SPMB institutional holders

State Street SPDR Portfolio Mortgage Backed Bond ETF · 272 reporting institutions · $6.3B reported value

Funds that can replace SPMB · SPMB return decomposition

Institutional holdings

Institutions reporting SPMB, largest first
InstitutionReported positionAdvisors at firmReport period
Edelman Financial Engines$4.4B7222026-06-30
Lpl Financial LLC$500.2M23,4582026-06-30
Stifel Financial Corp$131.5M02026-06-30
Benjamin Edwards Inc$107.4M02026-06-30
Ameriprise Financial Inc$79.8M02026-06-30
Confluence Investment Management LLC$75.2M82026-06-30
Cwm, LLC$54M6672026-03-31
Bank of America Corp /de$50.1M02026-06-30
Advisory Alpha, LLC$49.8M662026-06-30
Assetmark, Inc$43.8M2202026-06-30
Goldman Sachs Group Inc$43.3M02026-06-30
Morgan Stanley$42.5M23,1852026-06-30
Jpmorgan Chase & Co$33.8M02026-06-30
Zurich Insurance Group Ltd/fi$33.1M02026-06-30
Citadel Advisors LLC$32.1M02026-06-30
Financial Plan, Inc.$30.2M132026-06-30
Financial Life Advisors$29M72026-06-30
Sanctuary Advisors, LLC$24.3M4012026-06-30
Baird Financial Group, Inc.$24.1M02026-06-30
Altfest L J & Co Inc$19.8M192026-06-30
Gladstone Institutional Advisory LLC$19.7M1082026-06-30
Compton Financial Group, LLC$19.4M02026-06-30
Gibbs Wealth Management$18.9M682026-03-31
93 Financial Group, LLC$17.9M52026-06-30
Cetera Investment Advisers$17.5M10,3702026-06-30
Private Advisor Group, LLC$15.9M9272026-06-30
St Germain D J Co Inc$15.7M02026-06-30
Tidemark, LLC$15.7M82026-06-30
Summit Financial, LLC$15.5M2292026-06-30
Signet Financial Management, LLC$15.1M122026-03-31
Private Advisory Group LLC$14.6M182026-06-30
Leicht Financial Planning & Wealth Management, Inc.$13.8M12026-06-30
Equitable Holdings, Inc.$13M02026-06-30
Collier Financial, Inc$11M12026-06-30
Stokes Family Office LLC$10.9M122026-06-30
Stratos Wealth Partners, Ltd.$10.5M3862026-06-30
Vise Technologies, Inc.$9.2M02026-06-30
Mariner, LLC$8.8M02026-06-30
Integrated Wealth Concepts LLC$8.5M4802026-06-30
Detalus Advisors, LLC$7.3M132026-06-30
Leslie Global Wealth, LLC$7.3M32026-06-30
Flagship Harbor Advisors, LLC$7.3M602026-06-30
Chesapeake Wealth Management$7.1M02026-06-30
Cantor Fitzgerald Investment Advisors LP$6.8M322026-06-30
Envestnet Pmc$6.6M602026-06-30
True Blue Financial, LLC$6.5M32026-06-30
Waverly Advisors, LLC$6.4M2312026-06-30
Portside Wealth Group, LLC$6.4M562026-06-30
Midwest Capital Advisors, LLC$6M82026-06-30
Abound Financial, LLC$5.9M32026-06-30
Drucker Wealth 3.0, LLC$5M52026-06-30
Northwestern Mutual Wealth Management Co$5M02026-06-30
Boltwood Capital Management$5M22026-06-30
Checchi Capital Advisers, LLC$5M82026-06-30
Clearwater Capital Advisors, LLC$4.9M152026-06-30
Horizon Financial Services, LLC$4.7M62026-06-30
Vertex Planning Partners, LLC$4.4M142026-06-30
Western Wealth Management, LLC$4.1M1122026-06-30
West Wealth Group, LLC$3.9M202026-06-30
Osaic Holdings, Inc.$3.8M02026-06-30
