SPMB Institutional Ownership
State Street SPDR Portfolio Mortgage Backed Bond ETF
1W: +1.1%
1M: +2.4%
3M: -1.6%
YTD: -2.9%
1Y: -3.4%
3Y: +16.8%
5Y: -2.3%
$21.60
+0.02 (+0.09%)
Weekly Expected Move ±0.8%
$21
$21
$22
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPMB
284
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
44
New Positions
99
Increased
108
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (309 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 196,882,687 | 4.3B | +8,570,436 | +4.6% | 28Q | SEC ↗ |
| 2 | LPL Financial LLC | 22,418,421 | 484M | -1,007,916 | -4.3% | 44Q | SEC ↗ |
| 3 | STIFEL FINANCIAL CORP | 5,892,272 | 127M | -1,969,438 | -25.1% | 15Q | SEC ↗ |
| 4 | BENJAMIN EDWARDS INC | 4,813,580 | 104M | -1,612,924 | -25.1% | 15Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 3,577,787 | 77M | +100,885 | +2.9% | 16Q | SEC ↗ |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 3,370,501 | 73M | -482,992 | -12.5% | 15Q | SEC ↗ |
| 7 | CX Institutional | 2,735,565 | 59M | +62,874 | +2.4% | 19Q | SEC ↗ |
| 8 | CWM, LLC | 2,413,888 | 52M | +78,024 | +3.3% | 18Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 2,245,455 | 49M | +62,377 | +2.9% | 15Q | SEC ↗ |
| 10 | Advisory Alpha, LLC | 2,230,802 | 48M | +63,560 | +2.9% | 6Q | SEC ↗ |
| 11 | ASSETMARK, INC | 1,962,264 | 42M | +148,901 | +8.2% | 10Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 1,942,502 | 42M | +1,819,895 | +1484.3% | 2Q | SEC ↗ |
| 13 | MORGAN STANLEY | 1,907,212 | 41M | +15,229 | +0.8% | 60Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 1,507,711 | 33M | +159,517 | +11.8% | 45Q | SEC ↗ |
| 15 | Zurich Insurance Group Ltd/FI | 1,482,295 | 32M | — | +0.0% | 21Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC NEW | 1,438,482 | 31M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Financial Plan, Inc. | 1,354,741 | 29M | +83,119 | +6.5% | 3Q | SEC ↗ |
| 18 | FINANCIAL LIFE ADVISORS | 1,300,999 | 28M | +259,619 | +24.9% | 14Q | SEC ↗ |
| 19 | Sanctuary Advisors, LLC | 1,090,336 | 24M | +88,457 | +8.8% | 9Q | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 1,078,449 | 23M | +3,273 | +0.3% | 11Q | SEC ↗ |
| 21 | ALTFEST L J & CO INC | 885,863 | 19M | +23,269 | +2.7% | 8Q | SEC ↗ |
| 22 | Gibbs Wealth Management | 885,744 | 19M | +42,299 | +5.0% | 10Q | SEC ↗ |
| 23 | Gladstone Institutional Advisory LLC | 885,033 | 19M | +63,008 | +7.7% | 10Q | SEC ↗ |
| 24 | Compton Financial Group, LLC | 870,078 | 19M | -891,992 | -50.6% | 6Q | SEC ↗ |
| 25 | 93 Financial Group, LLC | 801,374 | 17M | +21,700 | +2.8% | 3Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 782,706 | 17M | +14,511 | +1.9% | 11Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 713,679 | 15M | +160,544 | +29.0% | 25Q | SEC ↗ |
| 28 | ST GERMAIN D J CO INC | 705,795 | 15M | +19,597 | +2.9% | 13Q | SEC ↗ |
| 29 | Tidemark, LLC | 703,013 | 15M | +120,946 | +20.8% | 11Q | SEC ↗ |
| 30 | Summit Financial, LLC | 695,748 | 15M | +22,860 | +3.4% | 2Q | SEC ↗ |
