SS SPDR P Mort Back Bond ETFSPMBETF
13F holders, Q2 2026 (June 30)257holders +15
39new positions
23sold out
2famous investors
$22.31avg. 13F price*
At the end of Q2 2026, 257 institutions reported holding SS SPDR P Mort Back Bond ETF (SPMB) in their 13F filings, up 15 from Q1 2026. 39 opened new positions and 23 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.4B), LPL Financial LLC ($500.2M) and Stifel Financial Corp. ($131.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P Mort Back Bond ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $51.9M |
| Exits | 23 | $153.9M |
All 13F filers, Q1 2026 → Q2 2026: 16,017,645 shares bought and 15,668,859 shares sold, net +348,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Financial Engines Advisors L.L.C. | 7.80% | Add +4.5% | 196,882,687 | $4.4B |
| LPL Financial LLC | 0.11% | Reduce -4.3% | 22,418,421 | $500.2M |
| Stifel Financial Corp. | 0.11% | Reduce -25.1% | 5,892,272 | $131.5M |
| Benjamin Edwards Inc. | 0.98% | Reduce -25.1% | 4,813,580 | $107.4M |
| Ameriprise Financial Inc. | 0.02% | Add +2.9% | 3,577,787 | $79.8M |
| Confluence Investment Management LLC | 1.17% | Reduce -12.5% | 3,370,501 | $75.2M |
| CX Institutional | 1.76% | Add +2.4% | 2,735,565 | $61.0M |
| Bank of America Corp. | 0.00% | Add +2.9% | 2,245,455 | $50.1M |
| Advisory Alpha, LLC | 1.22% | Add +2.9% | 2,230,802 | $49.8M |
| Assetmark, Inc. | 0.08% | Add +8.2% | 1,962,264 | $43.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +1484.3% | 1,942,502 | $43.3M |
| Morgan Stanley | 0.00% | Add +0.8% | 1,907,212 | $42.5M |
| JPMorgan Chase & Co. | 0.00% | Add +11.8% | 1,507,711 | $33.8M |
| Zurich Insurance Group Ltd | 0.23% | No change | 1,482,295 | $33.1M |
| Citadel Advisors | 0.02% | New | 1,438,482 | $32.1M |
| Financial Plan, Inc. | 2.87% | Add +6.5% | 1,354,741 | $30.2M |
| Financial Life Advisors | 8.25% | Add +24.9% | 1,300,999 | $29.0M |
| Sanctuary Advisors, LLC | 0.11% | Add +8.8% | 1,090,336 | $24.3M |
| Baird Financial Group, Inc. | 0.03% | Add +0.3% | 1,078,449 | $24.1M |
| Altfest L J & Co. Inc. | 1.92% | Add +2.7% | 885,863 | $19.8M |
| Gladstone Institutional Advisory LLC | 0.62% | Add +7.7% | 885,033 | $19.7M |
| Compton Financial Group, LLC | 3.74% | Reduce -50.6% | 870,078 | $19.4M |
| 93 Financial Group, LLC | 7.06% | Add +2.8% | 801,374 | $17.9M |
| Cetera Investment Advisers | 0.02% | Add +1.9% | 782,706 | $17.5M |
| Private Advisor Group, LLC | 0.07% | Add +29.0% | 713,679 | $15.9M |
| St Germain D J Co. Inc. | 0.57% | Add +2.9% | 705,795 | $15.7M |
| Tidemark, LLC | 3.53% | Add +20.8% | 703,013 | $15.7M |
| Summit Financial, LLC | 0.17% | Add +3.4% | 695,748 | $15.5M |
| Private Advisory Group LLC | 0.81% | Add +11.8% | 656,299 | $14.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 5.66% | Reduce -32.5% | 618,696 | $13.8M |
| Equitable Holdings, Inc. | 0.08% | Add +33.1% | 581,145 | $13.0M |
| Collier Financial | 7.55% | Reduce -21.3% | 494,650 | $11.0M |
| Stokes Family Office, LLC | 1.27% | Reduce -19.0% | 487,991 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +11.4% | 470,785 | $10.5M |
| Vise Technologies, Inc. | 0.10% | Add +212.7% | 414,577 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -14.8% | 394,180 | $8.8M |
| Detalus Advisors, LLC | 1.43% | Add +17.6% | 328,868 | $7.3M |
| Leslie Global Wealth, LLC | 2.83% | New | 326,291 | $7.3M |
| Flagship Harbor Advisors, LLC | 0.28% | Reduce -16.8% | 325,064 | $7.3M |
| Chesapeake Wealth Management | 1.99% | Add +0.5% | 318,400 | $7.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.46% | Add +0.5% | 305,897 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 293,896 | $6.6M |
