SS SPDR P Mort Back Bond ETFSPMBETF
13F holders, Q1 2026 (March 31)242holders −8
29new positions
32sold out
$22.39avg. 13F price*
At the end of Q1 2026, 242 institutions reported holding SS SPDR P Mort Back Bond ETF (SPMB) in their 13F filings, down 8 from Q4 2025. 29 opened new positions and 32 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.2B), LPL Financial LLC ($524.5M) and Stifel Financial Corp. ($176.0M).
- Company
- SS SPDR P Mort Back Bond ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $44.7M |
| Exits | 32 | $21.9M |
All 13F filers, Q4 2025 → Q1 2026: 11,750,971 shares bought and 3,747,269 shares sold, net +8,003,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 242 holders
| Financial Engines Advisors L.L.C. | 8.56% | Reduce -0.2% | 188,312,251 | $4.2B |
| LPL Financial LLC | 0.14% | Add +15.8% | 23,426,337 | $524.5M |
| Stifel Financial Corp. | 0.16% | Add +3.4% | 7,861,710 | $176.0M |
| Benjamin Edwards Inc. | 1.43% | Add +5.0% | 6,426,504 | $143.9M |
| State Street Corp. | 0.00% | Add +25.3% | 6,291,307 | $140.9M |
| Confluence Investment Management LLC | 1.34% | Reduce -9.5% | 3,853,493 | $86.3M |
| Ameriprise Financial Inc. | 0.02% | Add +2.0% | 3,476,902 | $77.8M |
| CX Institutional | 1.83% | Add +0.8% | 2,672,691 | $59.8M |
| Cwm, LLC | 0.14% | Add +3.3% | 2,413,888 | $54.0M |
| Bank of America Corp. | 0.00% | Add +6.6% | 2,183,078 | $48.9M |
| Advisory Alpha, LLC | 1.33% | Reduce -4.0% | 2,167,242 | $48.5M |
| Morgan Stanley | 0.00% | Add +5.7% | 1,891,983 | $42.4M |
| Assetmark, Inc. | 0.08% | Add +4.1% | 1,813,363 | $40.6M |
| Compton Financial Group, LLC | 8.72% | Reduce -16.0% | 1,762,070 | $39.5M |
| Independent Advisor Alliance | 0.37% | Add +3143.3% | 1,551,453 | $34.7M |
| Zurich Insurance Group Ltd | 0.26% | No change | 1,482,295 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Add +16.9% | 1,348,194 | $30.1M |
| Financial Plan, Inc. | 3.05% | Add +22.5% | 1,271,622 | $28.5M |
| Baird Financial Group, Inc. | 0.04% | Add +4.2% | 1,075,176 | $24.1M |
| Financial Life Advisors | 7.26% | Add +9.3% | 1,041,380 | $23.3M |
| Sanctuary Advisors, LLC | 0.12% | Add +2.7% | 1,001,879 | $22.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 9.31% | Reduce -0.0% | 916,363 | $20.5M |
| Altfest L J & Co. Inc. | 2.07% | Add +1.1% | 862,594 | $19.3M |
| Gibbs Wealth Management | 2.49% | Add +84.8% | 843,445 | $18.9M |
| Gladstone Institutional Advisory LLC | 0.68% | Add +444.2% | 822,025 | $18.4M |
| 93 Financial Group, LLC | 7.78% | Add +3.1% | 779,674 | $17.5M |
| Cetera Investment Advisers | 0.02% | Add +39.5% | 768,195 | $17.2M |
| St Germain D J Co. Inc. | 0.61% | Add +4.7% | 686,198 | $15.4M |
| Signet Financial Management, LLC | 1.69% | Reduce -0.1% | 674,477 | $15.1M |
| Summit Financial, LLC | 0.19% | New | 672,888 | $15.1M |
| Collier Financial | 10.73% | Add +1.2% | 628,359 | $14.1M |
| Stokes Family Office, LLC | 1.39% | Reduce -3.9% | 602,665 | $13.5M |
| Private Advisory Group LLC | 0.91% | New | 587,175 | $13.1M |
| Tidemark, LLC | 3.31% | Add +9.2% | 582,067 | $13.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -5.8% | 553,135 | $12.4M |
| Mariner, LLC | 0.01% | Reduce -2.3% | 462,734 | $10.4M |
| Equitable Holdings, Inc. | 0.06% | Add +2.1% | 436,553 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -44.8% | 422,572 | $9.5M |
| Certified Advisory Corp | 0.83% | Add +3.9% | 415,543 | $9.3M |
| Flagship Harbor Advisors, LLC | 0.38% | Reduce -16.3% | 390,465 | $8.7M |
| Chesapeake Wealth Management | 2.18% | Add +3.4% | 316,789 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.2% | 305,628 | $6.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.50% | Add +25.9% | 304,484 | $6.8M |
| Detalus Advisors, LLC | 1.43% | Add +8.4% | 279,659 | $6.3M |