| 31 | SIGNET FINANCIAL MANAGEMENT, LLC | 674,477 | 15M | -697 | -0.1% | 13Q | SEC ↗ |
| 32 | Private Advisory Group LLC | 656,299 | 14M | +69,124 | +11.8% | 2Q | SEC ↗ |
| 33 | Leicht Financial Planning & Wealth Man | 618,696 | 13M | -297,667 | -32.5% | 25Q | SEC ↗ |
| 34 | Equitable Holdings, Inc. | 581,145 | 13M | +144,592 | +33.1% | 14Q | SEC ↗ |
| 35 | Collier Financial | 494,650 | 11M | -133,709 | -21.3% | 4Q | SEC ↗ |
| 36 | Stokes Family Office, LLC | 487,991 | 11M | -114,674 | -19.0% | 15Q | SEC ↗ |
| 37 | Stratos Wealth Partners, LTD. | 470,785 | 10M | +48,213 | +11.4% | 12Q | SEC ↗ |
| 38 | Vise Technologies, Inc. | 414,577 | 9M | +281,982 | +212.7% | 5Q | SEC ↗ |
| 39 | Mariner, LLC | 394,180 | 9M | -68,554 | -14.8% | 20Q | SEC ↗ |
| 40 | Detalus Advisors, LLC | 328,868 | 7M | +49,209 | +17.6% | 15Q | SEC ↗ |
| 41 | Leslie Global Wealth, LLC NEW | 326,291 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 42 | FLAGSHIP HARBOR ADVISORS, LLC | 325,064 | 7M | -65,401 | -16.7% | 19Q | SEC ↗ |
| 43 | Chesapeake Wealth Management | 318,400 | 7M | +1,611 | +0.5% | 34Q | SEC ↗ |
| 44 | CANTOR FITZGERALD INVESTMENT ADVISORS | 305,897 | 7M | +1,413 | +0.5% | 11Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 293,896 | 6M | -11,732 | -3.8% | 30Q | SEC ↗ |
| 46 | True Blue Financial, LLC | 289,271 | 6M | +271,465 | +1524.6% | 3Q | SEC ↗ |
| 47 | Waverly Advisors, LLC | 286,215 | 6M | +75,583 | +35.9% | 9Q | SEC ↗ |
| 48 | Portside Wealth Group, LLC | 284,956 | 6M | +17,433 | +6.5% | 13Q | SEC ↗ |
| 49 | TSFG, LLC | 271,418 | 6M | +23,880 | +9.6% | 25Q | SEC ↗ |
| 50 | Midwest Capital Advisors, LLC | 268,183 | 6M | +57,274 | +27.2% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 1,438,482 | 31M |
| Leslie Global Wealth, LLC | 326,291 | 7M |
| Simplicity Wealth,LLC | 100,365 | 2M |
| Diversify Advisory Services, LLC | 91,781 | 2M |
| Willow Creek Wealth Management Inc. | 75,650 | 2M |
| UPTICK PARTNERS, LLC | 64,561 | 1M |
| Vestmark Advisory Solutions, Inc. | 64,421 | 1M |
| Global Retirement Partners, LLC | 31,795 | 687K |
| Quadrature Capital Ltd | 28,969 | 626K |
| Q3 Asset Management | 24,564 | 531K |
| Confluence Wealth Services, Inc. | 23,944 | 517K |
| AXXCESS WEALTH MANAGEMENT, LLC | 21,014 | 454K |
| RENAISSANCE TECHNOLOGIES LLC | 20,286 | 438K |
| Focus Partners Wealth | 17,113 | 370K |
| GK Wealth Management LLC | 14,171 | 306K |
| Qube Research & Technologies Ltd | 12,741 | 275K |
| Savant Capital, LLC | 10,952 | 237K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 10,705 | 231K |
| Lifeworks Advisors, LLC | 10,321 | 223K |
| Acorn Wealth Advisors, LLC | 9,863 | 213K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| STATE STREET CORP | 6,291,307 | 136M |
| Certified Advisory Corp | 415,543 | 9M |
| RETIREMENT CAPITAL STRATEGIES | 250,812 | 5M |
| JANE STREET GROUP, LLC | 151,202 | 3M |
| Redwood Financial Network Corp | 92,797 | 2M |
| SFG Wealth Management, LLC. | 72,993 | 2M |
| KINTRA WEALTH, LLC | 67,534 | 1M |
| GUIDANCE CAPITAL, INC | 45,513 | 983K |
