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

0100200300 Q1 2024: 208Q1 2024Q2 2024: 208Q2 2024Q3 2024: 210Q3 2024Q4 2024: 224Q4 2024Q1 2025: 223Q1 2025Q2 2025: 225Q2 2025Q3 2025: 227Q3 2025Q4 2025: 250Q4 2025Q1 2026: 242Q1 2026Q2 2026: 257Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$12.6M
Exits11$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
Center For Asset Management LLC 0.54% Add +0.5% 46,084 $1.0M
Guidance Capital, Inc. 0.25% Add +1.3% 45,513 $1.0M
TMB Capital Partners, LLC 0.33% — 42,996 $964K
Bell Investment Advisors, Inc 0.15% Reduce -2.3% 42,897 $962K
HighPoint Advisor Group LLC 0.02% New 40,050 $898K
AE Wealth Management LLC 0.01% Reduce -31.2% 39,692 $890K
United Capital Financial Advisors, LLC 0.01% Reduce -21.2% 39,498 $885K
JPL Wealth Management, LLC 0.21% Add +8.7% 38,594 $865K
Bank of New York Mellon Corp 0.00% Add +0.8% 38,120 $854K
Advisory Services Network, LLC 0.01% No change 37,181 $833K
Atria Investments, Inc 0.01% Add +0.5% 37,082 $831K
Strategic Investment Advisors / MI 0.07% Add +527.8% 36,998 $829K
Journey Retirement Planning & Investment Management LLC 0.17% — 36,852 $826K
Global Retirement Partners, LLC 0.01% Add +12.8% 35,859 $804K
Belpointe Asset Management LLC 0.03% Add +29.3% 35,672 $800K
Wiregrass Investment Management LLC 0.66% — 35,323 $792K
Allworth Financial LP 0.00% Reduce -14.3% 35,250 $790K
Capital Investment Counsel, LLC 0.11% Reduce -7.0% 34,691 $778K
Golden State Wealth Management, LLC 0.08% Add +12.7% 33,640 $754K
Norden Group LLC 0.07% Reduce -3.1% 31,701 $711K
Sharkey, Howes & Javer 0.09% Reduce -32.7% 30,872 $692K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -25.9% 29,780 $668K
&partners 0.00% Add +7.7% 29,472 $661K
PFG Advisors 0.03% Reduce -78.0% 27,769 $622K
Wealthcare Advisory Partners LLC 0.01% Add +22.2% 27,473 $616K
Hobbs Group Advisors, LLC 0.18% Reduce -1.4% 27,108 $608K
WBH Advisory Inc. 0.04% Reduce -1.2% 26,378 $591K
MML Investors Services, LLC 0.00% Add +11.7% 25,489 $571K
Thrivent Financial for Lutherans 0.00% Reduce -4.3% 24,933 $560K
True North Advisors, LLC 0.07% New 24,680 $553K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.4% 24,624 $552K
Prime Capital Investment Advisors, LLC 0.01% Add +21.5% 24,143 $541K
Financial Network Wealth Advisors LLC 0.55% Add +7.7% 23,722 $532K
IFP Advisors, Inc 0.01% Reduce -19.7% 23,375 $524K
Mgo One Seven LLC 0.01% Reduce -3.3% 23,027 $516K
Third View Private Wealth, LLC 0.07% — 22,837 $512K
Cerity Partners LLC 0.00% Reduce -1.6% 21,567 $483K
Diversify Wealth Management, LLC 0.02% Add +67.6% 21,308 $480K
Bragg Financial Advisors, Inc 0.02% Reduce -1.0% 21,433 $480K
Quantinno Capital Management LP 0.00% No change 20,930 $469K
Ausdal Financial Partners, Inc. 0.02% Add +9.4% 20,315 $455K
Integrated Advisors Network LLC 0.02% Reduce -4.3% 19,805 $444K