| True Blue Financial, LLC | 2.72% | Add +1524.6% | 289,271 | $6.5M |
| Waverly Advisors, LLC | 0.04% | Add +35.9% | 286,215 | $6.4M |
| Portside Wealth Group, LLC | 0.74% | Add +6.5% | 284,956 | $6.4M |
| Tsfg, LLC | 0.76% | Add +9.7% | 271,418 | $6.1M |
| Midwest Capital Advisors, LLC | 2.43% | Add +27.2% | 268,183 | $6.0M |
| Abound Financial, LLC | 2.36% | Reduce -0.5% | 265,292 | $5.9M |
| Drucker Wealth 3.0, LLC | 0.79% | Add +10.1% | 225,295 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.1% | 224,804 | $5.0M |
| Boltwood Capital Management | 1.14% | Add +10.7% | 223,723 | $5.0M |
| Checchi Capital Advisers, LLC | 0.32% | Reduce -0.2% | 222,811 | $5.0M |
| Clearwater Capital Advisors, LLC | 0.36% | Reduce -6.2% | 221,864 | $4.9M |
| Horizon Financial Services, LLC | 1.80% | Add +0.0% | 210,457 | $4.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.8% | 207,876 | $4.6M |
| Vertex Planning Partners, LLC | 0.65% | Add +42.3% | 197,532 | $4.4M |
| Western Wealth Management, LLC | 0.13% | Reduce -3.1% | 183,412 | $4.1M |
| West Wealth Group, LLC | 0.64% | Add +10.6% | 175,486 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Add +23.1% | 168,817 | $3.8M |
| JPL Wealth Management, LLC | 0.74% | Add +190.9% | 166,364 | $3.7M |
| Forefront Wealth Partners, LLC | 1.13% | Add +82.7% | 162,919 | $3.6M |
| Archer Investment Management, LLC | 1.22% | Add +83.3% | 159,834 | $3.6M |
| Keystone Financial Group | 0.19% | Reduce -15.8% | 144,536 | $3.2M |
| Spectrum Planning & Advisory Services Inc. | 1.43% | Add +11.2% | 142,862 | $3.2M |
| Ehrlich Financial Group | 1.60% | Add +5.9% | 139,202 | $3.1M |
| Seed Wealth Management, Inc. | 1.96% | Add +16.9% | 138,610 | $3.1M |
| Valmark Advisers, Inc. | 0.03% | Reduce -23.7% | 132,997 | $3.0M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -2.1% | 127,145 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -1.3% | 120,865 | $2.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -45.2% | 119,069 | $2.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.5% | 118,481 | $2.6M |
| Visionary Wealth Advisors | 0.10% | Reduce -28.9% | 116,235 | $2.6M |
| Captrust Financial Advisors | 0.00% | Add +6.6% | 110,044 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.7% | 100,864 | $2.3M |
| Simplicity Wealth,LLC | 0.08% | New | 100,365 | $2.2M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Add +1.9% | 97,915 | $2.2M |
| Apollon Financial, LLC | 0.26% | Reduce -15.3% | 97,548 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.0% | 95,358 | $2.1M |
| Fort Point Capital Partners LLC | 0.22% | Add +57.1% | 93,143 | $2.1M |
| Diversify Advisory Services, LLC | 0.03% | New | 91,781 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -8.0% | 91,781 | $2.0M |
| Ewa, LLC | 0.36% | Add +6.9% | 88,003 | $2.0M |
| CacheTech Inc. | 0.32% | Reduce -17.4% | 87,954 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 83,439 | $1.9M |
| Amundi | 0.00% | Add +7.5% | 79,627 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Add +64.3% | 78,751 | $1.8M |
| Adams Wealth Management | 0.33% | Reduce -18.6% | 78,165 | $1.7M |
| Private Trust Co. NA | 0.13% | Reduce -12.0% | 75,244 | $1.7M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -3.2% | 74,258 | $1.7M |
| Kestra Investment Management, LLC | 0.03% | Add +91.7% | 66,427 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.9% | 65,030 | $1.5M |
| Uptick Partners, LLC | 0.22% | New | 64,561 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 64,421 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.53% | Reduce -24.8% | 56,640 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +7.8% | 56,623 | $1.3M |
