13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SPMB

SS SPDR P MORT BACK BOND ETF

272 institutions still hold SS SPDR P MORT BACK BOND ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A383·Exchange Traded Fund·272 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.8B
visible holders
Holders
272
filers reporting
Concentration
75.40%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q2 2026

272 institutions reported SPMB in Q2 2026. Financial Engines Advisors L.L.C. leads at 75.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$4.4B196.9M7.80%Q2 202602
LPL Financial LLC
CIK 0001403438
$500M22.4M0.11%Q2 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$131M5.9M0.11%Q2 202604
BENJAMIN EDWARDS INC
CIK 0001451623
$107M4.8M0.98%Q2 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$80M3.6M0.02%Q2 202606
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$75M3.4M1.17%Q2 202607
CX Institutional
CIK 0001737089
$61M2.7M1.76%Q2 202608
CWM, LLC
CIK 0001535847
$54M2.4M0.14%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$50M2.2M0.00%Q2 202610
Advisory Alpha, LLC
CIK 0001576762
$50M2.2M1.22%Q2 202611
ASSETMARK, INC
CIK 0001344551
$44M2.0M0.08%Q2 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$43M1.9M0.00%Q2 202613
MORGAN STANLEY
CIK 0000895421
$43M1.9M0.00%Q2 202614
JPMORGAN CHASE & CO
CIK 0000019617
$34M1.5M0.00%Q2 202615
Zurich Insurance Group Ltd/FI
CIK 0001127799
$33M1.5M0.23%Q2 202616
Financial Plan, Inc.
CIK 0002107584
$30M1.4M2.87%Q2 202617
FINANCIAL LIFE ADVISORS
CIK 0001730813
$29M1.3M8.25%Q2 202618
Sanctuary Advisors, LLC
CIK 0001777271
$24M1.1M0.11%Q2 202619
Baird Financial Group, Inc.
CIK 0001648711
$24M1.1M0.03%Q2 202620
ALTFEST L J & CO INC
CIK 0000712050
$20M886K1.92%Q2 2026
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