SS SPDR P MORT BACK BOND ETF SPMB
$22.20
+0.1% 52w: $20.97 – $22.54
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data20.9721.7522.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
240
-8 QoQ
13F value
$6.40B
+2.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.7×
$327K calls / $497K puts
Institutional value by quarter
Number of holders
Who owns SPMB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Wealth advisor | 188.3M | $4.22B | 8.6% | -0.2% |
| LPL Financial LLC | Bank broker | 23.4M | $524.5M | 0.1% | +15.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 7.9M | $176.0M | 0.2% | +3.4% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 6.4M | $143.9M | 1.4% | +5.0% |
| STATE STREET CORP | Index provider | 6.3M | $140.9M | 0.0% | +25.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 3.9M | $86.3M | 1.3% | -9.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.5M | $77.8M | 0.0% | +2.0% |
| CX Institutional | Wealth advisor | 2.7M | $59.8M | 1.8% | +0.8% |
| CWM, LLC | Wealth advisor | 2.4M | $54.0M | 0.1% | +3.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.2M | $48.9M | 0.0% | +6.6% |
| Advisory Alpha, LLC | Wealth advisor | 2.2M | $48.5M | 1.3% | -4.0% |
| MORGAN STANLEY | Bank broker | 1.9M | $42.4M | 0.0% | +5.7% |
| ASSETMARK, INC | Wealth advisor | 1.8M | $40.6M | 0.1% | +4.1% |
| Compton Financial Group, LLC | Wealth advisor | 1.8M | $39.5M | 8.7% | -16.0% |
| Independent Advisor Alliance | Wealth advisor | 1.6M | $34.7M | 0.4% | +3143.3% |
| Zurich Insurance Group Ltd/FI | Other | 1.5M | $33.2M | 0.3% | Held |
| JPMORGAN CHASE & CO | Bank broker | 1.3M | $30.1M | 0.0% | +16.9% |
| Financial Plan, Inc. | Wealth advisor | 1.3M | $28.5M | 3.1% | +22.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.1M | $24.1M | 0.0% | +4.2% |
| FINANCIAL LIFE ADVISORS | Wealth advisor | 1.0M | $23.3M | 7.3% | +9.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 1.0M | $22.4M | 0.1% | +2.7% |
| Leicht Financial Planning & Wealth Management, Inc. | Wealth advisor | 916.4K | $20.5M | 9.3% | 0.0% |
| ALTFEST L J & CO INC | Wealth advisor | 862.6K | $19.3M | 2.1% | +1.1% |
| Gibbs Wealth Management | Other | 843.4K | $18.9M | 2.5% | +84.8% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 822.0K | $18.4M | 0.7% | +444.2% |
| 93 Financial Group, LLC | Wealth advisor | 779.7K | $17.5M | 7.8% | +3.1% |
| Cetera Investment Advisers | Wealth advisor | 768.2K | $17.2M | 0.0% | +39.5% |
| ST GERMAIN D J CO INC | Other | 686.2K | $15.4M | 0.6% | +4.7% |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 674.5K | $15.1M | 1.7% | -0.1% |
| Summit Financial, LLC | Wealth advisor | 672.9K | $15.1M | 0.2% | New |
| Collier Financial | Wealth advisor | 628.4K | $14.1M | 10.7% | +1.2% |
| Stokes Family Office, LLC | Wealth advisor | 602.7K | $13.5M | 1.4% | -3.9% |
| Private Advisory Group LLC | Other | 587.2K | $13.1M | 0.9% | New |
| Tidemark, LLC | Wealth advisor | 582.1K | $13.0M | 3.3% | +9.2% |
| Private Advisor Group, LLC | Wealth advisor | 553.1K | $12.4M | 0.1% | -5.8% |
| Mariner, LLC | Diversified mechanical | 462.7K | $10.4M | 0.0% | -2.3% |
| Equitable Holdings, Inc. | Wealth advisor | 436.6K | $9.8M | 0.1% | +2.1% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 422.6K | $9.5M | 0.1% | -44.8% |
| Certified Advisory Corp | Wealth advisor | 415.5K | $9.3M | 0.8% | +3.9% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 390.5K | $8.7M | 0.4% | -16.2% |
| Chesapeake Wealth Management | Wealth advisor | 316.8K | $7.1M | 2.2% | +3.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 305.6K | $6.8M | 0.0% | -5.2% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | Other | 304.5K | $6.8M | 0.5% | +25.9% |
| Detalus Advisors, LLC | Wealth advisor | 279.7K | $6.3M | 1.4% | +8.4% |
| Portside Wealth Group, LLC | Other | 267.5K | $6.0M | 0.8% | +3.9% |
| ABOUND FINANCIAL, LLC | Wealth advisor | 266.6K | $6.0M | 2.6% | -5.1% |
| TSFG, LLC | Wealth advisor | 247.5K | $5.5M | 0.8% | +1.4% |
| Clearwater Capital Advisors, LLC | Wealth advisor | 236.4K | $5.3M | 0.4% | -29.2% |
| Checchi Capital Advisers, LLC | Wealth advisor | 223.2K | $5.0M | 0.3% | -23.9% |
| Mutual Advisors, LLC | Wealth advisor | 217.3K | $4.9M | 0.1% | +22.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.