Who owns SPMB?
State Street SPDR Portfolio Mortgage Backed Bond Index ETF · State Street
256 institutions reported holding SPMB, worth $6.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPMB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $4.4B | 196,882,687 | +8,570,436 shares |
| LPL Financial LLC | Fort Mill, SC | $500.2M | 22,418,421 | −1,007,916 shares |
| Stifel Financial Corp. | St. Louis, MO | $131.5M | 5,892,272 | −1,969,438 shares |
| Benjamin Edwards Inc. | Clayton, MO | $107.4M | 4,813,580 | −1,612,924 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $79.8M | 3,577,787 | +100,885 shares |
| Confluence Investment Management LLC | St. Louis, MO | $75.2M | 3,370,501 | −482,992 shares |
| CX Institutional | Auburn, IN | $61.0M | 2,735,565 | +62,874 shares |
| Bank of America Corp. | Charlotte, NC | $50.1M | 2,245,455 | +62,377 shares |
| Advisory Alpha, LLC | Holland, MI | $49.8M | 2,230,802 | +63,560 shares |
| Assetmark, Inc. | Concord, CA | $43.8M | 1,962,264 | +148,901 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPMB?
256 institutional managers reported holding SPMB in Form 13F filings for June 30, 2026, worth $6.3B in total. The largest reported position was held by Financial Engines Advisors L.L.C., at $4.4B.
Did institutions buy or sell SPMB last quarter?
Reported 13F value fell 0.1% from March 31, 2026, which includes price moves as well as buying and selling. 46 firms reported a new position and 23 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPMB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.