SS SPDR P Mort Back Bond ETFSPMBETF
13F holders, Q4 2025 (December 31)250holders +23
28new positions
11sold out
$22.42avg. 13F price*
At the end of Q4 2025, 250 institutions reported holding SS SPDR P Mort Back Bond ETF (SPMB) in their 13F filings, up 23 from Q3 2025. 28 opened new positions and 11 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.2B), LPL Financial LLC ($453.7M) and Stifel Financial Corp. ($170.4M).
- Company
- SS SPDR P Mort Back Bond ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $12.6M |
| Exits | 11 | $64.8M |
All 13F filers, Q3 2025 → Q4 2025: 11,006,716 shares bought and 4,607,522 shares sold, net +6,399,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 250 holders
| Financial Engines Advisors L.L.C. | 8.02% | Add +1.5% | 188,762,736 | $4.2B |
| LPL Financial LLC | 0.12% | Add +10.8% | 20,238,970 | $453.7M |
| Stifel Financial Corp. | 0.15% | Add +7.4% | 7,602,932 | $170.4M |
| Benjamin Edwards Inc. | 1.52% | Add +5.9% | 6,119,180 | $137.2M |
| State Street Corp. | 0.00% | Add +69.8% | 5,020,182 | $112.5M |
| Confluence Investment Management LLC | 1.43% | Add +0.9% | 4,260,018 | $95.5M |
| Ameriprise Financial Inc. | 0.02% | Add +12.2% | 3,409,870 | $76.4M |
| CX Institutional | 1.77% | Reduce -0.5% | 2,650,742 | $59.4M |
| Cwm, LLC | 0.14% | Add +4.8% | 2,335,864 | $52.4M |
| Advisory Alpha, LLC | 1.38% | Add +2.7% | 2,256,536 | $50.6M |
| Compton Financial Group, LLC | 10.65% | Add +9.4% | 2,098,239 | $47.0M |
| Bank of America Corp. | 0.00% | Reduce -6.3% | 2,047,687 | $45.9M |
| Morgan Stanley | 0.00% | Add +10.4% | 1,790,660 | $40.1M |
| Assetmark, Inc. | 0.08% | Add +5.0% | 1,741,982 | $39.0M |
| Zurich Insurance Group Ltd | 0.23% | No change | 1,482,295 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 1,152,895 | $25.8M |
| Financial Plan, Inc. | 2.67% | — | 1,037,860 | $23.3M |
| Baird Financial Group, Inc. | 0.04% | Add +2.6% | 1,031,567 | $23.1M |
| Sanctuary Advisors, LLC | 0.12% | Add +1.4% | 975,248 | $21.9M |
| Financial Life Advisors | 6.59% | Add +8.5% | 953,162 | $21.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 9.19% | Add +7.5% | 916,454 | $20.5M |
| Altfest L J & Co. Inc. | 2.09% | Add +2.6% | 852,979 | $19.1M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +95.5% | 766,042 | $17.2M |
| 93 Financial Group, LLC | 7.38% | — | 756,474 | $17.0M |
| Signet Financial Management, LLC | 1.69% | Add +9.0% | 675,174 | $15.1M |
| St Germain D J Co. Inc. | 0.57% | Add +2.5% | 655,677 | $14.7M |
| Stokes Family Office, LLC | 1.29% | Add +12.1% | 626,988 | $14.1M |
| Collier Financial | 10.46% | Add +5.9% | 621,154 | $13.9M |
| Private Advisor Group, LLC | 0.06% | Add +14.9% | 586,996 | $13.2M |
| Cetera Investment Advisers | 0.01% | Add +5.8% | 550,798 | $12.3M |
| Tidemark, LLC | 3.40% | Add +10.4% | 533,250 | $12.0M |
| Mariner, LLC | 0.01% | Add +3.8% | 473,686 | $10.6M |
| Flagship Harbor Advisors, LLC | 0.49% | Add +8.1% | 466,219 | $10.5M |
| Gibbs Wealth Management | 2.49% | Reduce -5.7% | 456,452 | $10.3M |
| Equitable Holdings, Inc. | 0.07% | Add +0.2% | 427,467 | $9.6M |
| Certified Advisory Corp | 0.82% | Add +4.2% | 400,087 | $9.0M |
| Clearwater Capital Advisors, LLC | 0.62% | Reduce -41.6% | 334,027 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 322,517 | $7.2M |
| Chesapeake Wealth Management | 2.04% | Add +8.1% | 306,245 | $6.9M |
| Checchi Capital Advisers, LLC | 0.45% | Reduce -1.0% | 293,126 | $6.6M |
| Abound Financial, LLC | 2.44% | Add +9.5% | 280,955 | $6.3M |
| Detalus Advisors, LLC | 1.41% | Add +8.8% | 257,927 | $5.8M |
| Portside Wealth Group, LLC | 0.78% | Add +7.1% | 257,574 | $5.8M |
| Retirement Capital Strategies | 2.08% | Add +1315.1% | 250,812 | $5.6M |
| Tsfg, LLC | 0.82% | Add +11.6% | 244,076 | $5.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.40% | Add +1.1% | 241,932 | $5.4M |
