Who Owns SPDR Mortgage Backed Bond ETF (SPMB)? -- Institutional Holders (2026-06-30)

281 institutions reported holding $6.30B of SPDR Mortgage Backed Bond ETF (SPMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($4.39B), LPL Financial LLC ($500.2M), STIFEL FINANCIAL CORP ($131.5M), BENJAMIN EDWARDS INC ($107.4M), AMERIPRISE FINANCIAL INC ($79.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Financial Engines Advisors L.L.C.	$4.39B	196.9M	Added
2	LPL Financial LLC	$500.2M	22.4M	Trimmed
3	STIFEL FINANCIAL CORP	$131.5M	5.9M	Trimmed
4	BENJAMIN EDWARDS INC	$107.4M	4.8M	Trimmed
5	AMERIPRISE FINANCIAL INC	$79.8M	3.6M	Added
6	CONFLUENCE INVESTMENT MANAGEMENT LLC	$75.2M	3.4M	Trimmed
7	CX Institutional	$61.0M	2.7M	Added
8	BANK OF AMERICA CORP /DE/	$50.1M	2.2M	Added
9	Advisory Alpha, LLC	$49.8M	2.2M	Added
10	ASSETMARK, INC	$43.8M	2.0M	Added
11	GOLDMAN SACHS GROUP INC	$43.3M	1.9M	Added
12	MORGAN STANLEY	$42.5M	1.9M	Added
13	JPMORGAN CHASE & CO	$33.8M	1.5M	Added
14	Zurich Insurance Group Ltd/FI	$33.1M	1.5M	Hold
15	CITADEL ADVISORS LLC	$32.1M	1.4M	New
16	Financial Plan, Inc.	$30.2M	1.4M	Added
17	FINANCIAL LIFE ADVISORS	$29.0M	1.3M	Added
18	Sanctuary Advisors, LLC	$24.3M	1.1M	Added
19	Baird Financial Group, Inc.	$24.1M	1.1M	Added
20	ALTFEST L J & CO INC	$19.8M	885,863	Added
21	Gladstone Institutional Advisory LLC	$19.7M	885,033	Added
22	Compton Financial Group, LLC	$19.4M	870,078	Trimmed
23	93 Financial Group, LLC	$17.9M	801,374	Added
24	Cetera Investment Advisers	$17.5M	782,706	Added
25	Private Advisor Group, LLC	$15.9M	713,679	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30