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SS Spdr P Mort Back Bond ETF (SPMB)

CUSIP: 78464A383 | NYSE | 647 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Confluence Investment Management LLC3,301,336
1.2% of portfolio›$69.8M
Assetmark, Inc2,037,556
0.1% of portfolio›$43.1M
CX Institutional1,791,424
1.0% of portfolio›$37.9K
Financial Life Advisors1,293,923
7.8% of portfolio›$27.4M
Gibbs Wealth Management1,031,583
2.3% of portfolio›$21.8M
Altfest L J & Co Inc913,881
1.9% of portfolio›$19.3M
93 Financial Group, LLC812,070
7.1% of portfolio›$17.2M
Leicht Financial Planning & Wealth Management, Inc.645,261
5.6% of portfolio›$13.6M
True Blue Financial, LLC493,596
3.9% of portfolio›$10.4M
Flagship Harbor Advisors, LLC346,917
0.3% of portfolio›$7.3M
Leslie Global Wealth, LLC339,860
2.6% of portfolio›$7.2M
Portside Wealth Group, LLC316,085
0.7% of portfolio›$6.7M
Vise Technologies, Inc.305,417
0.1% of portfolio›$6.5M
Cantor Fitzgerald Investment Advisors L.P.286,279
0.3% of portfolio›$6.1M
Tsfg, LLC272,227
0.0% of portfolio›$5.8K
Boltwood Capital Management248,177
1.2% of portfolio›$5.2M
Horizon Financial Services, LLC211,828
1.7% of portfolio›$4.5M
Modera Wealth Management, LLC154,793
0.0% of portfolio›$3.3M
Seed Wealth Management, Inc.148,090
1.1% of portfolio›$1.8M
Farther Finance Advisors, LLC129,726
0.0% of portfolio›$2.7M
Visionary Wealth Advisors118,881
0.1% of portfolio›$2.5M
Dynamic Advisor Solutions LLC118,144
0.1% of portfolio›$2.5M
Lido Advisors, LLC109,529
0.0% of portfolio›$2.3M
Commonwealth Equity Services, LLC105,100
0.0% of portfolio›$2.2M
RFG Advisory, LLC94,706
0.0% of portfolio›$2.0M
Apollon Financial, LLC93,146
0.2% of portfolio›$2.0M
Detalus Advisors, LLC84,573
0.4% of portfolio›$1.8M
Midwest Capital Advisors, LLC80,210
0.6% of portfolio›$1.7M
Diversify Wealth Management, LLC79,832
0.0% of portfolio›$1.7M
Diversify Advisory Services, LLC79,832
0.0% of portfolio›$1.7M
Willow Creek Wealth Management Inc.76,535
0.1% of portfolio›$1.6M
Private Trust Co NA76,143
0.1% of portfolio›$1.6M
Simplicity Wealth,LLC68,613
0.0% of portfolio›$1.5M
Kestra Advisory Services, LLC68,157
0.0% of portfolio›$1.4M
Kestra Investment Management, LLC64,763
0.0% of portfolio›$1.4M
Strategic Blueprint, LLC55,821
0.1% of portfolio›$1.2M
Archer Investment Management, LLC55,502
0.4% of portfolio›$1.2M
Trilogy Capital Inc.53,490
0.0% of portfolio›$1.1M
TMB Capital Partners, LLC52,238
0.3% of portfolio›$1.1M
Bank of New York Mellon Corp50,882
0.0% of portfolio›$1.1M
Brookstone Capital Management47,673
0.0% of portfolio›$1.0M
Ashton Thomas Private Wealth, LLC47,293
0.0% of portfolio›$999.8K
Bell Investment Advisors, Inc42,668
0.1% of portfolio›$902.0K
Wiregrass Investment Management LLC41,118
0.6% of portfolio›$869.2K
Fifth Third Bancorp40,296
0.0% of portfolio›$851.9K
