SPDR PORTFOLIO MORTGAGE BACK (SPMB) Top Institutional Shareholders
SPDR PORTFOLIO MORTGAGE BACK (SPMB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $6.33B in SPMB holdings during the latest filing period.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SPMB tracked by InsiderSet, reporting ownership valued at approximately $4.22B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.19B, representing an estimated loss of -0.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed SPMB value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Lpl Financial Llc, Stifel Financial Corp, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO MORTGAGE BACK (SPMB).
This page ranks the largest institutional SPMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
240
Total Reported Value
$6.33B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$4.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 8.56% | 188,312,251 | $4,216,311,291 | $4,188,064,462 | -$28,246,829 | -0.67% | |
| Lpl Financial Llc | 0.14% | 23,426,337 | $524,515,662 | $521,001,735 | -$3,513,927 | -0.67% | |
| Stifel Financial Corp | 0.16% | 7,861,710 | $176,023,746 | $174,844,430 | -$1,179,316 | -0.67% | |
| Benjamin Edwards Inc | 1.43% | 6,426,504 | $143,888,104 | $142,925,449 | -$962,655 | -0.67% | |
| State Street Corp | 0.00% | 6,291,307 | $140,862,364 | $139,918,668 | -$943,696 | -0.67% | |
| Confluence Investment Management Llc | 1.34% | 3,853,493 | $86,279,719 | $85,701,684 | -$578,035 | -0.67% | |
| Ameriprise Financial Inc | 0.02% | 3,476,902 | $77,841,799 | $77,326,300 | -$515,499 | -0.66% | |
| Cwm, Llc | 0.14% | 2,413,888 | $54,046,954 | $53,684,869 | -$362,085 | -0.67% | |
| Bank Of America Corp | 0.00% | 2,183,078 | $48,879,122 | $48,551,655 | -$327,467 | -0.67% | |
| Advisory Alpha, Llc | 1.33% | 2,167,242 | $48,524,840 | $48,199,462 | -$325,378 | -0.67% | |
| Morgan Stanley | 0.00% | 1,891,983 | $42,361,513 | $42,077,702 | -$283,811 | -0.67% | |
| Assetmark, Inc | 0.08% | 1,813,363 | $40,601,197 | $40,329,193 | -$272,004 | -0.67% | |
| Compton Financial Group, Llc | 8.72% | 1,762,070 | $39,452,750 | $39,188,437 | -$264,313 | -0.67% | |
| Independent Advisor Alliance | 0.37% | 1,551,453 | $34,737,052 | $34,504,315 | -$232,737 | -0.67% | |
| Zurich Insurance Group Ltd/Fi | 0.26% | 1,482,295 | $33,158,939 | $32,966,241 | -$192,698 | -0.58% | |
| Hirtle & Co., Llc | 1.06% | 1,385,302 | $31,016,912 | $30,809,116 | -$207,796 | -0.67% | |
| Financial Plan, Inc. | 3.05% | 1,271,622 | $28,471,615 | $28,280,873 | -$190,742 | -0.67% | |
| Baird Financial Group, Inc. | 0.04% | 1,075,176 | $24,073,191 | $23,911,914 | -$161,277 | -0.67% | |
| Financial Life Advisors | 7.26% | 1,041,380 | $23,316,491 | $23,160,291 | -$156,200 | -0.67% | |
| Sanctuary Advisors, Llc | 0.12% | 1,001,879 | $22,432,061 | $22,281,789 | -$150,272 | -0.67% | |
| Leicht Financial Planning & Wealth Management, Inc. | 9.31% | 916,363 | $20,517,368 | $20,379,913 | -$137,455 | -0.67% | |
| Altfest L J & Co Inc | 2.07% | 862,594 | $19,313,482 | $19,184,091 | -$129,391 | -0.67% | |