Archer Investment Management, LLC 0.23% New 18,743 $420K
Howard Bailey Securities, LLC 0.16% Reduce -89.8% 18,266 $409K
Wallace Advisory Group, LLC 0.43% Reduce -4.2% 18,250 $409K
Northbridge Financial Group, LLC 0.17% — 16,891 $379K
HRT Financial LP 0.00% New 16,802 $376K
GK Wealth Management LLC 0.26% Reduce -5.8% 15,811 $354K
FMR LLC 0.00% Add +77.6% 15,733 $353K
Ascent Group, LLC 0.01% Reduce -4.1% 15,732 $353K
Balefire, LLC 0.07% Add +29.9% 15,672 $351K
TrueWealth Financial Partners 0.28% New 14,962 $335K
True Blue Financial, LLC 0.28% — 14,962 $335K
Foster & Motley Inc. 0.02% No change 14,874 $333K
Acropolis Investment Management, LLC 0.01% Add +2.3% 14,825 $332K
Modera Wealth Management, LLC 0.00% Reduce -4.3% 14,378 $322K
Great Valley Advisor Group, Inc. 0.01% Add +30.7% 14,328 $321K
WCG Wealth Advisors LLC 0.01% New 13,237 $297K
Columbus Macro, LLC 0.03% Reduce -6.4% 13,201 $296K
Baker Tilly Wealth Management, LLC 0.07% Reduce -6.0% 12,997 $291K
Wedbush Securities Inc. 0.01% New 12,380 $277K
Perennial Investment Advisors, LLC 0.02% Reduce -40.0% 12,204 $274K
Legacy Advisory Services, LLC 0.21% Add +1.6% 12,195 $273K
Lowe Brockenbrough & Co. Inc. 0.01% No change 12,000 $269K
Jones Financial Companies LLLP 0.00% Add +240.8% 11,979 $269K
Gateway Wealth Partners, LLC 0.03% Reduce -4.8% 11,329 $254K
Diversified Enterprises, LLC 0.01% No change 10,839 $243K
One Wealth Capital Management, LLC 0.10% Reduce -0.9% 10,818 $242K
Axxcess Wealth Management, LLC 0.00% New 10,764 $241K
HighTower Advisors, LLC 0.00% Add +8.4% 10,582 $237K
Bartlett & Co. Wealth Management LLC 0.00% No change 10,341 $232K
Susquehanna International Group, LLP 0.00% Reduce -84.1% 10,273 $230K
Heritage Family Offices, LLP 0.10% Add +8.1% 10,124 $227K
Astoria Portfolio Advisors LLC. 0.05% New 9,645 $220K
Apollon Wealth Management, LLC 0.00% Reduce -10.8% 9,702 $217K
Level Four Advisory Services, LLC 0.01% Reduce -4.8% 9,157 $205K
Alterna Wealth Management, Inc. 0.17% No change 9,108 $204K
Sachetta, LLC 0.11% Reduce -5.7% 8,585 $192K
Measured Wealth Private Client Group, LLC 0.04% Add +34.2% 6,044 $135K
HBW Advisory Services LLC 0.01% New 5,986 $134K
Concord Wealth Partners 0.02% No change 5,932 $133K
Arax Advisory Partners 0.00% New 4,724 $106K
Creative Financial Designs Inc. 0.01% Add +84.5% 4,446 $100K
Qube Research & Technologies Ltd 0.00% New 4,174 $94K
Steward Partners Investment Advisory, LLC 0.00% No change 3,787 $85K
Pacific Center for Financial Services 0.02% No change 3,103 $70K
CoreCap Advisors, LLC 0.00% Add +1.4% 3,011 $67K
Fourth Dimension Wealth, LLC 0.02% Reduce -4.7% 2,970 $67K
Aptus Capital Advisors, LLC 0.00% Reduce -17.2% 2,694 $60K
Kohmann Bosshard Financial Services, LLC 0.01% New 2,590 $58K
US Bancorp \de 0.00% Reduce -50.9% 2,579 $58K
GPS Wealth Strategies Group, LLC 0.04% Reduce -96.2% 2,199 $49K
Root Financial Partners, LLC 0.00% Reduce -28.8% 2,057 $46K