Wealth Enhancement Advisory Services, LLC39,567
0.0% of portfolio›$837.2K
Financial Network Wealth Advisors LLC38,548
0.8% of portfolio›$814.9K
Thrivent Financial for Lutherans36,322
0.0% of portfolio›$767
Axxcess Wealth Management, LLC35,085
0.0% of portfolio›$741.7K
Norden Group LLC33,999
0.1% of portfolio›$718.7K
Ehrlich Financial Group32,449
0.4% of portfolio›$686.0K
Cambridge Investment Research Advisors, Inc.31,798
0.0% of portfolio›$672
Atria Investments, Inc31,384
0.0% of portfolio›$663.5K
Spectrum Planning & Advisory Services Inc.28,707
0.3% of portfolio›$606.9K
Wealthcare Advisory Partners LLC27,676
0.0% of portfolio›$585.1K
Idaho Trust Co27,241
0.2% of portfolio›$575.6K
Capital Investment Counsel, LLC26,797
0.1% of portfolio›$566.5K
WBH Advisory Inc25,493
0.0% of portfolio›$538.9K
Center For Asset Management LLC25,349
0.2% of portfolio›$535.9K
Alliance Wealth Advisors, LLC25,226
0.1% of portfolio›$533.3K
MGO One Seven LLC22,744
0.0% of portfolio›$480.8K
Acute Investment Advisory, LLC22,094
5.2% of portfolio›$467.1K
PFG Advisors20,432
0.0% of portfolio›$431.9K
Econ Financial Services Corp19,997
0.2% of portfolio›$422.7K
Balefire, LLC19,017
0.1% of portfolio›$402.0K
Northbridge Financial Group, LLC18,691
0.1% of portfolio›$393.8K
Prime Capital Investment Advisors, LLC18,244
0.0% of portfolio›$385.7K
Third View Private Wealth, LLC17,728
0.0% of portfolio›$374.8K
IFP Advisors, Inc16,184
0.0% of portfolio›$342.1K
Sharkey, Howes & Javer15,837
0.0% of portfolio›$334.8K
Howard Bailey Securities, LLC14,161
0.1% of portfolio›$299.4K
Baker Tilly Wealth Management, LLC13,973
0.1% of portfolio›$295.4K
Ascent Group, LLC13,814
0.0% of portfolio›$292.0K
GK Wealth Management LLC13,683
0.2% of portfolio›$289.3K
Golden State Wealth Management, LLC12,830
0.0% of portfolio›$271.2K
StoneX Group Inc.12,051
0.0% of portfolio›$258.9K
Columbus Macro, LLC11,770
0.0% of portfolio›$248.8K
Signal Advisors Wealth, LLC11,761
0.0% of portfolio›$248.6K
Diversified Enterprises, LLC11,663
0.0% of portfolio›$246.6K
LexAurum Advisors, LLC11,574
0.0% of portfolio›$244.7K
West Wealth Group, LLC10,695
0.0% of portfolio›$226.1K
Wedbush Securities Inc10,683
0.0% of portfolio›$226
Facet Wealth, Inc.10,372
0.0% of portfolio›$219.3K
Acorn Wealth Advisors, LLC9,830
0.1% of portfolio›$207.8K
Integrated Advisors Network LLC9,757
0.0% of portfolio›$206.3K
Creative Planning9,499
0.0% of portfolio›$200.8K
Heritage Family Offices, LLP9,363
0.1% of portfolio›$197.9K
Pacific Center for Financial Services3,103
0.0% of portfolio›$65.6K
CoreCap Advisors, LLC2,969
0.0% of portfolio›$62.8K
Concord Wealth Partners2,681
0.0% of portfolio›$56.7K
US Bancorp \de\1,970
0.0% of portfolio›$41.6K
Compass Financial Management LLC1,949
0.0% of portfolio›$41.2K
Creative Financial Designs Inc1,932
0.0% of portfolio›$40.8K
Buck Wealth Strategies, LLC1,742
