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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Summit Financial, Llc, Bank Of America Corp, Goldman Sachs Group Inc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+4,772+5.9%85,535$1.92MQ1 2026Jul 08, 2026
Hobbs Group Advisors, LlcBuy+28+0.1%27,136$607.57KQ1 2026May 20, 2026
Western Wealth Management, LlcSell-3,653-1.9%189,261$4.24MQ1 2026May 19, 2026
Bank Of America CorpBuy+135,391+6.6%2,183,078$48.88MQ1 2026May 18, 2026
AmundiBuy+74,057—74,057$1.66MQ1 2026May 18, 2026
Chesapeake Wealth ManagementBuy+10,544+3.4%316,789$7.09MQ1 2026May 18, 2026
Barnes Wealth Management Group, IncBuy+9,128—9,128$204.38KQ1 2026May 18, 2026
Strategic Investment Advisors / MiBuy+2,478+6.7%39,476$882.75KQ1 2026May 18, 2026
State Street CorpBuy+1,271,125+25.3%6,291,307$140.86MQ1 2026May 15, 2026
Summit Financial, LlcBuy+672,888—672,888$15.07MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+122,607—122,607$2.75MQ1 2026May 15, 2026
Morgan StanleyBuy+101,323+5.7%1,891,983$42.36MQ1 2026May 15, 2026
Mercer Global Advisors IncBuy+86,650—86,650$1.94MQ1 2026May 15, 2026
Kintra Wealth, LlcBuy+67,534—67,534$1.51MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+40,018+24.1%206,116$4.61MQ1 2026May 15, 2026
Journey Retirement Planning & Investment Management LlcSell-27,713-75.2%9,139$204.63KQ1 2026May 15, 2026
Old Mission Capital LlcBuy+25,680—25,680$574.98KQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+19,372+171.0%30,701$687.41KQ1 2026May 15, 2026
Vertex Planning Partners, LlcBuy+13,197+10.5%138,786$3.11MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+12,527+33.7%49,708$1.11MQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+11,437+5.7%210,632$4.72MQ1 2026May 15, 2026
United Capital Financial Advisors, LlcSell-9,565-24.2%29,933$669.83KQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+9,086+2.1%436,553$9.79MQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+7,874+8.3%103,264$2.31MQ1 2026May 15, 2026
Km Capital Management Ltd.Buy+7,294—7,294$162.07KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+4,387+7.9%59,736$1.34MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+3,853+32.2%15,832$351.15KQ1 2026May 15, 2026
&PartnersBuy+3,690+12.5%33,162$742.07KQ1 2026May 15, 2026
Bragg Financial Advisors, IncBuy+2,361+11.0%23,794$532.75KQ1 2026May 15, 2026
Fmr LlcBuy+1,948+12.4%17,681$395.88KQ1 2026May 15, 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.