13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
SPMB

SS SPDR P MORT BACK BOND ETF

257 institutions still hold SS SPDR P MORT BACK BOND ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A383·Exchange Traded Fund·257 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.2%
vs prior quarter
13F value held
$5.8B
75.0% inst. owned
of float
Holders
257
+86 QoQ
filers reporting
Activity
+64 / −84
+790 added · −801 reduced
this quarter
Concentration
72.16%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

257 institutions reported SPMB in Q1 2026. Financial Engines Advisors L.L.C. leads at 72.2% of the visible book. +86 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$4.2B188.3M8.56%Q1 202602
LPL Financial LLC
CIK 0001403438
$525M23.4M0.14%Q1 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$176M7.9M0.16%Q1 202604
BENJAMIN EDWARDS INC
CIK 0001451623
$144M6.4M1.43%Q1 202605
STATE STREET CORP
CIK 0000093751
$141M6.3M0.00%Q1 202606
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$86M3.9M1.34%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$78M3.5M0.02%Q1 202608
CWM, LLC
CIK 0001535847
$54M2.4M0.14%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$49M2.2M0.00%Q1 202610
Advisory Alpha, LLC
CIK 0001576762
$49M2.2M1.33%Q1 202611
MORGAN STANLEY
CIK 0000895421
$42M1.9M0.00%Q1 202612
Compton Financial Group, LLC
CIK 0001844567
$39M1.8M8.72%Q1 202613
ASSETMARK, INC
CIK 0001344551
$39M1.7M0.08%Q4 202514
Independent Advisor Alliance
CIK 0001696899
$35M1.6M0.37%Q1 202615
Zurich Insurance Group Ltd/FI
CIK 0001127799
$33M1.5M0.26%Q1 202616
Hirtle Callaghan & Co LLC
CIK 0001360710
$31M1.4M1.06%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$30M1.3M0.00%Q1 202618
Financial Plan, Inc.
CIK 0002107584
$28M1.3M3.05%Q1 202619
Baird Financial Group, Inc.
CIK 0001648711
$24M1.1M0.04%Q1 202620
FINANCIAL LIFE ADVISORS
CIK 0001730813
$23M1.0M7.26%Q1 2026
Page 1 of 13
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