0.0% of portfolio›$36.8K
Parallel Advisors, LLC1,280
0.0% of portfolio›$27.1K
Mather Group, Llc.1,227
0.0% of portfolio›$25.9K
Tounjian Advisory Partners, LLC1,006
0.0% of portfolio›$21.3K
Southern Michigan Bank & Trust1,000
0.0% of portfolio›$21.1K
Richardson Financial Services Inc.987
0.0% of portfolio›$20.9K
Triumph Capital Management984
0.0% of portfolio›$20.8K
Armstrong Advisory Group, Inc811
0.0% of portfolio›$17.1K
United Financial Planning Group LLC761
0.0% of portfolio›$16.1K
Central Trust Co745
0.0% of portfolio›$15.8K
Register Financial Advisors LLC600
0.0% of portfolio›$12.7K
Tompkins Financial Corp567
0.0% of portfolio›$12.0K
Citigroup Inc544
0.0% of portfolio›$11.5K
Barnes Dennig Private Wealth Management LLC496
0.0% of portfolio›$10.5K
Rossby Financial, LCC454
0.0% of portfolio›$9.6K
Capital Investment Advisory Services, LLC420
0.0% of portfolio›$8.9K
Cassaday & Co Wealth Management LLC322
0.0% of portfolio›$6.8K
MJT & Associates Financial Advisory Group, Inc.292
0.0% of portfolio›$6.2K
Bayban202
0.0% of portfolio›$4.5K
Eastern Bank180
0.0% of portfolio›$3.8K
AlphaCore Capital LLC150
0.0% of portfolio›$3.2K
Cape Investment Advisory, Inc.107
0.0% of portfolio›$2.3K
Hager Investment Management Services, LLC74
0.0% of portfolio›$1.6K
Root Financial Partners, LLC39
0.0% of portfolio›$826
Beacon Financial Strategies Corp37
0.0% of portfolio›$783
Planning Strategies Inc.35
0.0% of portfolio›$740
Quest 10 Wealth Builders, Inc.34
0.0% of portfolio›$719
Montgomery Financial Services LLC26
0.0% of portfolio›$550
SBI Securities Co., Ltd.22
0.0% of portfolio›$465
Hughes Financial Services, LLC10
0.0% of portfolio›$216
Spurstone Advisory Services, LLC8
0.0% of portfolio›$169
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$89
Halbert Hargrove Global Advisors, LLC3
0.0% of portfolio›$64
Latitude Advisors, LLC2
0.0% of portfolio›$44
StyleTurnoverLocationFiled
Confluence Investment Management LLC
3,301,336$69.8M1.2%ValueMediumSt. Louis, MO2026-10-01
Assetmark, Inc
2,037,556$43.1M0.1%ETFLowConcord, CA2026-10-21
CX Institutional
1,791,424$37.9K1.0%CoreMediumAuburn, IN2026-10-02
Financial Life Advisors
1,293,923$27.4M7.8%ETFLowSan Antonio, TX2026-10-14
Gibbs Wealth Management
1,031,583$21.8M2.3%CoreLowAlpharetta, GA2026-10-22
Altfest L J & Co Inc
913,881$19.3M1.9%ETFHighNew York, NY2026-10-27
93 Financial Group, LLC
812,070$17.2M7.1%ETFN/AWoburn, MA2026-10-21
Leicht Financial Planning & Wealth Management, Inc.
645,261$13.6M5.6%ETFLowParsippany, NJ2026-11-03
True Blue Financial, LLC
493,596$10.4M3.9%ETFLowStevensville, MI2026-10-15
Flagship Harbor Advisors, LLC
346,917$7.3M0.3%ETFMediumBoston, MA2026-10-26
Leslie Global Wealth, LLC
339,860$7.2M2.6%ETFLowItasca, IL2026-10-26
Portside Wealth Group, LLC
316,085$6.7M0.7%CoreMediumProvo, UT2026-10-20
Vise Technologies, Inc.
