SPMB Institutional Ownership & Shareholders
SPDR PORTFOLIO MORTGAGE BACK (SPMB) is currently held by 247 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.29B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SPMB tracked by InsiderSet, reporting ownership valued at approximately $4.39B in its June 30, 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 $4.27B, representing an estimated loss of -2.73% 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
247
Total Reported Value
$6.29B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$4.39B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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. | 7.80% | 196,882,687 | $4,392,452,744 | $4,272,354,308 | -$120,098,436 | -2.73% | |
| Lpl Financial Llc | 0.11% | 22,418,421 | $500,154,946 | $486,479,736 | -$13,675,210 | -2.73% | |
| Stifel Financial Corp | 0.11% | 5,892,272 | $131,456,659 | $127,862,302 | -$3,594,357 | -2.73% | |
| Benjamin Edwards Inc | 0.98% | 4,813,580 | $107,389,971 | $104,454,686 | -$2,935,285 | -2.73% | |
| Ameriprise Financial Inc | 0.02% | 3,577,787 | $79,823,293 | $77,637,978 | -$2,185,315 | -2.74% | |
| Confluence Investment Management Llc | 1.17% | 3,301,336 | $69,790,243 | $71,638,991 | +$1,848,748 | +2.65% | |
| Cwm, Llc | 0.14% | 2,413,888 | $54,046,954 | $52,381,370 | -$1,665,584 | -3.08% | |
| Bank Of America Corp | 0.00% | 2,245,455 | $50,096,097 | $48,726,374 | -$1,369,724 | -2.73% | |
| Advisory Alpha, Llc | 1.22% | 2,230,802 | $49,769,555 | $48,408,403 | -$1,361,152 | -2.73% | |
| Goldman Sachs Group Inc | 0.00% | 1,942,502 | $43,337,220 | $42,152,293 | -$1,184,927 | -2.73% | |
| Assetmark, Inc | 0.07% | 2,037,556 | $43,073,937 | $44,214,965 | +$1,141,028 | +2.65% | |
| Morgan Stanley | 0.00% | 1,907,212 | $42,549,920 | $41,386,500 | -$1,163,420 | -2.73% | |
| Jpmorgan Chase & Co | 0.00% | 1,507,711 | $33,787,814 | $32,717,329 | -$1,070,485 | -3.17% | |
| Zurich Insurance Group Ltd/Fi | 0.23% | 1,482,295 | $33,055,179 | $32,165,802 | -$889,378 | -2.69% | |
| Citadel Advisors Llc | 0.02% | 1,438,482 | $32,092,533 | $31,215,059 | -$877,474 | -2.73% | |
| Financial Plan, Inc. | 2.87% | 1,354,741 | $30,224,271 | $29,397,880 | -$826,391 | -2.73% | |
| Financial Life Advisors | 7.77% | 1,293,923 | $27,353,524 | $28,078,129 | +$724,605 | +2.65% | |
| Sanctuary Advisors, Llc | 0.11% | 1,090,336 | $24,325,403 | $23,660,291 | -$665,112 | -2.73% | |
| Baird Financial Group, Inc. | 0.03% | 1,078,449 | $24,060,197 | $23,402,343 | -$657,854 | -2.73% | |
| Gibbs Wealth Management | 2.29% | 1,031,583 | $21,807,663 | $22,385,351 | +$577,688 | +2.65% | |
| Gladstone Institutional Advisory Llc | 0.62% | 885,033 | $19,745,072 | $19,205,216 | -$539,856 | -2.73% | |
| Compton Financial Group, Llc | 3.74% | 870,078 | $19,411,450 | $18,880,693 | -$530,757 | -2.73% | |
| Altfest L J & Co Inc | 1.92% | 913,881 | $19,319,436 | $19,831,218 | +$511,782 | +2.65% | |
| Cetera Investment Advisers | 0.02% | 782,706 | $17,462,176 | $16,984,720 | -$477,456 | -2.73% | |
| 93 Financial Group, Llc | 7.10% | 812,070 | $17,167,159 | $17,621,919 | +$454,760 | +2.65% | |
| Private Advisor Group, Llc | 0.07% | 713,679 | $15,922,188 | $15,486,834 | -$435,354 | -2.73% | |
| St Germain D J Co Inc | 0.57% | 705,795 | $15,746,280 | $15,315,752 | -$430,529 | -2.73% | |
| Tidemark, Llc | 3.53% | 703,013 | $15,684,224 | $15,255,382 | -$428,842 | -2.73% | |
| Summit Financial, Llc | 0.17% | 695,748 | $15,522,145 | $15,097,732 | -$424,413 | -2.73% | |
