Who Owns State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB)?Hedge Fund & Institutional Holders

$22.37-0.00 (-0.01%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.231116961540453e+236T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$21.23$21.63$22.02$22.42$22.82Sep 24Jun 25Mar 26

SPMB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BENJAMIN EDWARDS INCNew Position+6.1M+$137.2M
Sanctuary Advisors, LLCNew Position+3.7M+$82.5M
CX InstitutionalNew Position+2.7M+$59.4M
CWM, LLCNew Position+2.3M+$52.4M
Financial Plan, Inc.New Position+1.0M+$23.3M
FINANCIAL LIFE ADVISORSNew Position+953K+$21.4M
Leicht Financial Planning & Wealth Management, Inc.New Position+916K+$20.5M
ALTFEST L J & CO INCNew Position+853K+$19.1M
93 Financial Group, LLCNew Position+756K+$17.0M
Collier FinancialNew Position+621K+$13.9M
Tidemark, LLCNew Position+533K+$12.0M
Gibbs Wealth ManagementNew Position+456K+$10.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+323K+$7.0M
Chesapeake Wealth ManagementNew Position+306K+$6.9M
Checchi Capital Advisers, LLCNew Position+293K+$6.6M

SPMB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-138K-$49.0B
Strategic Financial Concepts, LLCClosed Position-1.9M-$43.0B
JPMORGAN CHASE & CODecreased-50K-$27.0B
Clearwater Capital Advisors, LLCDecreased-238K-$12.8B
BlackRock, Inc.Closed Position-547K-$12.3B
Kingsview Wealth Management, LLCDecreased-242K-$8.2B
CITADEL ADVISORS LLCClosed Position-362K-$8.1B
RFG Advisory, LLCDecreased-176K-$6.3B
OSAIC HOLDINGS, INC.Decreased-122K-$5.8B
Collaborative Wealth Managment Inc.Decreased-62K-$5.7B
Lido Advisors, LLCDecreased-1K-$4.9B
Kestra Advisory Services, LLCDecreased-23K-$4.9B
Kestra Investment Management, LLCDecreased-11K-$4.0B
Integrated Wealth Concepts LLCDecreased-2K-$3.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-118K-$3.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Financial Engines Advisors L.L.C.188,762,736$4.2B8.02%Share
2Bell Investment Advisors, Inc42,897$961.5M0.15%Share
3LPL Financial LLC20,238,970$453.0M0.12%Share
4STIFEL FINANCIAL CORP7,599,474$170.0M0.15%Share
5BENJAMIN EDWARDS INC5,773,394$129.4M1.43%Share
6STATE STREET CORP5,020,182$112.0M0.00%Share
7CONFLUENCE INVESTMENT MANAGEMENT LLC4,259,697$95.5M1.43%Share
8AMERIPRISE FINANCIAL INC3,405,406$76.0M0.02%Share
9CX Institutional2,650,742$59.4M1.77%Share
10CWM, LLC2,335,864$52.4M0.14%Share
11Advisory Alpha, LLC2,256,536$50.6M1.38%Share
12Compton Financial Group, LLC2,098,239$47.0M10.65%Share
13MORGAN STANLEY1,790,659$40.0M0.00%Share
14ASSETMARK, INC1,741,982$39.0M0.08%Share
15Zurich Insurance Group Ltd/FI1,482,295$33.0M0.23%Share
16Hirtle Callaghan & Co LLC1,388,652$31.1M1.06%Share
17BANK OF AMERICA CORP /DE/1,214,341$27.0M0.00%Share
18Financial Plan, Inc.1,037,860$23.3M2.67%Share
19Baird Financial Group, Inc.1,031,567$23.0M0.04%Share
20Sanctuary Advisors, LLC975,248$21.9M0.12%Share
21FINANCIAL LIFE ADVISORS953,162$21.4M6.59%Share
22JPMORGAN CHASE & CO956,456$21.0M0.00%Share
23Leicht Financial Planning & Wealth Management, Inc.916,454$20.5M9.19%Share
24Sanctuary Advisors, LLC926,913$20.5M0.13%Share
25Sanctuary Advisors, LLC911,249$20.1M0.14%Share
26Sanctuary Advisors, LLC911,249$20.1M0.13%Share
27ALTFEST L J & CO INC852,979$19.1M2.09%Share
28BANK OF AMERICA CORP /DE/833,346$18.0M0.00%Share
29Stratos Wealth Partners, LTD.766,042$17.2M0.19%Share
3093 Financial Group, LLC756,474$17.0M7.38%Share
31SIGNET FINANCIAL MANAGEMENT, LLC675,174$15.1M1.69%Share
32ST GERMAIN D J CO INC655,677$14.7M0.57%Share
33Stokes Family Office, LLC626,988$14.1M1.29%Share
34Collier Financial621,154$13.9M10.46%Share
35Private Advisor Group, LLC586,996$13.0M0.06%Share
36Cetera Investment Advisers550,798$12.0M0.01%Share
37Tidemark, LLC533,250$12.0M3.40%Share
38FLAGSHIP HARBOR ADVISORS, LLC466,219$10.4M0.49%Share
39Gibbs Wealth Management456,452$10.3M2.49%Share
40Equitable Holdings, Inc.427,467$9.0M0.06%Share
41Certified Advisory Corp400,087$9.0M0.82%Share
42BENJAMIN EDWARDS INC345,786$7.8M0.09%Share
43Clearwater Capital Advisors, LLC334,027$7.5M0.62%Share
44ENVESTNET ASSET MANAGEMENT INC322,517$7.0M0.00%Share
45Checchi Capital Advisers, LLC293,126$6.6M0.34%Share
46Chesapeake Wealth Management289,470$6.5M1.93%Share
47Mariner, LLC297,605$6.0M0.01%Share
48Detalus Advisors, LLC257,927$5.8M1.41%Share
49RETIREMENT CAPITAL STRATEGIES250,812$5.6M2.08%Share
50TSFG, LLC244,076$5.5M0.82%Share

SPMB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025242$7.2B+106
Q3 2025136$5.6T-69
Q2 2025205$5.6T-13
Q1 2025218$5.8T+26
Q4 2024192$165.7T+41
Q3 2024151$892.9T+0
Q2 2024151$768.3T+6
Q1 2024145$751.0T—

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As of Q4 2025, 50 institutional investors hold SPMB (State Street SPDR Portfolio Mortgage Backed Bond ETF). The largest holder is Financial Engines Advisors L.L.C. with $4.2B in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SPMB?

As of Q4 2025, 50 institutional investors report holding SPMB (State Street SPDR Portfolio Mortgage Backed Bond ETF) in their 13F filings.

Who is the largest institutional holder of SPMB?

The largest institutional holder of SPMB is Financial Engines Advisors L.L.C. with $4.2B in shares.

Is institutional ownership of SPMB increasing or decreasing?

This quarter, 15 institutions opened new positions in SPMB and 3 closed their positions.