| Strategic Blueprint, LLC | 0.06% | Add +1.1% | 55,993 | $1.2M |
| Independent Advisor Alliance | 0.03% | Reduce -96.4% | 55,587 | $1.2M |
| Center For Asset Management LLC | 0.53% | Add +5.5% | 53,668 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -13.0% | 51,985 | $1.2M |
| TMB Capital Partners, LLC | 0.36% | Add +15.5% | 51,923 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Reduce -0.0% | 49,704 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.9% | 48,345 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -2.0% | 47,411 | $1.1M |
| Trilogy Capital Inc. | 0.04% | Add +13.9% | 45,696 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +19.6% | 45,497 | $1.0M |
| Wallace Advisory Group, LLC | 0.89% | Add +152.8% | 42,246 | $943K |
| Idaho Trust Co | 0.27% | Reduce -20.1% | 40,778 | $909K |
| Bell Investment Advisors, Inc | 0.13% | Reduce -0.7% | 40,035 | $893K |
| Strategic Investment Advisors / MI | 0.05% | Add +0.0% | 39,487 | $881K |
| AE Wealth Management LLC | 0.00% | Add +12.3% | 39,465 | $880K |
| Fifth Third Bancorp | 0.00% | Reduce -32.8% | 38,445 | $858K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -4.5% | 38,249 | $853K |
| Raymond James Financial Inc. | 0.00% | Reduce -70.2% | 36,899 | $823K |
| Wiregrass Investment Management LLC | 0.54% | Reduce -11.8% | 35,216 | $786K |
| Atria Investments, Inc | 0.01% | Reduce -6.8% | 35,062 | $782K |
| Allworth Financial LP | 0.00% | Reduce -1.9% | 34,969 | $780K |
| HRT Financial LP | 0.00% | Add +183.6% | 34,845 | $777K |
| MML Investors Services, LLC | 0.00% | Add +18.9% | 34,417 | $768K |
| Norden Group LLC | 0.06% | Add +5.4% | 33,849 | $755K |
| Gateway Wealth Partners, LLC | 0.05% | Add +9.9% | 33,745 | $753K |
| Financial Network Wealth Advisors LLC | 0.72% | Add +21.9% | 31,893 | $712K |
| Global Retirement Partners, LLC | 0.01% | — | 31,795 | $709K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.4% | 30,259 | $675K |
| Quadrature Capital Ltd | 0.01% | New | 28,969 | $646K |
| Bragg Financial Advisors, Inc | 0.02% | Add +21.1% | 28,804 | $643K |
| Capital Investment Counsel, LLC | 0.08% | Reduce -10.8% | 28,602 | $638K |
| &partners | 0.00% | Reduce -13.8% | 28,575 | $638K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -26.5% | 27,351 | $610K |
| Hobbs Group Advisors, LLC | 0.16% | Add +0.4% | 27,236 | $608K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.5% | 27,225 | $607K |
| WBH Advisory Inc. | 0.04% | Reduce -0.3% | 26,315 | $587K |
| Thrivent Financial for Lutherans | 0.00% | Add +4.2% | 25,996 | $580K |
| Q3 Asset Management | 0.10% | New | 24,564 | $570K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -16.5% | 24,986 | $557K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.1% | 24,618 | $549K |
| Confluence Wealth Services, Inc. | 0.02% | New | 23,944 | $534K |
| Acute Investment Advisory, LLC | 5.35% | Reduce -7.6% | 22,658 | $506K |
| Mgo One Seven LLC | 0.01% | Reduce -3.6% | 22,441 | $501K |
| PFG Advisors | 0.02% | Reduce -8.4% | 21,522 | $480K |
| Quantinno Capital Management LP | 0.00% | Add +2.0% | 21,340 | $476K |
| Sharkey, Howes & Javer | 0.06% | Reduce -6.0% | 21,178 | $472K |
| Axxcess Wealth Management, LLC | 0.01% | New | 21,014 | $469K |
| Renaissance Technologies | 0.00% | New | 20,286 | $453K |
| Balefire, LLC | 0.07% | Reduce -10.6% | 19,949 | $445K |
| FMR LLC | 0.00% | Add +12.0% | 19,803 | $442K |
| Northbridge Financial Group, LLC | 0.17% | Add +17.8% | 19,453 | $434K |
| Jones Financial Companies LLLP | 0.00% | Add +22.0% | 19,314 | $433K |