| Signet Financial Management, Llc | 1.69% | 674,477 | $15,101,534 | $14,636,151 | -$465,383 | -3.08% | |
| Private Advisory Group Llc | 0.81% | 656,299 | $14,642,031 | $14,241,688 | -$400,343 | -2.73% | |
| Leicht Financial Planning & Wealth Management, Inc. | 5.66% | 618,696 | $13,803,118 | $13,425,703 | -$377,415 | -2.73% | |
| Equitable Holdings, Inc. | 0.08% | 581,145 | $12,965,344 | $12,610,847 | -$354,498 | -2.73% | |
| Collier Financial | 7.55% | 494,650 | $11,035,630 | $10,733,905 | -$301,725 | -2.73% | |
| Stokes Family Office, Llc | 1.27% | 487,991 | $10,887,078 | $10,589,405 | -$297,673 | -2.73% | |
| Stratos Wealth Partners, Ltd. | 0.11% | 470,785 | $10,503,219 | $10,216,035 | -$287,185 | -2.73% | |
| True Blue Financial, Llc | 3.86% | 493,596 | $10,434,620 | $10,711,033 | +$276,413 | +2.65% | |
| Mariner, Llc | 0.01% | 394,180 | $8,794,166 | $8,553,706 | -$240,460 | -2.73% | |
| Flagship Harbor Advisors, Llc | 0.27% | 346,917 | $7,333,838 | $7,528,099 | +$194,261 | +2.65% | |
| Leslie Global Wealth, Llc | 2.65% | 339,860 | $7,184,634 | $7,374,962 | +$190,328 | +2.65% | |
| Chesapeake Wealth Management | 1.99% | 318,400 | $7,103,503 | $6,909,280 | -$194,223 | -2.73% | |
| Portside Wealth Group, Llc | 0.74% | 316,085 | $6,682,038 | $6,859,045 | +$177,007 | +2.65% | |
| Envestnet Asset Management Inc | 0.00% | 293,896 | $6,556,808 | $6,377,543 | -$179,265 | -2.73% | |
| Vise Technologies, Inc. | 0.05% | 305,417 | $6,456,514 | $6,627,549 | +$171,035 | +2.65% | |
| Waverly Advisors, Llc | 0.04% | 286,215 | $6,385,453 | $6,210,866 | -$174,588 | -2.73% | |
| Cantor Fitzgerald Investment Advisors L.P. | 0.33% | 286,279 | $6,051,948 | $6,212,254 | +$160,306 | +2.65% | |
| Midwest Capital Advisors, Llc | 2.43% | 268,183 | $5,983,161 | $5,819,571 | -$163,590 | -2.73% | |
| Abound Financial, Llc | 2.36% | 265,292 | $5,918,665 | $5,756,836 | -$161,829 | -2.73% | |
| Boltwood Capital Management | 1.18% | 248,177 | $5,246,462 | $5,385,441 | +$138,979 | +2.65% | |
| Drucker Wealth 3.0, Llc | 0.79% | 225,295 | $5,026,318 | $4,888,902 | -$137,417 | -2.73% |
Frequently asked questions about SPMB
Who are the largest institutional holders of SPMB?
The largest institutional holders of SPMB reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Lpl Financial Llc, Stifel Financial Corp, Benjamin Edwards Inc, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported SPMB position.
What is SPMB institutional ownership?
This page tracks SPMB positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO MORTGAGE BACK (SPMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPMB?
InsiderSet currently tracks 247 institutional managers reporting SPMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPMB shareholders.
How much SPMB stock do institutions own?
Institutional investment managers disclosed approximately $6.29B in SPMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPMB institutional ownership last updated?
The latest SPMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPMB position after the reporting date.
Are institutions buying or selling SPMB?
Institutional buying and selling can be analyzed by comparing SPMB positions across consecutive 13F reporting periods. InsiderSet's SPMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPMB ownership changes.
How has SPMB institutional ownership changed over time?
InsiderSet tracks SPMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.