305,417$6.5M0.1%IndexLowNew York, NY2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
286,279$6.1M0.3%YieldLowNew York, NY2026-10-21
Tsfg, LLC
272,227$5.8K0.0%ETFLowLake Forest, IL2026-10-23
Boltwood Capital Management
248,177$5.2M1.2%ETFVery LowWalnut Creek, CA2026-10-02
Horizon Financial Services, LLC
211,828$4.5M1.7%ETFLowWinston Salem, NC2026-11-04
Modera Wealth Management, LLC
154,793$3.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Seed Wealth Management, Inc.
148,090$1.8M1.1%ETFMediumEvanston, IL2026-10-20
Farther Finance Advisors, LLC
129,726$2.7M0.0%IndexLowSan Francisco, CA2026-10-08
Visionary Wealth Advisors
118,881$2.5M0.1%ETFLowO'Fallon, IL2026-11-04
Dynamic Advisor Solutions LLC
118,144$2.5M0.1%ETFLowPhoenix, AZ2026-10-13
Lido Advisors, LLC
109,529$2.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
105,100$2.2M0.0%ETFLowWaltham, MA2026-11-02
RFG Advisory, LLC
94,706$2.0M0.0%ETFMediumBirmingham, AL2026-11-03
Apollon Financial, LLC
93,146$2.0M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Detalus Advisors, LLC
84,573$1.8M0.4%ETFLowSt. Louis, MO2026-10-15
Midwest Capital Advisors, LLC
80,210$1.7M0.6%ETFHighGrand Rapids, MI2026-11-04
Diversify Wealth Management, LLC
79,832$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
79,832$1.7M0.0%GrowthLowSandy, UT2026-10-20
Willow Creek Wealth Management Inc.
76,535$1.6M0.1%ETFVery LowSebastopol, CA2026-10-26
Private Trust Co NA
76,143$1.6M0.1%CoreLowCleveland, OH2026-10-20
Simplicity Wealth,LLC
68,613$1.5M0.0%ETFLowSummit, NJ2026-10-23
Kestra Advisory Services, LLC
68,157$1.4M0.0%CoreLowAustin, TX2026-11-02
Kestra Investment Management, LLC
64,763$1.4M0.0%ETFMediumAustin, TX2026-11-04
Strategic Blueprint, LLC
55,821$1.2M0.1%ETFLowAtlanta, GA2026-10-22
Archer Investment Management, LLC
55,502$1.2M0.4%ETFHighAustin, TX2026-10-13
Trilogy Capital Inc.
53,490$1.1M0.0%ETFMediumIrvine, CA2026-10-20
TMB Capital Partners, LLC
52,238$1.1M0.3%MomentumMediumLittle Rock, AR2026-10-20
Bank of New York Mellon Corp
50,882$1.1M0.0%CoreLowNew York, NY2026-11-05
Brookstone Capital Management
47,673$1.0M0.0%ETFMediumWheaton, IL2026-10-22
Ashton Thomas Private Wealth, LLC
47,293$999.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Bell Investment Advisors, Inc
42,668$902.0K0.1%ETFVery LowOrinda, CA2026-10-29
Wiregrass Investment Management LLC
41,118$869.2K0.6%CoreMediumThomasville, GA2026-11-05
Fifth Third Bancorp
40,296$851.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Wealth Enhancement Advisory Services, LLC
39,567$837.2K0.0%CoreLowPlymouth, MN2026-10-13
Financial Network Wealth Advisors LLC
38,548$814.9K0.8%ETFLowMurray, UT2026-10-28
Thrivent Financial for Lutherans
36,322$7670.0%GARPMediumMinneapolis, MN2026-11-05
Axxcess Wealth Management, LLC
35,085$741.7K0.0%CoreLowCarlsbad, CA2026-10-21
Norden Group LLC
33,999$718.7K0.1%GrowthMediumProvo, UT2026-10-20
Ehrlich Financial Group
32,449$686.0K0.4%ETFHighLaguna Niguel, CA2026-10-20
Cambridge Investment Research Advisors, Inc.
31,798$6720.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
31,384$663.5K0.0%CoreMediumCharlotte, NC2026-10-15
Spectrum Planning & Advisory Services Inc.
