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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +4,772 | +5.9% | 85,535 | $1.92M | Q1 2026 | Jul 08, 2026 |
| Hobbs Group Advisors, Llc | Buy | +28 | +0.1% | 27,136 | $607.57K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Sell | -3,653 | -1.9% | 189,261 | $4.24M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +135,391 | +6.6% | 2,183,078 | $48.88M | Q1 2026 | May 18, 2026 |
| Amundi | Buy | +74,057 | — | 74,057 | $1.66M | Q1 2026 | May 18, 2026 |
| Chesapeake Wealth Management | Buy | +10,544 | +3.4% | 316,789 | $7.09M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +9,128 | — | 9,128 | $204.38K | Q1 2026 | May 18, 2026 |
| Strategic Investment Advisors / Mi | Buy | +2,478 | +6.7% | 39,476 | $882.75K | Q1 2026 | May 18, 2026 |
| State Street Corp | Buy | +1,271,125 | +25.3% | 6,291,307 | $140.86M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +672,888 | — | 672,888 | $15.07M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +122,607 | — | 122,607 | $2.75M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +101,323 | +5.7% | 1,891,983 | $42.36M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +86,650 | — | 86,650 | $1.94M | Q1 2026 | May 15, 2026 |
| Kintra Wealth, Llc | Buy | +67,534 | — | 67,534 | $1.51M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +40,018 | +24.1% | 206,116 | $4.61M | Q1 2026 | May 15, 2026 |
| Journey Retirement Planning & Investment Management Llc | Sell | -27,713 | -75.2% | 9,139 | $204.63K | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +25,680 | — | 25,680 | $574.98K | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +19,372 | +171.0% | 30,701 | $687.41K | Q1 2026 | May 15, 2026 |
| Vertex Planning Partners, Llc | Buy | +13,197 | +10.5% | 138,786 | $3.11M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +12,527 | +33.7% | 49,708 | $1.11M | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Buy | +11,437 | +5.7% | 210,632 | $4.72M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Sell | -9,565 | -24.2% | 29,933 | $669.83K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +9,086 | +2.1% | 436,553 | $9.79M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +7,874 | +8.3% | 103,264 | $2.31M | Q1 2026 | May 15, 2026 |
| Km Capital Management Ltd. | Buy | +7,294 | — | 7,294 | $162.07K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +4,387 | +7.9% | 59,736 | $1.34M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +3,853 | +32.2% | 15,832 | $351.15K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +3,690 | +12.5% | 33,162 | $742.07K | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | Buy | +2,361 | +11.0% | 23,794 | $532.75K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +1,948 | +12.4% | 17,681 | $395.88K | Q1 2026 | May 15, 2026 |
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.