SPDR Portfolio Mortgage Backed Bond

SPMB • ARCA

SPDR Portfolio Mortgage Backed Bond is an exchange-traded fund on ARCA. As of Q3 2025, 226 institutional investors hold shares in this ETF, with total holdings valued at $6.1B. Financial Engines Advisors L.L.C. is the largest holder with a position valued at $4.2B.

Overview

Overview of institutional ownership in SPMB as of Q3 2025

All Institutions

Institutions: 226
Value Held: $6.1B
Shares Held: 270.1M
Avg Position: $26.8M
Median Position: $874.9K

Hedge Funds

Hedge Funds: 3
Value Held: $10.6M
Shares Held: 472.7K
Avg Position: $3.5M
Median Position: $2.0M

Biggest Investors

Institutions with the largest positions in SPMB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
F Financial Engines Advisors L.L.C. Institution	-	$4.2B 7.97% of portfolio	186.0M shares	Q3 2019 Held for 6y 3m	$52.4B
L LPL Financial LLC Institution	-	$409.9M 0.12% of portfolio	18.3M shares	Q3 2015 Held for 10y 3m	$340.07B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$158.9M 0.15% of portfolio	7.1M shares	Q4 2022 Held for 3 years	$109.37B
B BENJAMIN EDWARDS INC Institution	-	$129.7M 1.47% of portfolio	5.8M shares	Q4 2022 Held for 3 years	$8.8B
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	Mark Alan Keller CEO	$94.7M 1.36% of portfolio	4.2M shares	Q4 2022 Held for 3 years	$7.0B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$68.1M 0.02% of portfolio	3.0M shares	Q4 2020 Held for 5 years	$433.11B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$66.3M 0.00% of portfolio	3.0M shares	Q2 2019 Held for 6y 6m	$2.88T
CX Institutional RIA/Wealth	David Wayne Hefty CEO	$59.8M 1.89% of portfolio	2.7M shares	Q4 2021 Held for 4 years	$3.2B
CWM, LLC RIA/Wealth	George Burton White CEO	$50.0M 0.16% of portfolio	2.2M shares	Q4 2021 Held for 4 years	$31.5B
Advisory Alpha, LLC RIA/Wealth	Steve Mark Osterink Managing Partner	$49.3M 1.37% of portfolio	2.2M shares	Q1 2025 Held for 9 months	$3.6B

Net Capital Flow

Institutional buying and selling activity for SPMB in Q3 2025

Traded: +$13.5M
Buyers: 129
Sellers: 88
Total Bought: +$181.5M
Total Sold: −$168.0M
Avg Position: $24.5M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$44.5M +2.0M shares	$409.9M 18.3M shares
F Financial Engines Advisors L.L.C. Institution	+$37.4M +1.7M shares	$4.2B 186.0M shares
Baird Financial Group, Inc. Private Equity	+$15.6M +695.2K shares	$22.6M 1.0M shares
CX Institutional RIA/Wealth	+$9.6M +427.6K shares	$59.8M 2.7M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$8.1M +361.7K shares	$8.1M 361.7K shares
AMERIPRISE FINANCIAL INC Institution	+$6.1M +271.8K shares	$68.1M 3.0M shares
RFG Advisory Group, LLC RIA/Wealth	+$5.6M +247.8K shares	$6.3M 280.7K shares
Lido Advisors, LLC RIA/Wealth	+$4.9M +218.9K shares	$4.9M 218.9K shares
MORGAN STANLEY RIA/Wealth	+$3.9M +174.5K shares	$36.4M 1.6M shares
CWM, LLC RIA/Wealth	+$3.8M +169.5K shares	$50.0M 2.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
STATE STREET CORP Institution	−$65.1M −2.9M shares	$66.3M 3.0M shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$17.9M −807.9K shares	Sold Off 0 shares
S STIFEL FINANCIAL CORP Long Only Manager	−$16.1M −718.9K shares	$158.9M 7.1M shares
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	−$11.3M −505.4K shares	$94.7M 4.2M shares
B BENJAMIN EDWARDS INC Institution	−$10.2M −456.3K shares	$129.7M 5.8M shares
BlackRock, Inc. Institution	−$6.2M −275.7K shares	$12.3M 546.5K shares
U U.S. Capital Wealth Advisors, LLC RIA/Wealth	−$4.6M −204.2K shares	$901.4K 40.2K shares
Strategic Investment Advisors / MI RIA/Wealth	−$4.1M −30.1K shares	$811.1K 5.9K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	−$3.6M −161.1K shares	Sold Off 0 shares
F Fisher Asset Management, LLC Institution	−$3.3M −147.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPMB in Q3 2025

