC | 0.42% | Add +22.2% | 60,771 | $1.3M |
| GPS Wealth Strategies Group, LLC | 0.15% | Reduce -0.8% | 59,625 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -44.6% | 58,421 | $1.3M |
| Comerica Bank | 0.01% | Add +40.2% | 58,012 | $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.