Who Owns SPDR SERIES TRUST (SPMB)? -- Institutional Holders (2026-03-31)
273 institutions reported holding $6.43B of SPDR SERIES TRUST (SPMB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Financial Engines Advisors L.L.C. ($4.22B), LPL Financial LLC ($524.5M), STIFEL FINANCIAL CORP ($176.0M), BENJAMIN EDWARDS INC ($143.9M), STATE STREET CORP ($140.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Financial Engines Advisors L.L.C. | $4.22B | 188.3M | Trimmed |
| 2 | LPL Financial LLC | $524.5M | 23.4M | Added |
| 3 | STIFEL FINANCIAL CORP | $176.0M | 7.9M | Added |
| 4 | BENJAMIN EDWARDS INC | $143.9M | 6.4M | Added |
| 5 | STATE STREET CORP | $140.9M | 6.3M | Added |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $86.3M | 3.9M | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $77.8M | 3.5M | Added |
| 8 | CX Institutional | $59.8M | 2.7M | Added |
| 9 | CWM, LLC | $54.0M | 2.4M | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $48.9M | 2.2M | Added |
| 11 | Advisory Alpha, LLC | $48.5M | 2.2M | Trimmed |
| 12 | MORGAN STANLEY | $42.4M | 1.9M | Added |
| 13 | ASSETMARK, INC | $40.6M | 1.8M | Added |
| 14 | Compton Financial Group, LLC | $39.5M | 1.8M | Trimmed |
| 15 | Independent Advisor Alliance | $34.7M | 1.6M | Added |
| 16 | Zurich Insurance Group Ltd/FI | $33.2M | 1.5M | Hold |
| 17 | Hirtle Callaghan & Co LLC | $31.0M | 1.4M | Trimmed |
| 18 | JPMORGAN CHASE & CO | $30.1M | 1.3M | Added |
| 19 | Financial Plan, Inc. | $28.5M | 1.3M | Added |
| 20 | Baird Financial Group, Inc. | $24.1M | 1.1M | Added |
| 21 | FINANCIAL LIFE ADVISORS | $23.3M | 1.0M | Added |
| 22 | Sanctuary Advisors, LLC | $22.4M | 1.0M | Added |
| 23 | Leicht Financial Planning & Wealth Management, Inc. | $20.5M | 916,363 | Trimmed |
| 24 | ALTFEST L J & CO INC | $19.3M | 862,594 | Added |
| 25 | Gibbs Wealth Management | $18.9M | 843,445 | Added |
Source: SEC Form 13F filings · as of 2026-03-31