| One Wealth Capital Management, LLC | 0.12% | Add +99.7% | 19,288 | $430K |
| Arax Advisory Partners | 0.00% | Add +392.9% | 19,268 | $430K |
| Third View Private Wealth, LLC | 0.05% | Reduce -6.3% | 19,265 | $430K |
| Focus Partners Wealth | 0.00% | New | 17,113 | $382K |
| Lido Advisors, LLC | 0.00% | Reduce -38.6% | 16,677 | $372K |
| IFP Advisors, Inc | 0.01% | Reduce -4.0% | 16,182 | $361K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -21.8% | 15,309 | $342K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.0% | 14,953 | $334K |
| HighTower Advisors, LLC | 0.00% | Add +16.8% | 14,926 | $333K |
| Acropolis Investment Management, LLC | 0.01% | No change | 14,825 | $331K |
| Howard Bailey Securities, LLC | 0.12% | Reduce -18.8% | 14,669 | $327K |
| GK Wealth Management LLC | 0.19% | New | 14,171 | $316K |
| Ascent Group, LLC | 0.01% | Reduce -5.3% | 13,626 | $304K |
| Aptus Capital Advisors, LLC | 0.00% | Add +405.6% | 13,622 | $304K |
| Astoria Portfolio Advisors LLC. | 0.05% | Add +44.4% | 13,613 | $304K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -54.1% | 13,573 | $303K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -70.2% | 13,311 | $297K |
| Modera Wealth Management, LLC | 0.00% | Reduce -18.4% | 13,053 | $291K |
| Qube Research & Technologies Ltd | 0.00% | New | 12,741 | $284K |
| Baker Tilly Wealth Management, LLC | 0.06% | Reduce -3.7% | 12,713 | $284K |
| Perennial Investment Advisors, LLC | 0.02% | Add +1.7% | 12,460 | $278K |
| XY Planning Network, Inc. | 0.03% | No change | 12,331 | $275K |
| Columbus Macro, LLC | 0.03% | Reduce -4.5% | 12,087 | $270K |
| Foster & Motley Inc. | 0.01% | Reduce -10.0% | 12,036 | $269K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 12,000 | $268K |
| Diversified Enterprises, LLC | 0.01% | Reduce -0.1% | 11,663 | $260K |
| LexAurum Advisors, LLC | 0.03% | No change | 11,574 | $258K |
| Savant Capital, LLC | 0.00% | New | 10,952 | $245K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 10,705 | $239K |
| Wedbush Securities Inc. | 0.01% | Reduce -17.7% | 10,683 | $238K |
| Belpointe Asset Management LLC | 0.01% | Reduce -77.3% | 10,572 | $236K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.5% | 10,366 | $231K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 10,341 | $231K |
| Lifeworks Advisors, LLC | 0.02% | New | 10,321 | $230K |
| Acorn Wealth Advisors, LLC | 0.05% | New | 9,863 | $220K |
| Journey Retirement Planning & Investment Management LLC | 0.17% | Add +5.3% | 9,626 | $215K |
| Centurion Wealth Management LLC | 0.05% | New | 9,381 | $209K |
| Pacific Excel Wealth Advisors, Inc. | 0.08% | New | 9,363 | $209K |
| Heritage Family Offices, LLP | 0.08% | No change | 9,363 | $209K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.5% | 9,259 | $207K |
| Sachetta, LLC | 0.10% | Add +1.4% | 8,766 | $196K |
| Measured Wealth Private Client Group, LLC | 0.03% | Reduce -4.8% | 5,631 | $126K |
| IFG Advisory, LLC | 0.00% | New | 4,261 | $95K |
| PNC Financial Services Group, Inc. | 0.00% | Add +46477.8% | 4,192 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,787 | $84K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +143.7% | 3,782 | $84K |
| Pacific Center for Financial Services | 0.02% | No change | 3,103 | $69K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,010 | $67K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,969 | $66K |
| Fourth Dimension Wealth, LLC | 0.02% | Reduce -2.6% | 2,866 | $64K |
| Concord Wealth Partners | 0.01% | New | 2,681 | $60K |
| Blair William & Co. | 0.00% | Add +481.7% | 2,228 | $50K |