NewEdge Advisors, LLC 0.00% No change 2,008 $45K
O'shaughnessy Asset Management, LLC 0.00% Reduce -2.4% 1,769 $40K
Atlantic Union Bankshares Corp 0.00% No change 1,744 $39K
Optima Capital LLC 0.02% New 1,586 $36K
Crewe Advisors LLC 0.00% Add +95.7% 1,564 $35K
FAS Wealth Partners, Inc. 0.00% Reduce -11.3% 1,552 $35K
Financial Consulate, Inc. 0.00% New 1,438 $32K
Kingdom Financial Group LLC. 0.01% New 1,263 $28K
Sound Income Strategies, LLC 0.00% Add +76.8% 1,197 $27K
AlphaCore Capital LLC 0.00% No change 1,150 $26K
REAP Financial Group, LLC 0.01% Add +1.6% 1,137 $25K
Richardson Financial Services Inc. 0.01% Reduce -1.9% 1,085 $24K
Northwest Capital Management Inc 0.09% Reduce -95.6% 975 $22K
Triumph Capital Management 0.00% New 969 $22K
Rockefeller Capital Management L.P. 0.00% Reduce -81.2% 867 $19K
Register Financial Advisors LLC 0.01% No change 757 $17K
Ancora Advisors LLC 0.00% No change 754 $17K
Crews Bank & Trust 0.00% Reduce -54.5% 750 $17K
EPG Wealth Management LLC 0.00% No change 625 $14K
Harbour Investments, Inc. 0.00% Add +12.0% 560 $13K
Camelot Portfolios, LLC 0.01% New 500 $11K
Realta Investment Advisors 0.00% New 500 $11K
Citigroup Inc. 0.00% No change 500 $11K
Blair William & Co. 0.00% Add +28.2% 491 $11K
AdvisorNet Financial, Inc 0.00% No change 479 $11K
CENTRAL TRUST Co 0.00% No change 461 $10K
Capital Investment Advisory Services, LLC 0.00% Add +0.5% 432 $10K
New Millennium Group LLC 0.00% New 420 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 404 $9K
Highline Wealth Partners LLC 0.00% New 381 $9K
Comprehensive Financial Planning, Inc. 0.01% No change 341 $8K
CIBC Private Wealth Group LLC 0.00% New 258 $6K
MAI Capital Management 0.00% No change 235 $5K
Rossby Financial, LCC 0.00% Add +7.3% 234 $5K
Virtus Fixed Income Advisers, LLC 0.00% Add +7.1% 211 $5K
Bayban 0.00% — 202 $5K
Albion Financial Group 0.00% New 182 $4K
Eastern Bank 0.00% Reduce -55.0% 180 $4K
Wellington-Altus USA Inc. 0.00% — 164 $4K
Strategic Wealth Partners, Ltd. 0.00% No change 157 $4K
Parvin Asset Management, LLC 0.00% New 115 $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
Compass Financial Services Inc 0.00% Add +1.4% 73 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 34 $762
Smartleaf Asset Management LLC 0.00% Add +3.2% 32 $721
Atomic Invest LLC 0.00% — 25 $560
Legacy Wealth Managment, LLC 0.00% No change 24 $538
SBI Securities Co., Ltd. 0.00% Reduce -33.3% 14 $314
Hughes Financial Services, LLC 0.00% No change 10 $224
PNC Financial Services Group, Inc. 0.00% Reduce -97.5% 9 $202
Spurstone Advisory Services, LLC 0.00% No change 8 $179
SageView Advisory Group, LLC 0.00% New 5 $113
Blueline Advisors LLC 0.00% — 5 $104
Halbert Hargrove Global Advisors, LLC 0.00% No change 3 $68
Cape Investment Advisory, Inc. 0.00% Add +100.0% 2 $50

"% 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.