Who owns State Street SPDR Portfolio Mortgage Backed Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPMB from SEC Form 13F filings across 259 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 259 institutions disclosed 282.4M shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $6.30B — about 87.5% of shares outstanding; the largest disclosed holder is Financial Engines Advisors L.L.C.. Source: SEC Form 13F filings, parsed by EvidInvest.
259
13F holders
$6.30B
value, 2026 filers
87.5%
of shares outstanding (282.4M sh)
49
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPMB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 196.9M | $4.39B | 7.8% | 61% | +4.6% |
| 2 | LPL Financial LLC | 22.4M | $500.2M | 0.1% | 6.9% | -4.3% |
| 3 | STIFEL FINANCIAL CORP | 5.9M | $131.5M | 0.1% | 1.8% | -25.1% |
| 4 | BENJAMIN EDWARDS INC | 4.8M | $107.4M | 1.0% | 1.5% | -25.1% |
| 5 | AMERIPRISE FINANCIAL INC | 3.6M | $79.8M | 0.0% | 1.1% | +2.9% |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 3.4M | $75.2M | 1.2% | 1% | -12.5% |
| 7 | CX Institutional | 2.7M | $61.0M | 1.8% | 0.8% | +2.4% |
| 8 | BANK OF AMERICA CORP /DE/ | 2.2M | $50.1M | 0.0% | 0.7% | +2.9% |
| 9 | Advisory Alpha, LLC | 2.2M | $49.8M | 1.2% | 0.7% | +2.9% |
| 10 | ASSETMARK, INC | 2.0M | $43.8M | 0.1% | 0.6% | +8.2% |
| 11 | GOLDMAN SACHS GROUP INC | 1.9M | $43.3M | 0.0% | 0.6% | +1484.3% |
| 12 | MORGAN STANLEY | 1.9M | $42.5M | 0.0% | 0.6% | +0.8% |
| 13 | JPMORGAN CHASE & CO | 1.5M | $33.8M | 0.0% | 0.5% | +11.8% |
| 14 | Zurich Insurance Group Ltd/FI | 1.5M | $33.1M | 0.2% | 0.5% | 0.0% |
| 15 | CITADEL ADVISORS LLCNEW | 1.4M | $32.1M | 0.0% | 0.4% | new |
| 16 | Financial Plan, Inc. | 1.4M | $30.2M | 2.9% | 0.4% | +6.5% |
| 17 | FINANCIAL LIFE ADVISORS | 1.3M | $29.0M | 8.3% | 0.4% | +24.9% |
| 18 | Sanctuary Advisors, LLC | 1.1M | $24.3M | 0.1% | 0.3% | +8.8% |
| 19 | Baird Financial Group, Inc. | 1.1M | $24.1M | 0.0% | 0.3% | +0.3% |
| 20 | ALTFEST L J & CO INC | 885,863 | $19.8M | 1.9% | 0.3% | +2.7% |
| 21 | Gladstone Institutional Advisory LLC | 885,033 | $19.7M | 0.6% | 0.3% | +7.7% |
| 22 | Compton Financial Group, LLC | 870,078 | $19.4M | 3.7% | 0.3% | -50.6% |
| 23 | 93 Financial Group, LLC | 801,374 | $17.9M | 7.1% | 0.2% | +2.8% |
| 24 | Cetera Investment Advisers | 782,706 | $17.5M | 0.0% | 0.2% | +1.9% |
| 25 | Private Advisor Group, LLC | 713,679 | $15.9M | 0.1% | 0.2% | +29.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.