| Crewe Advisors LLC | 0.00% | Add +205.3% | 2,168 | $48K |
| International Assets Investment Management, LLC | 0.00% | New | 2,011 | $45K |
| REAP Financial Group, LLC | 0.01% | New | 1,979 | $44K |
| US Bancorp \de | 0.00% | No change | 1,970 | $44K |
| Compass Financial Management LLC | 0.01% | — | 1,949 | $43K |
| Creative Financial Designs Inc. | 0.00% | Add +0.1% | 1,947 | $43K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,744 | $39K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,730 | $39K |
| Financial Consulate, Inc. | 0.00% | No change | 1,438 | $32K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -51.5% | 1,428 | $32K |
| McGuire Capital Advisors Inc. | 0.02% | Add +165.3% | 1,348 | $30K |
| UBS Group AG | 0.00% | Reduce -40.2% | 1,249 | $28K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 1,248 | $28K |
| Southern Michigan Bank & Trust | 0.01% | No change | 1,000 | $22K |
| Triumph Capital Management | 0.00% | No change | 984 | $22K |
| Richardson Financial Services Inc. | 0.01% | Reduce -8.5% | 930 | $21K |
| Ameritas Advisory Services, LLC | 0.00% | New | 869 | $19K |
| Ancora Advisors LLC | 0.00% | No change | 861 | $19K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.8% | 769 | $17K |
| United Financial Planning Group LLC | 0.01% | No change | 761 | $17K |
| Register Financial Advisors LLC | 0.01% | No change | 757 | $17K |
| CENTRAL TRUST Co | 0.00% | Add +61.6% | 745 | $17K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +26.3% | 673 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -15.7% | 536 | $12K |
| Citigroup Inc. | 0.00% | Reduce -5.9% | 507 | $11K |
| Realta Investment Advisors | 0.00% | No change | 500 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 479 | $11K |
| Mather Group, Llc. | 0.00% | No change | 461 | $10K |
| Vanguard Advisers Inc. | 0.00% | New | 372 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -0.8% | 368 | $8K |
| Continuum Advisory, LLC | 0.00% | New | 345 | $8K |
| Comprehensive Financial Planning, Inc. | 0.00% | New | 341 | $8K |
| Rossby Financial, LCC | 0.00% | No change | 328 | $7K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 292 | $7K |
| Blue Trust, Inc. | 0.00% | New | 275 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 266 | $6K |
| IMA Advisory Services, Inc. | 0.00% | New | 232 | $5K |
| Virtus Fixed Income Advisers, LLC | 0.00% | No change | 211 | $5K |
| Bayban | 0.00% | No change | 202 | $5K |
| Eastern Bank | 0.00% | No change | 180 | $4K |
| Wellington-Altus USA Inc. | 0.00% | No change | 164 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 150 | $3K |
| Davis Capital Management | 0.00% | New | 116 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 107 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -80.6% | 102 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 42 | $937 |
| Planning Strategies Inc. | 0.00% | — | 35 | $781 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 34 | $759 |
| SYM FINANCIAL Corp | 0.00% | New | 32 | $714 |
| Montgomery Financial Services LLC | 0.00% | — | 26 | $580 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 22 | $491 |
| SBI Securities Co., Ltd. | 0.00% | Add +46.7% | 22 | $491 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $223 |
| Spurstone Advisory Services, LLC | 0.00% | No change | 8 | $177 |
| Meramec Financial Planners, LLC | 0.00% | New | 8 | $177 |
| Blueline Advisors LLC | 0.00% | Add +33.3% | 4 | $79 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 3 | $67 |
| Cape Investment Advisory, Inc. | 0.00% | New | 1 | $13 |
"% 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.