SPDR SER TR SPMB
PORT MTG BK ETF · ETP · CUSIP 78464A383
155
institutional holders
164.3m
shares reported held*
$3.5bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $21.48.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Financial Engines Advisors L.L.C. 8.94% of their portfolio | 127.8m $2.7bn | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.81% of their portfolio | 5.9m $126.4m | — |
| TOWNSQUARE CAPITAL LLC 2.12% of their portfolio | 3.5m $74.1m | — |
| LPL Financial LLC 0.07% of their portfolio | 3.4m $72.1m | — |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 2.4m $50.9m | — |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $33.3m | — |
| Zurich Insurance Group Ltd/FI 0.50% of their portfolio | 1.5m $31.8m | — |
| KWB Wealth 6.18% of their portfolio | 1.4m $31.0m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.16% of their portfolio | 1.3m $27.9m | — |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $25.8m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $23.0m | — |
| CX Institutional 1.41% of their portfolio | 944.7k $20.3m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 674.4k $14.5m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 639.5k $14.7m | — |
| GREAT VALLEY ADVISOR GROUP, INC. 0.69% of their portfolio | 577.2k $12.4m | — |
| Concord Wealth Partners 3.92% of their portfolio | 575.3k $12.3m | — |
| ST GERMAIN D J CO INC 0.83% of their portfolio | 550.1k $12.6m | — |
| CANTOR FITZGERALD, L. P. 0.23% of their portfolio | 485.2k $10.4m | — |
| ASSETMARK, INC 0.05% of their portfolio | 480.8k $10.3m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 436.1k $9.4m | — |
| OPPENHEIMER & CO INC 0.19% of their portfolio | 383.2k $8.2m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 355.5k $7.6m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 345.3k $7.4m | — |
| Comprehensive Wealth Management, LLC 6.59% of their portfolio | 304.5k $6.5m | — |
| AE Wealth Management LLC 0.05% of their portfolio | 304.2k $6.5m | — |
| Concord Asset Management, LLC/VA 4.95% of their portfolio | 298.7k $6.4m | — |
| Good Life Advisors, LLC 0.93% of their portfolio | 292.9k $6.3m | — |
| Chesapeake Wealth Management 2.84% of their portfolio | 290.0k $6.2m | — |
| MONEY CONCEPTS CAPITAL CORP 0.35% of their portfolio | 274.9k $5.9m | — |
| Allworth Financial LP 0.07% of their portfolio | 261.2k $5.6m | — |
| Leicht Financial Planning & Wealth Management, Inc. 3.79% of their portfolio | 246.9k $5.3m | — |
| Private Advisor Group, LLC 0.06% of their portfolio | 246.6k $5.3m | — |
| Kingsview Wealth Management, LLC 0.24% of their portfolio | 237.0k $5.1m | — |
| CGN Advisors LLC 1.26% of their portfolio | 234.3k $5.0m | — |
| Redwood Financial Network Corp 5.08% of their portfolio | 207.8k $4.5m | — |
| CFS Investment Advisory Services, LLC 1.95% of their portfolio | 183.6k $8.5m | — |
| UBS Group AG 0.00% of their portfolio | 150.5k $3.2m | — |
| Mariner, LLC 0.01% of their portfolio | 148.8k $3.2m | — |
| ROCKLAND TRUST CO 0.22% of their portfolio | 141.5k $3.0m | — |
| Atria Wealth Solutions, Inc. 0.05% of their portfolio | 129.0k $2.8m | — |
| Integrated Wealth Concepts LLC 0.08% of their portfolio | 118.1k $2.5m | — |
| Allen Capital Group, LLC 0.52% of their portfolio | 105.6k $2.3m | — |
| Values First Advisors, Inc. 1.60% of their portfolio | 103.6k $2.2m | — |
| Certified Advisory Corp 0.45% of their portfolio | 91.2k $2.0m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 87.9k $1.9m | — |
| Hirtle & Co., LLC 0.13% of their portfolio | 87.8k $1.9m | — |
| Exchange Capital Management, Inc. 0.44% of their portfolio | 87.6k $1.9m | — |
| Visionary Wealth Advisors 0.19% of their portfolio | 84.5k $1.8m | — |
| Willow Creek Wealth Management Inc. 0.35% of their portfolio | 84.4k $1.8m | — |