| Portside Wealth Group, LLC | 0.81% | Add +3.9% | 267,523 | $6.0M |
| Abound Financial, LLC | 2.61% | Reduce -5.1% | 266,628 | $6.0M |
| Tsfg, LLC | 0.84% | Add +1.4% | 247,538 | $5.5M |
| Clearwater Capital Advisors, LLC | 0.43% | Reduce -29.2% | 236,435 | $5.3M |
| Checchi Capital Advisers, LLC | 0.34% | Reduce -23.9% | 223,175 | $5.0M |
| Mutual Advisors, LLC | 0.10% | Add +22.9% | 217,259 | $4.9M |
| Midwest Capital Advisors, LLC | 2.21% | Add +18.8% | 210,909 | $4.7M |
| Waverly Advisors, LLC | 0.04% | Add +5.7% | 210,632 | $4.7M |
| Horizon Financial Services, LLC | 2.08% | Reduce -1.3% | 210,420 | $4.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +24.1% | 206,116 | $4.6M |
| Drucker Wealth 3.0, LLC | 0.80% | Add +1.9% | 204,701 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.0% | 204,152 | $4.6M |
| Boltwood Capital Management | 1.15% | Add +9.7% | 202,063 | $4.5M |
| Western Wealth Management, LLC | 0.16% | Reduce -1.9% | 189,261 | $4.2M |
| Valmark Advisers, Inc. | 0.05% | Add +12.7% | 174,263 | $3.9M |
| Keystone Financial Group | 0.26% | Add +7.1% | 171,707 | $3.8M |
| Visionary Wealth Advisors | 0.16% | Add +2.7% | 163,560 | $3.7M |
| West Wealth Group, LLC | 0.70% | Add +7.0% | 158,721 | $3.6M |
| Vertex Planning Partners, LLC | 0.60% | Add +10.5% | 138,786 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 137,196 | $3.1M |
| Vise Technologies, Inc. | 0.06% | No change | 132,595 | $3.0M |
| Ehrlich Financial Group | 1.69% | Add +3.0% | 131,490 | $2.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +5.6% | 129,862 | $2.9M |
| Spectrum Planning & Advisory Services Inc. | 1.42% | Add +4.2% | 128,424 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.3% | 123,948 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 122,607 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +1.1% | 122,455 | $2.7M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -4.8% | 119,021 | $2.7M |
| Seed Wealth Management, Inc. | 1.83% | Reduce -3.7% | 118,560 | $2.7M |
| Apollon Financial, LLC | 0.36% | New | 115,219 | $2.6M |
| CacheTech Inc. | 0.46% | Add +29.1% | 106,495 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +8.3% | 103,264 | $2.3M |
| Diversify Wealth Management, LLC | 0.04% | Add +368.1% | 99,734 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -49.6% | 98,278 | $2.2M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 96,070 | $2.2M |
| Adams Wealth Management | 0.47% | Add +32.6% | 96,061 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 94,559 | $2.1M |
| Forefront Wealth Partners, LLC | 0.84% | Add +10.1% | 89,161 | $2.0M |
| Archer Investment Management, LLC | 0.82% | Add +365.2% | 87,193 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | New | 86,650 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 85,535 | $1.9M |
| Private Trust Co. NA | 0.17% | Add +8.5% | 85,485 | $1.9M |
| Ewa, LLC | 0.42% | Add +26.8% | 82,323 | $1.8M |
| Marks Group Wealth Management, Inc | 0.17% | New | 76,687 | $1.7M |
| Collaborative Wealth Managment Inc. | 0.78% | Reduce -61.0% | 75,272 | $1.7M |
| Amundi | 0.00% | New | 74,057 | $1.7M |
| Kintra Wealth, LLC | 0.11% | New | 67,534 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +7.9% | 59,736 | $1.3M |
| Fort Point Capital Partners LLC | 0.17% | Add +1.6% | 59,276 | $1.3M |
| Fifth Third Bancorp | 0.00% | New | 57,245 | $1.3M |
| JPL Wealth Management, LLC | 0.29% | Add +48.2% | 57,181 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Add +0.1% | 55,390 | $1.2M |
| RFG Advisory, LLC | 0.02% | Reduce -49.9% | 52,512 | $1.2M |
| Idaho Trust Co | 0.37% | Reduce -9.6% | 51,067 | $1.1M |
| Center For Asset Management LLC | 0.57% | Add +10.4% | 50,874 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +33.7% | 49,708 | $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.