SS SPDR P Mort Back Bond ETFSPMBETF
13F holders, Q3 2025 (September 30)227holders +2
26new positions
20sold out
1famous investor
$22.44avg. 13F price*
At the end of Q3 2025, 227 institutions reported holding SS SPDR P Mort Back Bond ETF (SPMB) in their 13F filings, up 2 from Q2 2025. 26 opened new positions and 20 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.2B), LPL Financial LLC ($409.9M) and Stifel Financial Corp. ($158.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P Mort Back Bond ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78464A383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $20.5M |
| Exits | 20 | $11.7M |
All 13F filers, Q2 2025 → Q3 2025: 7,849,184 shares bought and 7,733,058 shares sold, net +116,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| Financial Engines Advisors L.L.C. | 7.97% | Add +0.9% | 186,003,082 | $4.2B |
| LPL Financial LLC | 0.12% | Add +12.2% | 18,264,388 | $409.9M |
| Stifel Financial Corp. | 0.15% | Reduce -9.2% | 7,078,988 | $158.9M |
| Benjamin Edwards Inc. | 1.47% | Reduce -7.3% | 5,779,137 | $129.7M |
| Confluence Investment Management LLC | 1.35% | Reduce -10.7% | 4,222,219 | $94.7M |
| Ameriprise Financial Inc. | 0.02% | Add +9.8% | 3,040,135 | $68.1M |
| State Street Corp. | 0.00% | Reduce -49.5% | 2,955,731 | $66.3M |
| CX Institutional | 1.81% | Add +19.1% | 2,663,197 | $59.8M |
| Cwm, LLC | 0.15% | Add +8.2% | 2,227,844 | $50.0M |
| Advisory Alpha, LLC | 1.37% | Add +5.3% | 2,196,521 | $49.3M |
| Bank of America Corp. | 0.00% | Add +5.5% | 2,186,138 | $49.1M |
| Compton Financial Group, LLC | 10.36% | Add +3.0% | 1,917,761 | $43.0M |
| Strategic Financial Concepts, LLC | 6.25% | Add +3.0% | 1,917,761 | $43.0M |
| Assetmark, Inc. | 0.08% | Add +6.0% | 1,658,965 | $37.2M |
| Morgan Stanley | 0.00% | Add +12.1% | 1,622,546 | $36.4M |
| Zurich Insurance Group Ltd | 0.24% | No change | 1,482,295 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.5% | 1,203,378 | $27.0M |
| Baird Financial Group, Inc. | 0.04% | Add +224.0% | 1,005,468 | $22.6M |
| Sanctuary Advisors, LLC | 0.12% | Add +3.8% | 962,069 | $21.6M |
| Financial Life Advisors | 6.33% | Add +6.4% | 878,658 | $19.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.62% | Reduce -1.1% | 852,291 | $19.1M |
| Altfest L J & Co. Inc. | 2.08% | Add +2.8% | 831,705 | $18.7M |
| St Germain D J Co. Inc. | 0.57% | Reduce -0.8% | 639,716 | $14.4M |
| Signet Financial Management, LLC | 1.61% | Add +9.4% | 619,189 | $13.9M |
| Collier Financial | 9.90% | — | 586,754 | $13.2M |
| Clearwater Capital Advisors, LLC | 1.09% | Reduce -0.3% | 571,935 | $12.8M |
| Stokes Family Office, LLC | 1.19% | Add +2.6% | 559,297 | $12.6M |
| BlackRock, Inc. | 0.00% | Reduce -33.5% | 546,515 | $12.3M |
| Cetera Investment Advisers | 0.01% | Add +10.4% | 520,738 | $11.7M |
| Private Advisor Group, LLC | 0.06% | Reduce -1.7% | 510,894 | $11.5M |
| Gibbs Wealth Management | 2.46% | Reduce -19.5% | 484,047 | $10.9M |
| Tidemark, LLC | 3.16% | Add +6.8% | 483,178 | $10.8M |
| Mariner, LLC | 0.01% | Reduce -2.3% | 456,514 | $10.2M |
| Flagship Harbor Advisors, LLC | 0.42% | Add +1.0% | 431,184 | $9.7M |
| Equitable Holdings, Inc. | 0.07% | Add +9.3% | 426,441 | $9.6M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +5.6% | 391,901 | $8.8M |
| Certified Advisory Corp | 0.82% | Add +3.1% | 384,004 | $8.6M |
| Kingsview Wealth Management, LLC | 0.13% | Add +2.3% | 367,363 | $8.2M |
| Citadel Advisors | 0.01% | New | 361,727 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.1% | 338,610 | $7.6M |
| Checchi Capital Advisers, LLC | 0.46% | Reduce -0.6% | 296,132 | $6.6M |
| Chesapeake Wealth Management | 1.94% | Add +4.5% | 283,437 | $6.4M |
| RFG Advisory, LLC | 0.13% | Add +753.6% | 280,679 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +15.4% | 260,420 | $5.8M |