| Alesco Advisors, LLC, An ESL Co 0.07% of their portfolio | 82.2k $1.8m | — |
| FLAGSHIP HARBOR ADVISORS, LLC 0.18% of their portfolio | 73.0k $1.6m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 70.1k $1.5m | — |
| Bell Investment Advisors, Inc 0.42% of their portfolio | 63.6k $1.4m | — |
| AJ WEALTH STRATEGIES, LLC 0.08% of their portfolio | 61.5k $1.3m | — |
| Centennial Wealth Advisory LLC 0.76% of their portfolio | 59.8k $1.3m | — |
| Sterling Manor Financial, LLC 1.56% of their portfolio | 58.9k $1.3m | — |
| Regal Investment Advisors LLC 0.12% of their portfolio | 52.1k $1.1m | — |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 51.2k $1.1m | — |
| Modera Wealth Management, LLC 0.05% of their portfolio | 50.2k $1.1m | — |
| GPS Wealth Strategies Group, LLC 0.26% of their portfolio | 48.9k $1.0m | — |
| FLOW TRADERS U.S. LLC 0.05% of their portfolio | 47.3k $1.0m | — |
| Ford Financial Group, LLC 0.41% of their portfolio | 45.5k $976.0k | — |
| OLD MISSION CAPITAL LLC 0.04% of their portfolio | 43.5k $933.0k | — |
| Trilogy Capital Inc. 0.08% of their portfolio | 42.4k $909.0k | — |
| Bridge Advisory, LLC 0.44% of their portfolio | 42.2k $905.0k | — |
| Wealthcare Advisory Partners LLC 0.05% of their portfolio | 41.1k $882.0k | — |
| FAS Wealth Partners, Inc. 0.09% of their portfolio | 39.3k $843.0k | — |
| CW Advisors, LLC 0.02% of their portfolio | 39.0k $836.0k | — |
| Vise Technologies, Inc. 0.31% of their portfolio | 38.1k $817.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 37.1k $795.0k | — |
| FirstPurpose Wealth LLC 0.52% of their portfolio | 36.9k $792.0k | — |
| KARLINSKI ANDREW C 1.12% of their portfolio | 34.4k $738.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 33.0k $708.0k | — |
| Freedom Investment Management, Inc. 0.08% of their portfolio | 32.4k $696.0k | — |
| Collaborative Wealth Managment Inc. 0.48% of their portfolio | 31.7k $680.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 31.3k $671.0k | — |
| Eldridge Investment Advisors, Inc. 0.25% of their portfolio | 30.7k $657.0k | — |
| WBI INVESTMENTS, LLC 0.19% of their portfolio | 30.6k $644.0k | — |
| Stratos Wealth Advisors, LLC 0.07% of their portfolio | 30.5k $654.0k | — |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 30.2k $647.0k | — |
| WBH ADVISORY INC 0.09% of their portfolio | 29.3k $628.0k | — |
| BAKER TILLY WEALTH MANAGEMENT, LLC 0.08% of their portfolio | 28.4k $609.0k | — |
| Measured Wealth Private Client Group, LLC 0.26% of their portfolio | 27.8k $596.0k | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.02% of their portfolio | 26.6k $570.0k | — |
| Western Wealth Management, LLC 0.03% of their portfolio | 26.3k $565.0k | — |
| Donald L. Hagan, LLC 0.39% of their portfolio | 25.7k $551.0k | — |
| Graypoint LLC 0.07% of their portfolio | 24.6k $528.0k | — |
| Ashton Thomas Private Wealth, LLC 0.06% of their portfolio | 23.6k $507.2k | — |
| Tri-Star Advisors Inc. 0.24% of their portfolio | 22.3k $476.0k | — |
| Vectors Research Management, LLC 0.13% of their portfolio | 22.2k $477.0k | — |
| HNP Capital LLC 0.14% of their portfolio | 22.2k $477.0k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 21.5k $461.0k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 21.1k $452.0k | — |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 20.0k $429.0k | — |
| New York Life Investment Management LLC 0.01% of their portfolio | 19.9k $427.0k | — |
| Disciplined Investments, LLC 0.18% of their portfolio | 18.5k $397.0k | — |
| FOSTER & MOTLEY INC 0.04% of their portfolio | 18.1k $388.0k | — |
| TCWP LLC 0.08% of their portfolio | 17.9k $383.0k | — |
| Inspire Advisors, LLC 0.10% of their portfolio | 17.8k $381.0k | — |
| Merit Financial Group, LLC 0.02% of their portfolio | 17.7k $380.0k | — |