28,707$606.9K0.3%ETFMediumSan Diego, CA2026-11-05
Wealthcare Advisory Partners LLC
27,676$585.1K0.0%ETFLowWest Chester, PA2026-10-21
Idaho Trust Co
27,241$575.6K0.2%ETFLowBoise, ID2026-11-04
Capital Investment Counsel, LLC
26,797$566.5K0.1%CoreLowDenver, CO2026-10-14
WBH Advisory Inc
25,493$538.9K0.0%ETFLowBaltimore, MD2026-11-05
Center For Asset Management LLC
25,349$535.9K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
Alliance Wealth Advisors, LLC
25,226$533.3K0.1%ETFHighCenterville, UT2026-10-28
MGO One Seven LLC
22,744$480.8K0.0%GrowthLowBeachwood, OH2026-10-28
Acute Investment Advisory, LLC
22,094$467.1K5.2%ETFMediumMesa, AZ2026-10-16
PFG Advisors
20,432$431.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Econ Financial Services Corp
19,997$422.7K0.2%YieldVery HighHarrisburg, PA2026-10-19
Balefire, LLC
19,017$402.0K0.1%ETFMediumDallas, TX2026-10-09
Northbridge Financial Group, LLC
18,691$393.8K0.1%GrowthLowTampa, FL2026-11-05
Prime Capital Investment Advisors, LLC
18,244$385.7K0.0%ETFLowOverland Park, KS2026-10-20
Third View Private Wealth, LLC
17,728$374.8K0.0%GrowthLowWestport, CT2026-10-30
IFP Advisors, Inc
16,184$342.1K0.0%GrowthLowTampa, FL2026-10-16
Sharkey, Howes & Javer
15,837$334.8K0.0%ETFMediumDenver, CO2026-10-22
Howard Bailey Securities, LLC
14,161$299.4K0.1%ETFMediumFort Wayne, IN2026-10-27
Baker Tilly Wealth Management, LLC
13,973$295.4K0.1%GrowthLowMadison, WI2026-10-05
Ascent Group, LLC
13,814$292.0K0.0%CoreLowVirginia Beach, VA2026-10-30
GK Wealth Management LLC
13,683$289.3K0.2%GARPVery HighReno, NV2026-10-09
Golden State Wealth Management, LLC
12,830$271.2K0.0%ETFMediumSanta Ana, CA2026-11-02
StoneX Group Inc.
12,051$258.9K0.0%ETFMediumNew York, NY2026-11-03
Columbus Macro, LLC
11,770$248.8K0.0%YieldMediumNew Castle, PA2026-10-14
Signal Advisors Wealth, LLC
11,761$248.6K0.0%ETFLowDetroit, MI2026-10-13
Diversified Enterprises, LLC
11,663$246.6K0.0%ETFVery LowWilmington, DE2026-10-19
LexAurum Advisors, LLC
11,574$244.7K0.0%ETFLowOverland Park, KS2026-10-19
West Wealth Group, LLC
10,695$226.1K0.0%ETFMediumIrvine, CA2026-10-14
Wedbush Securities Inc
10,683$2260.0%CoreLowPasadena, CA2026-10-22
Facet Wealth, Inc.
10,372$219.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Acorn Wealth Advisors, LLC
9,830$207.8K0.1%ETFLowGrand Blanc, MI2026-10-19
Integrated Advisors Network LLC
9,757$206.3K0.0%GrowthMediumDallas, TX2026-10-20
Creative Planning
9,499$200.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Heritage Family Offices, LLP
9,363$197.9K0.1%GrowthHighScottsdale, AZ2026-11-02
Pacific Center for Financial Services
3,103$65.6K0.0%ETFMediumDanville, CA2026-10-15
CoreCap Advisors, LLC
2,969$62.8K0.0%ETFMediumSouthfield, MI2026-10-08
Concord Wealth Partners
2,681$56.7K0.0%GrowthLowAbingdon, VA2026-11-02
US Bancorp \de\
1,970$41.6K0.0%IndexLowMinneapolis, MN2026-11-05
Compass Financial Management LLC
1,949$41.2K0.0%CoreN/ATampa, FL2026-10-30
Creative Financial Designs Inc
1,932$40.8K0.0%ETFMediumKokomo, IN2026-11-04
Buck Wealth Strategies, LLC
1,742$36.8K0.0%ValueMediumDenver, CO2026-10-28
Parallel Advisors, LLC
1,280$27.1K0.0%IndexLowSan Francisco, CA2026-11-03
Mather Group, Llc.