Jpl Wealth Management, LLC$3.7M22026-06-30
Forefront Wealth Partners, LLC$3.6M302026-06-30
Archer Investment Management, LLC$3.6M32026-06-30
Keystone Financial Group$3.2M342026-06-30
Bamboo Wealth Strategies$3.2M52026-06-30
Ehrlich Financial Group$3.1M42026-06-30
Seed Wealth Management, Inc.$3.1M12026-06-30
Valmark Advisers, Inc.$3M2952026-06-30
Farther Finance Advisors, LLC$2.8M3342026-06-30
Dynamic$2.7M752026-06-30
Mutual Advisors, LLC$2.7M1532026-06-30
Kingsview Wealth Management, LLC$2.6M1152026-06-30
Visionary Wealth Advisors$2.6M462026-06-30
Hirtle & Co., LLC$2.6M02026-06-30
Captrust Financial Advisors$2.5M9622026-06-30
Commonwealth Equity Services, LLC$2.3M2,8632026-06-30
Simplicity Wealth, LLC$2.2M02026-06-30
Alesco Advisors, LLC, An Esl Company$2.2M142026-06-30
Apollon Financial, LLC$2.2M202026-06-30
Kestra Advisory Services, LLC$2.1M1,4792026-06-30
Cobblestone Capital Advisors LLC /NY$2.1M02025-09-30
Willow Creek Wealth Management Inc.$2.1M102025-09-30
Fort Point Capital Partners LLC$2.1M202026-06-30
Diversify Advisory Services, LLC$2M1162026-06-30
Diversify Wealth Management, LLC$2M782026-06-30
Ewa, LLC$2M92026-06-30
Cachetech Inc.$2M32026-06-30
Wells Fargo & Company/mn$1.9M02026-06-30
Amundi$1.8M02026-06-30
Integrated Advisors Network LLC$1.8M792026-06-30
Adams Wealth Management$1.7M102026-06-30
Private Trust Co NA$1.7M02026-06-30
Marks Group Wealth Management, Inc.$1.7M92026-06-30
Kestra Investment Management, LLC$1.5M92026-06-30
Mercer Global Advisors Inc /adv$1.5M02026-06-30
Uptick Partners, LLC$1.4M172026-06-30
Vestmark Advisory Solutions, Inc.$1.4M82026-06-30
Collaborative Wealth Managment Inc.$1.3M132026-06-30
Rfg Advisory, LLC$1.3M1912026-06-30
Strategic Blueprint, LLC$1.2M552026-06-30
Comerica Bank$1.2M02025-12-31
Independent Advisor Alliance, LLC$1.2M3022026-06-30
Center for Asset Management, LLC$1.2M22026-06-30
Royal Bank of Canada$1.2M02026-06-30
Tmb Capital Partners, LLC$1.2M42026-06-30
Advisory Services Network$1.1M2532026-06-30
Wealth Enhancement Advisory Services, LLC$1.1M1,0262026-06-30
Brookstone Capital Management$1.1M3372026-06-30
Trilogy Capital, Inc.$1M722026-06-30
Bank of New York Mellon Corp$1M02026-06-30
Bristlecone Advisors, LLC$1M02025-09-30
Donald L. Hagan, LLC$967.5K02025-09-30
Wallace Advisory Group, LLC$942.5K12026-06-30
Idaho Trust Co$909.3K02026-06-30
Bell Investment Advisors, Inc$893.2K92026-06-30
Strategic Investment Advisors / Mi$880.9K02026-06-30
Ae Wealth Management LLC$880.5K4712026-06-30
Fifth Third Bancorp$857.7K02026-06-30
Highpoint Advisor Group LLC$853.3K1142026-06-30
Raymond James Financial Inc$823.2K02026-06-30
Wiregrass Asset Management$785.7K12026-06-30
Atria Investments, Inc$782.2K62026-06-30
Allworth Financial, LP$780.2K3172026-06-30
MML Investors Services, LLC$767.8K5,1202026-06-30
Norden Group LLC$755.2K222026-06-30
Gateway Wealth Partners, LLC$752.8K1012026-06-30