| Abound Financial, LLC | 2.30% | Add +0.4% | 256,590 | $5.8M |
| Collaborative Wealth Managment Inc. | 2.31% | Reduce -15.8% | 254,734 | $5.7M |
| Portside Wealth Group, LLC | 0.75% | Add +1.6% | 240,569 | $5.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.37% | Reduce -0.2% | 239,377 | $5.4M |
| Detalus Advisors, LLC | 1.38% | Add +6.4% | 236,967 | $5.3M |
| Lido Advisors, LLC | 0.02% | New | 218,890 | $4.9M |
| Tsfg, LLC | 0.78% | Add +2.8% | 218,705 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.4% | 217,518 | $4.9M |
| Horizon Financial Services, LLC | 2.20% | Add +2.3% | 205,354 | $4.6M |
| Drucker Wealth 3.0, LLC | 0.76% | Add +170.8% | 190,855 | $4.3M |
| Kestra Investment Management, LLC | 0.11% | Add +1.9% | 180,310 | $4.0M |
| Midwest Capital Advisors, LLC | 1.94% | Reduce -22.5% | 179,671 | $4.0M |
| Waverly Advisors, LLC | 0.04% | Add +9.4% | 179,462 | $4.0M |
| Howard Bailey Securities, LLC | 1.14% | Add +4.0% | 178,738 | $4.0M |
| Western Wealth Management, LLC | 0.21% | Add +0.4% | 174,409 | $3.9M |
| Mutual Advisors, LLC | 0.09% | Reduce -0.8% | 171,937 | $3.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +7.3% | 167,950 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.6% | 162,546 | $3.6M |
| Boltwood Capital Management | 0.94% | Add +36.9% | 156,679 | $3.5M |
| Keystone Financial Group | 0.26% | Add +8.4% | 154,060 | $3.5M |
| Visionary Wealth Advisors | 0.16% | Reduce -10.8% | 149,995 | $3.4M |
| West Wealth Group, LLC | 0.72% | Add +8.3% | 140,946 | $3.2M |
| Valmark Advisers, Inc. | 0.04% | Reduce -1.1% | 132,704 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +6.5% | 131,284 | $2.9M |
| Seed Wealth Management, Inc. | 1.97% | No change | 126,840 | $2.8M |
| PFG Advisors | 0.12% | Add +1.4% | 126,084 | $2.8M |
| Ehrlich Financial Group | 1.68% | Add +4.1% | 125,816 | $2.8M |
| Spectrum Planning & Advisory Services Inc. | 1.58% | Add +1.8% | 124,510 | $2.8M |
| Vertex Planning Partners, LLC | 0.52% | Add +1.2% | 121,289 | $2.7M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -3.2% | 119,037 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -1.3% | 115,586 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -25.5% | 112,399 | $2.5M |
| Redwood Financial Network Corp | 1.43% | Reduce -3.7% | 100,812 | $2.3M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 94,950 | $2.1M |
| Cobblestone Capital Advisors LLC | 0.10% | Add +3.9% | 93,645 | $2.1M |
| Willow Creek Wealth Management Inc. | 0.17% | Add +0.3% | 92,874 | $2.1M |
| CacheTech Inc. | 0.41% | Reduce -9.1% | 90,085 | $2.0M |
| Strategic Blueprint, LLC | 0.08% | Add +0.7% | 84,568 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 81,900 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -93.4% | 81,460 | $1.8M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -0.2% | 80,893 | $1.8M |
| Adams Wealth Management | 0.38% | Reduce -10.8% | 79,993 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.2% | 78,198 | $1.8M |
| Private Trust Co. NA | 0.15% | Add +8.3% | 75,948 | $1.7M |
| SFG Wealth Management, LLC. | 0.71% | Reduce -60.7% | 72,993 | $1.6M |
| Trilogy Capital Inc. | 0.07% | Add +25.1% | 67,623 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 64,501 | $1.4M |
| Idaho Trust Co | 0.48% | Reduce -44.1% | 63,987 | $1.4M |
| Forefront Wealth Partners, LLC | 0.33% | New | 58,968 | $1.3M |
| Comerica Bank | 0.00% | Add +0.7% | 58,419 | $1.3M |
| GPS Wealth Strategies Group, LLC | 0.14% | Reduce -2.2% | 58,297 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +76.8% | 57,720 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 57,211 | $1.3M |
| Alliance Wealth Advisors, LLC | 0.30% | Add +8.8% | 56,974 | $1.3M |
| Ewa, LLC | 0.34% | Reduce -8.7% | 55,486 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +0.6% | 54,619 | $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.