1,227$25.9K0.0%ETFMediumChicago, IL2026-10-14
Tounjian Advisory Partners, LLC
1,006$21.3K0.0%GrowthHighFort Myers, FL2026-11-04
Southern Michigan Bank & Trust
1,000$21.1K0.0%ETFLowColdwater, MI2026-10-19
Richardson Financial Services Inc.
987$20.9K0.0%GrowthMediumMedway, MA2026-10-30
Triumph Capital Management
984$20.8K0.0%ETFMediumDenver, CO2026-10-14
Armstrong Advisory Group, Inc
811$17.1K0.0%ETFHighNeedham, MA2026-10-09
United Financial Planning Group LLC
761$16.1K0.0%ETFHighHauppauge, NY2026-11-04
Central Trust Co
745$15.8K0.0%CoreLowJefferson City, MO2026-11-05
Register Financial Advisors LLC
600$12.7K0.0%GARPLowAtlanta, GA2026-10-23
Tompkins Financial Corp
567$12.0K0.0%CoreLowIthaca, NY2026-10-05
Citigroup Inc
544$11.5K0.0%CoreMediumNew York, NY2026-11-04
Barnes Dennig Private Wealth Management LLC
496$10.5K0.0%CoreLowCincinnati, OH2026-10-30
Rossby Financial, LCC
454$9.6K0.0%ETFMediumMelbourne, FL2026-11-05
Capital Investment Advisory Services, LLC
420$8.9K0.0%CoreMediumRaleigh, NC2026-10-30
Cassaday & Co Wealth Management LLC
322$6.8K0.0%ETFVery LowMclean, VA2026-10-27
MJT & Associates Financial Advisory Group, Inc.
292$6.2K0.0%ETFLowMontevideo, MN2026-10-07
Bayban
202$4.5K0.0%ValueLowBayport, MN2026-11-05
Eastern Bank
180$3.8K0.0%GrowthMediumBoston, MA2026-10-05
AlphaCore Capital LLC
150$3.2K0.0%ETFLowLa Jolla, CA2026-11-04
Cape Investment Advisory, Inc.
107$2.3K0.0%ETFLowMcdonough, GA2026-10-13
Hager Investment Management Services, LLC
74$1.6K0.0%GrowthMediumNew London, NH2026-11-04
Root Financial Partners, LLC
39$8260.0%ETFMediumEncinitas, CA2026-10-21
Beacon Financial Strategies Corp
37$7830.0%ETFVery LowRaleigh, NC2026-10-14
Planning Strategies Inc.
35$7400.0%ETFN/ALancaster, PA2026-10-02
Quest 10 Wealth Builders, Inc.
34$7190.0%ETFLowFuquay-Varina, VA2026-11-02
Montgomery Financial Services LLC
26$5500.0%ETFN/AOcean City, MD2026-11-03
SBI Securities Co., Ltd.
22$4650.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hughes Financial Services, LLC
10$2160.0%ETFLowHerndon, VA2026-10-30
Spurstone Advisory Services, LLC
8$1690.0%CoreLowHigganum, CT2026-11-02
Silver Grove Financial Group, Inc.
4$890.0%CoreMediumOrchard Park, NY2026-11-05
Halbert Hargrove Global Advisors, LLC
3$640.0%ETFLowLong Beach, CA2026-10-16
Latitude Advisors, LLC
2$440.0%ETFLowYorkville, IL2026-10-27