Financial Network Wealth Advisors LLC$711.5K72026-06-30
Global Retirement Partners LLC$709.4K4912026-06-30
Quadrature Capital Ltd$646.3K02026-06-30
Bragg Financial Advisors Inc$642.6K152026-06-30
Capital Investment Counsel, LLC$638.1K52026-06-30
&partners$637.5K5552026-06-30
Alliance Wealth Advisors, LLC /ut$610.2K122026-06-30
Hobbs Group Advisors LLC$607.6K72026-06-30
Wealthcare Advisory Partners LLC$607.4K1702026-06-30
Wbh Advisory Inc$587.1K112026-06-30
United Capital Financial Advisors, LLC$557.1K1662026-06-30
Prime Capital Financial$549.2K2652026-06-30
Confluence Wealth Services, Inc.$534.2K452026-06-30
Acute Investment Advisory$505.5K42026-06-30
Mgo One Seven LLC$500.7K1182026-06-30
Pfg Advisors$480.2K832026-06-30
Quantinno Capital Management LP$476.1K02026-06-30
Sharkey, Howes & Javer$472.5K92026-06-30
Axxcess Wealth Management, LLC$468.8K382026-06-30
Renaissance Technologies LLC$452.6K02026-06-30
Balefire, LLC$445.1K372026-06-30
Fmr LLC$441.8K02026-06-30
U.S. Capital Wealth Advisors, LLC$438.3K02026-03-31
Northbridge Financial Group, LLC$434K92026-06-30
Jones Financial Companies LLLP$432.8K02026-06-30
One Wealth Capital Management, LLC$430.3K52026-06-30
Arax Advisory Partners$429.9K2322026-06-30
Third View Private Wealth, LLC$429.8K72026-06-30
Focus Partners Wealth$381.8K1,0482026-06-30
Lido Advisors, LLC$372.1K3202026-06-30
Ifp Advisors, Inc$361K3182026-06-30
Ausdal Financial Partners, Inc.$341.5K1892026-06-30
Great Valley Advisor Group, LLC$333.6K2052026-06-30
Hightower Advisors, LLC$333K1,0462026-06-30
Acropolis Investment Management, LLC$330.7K372026-06-30
Howard Bailey Securities, LLC$327.3K112026-06-30
Gk Wealth Management LLC$316.1K62026-06-30
The Ascent Group, LLC$304K202026-06-30
Aptus Capital Advisors, LLC$303.9K212026-06-30
Astoria Portfolio Advisors Llc.$303.7K122026-06-30
Golden State Wealth Management, LLC$302.8K472026-06-30
Ashton Thomas Private Wealth, LLC$297K962026-06-30
Modera Wealth Management, LLC$291.2K1352026-06-30
Qube Research & Technologies Ltd$284.3K02026-06-30
Baker Tilly Wealth Management, LLC$283.6K262026-06-30
Perennial Investment Advisors, LLC$278K492026-06-30
Xy Planning Network, Inc.$275.1K02026-06-30
Columbus MacRo, LLC$269.7K52026-06-30
Lowe Brockenbrough & Co Inc$267.7K152026-06-30
Diversified Enterprises, LLC$260.2K292026-06-30
Lexaurum Advisors, LLC$258.2K352026-06-30
Savant Wealth Management$244.8K4052026-06-30
Mosaic Family Wealth Partners, LLC$238.8K192026-06-30
Belpointe Asset Management LLC$235.9K1702026-06-30
Foundations Investment Advisors, LLC$231.3K3022026-06-30
Bartlett & Co. Wealth Management LLC$230.7K322026-06-30
Lifeworks Advisors, LLC$230.3K422026-06-30
Acorn Wealth Advisors, LLC$220K52026-06-30
Journey Retirement Planning and Investment Management, LLC$214.8K52026-06-30
Centurion Wealth Management LLC$209.3K62026-06-30
Pacific Excel Wealth Advisors, Inc.$208.9K32026-06-30