| CMC Financial Group | 28,241 | 610K |
| OLD MISSION CAPITAL LLC | 25,680 | 555K |
| True North Advisors, LLC | 24,680 | 533K |
| Cerity Partners LLC | 21,567 | 466K |
| TrueWealth Financial Partners | 14,962 | 323K |
| WCG Wealth Advisors LLC | 13,237 | 286K |
| Legacy Advisory Services, LLC | 12,195 | 263K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,273 | 222K |
| Apollon Wealth Management, LLC | 9,702 | 210K |
| Hibernia Wealth Partners, LLC | 9,517 | 206K |
| Barnes Wealth Management Group, Inc | 9,128 | 197K |
| ALTERNA WEALTH MANAGEMENT, INC | 9,108 | 197K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | +8,570,436 | +4.6% | 196,882,687 |
| GOLDMAN SACHS GROUP INC | +1,819,895 | +1484.3% | 1,942,502 |
| Vise Technologies, Inc. | +281,982 | +212.7% | 414,577 |
| True Blue Financial, LLC | +271,465 | +1524.6% | 289,271 |
| FINANCIAL LIFE ADVISORS | +259,619 | +24.9% | 1,300,999 |
| Private Advisor Group, LLC | +160,544 | +29.0% | 713,679 |
| JPMORGAN CHASE & CO | +159,517 | +11.8% | 1,507,711 |
| ASSETMARK, INC | +148,901 | +8.2% | 1,962,264 |
| Equitable Holdings, Inc. | +144,592 | +33.1% | 581,145 |
| Tidemark, LLC | +120,946 | +20.8% | 703,013 |
| JPL Wealth Management, LLC | +109,183 | +190.9% | 166,364 |
| AMERIPRISE FINANCIAL INC | +100,885 | +2.9% | 3,577,787 |
| Sanctuary Advisors, LLC | +88,457 | +8.8% | 1,090,336 |
| Financial Plan, Inc. | +83,119 | +6.5% | 1,354,741 |
| CWM, LLC | +78,024 | +3.3% | 2,413,888 |
| Waverly Advisors, LLC | +75,583 | +35.9% | 286,215 |
| Forefront Wealth Partners, LLC | +73,758 | +82.7% | 162,919 |
| Archer Investment Management, LLC | +72,641 | +83.3% | 159,834 |
| Private Advisory Group LLC | +69,124 | +11.8% | 656,299 |
| Advisory Alpha, LLC | +63,560 | +2.9% | 2,230,802 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| STIFEL FINANCIAL CORP | -1,969,438 | -25.1% | 5,892,272 |
| BENJAMIN EDWARDS INC | -1,612,924 | -25.1% | 4,813,580 |
| Independent Advisor Alliance | -1,495,866 | -96.4% | 55,587 |
| LPL Financial LLC | -1,007,916 | -4.3% | 22,418,421 |
| Compton Financial Group, LLC | -891,992 | -50.6% | 870,078 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | -482,992 | -12.5% | 3,370,501 |
| Leicht Financial Planning & Wealth | -297,667 | -32.5% | 618,696 |
| Collier Financial | -133,709 | -21.3% | 494,650 |
| Stokes Family Office, LLC | -114,674 | -19.0% | 487,991 |
| Mutual Advisors, LLC | -98,190 | -45.2% | 119,069 |
| RAYMOND JAMES FINANCIAL INC | -87,049 | -70.2% | 36,899 |
| Mariner, LLC | -68,554 | -14.8% | 394,180 |
| FLAGSHIP HARBOR ADVISORS, LLC | -65,401 | -16.7% | 325,064 |
| Visionary Wealth Advisors | -47,325 | -28.9% | 116,235 |
| Valmark Advisers, Inc. | -41,266 | -23.7% | 132,997 |
| Belpointe Asset Management LLC | -36,008 | -77.3% | 10,572 |
| Ashton Thomas Private Wealth, LLC | -31,342 | -70.2% | 13,311 |
| Keystone Financial Group | -27,171 | -15.8% | 144,536 |
| MERCER GLOBAL ADVISORS INC /ADV | -21,620 | -25.0% | 65,030 |
| FIFTH THIRD BANCORP | -18,800 | -32.8% | 38,445 |