SPDR PORTFOLIO MORTGAGE BACK (SPMB) Institutional Ownership Changes & 13F Activity

SPDR PORTFOLIO MORTGAGE BACK (SPMB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Engines Advisors L.L.C., Ameriprise Financial Inc, Goldman Sachs Group Inc, Citadel Advisors Llc, and Hirtle & Co., Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+1,760+0.9%207,876$4.64MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+1,438,4821,438,482$32.09MQ2 2026Sep 02, 2026
Forefront Wealth Partners, LlcBuy+73,758+82.7%162,919$3.63MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-21,620-25.0%65,030$1.45MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-540-0.5%118,481$2.64MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+144,592+33.1%581,145$12.97MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-4,947-16.5%24,986$557.15KQ2 2026Aug 17, 2026
Financial Engines Advisors L.L.C.Buy+8,570,436+4.6%196,882,687$4.39BQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+3,577,7873,577,787$79.82MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+1,819,895+1484.3%1,942,502$43.34MQ2 2026Aug 14, 2026
Hirtle & Co., LlcSell-1,269,539-91.6%115,763$2.58MQ2 2026Aug 14, 2026
Jpl Wealth Management, LlcBuy+109,183+190.9%166,364$3.71MQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-98,190-45.2%119,069$2.66MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-87,049-70.2%36,899$823.22KQ2 2026Aug 14, 2026
Financial Plan, Inc.Buy+83,119+6.5%1,354,741$30.22MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+75,583+35.9%286,215$6.39MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+64,42164,421$1.44MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+62,377+2.9%2,245,455$50.10MQ2 2026Aug 14, 2026
Vertex Planning Partners, LlcBuy+58,746+42.3%197,532$4.41MQ2 2026Aug 14, 2026
Fort Point Capital Partners LlcBuy+33,867+57.1%93,143$2.08MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+31,621+23.0%168,817$3.77MQ2 2026Aug 14, 2026
Q3 Asset ManagementBuy+24,56424,564$570.00KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+22,557+183.6%34,845$777.00KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+12,74112,741$284.25KQ2 2026Aug 14, 2026
Lifeworks Advisors, LlcBuy+10,32110,321$230.26KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-7,751-13.0%51,985$1.16MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-5,849-3.1%183,412$4.09MQ2 2026Aug 14, 2026
&PartnersSell-4,587-13.8%28,575$637.51KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-4,262-21.8%15,309$341.54KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+4,2614,261$95.06KQ2 2026Aug 14, 2026
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Frequently asked questions about SPMB activity

  • Which institutional owners are buying SPMB?

    Institutional owners buying SPMB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPMB activity?

    "Buy" means an investor increased their reported position in SPMB compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO MORTGAGE BACK (SPMB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPMB increasing?

    Institutional interest in SPMB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.