| Gibbs Wealth Management | 2.49% | 843,445 | $18,884,736 | $18,758,217 | -$126,519 | -0.67% | |
| Gladstone Institutional Advisory Llc | 0.68% | 822,025 | $18,405,149 | $18,281,836 | -$123,313 | -0.67% | |
| 93 Financial Group, Llc | 7.78% | 779,674 | $17,456,905 | $17,339,950 | -$116,955 | -0.67% | |
| Cetera Investment Advisers | 0.02% | 768,195 | $17,199,885 | $17,084,657 | -$115,228 | -0.67% | |
| St Germain D J Co Inc | 0.61% | 686,198 | $15,363,982 | $15,261,044 | -$102,938 | -0.67% | |
| Signet Financial Management, Llc | 1.69% | 674,477 | $15,101,534 | $15,000,368 | -$101,166 | -0.67% | |
| Summit Financial, Llc | 0.19% | 672,888 | $15,065,967 | $14,965,029 | -$100,938 | -0.67% | |
| Collier Financial | 10.73% | 628,359 | $14,068,958 | $13,974,704 | -$94,254 | -0.67% | |
| Stokes Family Office, Llc | 1.39% | 602,665 | $13,493,675 | $13,403,270 | -$90,405 | -0.67% | |
| Private Advisory Group Llc | 0.91% | 587,175 | $13,146,848 | $13,058,772 | -$88,076 | -0.67% | |
| Tidemark, Llc | 3.31% | 582,067 | $13,032,486 | $12,945,170 | -$87,316 | -0.67% | |
| Private Advisor Group, Llc | 0.06% | 553,135 | $12,384,704 | $12,301,722 | -$82,982 | -0.67% | |
| Mariner, Llc | 0.01% | 462,734 | $10,360,609 | $10,291,204 | -$69,405 | -0.67% | |
| Equitable Holdings, Inc. | 0.06% | 436,553 | $9,785,336 | $9,708,939 | -$76,397 | -0.78% | |
| Stratos Wealth Partners, Ltd. | 0.11% | 422,572 | $9,461,405 | $9,398,001 | -$63,404 | -0.67% | |
| Certified Advisory Corp | 0.83% | 415,543 | $9,303,997 | $9,241,676 | -$62,321 | -0.67% | |
| Flagship Harbor Advisors, Llc | 0.38% | 390,465 | $8,742,500 | $8,683,942 | -$58,558 | -0.67% | |
| Chesapeake Wealth Management | 2.18% | 316,789 | $7,092,905 | $7,045,387 | -$47,518 | -0.67% | |
| Envestnet Asset Management Inc | 0.00% | 305,628 | $6,843,003 | $6,797,167 | -$45,836 | -0.67% | |
| Cantor Fitzgerald Investment Advisors L.P. | 0.50% | 304,484 | $6,817,407 | $6,771,724 | -$45,683 | -0.67% | |
| Detalus Advisors, Llc | 1.43% | 279,659 | $6,261,565 | $6,219,616 | -$41,949 | -0.67% | |
| Portside Wealth Group, Llc | 0.81% | 267,523 | $5,989,839 | $5,949,712 | -$40,127 | -0.67% | |
| Abound Financial, Llc | 2.61% | 266,628 | $5,969,799 | $5,929,807 | -$39,992 | -0.67% | |
| Clearwater Capital Advisors, Llc | 0.43% | 236,435 | $5,293,780 | $5,258,314 | -$35,466 | -0.67% | |
| Checchi Capital Advisers, Llc | 0.34% | 223,175 | $4,996,888 | $4,963,412 | -$33,476 | -0.67% | |
| Mutual Advisors, Llc | 0.10% | 217,259 | $4,864,420 | $4,831,840 | -$32,580 | -0.67% | |
| Midwest Capital Advisors, Llc | 2.21% | 210,909 | $4,722,250 | $4,690,616 | -$31,634 | -0.67% | |
| Waverly Advisors, Llc | 0.04% | 210,632 | $4,716,047 | $4,684,456 | -$31,591 | -0.67% |
Frequently asked questions about SPMB
Who owns the most SPMB stock?
The largest holders of SPMB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO MORTGAGE BACK (SPMB).
Is SPMB widely held by superinvestors?
Many widely followed stocks like SPMB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPMB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.