New Positions: 12
New Value: $6.9M
Exited Positions: 21
Exited Value: $29.6M

New Positions

Institution	Position Value
Lido Advisors, LLC RIA/Wealth	$4.9M 218.9K shares
Bristlecone Advisors, LLC RIA/Wealth	$1.0M 45.0K shares
IFG Advisory, LLC RIA/Wealth	$344.5K 15.4K shares
Gateway Wealth Partners, LLC RIA/Wealth	$267.1K 11.9K shares
LIBERTY WEALTH MANAGEMENT LLC RIA/Wealth	$215.4K 9.6K shares
Pacific Center for Financial Services Real Assets	$69.6K 3.1K shares
R Root Financial Partners, LLC RIA/Wealth	$64.8K 2.9K shares
Triumph Capital Management RIA/Wealth	$21.7K 969.0 shares
Register Financial Advisors LLC RIA/Wealth	$17.0K 757.0 shares
MAI Wealth Advisors RIA/Wealth	$5.3K 235.0 shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$17.9M 807.9K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$3.6M 161.1K shares
F Fisher Asset Management, LLC Institution	$3.3M 147.3K shares
S SWMG, LLC Institution	$1.6M 71.9K shares
Leslie Global Wealth, LLC RIA/Wealth	$481.7K 21.8K shares
G GTS SECURITIES LLC Institution	$452.1K 20.5K shares
C Carr Financial Group Corp Institution	$422.5K 19.1K shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	$408.5K 18.5K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	$353.0K 16.0K shares
Merit Financial Group, LLC RIA/Wealth	$299.5K 13.6K shares

Options Activity

Institutions with the largest Call and Put options positions in SPMB as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with SPMB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Compton Financial Group, LLC RIA/Wealth	Christopher Patrick Compton Managing Partner	10.36% $43.0M	1.9M shares	Q1 2025 Held for 9 months	$415.3M
Collier Financial RIA/Wealth	Brandon James Collier Managing Partner	9.90% $13.2M	586.8K shares	Q3 2025 Held for 3 months	$133.0M
Leicht Financial Planning & Wealth Management, Inc. RIA/Wealth	Andrew James Leicht CEO	8.62% $19.1M	852.3K shares	Q2 2020 Held for 5y 6m	$221.8M
F Financial Engines Advisors L.L.C. Institution	-	7.97% $4.2B	186.0M shares	Q3 2019 Held for 6y 3m	$52.4B
FINANCIAL LIFE ADVISORS RIA/Wealth	Kirk Warren Francis CEO	6.33% $19.7M	878.7K shares	Q1 2023 Held for 2y 9m	$311.3M
S Strategic Financial Concepts, LLC RIA/Wealth	Reagan Lee Wagner Managing Partner	6.28% $43.0M	1.9M shares	Q2 2025 Held for 6 months	$685.3M
T Tidemark, LLC RIA/Wealth	Jessica J Roeper CCO	3.22% $10.8M	483.2K shares	Q4 2023 Held for 2 years	$336.4M
Seed Wealth Management, Inc. RIA/Wealth	Jonathan Halleck Seed President	2.66% $2.8M	126.8K shares	Q4 2023 Held for 2 years	$107.1M
ABOUND FINANCIAL, LLC RIA/Wealth	David Alexander Laut Managing Partner	2.56% $5.8M	256.6K shares	Q4 2024 Held for 1 year	$225.0M
Gibbs Wealth Management RIA/Wealth	Daniel Roy Mowery President	2.46% $10.9M	484.0K shares	Q1 2024 Held for 1y 9m	$441.9M

Hedge Fund Spotlight

Discover hedge funds investing in SPMB

CacheTech Inc.

Hedge Fund • Multi-Strategy

Portfolio ManagerPatrick Cormac Murphy

Portfolio Value: $468.6M
Positions: 193
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Portfolio Mortgage Backed Bond

Market Value: $2.0M
Shares Held: 90.1K
Portfolio Weight: 0.43%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$59.7M	12.74%
2 Janus Henderson B-BBB CLO JBBB	ETF ETF	$32.7M	6.97%
3 iShares Core S&P 500 ETF IVV	ETF ETF	$28.7M	6.12%

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