Heritage Family Offices, LLP$208.9K42026-06-30
Level Four Advisory Services$206.6K1412026-06-30
Sachetta, LLC$195.6K02026-06-30
Measured Wealth Private Client Group, LLC$125.6K102026-06-30
Capital A Wealth Management, LLC$102.4K122025-06-30
Ifg Advisory, LLC$95.1K1102026-06-30
PNC Financial Services Group, Inc.$93.5K02026-06-30
Steward Partners Investment Advisory, LLC$84.5K4812026-06-30
O'Shaughnessy Asset Management, LLC$84.4K582026-06-30
Pacific Center for Financial Services$69.2K52026-06-30
Newedge Advisors$67.2K6012026-06-30
Corecap Advisors, LLC$66.2K1182026-06-30
Fourth Dimension Wealth, LLC$63.9K92026-06-30
Cx Institutional$61K802026-06-30
Concord Wealth Partners$59.8K112026-06-30
Blair William & Co/il$49.7K3292026-06-30
Gps Wealth Strategies Group, LLC$49.3K02025-12-31
Crewe Advisors LLC$48.4K262026-06-30
International Assets Investment Management, LLC$44.6K1222026-06-30
Reap Financial Group, LLC$44.2K72026-06-30
US Bancorp$44K02026-06-30
Compass Financial Management LLC$43.5K462026-06-30
Creative Financial Designs Inc /adv$43.4K02026-06-30
Atlantic Union Bankshares Corp$38.9K02026-06-30
Buck Wealth Strategies, LLC$38.6K502026-06-30
Financial Consulate, Inc$32.1K132026-06-30
Rockefeller Capital Management LP$31.9K3462026-06-30
McGuire Capital Advisors Inc$30.1K42026-06-30
UBS Group AG$27.9K02026-06-30
Tounjian Advisory Partners, LLC$27.9K52026-06-30
Southern Michigan Bank & Trust$22.3K02026-06-30
Triumph Capital Management$22K142026-06-30
Northwest Capital Management Inc$21.9K72025-12-31
Richardson Financial Services$20.7K42026-06-30
Abich Financial Wealth Management LLC$20.7K72025-09-30
Ameritas Advisory Services, LLC$19.4K5502026-06-30
Fas Wealth Partners, Inc.$17.2K232026-06-30
United Financial Planning Group LLC$17K42026-06-30
Register Financial Advisors LLC$16.9K02026-06-30
Central Trust Co$16.6K02026-06-30
Cassaday & Co Wealth Management LLC$15K472026-06-30
Citigroup Inc$11.3K02026-06-30
Realta Investment Advisors$11.2K572026-06-30
Advisornet Wealth Partners$10.7K582026-06-30
Mather Group, Llc.$10.3K1102026-06-30
New Millennium Group LLC$9.4K132025-12-31
Vanguard Advisers Inc$8.3K2,4692026-06-30
Capital Investment Advisory Services, LLC$8.2K1032026-06-30
Continuum Advisory, LLC$7.7K402026-06-30
Comprehensive Financial Planning, Inc./pa$7.6K02026-06-30
Rossby Financial, Lcc$7.3K312026-06-30
Mjt & Associates Financial Advisory Group, Inc.$6.5K12026-06-30
Blue Trust, Inc.$6.1K02026-06-30
Tsfg, LLC$6.1K62026-06-30
Plante Moran Financial Advisors$5.9K1312026-06-30
CIBC Private Wealth Group LLC$5.8K02025-12-31
Ima Advisory Services, Inc.$5.2K482026-06-30
Virtus Fixed Income Advisers, LLC$4.7K42026-06-30
Bayban$4.5K02026-06-30
Eastern Bank$4K02026-06-30
Alphacore Capital LLC$3.3K692026-06-30
Davis Capital Management$2.6K42026-06-30
Tucker Asset Management LLC$2.4K602026-06-30

The 250 largest of 272 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30