| Lido Advisors, LLC | 0.02% | Reduce -0.5% | 217,744 | $4.9M |
| Horizon Financial Services, LLC | 2.17% | Add +3.8% | 213,188 | $4.8M |
| Drucker Wealth 3.0, LLC | 0.79% | Add +5.3% | 200,954 | $4.5M |
| Waverly Advisors, LLC | 0.04% | Add +11.0% | 199,195 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -10.4% | 194,903 | $4.4M |
| Western Wealth Management, LLC | 0.20% | Add +10.6% | 192,914 | $4.3M |
| Collaborative Wealth Managment Inc. | 1.52% | Reduce -24.3% | 192,778 | $4.3M |
| Boltwood Capital Management | 1.07% | Add +17.6% | 184,236 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.1% | 179,023 | $4.0M |
| Midwest Capital Advisors, LLC | 1.91% | Reduce -1.2% | 177,480 | $4.0M |
| Mutual Advisors, LLC | 0.09% | Add +2.8% | 176,787 | $4.0M |
| Kestra Investment Management, LLC | 0.09% | Reduce -6.3% | 168,854 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -1.1% | 166,098 | $3.7M |
| Keystone Financial Group | 0.27% | Add +4.1% | 160,385 | $3.6M |
| Visionary Wealth Advisors | 0.16% | Add +6.1% | 159,212 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | Add +16.6% | 154,664 | $3.5M |
| Jane Street Group, LLC | 0.00% | New | 151,202 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +15.1% | 151,047 | $3.4M |
| West Wealth Group, LLC | 0.69% | Add +5.3% | 148,381 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.9% | 138,412 | $3.1M |
| Vise Technologies, Inc. | 0.06% | Add +146.4% | 132,595 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +15.2% | 129,496 | $2.9M |
| Q3 Asset Management | 0.66% | New | 128,601 | $2.9M |
| Ehrlich Financial Group | 1.63% | Add +1.5% | 127,656 | $2.9M |
| Vertex Planning Partners, LLC | 0.65% | Add +3.5% | 125,589 | $2.8M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -66.0% | 125,038 | $2.8M |
| Spectrum Planning & Advisory Services Inc. | 1.42% | Reduce -1.0% | 123,279 | $2.8M |
| Seed Wealth Management, Inc. | 1.90% | Reduce -2.9% | 123,110 | $2.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +3.3% | 122,939 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +4.7% | 121,064 | $2.7M |
| RFG Advisory, LLC | 0.04% | Reduce -62.6% | 104,848 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.4% | 96,193 | $2.2M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Add +1.2% | 96,070 | $2.2M |
| Captrust Financial Advisors | 0.00% | New | 95,390 | $2.1M |
| Redwood Financial Network Corp | 1.33% | Reduce -8.0% | 92,797 | $2.1M |
| CacheTech Inc. | 0.34% | Reduce -8.4% | 82,475 | $1.8M |
| Forefront Wealth Partners, LLC | 0.86% | Add +37.3% | 80,968 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 80,763 | $1.8M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -2.6% | 78,816 | $1.8M |
| Trilogy Capital Inc. | 0.08% | Add +16.6% | 78,814 | $1.8M |
| Private Trust Co. NA | 0.15% | Add +3.7% | 78,779 | $1.8M |
| SFG Wealth Management, LLC. | 0.64% | No change | 72,993 | $1.6M |
| Adams Wealth Management | 0.35% | Reduce -9.4% | 72,464 | $1.6M |
| Ewa, LLC | 0.36% | Add +17.0% | 64,919 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -23.0% | 60,206 | $1.4M |
| Fort Point Capital Partners LLC | 0.16% | Add +11.2% | 58,350 | $1.3M |
| Idaho Trust Co | 0.42% | Reduce -11.7% | 56,487 | $1.3M |
| Comerica Bank | 0.01% | Reduce -5.1% | 55,437 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 55,349 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -34.6% | 55,311 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -1.6% | 51,820 | $1.2M |
| Brookstone Capital Management | 0.01% | Reduce -8.5% | 49,954 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.24% | Reduce -14.0% | 48,992 | $1.1M |
| Independent Advisor Alliance | 0.03% | Add +2.9% | 47,836 | $1.1M |
"% 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.