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Who owns SPMBWhat SPMB owns — n/a

Who owns State Street SPDR Portfolio Mortgage Backed Bond ETF?

Institutional ownership of SPMB from SEC Form 13F filings across 166 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.

166

13F holders

$1.43B

value, 2026 filers

20%

of shares outstanding (64.4M sh)

35

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC22.4M$500.2M0.1%6.9%-4.3%
2STIFEL FINANCIAL CORP5.9M$131.5M0.1%1.8%-25.1%
3BENJAMIN EDWARDS INC4.8M$107.4M1.0%1.5%-25.1%
4AMERIPRISE FINANCIAL INC3.6M$79.8M0.0%1.1%+2.9%
5BANK OF AMERICA CORP /DE/2.2M$50.1M0.0%0.7%+2.9%
6Advisory Alpha, LLC2.2M$49.8M1.2%0.7%+2.9%
7ASSETMARK, INC2.0M$43.8M0.1%0.6%+8.2%
8GOLDMAN SACHS GROUP INC1.9M$43.3M0.0%0.6%+1484.3%
9MORGAN STANLEY1.9M$42.5M0.0%0.6%+0.8%
10JPMORGAN CHASE & CO1.5M$33.8M0.0%0.5%+11.8%
11CITADEL ADVISORS LLCNEW1.4M$32.1M0.0%0.4%new
12Sanctuary Advisors, LLC1.1M$24.3M0.0%0.3%+8.8%
13Baird Financial Group, Inc.1.1M$24.1M0.0%0.3%+0.3%
14Gladstone Institutional Advisory LLC885,033$19.7M0.6%0.3%+7.7%
15Cetera Investment Advisers782,706$17.5M0.0%0.2%+1.9%
16ST GERMAIN D J CO INC705,795$15.7M0.6%0.2%+2.9%
17Tidemark, LLC703,013$15.7M3.5%0.2%+20.8%
18Summit Financial, LLC695,748$15.5M0.2%0.2%+3.4%
19Private Advisory Group LLC656,299$14.6M0.8%0.2%+11.8%
20Stratos Wealth Partners, LTD.470,785$10.5M0.1%0.1%+11.4%
21Vise Technologies, Inc.414,577$9.2M0.1%0.1%+212.7%
22Mariner, LLC394,180$8.8M0.0%0.1%-14.8%
23Integrated Wealth Concepts LLC381,746$8.5M0.0%0.1%+85.2%
24FLAGSHIP HARBOR ADVISORS, LLC325,064$7.3M0.3%0.1%-16.7%
25ENVESTNET ASSET MANAGEMENT INC293,896$6.6M0.0%0.1%-3.8%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.